Course Introduction

• Course Purpose
• Agenda
• Learner Expectations
• Exam Overview

Discovery

• Provided with a set of business requirements, determine what additional information is needed to design the recommended solution.
• Provided with a list of branding and creative strategies, probe for additional information that is needed to recommend an appropriate solution.
• Provided a customer environment and goals, determine the viability of external systems that need to be included in the solution (I.e. POS, CRM, e-commerce, data warehouse, data source inputs).
• Demonstrate how to gather requirements in order to put together the data and segmentation strategy for the customer (I.e. frequency, complexity, volume of sending).
• Given a scenario that includes customer information about subscriber acquisition, management, and attrition, utilize this information to select solution components.
• Given a solution, recommend the appropriate customer skill sets required to utilize the Marketing Cloud application.

Marketing Cloud Connect

• Understand the prerequisites to consider prior to starting a Marketing Cloud Connect configuration (I.e. Salesforce edition, list of integration users, scope user, administrator credentials).
• Understand how to send an email to a contact, lead, campaign, and report via the Sales/Service Cloud and Marketing Cloud (I.e. sending, triggered, automated).
• Understand how Sales/Service Cloud data in the Marketing Cloud can be segmented.

Account Configuration

• Given a customer scenario, recommend the appropriate Marketing Cloud role based on User Stories.
• Determine which type of customer scenario warrants the creation of a business unit (I.e. publication types, demographic, workflow processes, and organizational structure).
• Given a scenario, troubleshoot issues regarding Reply Mail Management.
• Analyze the impact of applying Sender Authentication Package (SAP) to a business unit (I.e. link wrapping, Landing Pages, image URLs).

Reporting

• Explain how the information in data views and tracking extracts are accessed.
• Compare and contrast standard reports, data views, and tracking extracts.
• Summarize Send Logs including when/why to use it; how to create and manage.