Ayurmegha Academy

Salesforce Marketing Cloud Overview

Assignment 1 - Marketing Cloud Set-Up

Customer Success Platform (Recording)

Architecture of Salesforce Marketing cloud (Recording)

Assignment 2 - Application Tour

Data & Subscribers

Data & Subscribers (Recorded) - Jan 5, 2024

Data & Subscribers Recap (Recorded) - Jan 8, 2024

List & Subscribers Demo (Recorded) - Jan 9, 2024

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 (Recording)

Exercise 1-4 Import Subscribers to the Newsletter List

Exercise 1.5 - Tour All Subscribers

Create and import data into Lists (Recording)

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)

Data Extensions (Recorded) - Jan 10, 2024

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 (Recording)

Import data into Data Extensions (Recording)

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.

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.

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.

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?

Module 5 | Oct 14th

Setting up Workspaces

Module 5 | Oct 18th

Setting up Topic Profiles

Module 5 | Oct 19th

Creating Dashboards

Creating Workbenches

Setting up Publishing Calendar

Setting up Engagement Process

Module 5 Introduction

Module 5.1, 5.2

Exercise 5-1 Create File Transfer and Import Activity

Module 5 | Oct 21st

Exercise 5-2 Automate the Importing of Data

Module 5 | Oct 23rd

Module 5.3

Exercise 5-3 Automate the Refreshing of Data

Module 5.4

Exercise 5-4 Create a Triggered Email Definition

Module 5.5

Exercise 5-5 Create the Welcome Campaign

Module 5.6

Exercise 5-6 Create Welcome Emails

Module 5.7

Exercise 5-7 Create Send Email Activities

Module 5.8

Exercise 5-8 Create the Welcome Series Automation

Module 5.9, 5.10

Module 5.9, 5.10 (Video)

Exercise 5-9 Send to a Data Filter

Exercise 5-10 Solve the Northern Trail Outfitters Automation Use Cases

Module 5.11, 5.12, 5.13

Exercise 5-11 Create the Customer Anniversary Data Extension

Exercise 5-12 Create the Journey Builder Customer Anniversary Automation

Exercise 5-13 Create the Customer Anniversary Journey

Module 5.14

Exercise 5-14 Test the Journey

Exercise 6-1 Capstone Project

Module 6

Module 6 | Oct 25th

What is trigger send

Use cases and examples

Module 6 | Oct 26th

Contact builder, data extension

Module 6 | Oct 27th

Contacts, data source, import

Module 6 | Oct 28th

Overview of Data Designer

Module 6 | Nov 1st

Module 6 | Oct 29th

Population, attributes and attribute groups

Module 6 | Nov 2nd

Cancel Contact

Module 6 | Nov 8th

Best practices, etc

Module 6 | Nov 9th

Module 6 | Nov 11th

Module 6 | Nov 13th

Module 6 | Nov 15th

Module 6 | Nov 16th

Module 6 | Nov 17th

Module 6 | Nov 18th

Module 6 | Nov 22nd

Module 6 | Nov 23rd

Module 6 | Nov 24th

Module 6 | Nov 25th

Module 6 | Nov 26th

Module 6 | Nov 28th

What is Content Builder

E-mail, Template, Content Block, Code Snippet

Content Generator Best Practices

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

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

Journey Creation, Template, and Entry Source

Exercise 1-1 Four Critical Questions

Journey Builder Introduction

Journey Builder Activity

2-1 Log In to the Marketing Cloud

Data extension

Exercise 2-2 Create an Attribute Group and Link Data Extensions

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

Exercise 2-3 Data Setup

Exercise 3-1 Create an Automation Studio Data Extension

Exercise 3-2 Name the Journey, Define the Entry Source, Define the Settings, and Define Exit Criteria

Exercise 3-3 Set a Goal

Exercise 3-4 Configure Welcome Journey - Version 1

Exercise 3-5 Configure Welcome Journey - Version 2

Exercise 4-1 Test Journey

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