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Getting Started with TargetX Email

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.

 

 

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