Execute and Automate Marketing Cloud Emails in the Sales and Service Clouds

Execute and Automate Marketing Cloud Emails in the Sales and Services Clouds is a comprehensive and core training that ensures your success sending emails created in the Marketing Cloud via the Sales or Services Clouds. We recommend new users take this course before sending their first email message from the Sales or Service Cloud.

Course Outline

Marketing Cloud Connector Overview

  • Explain what the Marketing Cloud Connector is

  • Describe the capabilities of the Marketing Cloud Connector

  • Explain what the pre-requisites are for the Marketing Cloud


Connector

  • Explain what can occur in each Cloud with the integration


Marketing Cloud Overview

  • Explain what the Salesforce Marketing Cloud is

  • See how to login to the Marketing Cloud


Content

  • Explain what Portfolio is

  • See how to upload content

  • Explain what a template is and the ways to create a template

  • Create a template

  • Explain the various types of content blocks

  • Describe the ways to individualize email content to include personalization and dynamic content

  • Create various content blocks

  • Explain the ways to create an email

  • Use the email editor to create an email


Test

  • Describe the capabilities of the testing tools


Send

  • Explain the ways to send an email through the Marketing


Cloud and the Sales/Service Clouds

  • Use the capabilities within the Sales/Service Cloud to send an email to a lead or contact

  • Use the capabilities within the Marketing Cloud and the Sales/


Service Clouds to send to a report or campaign

  • Explain the A/B Testing functionality

  • Describe what a Salesforce Data Extension is

  • Create a Salesforce Data Extension and segment contacts

  • Use the capabilities of the Salesforce Send Activity to send an email

  • Explain the Triggered Send functionality

  • Use the capabilities of Automation Studio to send a welcome series


Analyze

  • Explain how to track the results of an email send in the


Marketing Cloud and the Sales/Service Clouds

  • Use the reporting capabilities in the Marketing Cloud to create a report

  • Create reports within the Sales/Service Clouds

Audience

Execute and Automate Marketing Cloud Emails is designed for individuals in the following roles:

  • New content editors/publishers who will be helping to build email messages and/or hitting the send button through the Sales or Service Cloud

  • New channel managers who will be responsible for the Marketing Cloud within an organization