Data Cloud Bundle

Bundle

(DC) Course 1: Data Ingestion and Modeling

In this course, we will delve into the essential aspects of Data Ingestion, Data Mapping, Object Relationships, Data Explorer and Auditing, while exploring both the potential benefits and inherent usage risks. Data Ingestion & Modeling Data Explorer & Auditing Data Mapping Object Relationships Magna Insights Resources

Course•By Adam Blake

(DC) Course 2: Identity Resolution

Use identity resolution to consolidate data from difference sources into a comprehensive view of your customer called a unified profile. Identity resolution uses matching and reconciliation rules to link data about people into unified profiles. Each unified profile contains all the unique contact point values from all sources. Match Rules Reconciliation Rules Unified Profile Creation Usage Risks Common + Specific Use Cases Salesforce Resources

Course•By Adam Blake

(DC) Course 3: Audience Building

Audiences are customer/contact groups compiled from calculated insights and segments. We use Data Cloud Segments to build highly targetable and consolidated marketing contact lists. Creating Segments in Data Cloud will ensure minimal effort with high level of replicability to create marketable contact lists that update on a pre-set schedule (hourly/daily). Segments Calculated Insights Segment QA Usage Risks Common + Specific Use Cases Salesforce Resources

Course•By Adam Blake

(DC) Course 4: Segment Activation

We will be covering the three main steps involved in the Segment Activation process which are creating an activation target, setting up an activation, and publishing an associated segment. Configuring Activation Targets Activation Overview & Design Activating Segments & Calculated Insights Activation QA Usage Risks Common + Specific Use Cases Salesforce Resources

Course•By Adam Blake

Marketing Cloud Engagement

Bundle

Marketing Cloud Personalization

Bundle

(MCE) 1.0 Users, Permissions, and Profiles

User Setup, User Profiles, and Permissions in Marketing Cloud provide a robust framework for administrators to configure individual user access, define custom roles, and manage permissions, ensuring a secure and controlled environment while granting the right level of access to different team members based on their responsibilities

Course•By Adam Blake

(MCE) 1.1 Business Units

Business Units represent distinct entities within an organization, each operating independently to manage data, subscribers, and marketing activities, allowing seamless collaboration and efficient management across diverse teams and departments

Course•By Adam Blake

(MCE) 1.2 Sender Authentication Package (and SSLs)

Sender Authentication Package boosts email credibility and deliverability, ensuring your messages reach the right audience and build trust for your business.

Course•By Adam Blake

(MCE) 1.3 Data Extensions

Data Extensions are a versatile and essential feature within Marketing Cloud that empowers marketers to securely store and manage valuable customer data. With Data Extensions, you can effortlessly organize and segment information, enabling targeted and personalized marketing campaigns that drive better engagement and lasting customer relationships

Course•By Adam Blake

(MCE) 1.4 Sender Profiles

Discover the essential foundations of Marketing Cloud Sender Profiles, enabling marketers to efficiently manage and customize email sending configurations for enhanced targeting and engagement

Course•By Adam Blake

(MCE) 1.5 Creating (And Sending) An Email

Sending an email is a fundamental feature of Marketing Cloud that empowers marketers to effortlessly deliver targeted and engaging messages to their subscribers' inboxes, driving customer engagement and fostering meaningful interactions with the audience.

Course•By Adam Blake

(MCE) 1.6 Journey Builder

Journey Builder revolutionizes marketing by empowering personalized and automated customer journeys, delivering the right messages at the right time, fostering lasting customer relationships.

Course•By Adam Blake

(MCE) 1.7 Automation Studio

Automation Studio is a key component of the Salesforce Marketing Cloud application, designed to streamline and automate marketing processes. This tool empowers users to create, schedule, and execute complex, data-driven marketing campaigns with ease. Key features include workflow automation, email marketing automation, and data management. Users can define and automate tasks, ensuring timely and personalized communication with customers. Automation Studio plays a crucial role in enhancing efficiency, optimizing marketing strategies, and delivering targeted messages to the right audience at the right time.

Course•By Adam Blake

(MCE) 1.8 Marketing Cloud Connector

Unleash the power of seamless integration between Salesforce and Marketing Cloud, combining customer insights for targeted, personalized marketing campaigns and a cohesive customer experience.

Course•By Adam Blake

(MCE) 1.9 File Transfer Protocol

Marketing Cloud FTP (File Transfer Protocol) is a secure and efficient data transfer mechanism that enables marketers to seamlessly exchange large volumes of data, including subscriber lists, content assets, and campaign information, facilitating streamlined communication and enhancing marketing operations

Course•By Adam Blake

(MCP) 1.0 Introduction

Salesforce Marketing Cloud Personalization, previously known as Interaction Studio, is a sophisticated platform designed for real-time interaction management across various channels. It excels in creating detailed customer profiles by integrating data from multiple sources, enabling dynamic audience segmentation and personalized experiences. Utilizing AI and machine learning, it delivers tailored content and recommendations to each customer in real time. This platform ensures consistent cross-channel experiences and is enhanced by robust analytics tools for deep insights into customer behavior and campaign performance. Salesforce Marketing Cloud Personalization represents a key solution for businesses aiming to elevate customer engagement and achieve higher conversion rates through personalized marketing strategies.

Course•By Adam Blake

(MCP) 1.1 Sitemap

Sitemaps are the driving force behind tracking user behavior on and across any web domains. Upon establishing a connection with a Salesforce Interactions Web SDK beacon (one line of code to be placed in the HTML Header or GTM), the javascript sitemap code is continuously ran against a website in order to create data-rich customer profiles for every single user. These Unified Customer Profiles (UCPs) live in the Marketing Cloud Personalization platform and reflect the behavior data of both known and anonymous users that the sitemap gathered. Developing a well-built, organized sitemap determines how much is known about a user on your site and the overall effectiveness of personalized experiences.

Course•By Adam Blake

(MCP) 1.2 Catalog Objects

The Catalog Object in Salesforce Marketing Cloud Personalization is a versatile tool designed for managing and organizing a wide range of content and products. It allows marketers to structure and categorize items such as products, articles, or services in a dynamic, easily accessible format. By integrating with customer data and interactions, the Catalog Object facilitates personalized recommendations and content curation based on individual preferences and behaviors. This feature is crucial in enhancing user experience by ensuring that customers receive relevant and targeted information. Overall, the Catalog Object is an essential component in Salesforce Marketing Cloud Personalization, playing a pivotal role in delivering customized content and driving engagement and conversions.

Course•By Adam Blake

(MCP) 1.3 ETL Data Feeds

Sitemaps are the driving force behind tracking user behavior on and across any web domains. Upon establishing a connection with a Salesforce Interactions Web SDK beacon (one line of code to be placed in the HTML Header or GTM), the javascript sitemap code is continuously ran against a website in order to create data-rich customer profiles for every single user. These Unified Customer Profiles (UCPs) live in the Marketing Cloud Personalization platform and reflect the behavior data of both known and anonymous users that the sitemap gathered. Developing a well-built, organized sitemap determines how much is known about a user on your site and the overall effectiveness of personalized experiences.

Course•By Adam Blake

(MCP) 1.4 Segmentation

Segments can be utilized in various ways, such as personalizing campaigns to show specific content to different user segments, reviewing member profiles to understand customer preferences, and importing or exporting segment data for better integration with other Salesforce cloud​​. Salesforce Marketing Cloud Personalization enables the creation of rule-based segments, which are defined based on specific criteria, and manual segments, or using existing subscriber lists​​.

Course•By Adam Blake

(MCP) 1.5 Einstein Recipes

Recipes are the functional components behind recommending custom catalog content to serve back to a given user. These recommendations can render in Web Use Cases, Open-Time Email, Triggered Emails, and in Server-Side responses. Recipes are customizable throughout four broad categories: Ingredients, Exclusions, Boosters, and Variations. These options allow us to steer the recommendation algorithm in certain directions that align with business needs. Integrating recipes allows us to prove to the user that we can speak to their unique, individual needs and boosts the overall effectiveness of personalized experiences. COURSE INTRODUCTION VIDEO https://vimeo.com/896966077 Overview FAQs How To Guide Usage Risks Strategies for Success Common + Specific Use Cases Salesforce Resources

Course•By Adam Blake

(MCP) 1.6 Use Cases

Use cases include delivering tailored, data-driven customer experiences across channels by leveraging AI-driven recommendations, dynamic content, and real-time segmentation to optimize engagement and conversion

Course•By Adam Blake

(MCP) 1.7 Campaigns

Marketing Cloud Personalization campaigns allow you to create personalized experiences for your customers across various digital channels such as web, email, mobile, and third-party integrations. With these campaigns, you can tailor your website content based on user behavior, preferences, location, and more.

Course•By Adam Blake

(MCP) 1.8 Connectors

Sitemaps are the driving force behind tracking user behavior on and across any web domains. Upon establishing a connection with a Salesforce Interactions Web SDK beacon (one line of code to be placed in the HTML Header or GTM), the javascript sitemap code is continuously ran against a website in order to create data-rich customer profiles for every single user. These Unified Customer Profiles (UCPs) live in the Marketing Cloud Personalization platform and reflect the behavior data of both known and anonymous users that the sitemap gathered. Developing a well-built, organized sitemap determines how much is known about a user on your site and the overall effectiveness of personalized experiences.

Course•By Adam Blake