TargetX Communication Planner

Sample Training Objectives 

•  Understand the difference between TargetX email and Salesforce email
• Create New/Modify Existing Templates
• Execute campaign setup based on needs
  • i.e. Appropriately create Tracks and Steps
• Create Reports for Communication Plans
• Locate where to see campaign/broadcast performance
• Identify how to tell if individuals have received emails

Training Outline Example 

Approximately 2 hours

Supplemental Materials

• Creating Folders and Templates
• Using Contact Child Objects in Communication Planner
• Creating Campaigns
• Creating Reports for Communication Plans
• Reviewing Student Email Activity