TargetX Email
Sample Training Objectives
- Understand the difference between TargetX email and Salesforce email
- Create New/Modify Existing Templates
- Explain relationship between template and report
- Execute campaign setup based on needs
- i.e. Appropriately configure settings
- Locate where to see campaign/broadcast performance
- Identify how to tell if individuals have received emails
Training Outline Example
Approximately 2 hours
TargetX Email Management (90 minutes)
- Campaign Builder Navigation
- Naming Conventions
- Template Creation (incl. exercise)
- Relationship to reports
- Conditional Content (incl. exercise)
- Creating Campaigns
- Key Settings
- Scheduling
- Immediate vs. Once
- Updating vs. Stopping and Re-Starting
- Email Data
- Viewing Email Data in CRM
Supplemental Materials
- Limiting How Much Email Recipient Data is Stored in the CRM
- Managing Email Opt-outs
- Understanding how recipients unsubscribe from specific email campaigns
- Reporting on Email