Session 1
This Session guides you through the process of syncing and managing prospects between the Account Engagement and Salesforce platforms. It provides insights into setting up custom fields, dealing with sync errors, creating user journeys and optimizing your use of the platforms for better marketing outcomes.
Focus Areas: Account Engagement Salesforce Interaction, Prospects, Addressing Sync Errors, Deliverability Setup
Session 2
This session guides you through understanding the processes of journey mapping, engagement, segmentation, and automation in Account Engagement. It provides detailed instructions on creating, editing, and optimizing segments along with guidance on setting up Salesforce campaigns and automations, all aimed at enhancing the customer journey.
Focus Areas: Journey Mapping, Engagement, Segmentation, Automation, Campaigns
Session 3
This session provides a comprehensive overview on optimizing forms and form handlers in Salesforce Account Engagement platform. The detailed discussion includes key tactics like user engagement, conversion optimization, progressive profiling, and other strategic choices to enhance the form experience for the user. With the aid of real-life examples, and insights on iterative design changes, troubleshooting errors and setting up dynamic interactions based on pre-filled data. The session is designed to equip users with practical understanding of native forms and their potential in driving personalized and efficient interactions.
Focus Areas: Form Management, Conversion Optimization, Progressive Profiling, Error Handling, User Segmentation
Session 4
This Session explains how to create various types of email campaigns using Account Engagement, discussing open rates, click-to-open ratios, and unique click-through rates. It also goes into, how to set up a email report in Salesforce, and handle differing email processes for marketing.
Focus Areas: Email Sends, Data, Best Practices, Reporting
Session 5
This Session teaches how to leverage the email builder, best practices, and templets vs. list emails.
Focus Areas: Classic Email builder, Email Template, Best Practices
Session 6
This session unpacks the intricacies of setting up the drag and drop builder, building reporting in Salesforce and leveraging Engagement Studios.
Focus Areas: Drag and drop builder, reporting, Engagement Studio
Included In Your Masterclass Seat: Unlimited 1:1s
"A great learning atmosphere where people felt comfortable asking questions, and they gave thoughtful, helpful responses."
- SLX Masterclass Graduate
