Course Curriculum

  • 01

    Introductions and Overview

    • Salesforce Marketing Cloud

    • Introductions and Overview

    • Assignment 1 - Marketing Cloud Set-Up

    • Introduction of the digital & personalised marketing

    • Introduction of the digital & personalized marketing (Recording)

    • Customer Success Platform

    • Customer Success Platform (Recording)

    • Architecture of Salesforce Marketing cloud

    • Architecture of Salesforce Marketing cloud (Recording)

    • Introduction of all the Studios and Builders

    • Assignment 2 - Application Tour

  • 02

    Module 1 - Data and Subscribers

    • Module 1 PPT

    • Describe the three ways to store data in Salesforce Marketing Cloud

    • Describe the three ways to store data in Salesforce Marketing Cloud (Recording)

    • Data & Subscribers - Tour Attributes (Recorded)

    • Exercise 1.1 Data & Subscribers - Tour Attributes

    • Exercise 1.2 - Data & Subscribers - Create a Newsletter List

    • Exercise 1.3 - Tour Of Profile & Subscription Centers

    • Understand All Subscribers and how it works

    • Understand All Subscribers and how it works (Recording)

    • Exercise 1-4 Import Subscribers to the Newsletter List

    • Exercise 1.5 - Tour All Subscribers

    • Create and import data into Lists

    • Create and import data into Lists (Recording)

    • Define key terminology, like Subscriber, Subscriber Key, and Primary Key

    • Define key terminology, like Subscriber, Subscriber Key, and Primary Key (Recording)

    • Create Sendable and Non-Sendable Data Extensions

    • 1.6 - Create Sendable and Non-Sendable Data Extensions (Recording)

    • Exercise 1-6 Create a Sendable Data Extension

    • Exercise 1-7 Import Data to a Data Extension

    • Exercise 1-8 : Create a Non-Sendable Data Extension

    • Understand the importance of a Send Relationship in Sendable Data Extensions

    • Understand the importance of a Send Relationship in Sendable Data Extensions (Recording)

    • Import data into Data Extensions

    • Import data into Data Extensions (Recording)

    • Describe different ways to import data

    • Exercise 1-9 : Create an Import Activity

    • Exercise 1-10 : Create a Test Data Extension

    • Exercise 1-11 : Add a record to the Test Data Extension.

    • SFMC Test 1 - There are 11 questions in this test. You will get 20 minutes to answer these questions.

  • 03

    Module 2.Creating Content

    • Create Folders and Upload Source Files (Video)

    • Create Folders and Upload Source Files (Lesson)

    • Exercise 2-1 Create Folders and Upload Source Files

    • Create Templates (Video)

    • Create Templates (Lesson)

    • Exercise 2-2 Create the NTO Template

    • Exercise 2-3 Create the Newsletter Template

    • Create Image and Carousel Block

    • Exercise 2-4 Create Image Carousel Content Block

    • Create Dynamic Content

    • Exercise 2- 5 Create Layout Content Blocks for Dynamic Content

    • Creating an Email (Video)

    • Creating An Email (Lesson)

    • Exercise 2- 6 : Create Customer Anniversary Email

    • Creating AMPscripts

    • Create AMP Scripts (Video)

    • Create Email (Video)

    • Exercise 2- 7 : Create Welcome Email

    • Exercise 2- 8 : Create Newsletter Email

    • Excersice 2-7 & 2-8 | 24th Sept.

    • Assets

    • Module 1 & Module 2 Recap | 27th Sept.

  • 04

    Module 3 - TESTING, SENDING, & ANALYTICS

    • Module 3.1 Test The Welcome Email

    • Exercise 3-1 Test the Welcome Email

    • Module 3 | 28th Sept.

    • Module 3.2 Use Send Flow

    • Exercise 3-2 Use Send Flow

    • Module 3.3 Create User-Initiated Email

    • Module 3 | 29th Sept.

    • Exercise 3-3 Create User-Initiated Email

    • Module 3 | 1st Oct.

    • Exercise 3-4 Create a Publication List

    • Exercise 3-5 Review Tracking Results

    • Module 3 | 4th Oct.

    • Exercise 3-6 Create and Deliver a Standard Report

    • Module 3 | Oct 5th.

    • Module 3 | 6th Oct.

  • 05

    Module 4 - SEGMENTATION

    • Module 4 Introduction

    • Module 4.1, 4.2, 4.3

    • Module 4.4, 4.5

    • Module 4.6, 4.7

    • Module 4.8, 4.9

    • Exercise 4 - 1 Create a Filtered Data Extension

    • Module 4 | Oct 7

    • Exercise 4-2 Solve Northern Trail Outfitters Use Cases

    • Exercise 4-3 Create Filtered Data Extensions

    • Module 4 | Oct 11

    • Exercise 4-4 Create the Data Filters and Filter Activities

    • Module 4 | Oct 12th

    • Exercise 4-5 Create the Data Filters and Filter Activities

    • Module 4 | Oct 13th

    • Exercise 4-6 Use a Measure to Segment Data

    • Exercise 4-7 Solve Northern Trail Outfitters Segmentation Use Cases

    • Exercise 4-8 Create a Query Activity

    • Exercise 4-9 : Create a Query Activity

    • Exercise 4-10 What Segmentation Functionality Would You Use?

  • 06

    Module 5 - AUTOMATION

    • Module 5 | Oct 14th

    • Setting up Workspaces

    • Setting up Topic Profiles

    • Creating Dashboards

    • Creating Workbenches

    • Setting up Publishing Calendar

    • Setting up Engagement Process

    • Module 5 Introduction

    • Module 5.1, 5.2

    • Module 5.3

    • Module 5.4

    • Module 5.5

    • Module 5.6

    • Module 5.7

    • Module 5.8

    • Module 5.9, 5.10

    • Module 5.11, 5.12, 5.13

    • Module 5.14

  • 07

    Trigger Send Configuration

    • What is trigger send

    • Use cases and examples

    • Contact builder, data extension

    • Contacts, data source, import

    • Overview of Data Designer

    • Population, attributes and attribute groups

    • Cancel Contact

    • Best practices, etc

  • 08

    Content Generator Configuration

    • What is Content Builder

    • E-mail, Template, Content Block, Code Snippet

    • Content Generator Best Practices

  • 09

    Mobile Studio Configuration and Audience Builder

    • Mobile Studio Overview

    • Mobile Connection, Administration

    • Import and Manage Contacts

    • Message, Mobile Push, Notifications

    • Analytics Builder, Report, Standard Reports, Discover

    • AMP Script Demo

    • Mobile Studio

    • Web Studio (Cloud Pages)

    • Smartpages

    • Analytics Studio

    • Mobile and web Analytics

    • Einstein Engagement Score

    • Audience Builder Overview and Configuration

  • 10

    Automation Studio and its Configuration

    • Automation Studio Overview

    • Create and Schedule Automation, Studio Events Automation

    • SQL Query Activity, SQL Query use-case

    • Data view and its use

    • Send Email Campaigns

    • Import File Activity, File Transfer Activity, Script Activity, Filter Activity, Data Extraction Activity, Wait Activity, etc

    • Cloud and Landing Pages

    • Microsite and Smart Capture Form

  • 11

    Journey Builder - Overview and Configuration

    • Journey Creation, Template, and Entry Source

    • Data extension

    • Target Audience

    • Salesforce Data Events

    • Journey Canvas

    • Wait Activity, Send Email Activity, Join Activity

    • Decision Split, Engagement Split, Random Split

    • Encourage Activities

    • Einstein Split

    • Contact Activity, Sales and Service Cloud Activity

    • Overview and Examples

    • Journey Settings, and Report

    • Administration

    • Live Scenes and Errors

    • Journey Builder Best Practices

  • 12

    Marketing Cloud Connect

    • Connectors and its Usage

    • Installation, use Cases

    • Email Send

    • Integration of Journey Builder

    • Trigger Send

    • Real-Time Scenarios

    • Troubleshooting, API Logs, Salesforce Logs

    • Set up a Marketing Calendar

    • Marketing Cloud Connect Best Practices

    • SFMC Lesson Week 1 Day 2