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Liaison

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

 

 

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