Course Outline

Configure organization settings

• configure data sources for synchronization
• create and manage templates
• configure integration with the marketing portal
• configure landing page settings
• configure domain authentication
• configure data protection tools
• configure social media accounts
• configure webinar providers
• configure LinkedIn Lead Gen
• configure the Customer Insights connector

Manage insights

• analyze contact insights
• analyze lead insights
• analyze segment insights
• analyze customer journey insights
• analyze email insights
• analyze lead scoring model insights
• analyze marketing page insights
• analyze marketing form insights
• analyze website insights
• analyze redirect URL insights

Create and manage segments

• determine segment type
• create and manage marketing segments
• create and manage templates
• create segments using Natural Language Query
• configure dynamic segments using Designer
• combine segments using union, exclude, or intersect logic
• create segments from external sources by using Dynamics 365 Customer Insights
• describe use cases for blocks including behavioral blocks and query blocks

Create and manage subscription centers and lists

• create a subscription list
• add a subscription list or lists to a form
• create a segment based on a subscription list
• describe use cases for subscription centers
• create and manage a subscription center
• describe when to use marketing lists and subscription lists
• describe use cases for suppression lists

Create and manage marketing forms

• determine which marketing form type to use
• identify form requirements and limitations
• create a marketing form by using a template
• manage form templates
• create and manage marketing forms
• configure dynamics form fields
• embed forms in external websites
• implement form capture for externally managed forms

Manage leads

• create leads
• manage leads throughout the lead lifecycle
• synchronize leads from LinkedIn Campaign Manager by using LinkedIn Lead Gen

Create and manage accounts and contacts

• create and manage accounts
• create and manage contacts
• manage content settings
• create and manage activities and activity templates

Manage email messages

• define message requirements
• preview messages by using basic, inbox, Litmus features
• configure A/B testing and review test results
• validate and publish email messages

Publish and manage customer journeys

• configure required options for publishing journeys
• check customer journeys for errors
• publish a customer journey

Manage events

• create event invitations, banners, and social media posts
• manage event registrations, including attendee check-in
• manage speakers, registration, waitlists, and attendees
• manage sponsors, vendors, logistics, and accommodations
• record and view financial information for events

Manage surveys

• add surveys to emails
• embed surveys in marketing email messages
• add surveys to a webpage
• add surveys to customer journeys
• view survey responses in Customer Voice
• create a segment from survey responses