Salesforce Marketing CloudTraining

Content creation & email sending

This session starts with an overview of the features and navigation in Salesforce Marketing Cloud. Content Builder, a powerful sending tool, lets you deliver your customer-specific communication via email, SMS and push notifications in a personalised and dynamic way. When creating emails, you learn to work with templates and content blocks, test your emails using the preview and a test send, and finally send them through the Marketing Cloud send process.

• Overview of Marketing Cloud
• Content Builder: overview & features
• Content creation & editing
• Templates & content blocks
• Dynamic content
• Email preview & testing
• Email send
• Exercises – preview & test/send

Privacy-compliant subscriber management in Marketing Cloud

In this session you learn how your marketing-relevant contacts are stored in Salesforce Marketing Cloud and how their subscription status is managed via Subscriber Management. You learn the basics of storing data in database tables (Data Extensions) and carry out an import into a Data Extension you have created beforehand.

• Data in Marketing Cloud
• Data Extensions: types, fields, filters
• Data Extensions: import
• Subscription management
• Exercises – creating Data Extensions + data import; creating Filtered Data Extensions

More success with marketing automation in Marketing Cloud

In this session you explore the options for automating processes in Salesforce Marketing Cloud. Activities let you, among other things, segment audiences, automate data imports and exports and send messages automatically. The individual activities are then linked in an automation and released for regular execution. In this session you build your own automation that creates an audience for a send.

• Automation Studio: overview & features
• Types of automations
• Types of activities
• Creating an activity
• Creating an automation
• Exercise – creating an SQL Query Activity & automation

Administration in Salesforce Marketing Cloud

This session is aimed at Salesforce Marketing Cloud administrators whose responsibilities include managing users and assigning appropriate roles. You also learn how to build data models in Contact Builder for use in other Marketing Cloud apps. In addition, you discover the many configuration options the Setup area offers for working with Marketing Cloud. Configuring send-related settings once the Sender Authentication Package has been set up rounds off the Marketing Cloud administrator's role.

• Contact Builder
• Account / Business Units
• User & role management
• Setup menu: settings & features
• Send Management: Sender/Delivery Profiles, Send Classifications
• Sender Authentication Package
• Reply Mail Management
• Exercises – Where do you find key system information? Where are user-related settings configured?

Journey Builder part 1 – Guide your customers every step of the way.

This session is the first part of working with Journey Builder. You learn what customer journeys are and how journeys are modelled in Salesforce Marketing Cloud Journey Builder. After getting to know the features and examining the right data foundation for journeys, you have the opportunity to build a journey yourself.

• Customer journey fundamentals
• Examples of journeys in Journey Builder
• Journey Builder workspace
• Exercise – creating a standard journey
• Journey Builder process overview
• Data in Journey Builder
• Journey Builder & Automation Studio

Journey Builder part 2 – Personalised interaction with Journey Builder

This session is the second part of working with Journey Builder. After a brief recap of the core functionalities, you now create a journey that is triggered by a previously executed recipient selection (automation-based journey). You learn how to test a journey thoroughly before it goes live and how to track the relevant metrics, such as opens and clicks, once it is live. The session closes with useful tips and tricks for building, testing and maintaining journeys.

• Exercise – creating an automation-based journey
• Journey testing
• Journey tracking
• Best practices, troubleshooting & useful links