Getting Started with TargetX Email
Overview of Email, best practices, working with email data.
- TargetX Email Overview
- Overview of the TargetX Email tool, Email Dashboard, Email Terminology and Encoding Standards.
- Working with Email Data
- Description of the types of Email data and how to limit how much email recipient data is stored in your CRM.
- Emailing a Student
- How to send an email to a single Student; how to use a template. Uses Salesforce baseline functionality and stores the email in the Activities Object.
- Email Best Practices
- Best Practices for sending Emails, Email campaigns, and Conditional Content.
- Resending an Individual Email
- Steps to resend an email to an individual.
- Understanding the TargetX Email Tools
- Description of TargetX Email tools.