Course curriculum

  • 01
    Introduction
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    • About This Course
    • Prerequisites for Success
  • 02
    Adding Custom Fields to Your CRM
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    • Contact Details - CRM Properties
    • Custom CRM Properties – Adding a Text Field
    • Custom CRM Properties – Adding a True/False Field
    • Custom CRM Properties – Adding Date Field
    • Custom CRM Properties – Adding List Field
  • 03
    Introduction to Tags
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    • What is a Tag?
    • Overview of Tag Management Dashboard
    • Create - Tags (via Tag Management Dashboard)
    • Create - Tags (via Contact or Subscriber List)
    • Create - Tags (via Contact Profile)
    • Tagging Contacts & Subscribers via Lists
    • Tagging Contacts & Subscribers via Contact Profile
    • How to Remove a Tag from a Contact or Subscriber
    • How to Delete a Tag via Tag Management Dashboard
  • 04
    Introduction to Filters
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    • What is a Filter?
    • Locating Filters
    • Overview of Filters & Criteria
    • Filter - Name
    • Filter - Email
    • Filter - Phone
    • Filter - Tag
    • Applying a Single Filter
    • Applying Multiple Filters
    • Modifying an Applied Filter
    • Deleting an Applied Filter
  • 05
    Introduction to Segments
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    • What is a Segment?
    • Lists vs. Segments
    • Contact Segment vs. Subscriber Segment
    • Locating Segments
    • Contact Segment - Create a Contact Segment Using a Single Filter
    • Contact Segment - Create a Contact Segment Using Multiple Filters
    • Contact Segment - Modify an Existing Contact Segment
    • Contact Segment - Delete an Existing Contact Segment
    • Subscriber Segment - Overview of Subscriber Segment Dashboard
    • Subscriber Segment - Create a Subscriber Segment Using a Single Filter
    • Subscriber Segment - Create a Subscriber Segment Using Multiple Filters
    • Subscriber Segment - Add OR Condition
    • Subscriber Segment - Modify an Existing Subscriber Segment
    • Subscriber Segment - Save as a New Subscriber Segment
    • Subscriber Segment - Rename or Delete an Existing Subscriber Segment
  • 06
    Organizing & Viewing Your Audience
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    • Reminder…A Subscriber is a Contact that has said Yes
    • Working with Lists - Column Displays
    • Working with Filters - Applying Filters to Contact List
    • Working with Filters – Differences on Subscriber List
    • Working with Filters - Apply Filters within an Email Marketing List
  • 07
    Subscriber Metrics & Monitoring
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    • Overview of List & Subscriber Dashboard
    • Overview of Open Rate & Click Rate
    • Subscriber Dashboard – All Subscribers Tab
    • Subscriber Dashboard – Lists Tab
    • Subscriber Dashboard – Segments Tab
    • Subscriber Dashboard – Unsubscribed Tab
  • 08
    Analyzing Your Contact Interactions
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    • Contact Details - Activity Log
    • Contact Details - Add Notes
    • Contact Details - Marketing Activity
  • 09
    List Maintenance
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    • Removing Subscribers from a List
    • Deleting a List
  • 10
    Campaigns (aka Email)
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    • Overview of Design Blocks
    • Design Basics - Text Options & Styling
    • Design Basics - Button Options & Styling
    • Design Basics - Image Options & Styling
    • Design Basics - Spacings
    • Design Extras - Add Your Logo
    • Design Extras - Add Your Social Media Accounts
    • Design Extras - Add Image that Leads to Video
    • Design Extras - Best Dimensions for a Banner Image
    • Design Extras - Create an Eye-Catching Signature
    • Modify Blocks - Rearrange the Order of Blocks
    • Modify Blocks - Clone a Block
    • Modify Blocks - Delete a Block
  • 11
    Using Links in an Email Campaign
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    • Introduction to Using Links in a Email Campaign
    • Overview of Selecting a Link
    • Link Type - Page - Lead to Core Pages of Your Campaigns Website
    • Link Type - External Link
    • Link Type - Email
    • Link Type - File
    • Apply - Link a Button
    • Apply - Link an Image
    • Apply - Link Text
    • Modify - Update an Existing Link
    • Modify - Delete an Existing Link
  • 12
    Automations
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    • What is an Automation?
    • Define the Purpose of Your Automation
    • Overview of Automation Build Blocks
    • Overview of Actions Triggers
    • Automation Triggers - Added to a List
    • Automation Triggers - Tag is Added
    • Overview of Automation Action Steps
    • Automated Actions - Add a Delay
    • Sending Actions - Send Email
    • Contact Actions - Add a Tag
    • Contact Actions - Add Contact to a List
    • Contact Actions - Update Contact Property
    • Contact Actions - Add a Note
    • Contact Actions - Remove Contact from a List
    • Contact Actions - Remove a Tag
    • Other Actions - Start Another Automation
    • Overview of Automation Goals
    • Goal - Added to a List
    • Goal - Tag is Added
    • Overview of Common Configurations
    • Configurations – Turning Automations On & Off
    • Configurations – Duplicate Automations
    • Configurations – Deleting an Automation
    • Overview of Business Objective for Your First Custom Automation
    • Create - Build Your First Automation
    • Create - Select Your First Automation Trigger
    • Create - Add Your First Series of Steps to the Automation
    • Create - Set Your First Goal for the Automation
    • Testing - Turn Your Automation On
    • Testing - Add Yourself Before Adding Additional Subscribers
    • Testing - Track How Many Subscribers Completed an Automation Step & How Many are Within Each Step
    • Testing - See Results via the Contact Profile
    • Testing - View Emails in Your Inbox + Check Links
    • Modifying - Updating an Email within the Automation
    • Modifying - Updating the Selected Tag
    • Modifying - Updating the Selected List
    • Modifying - Updating the Contact Property
    • Modifying - Adding a New Step to an Existing Automation
    • Modifying - Changing the Order of Steps in an Automation
    • Modifying - Deleting a Step in an Automation
    • Overview of Automation Performance Analytics & Goals
    • Performance Analytics - Automation Flow
    • Performance Analytics - Automation Goal
    • Performance Analytics - Flow Emails / Messages
  • 13
    Introduction to Blogs
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    • What is a Blog?
    • Locating Blogs via Your Live Site
    • Locating Blogs via Your Back Office
    • Overview of Blog List Dashboard
    • Dashboard - Search Tool
    • Dashboard - Edit Header & Sidebar
    • Dashboard - Settings
    • Dashboard - Preview a Blog
    • Dashboard - Clone an Existing Blog
    • Dashboard - Delete a Blog
    • Dashboard - Add Post
    • Overview of Blog Builder
    • Overview of Blog Builder Settings
    • Settings - Add Share Buttons (Share to Social Media)
    • Settings - Enable Comments & Legacy Comments
    • Settings - Tags & Categories
    • Settings - Post Author
    • Settings - Post Date
    • Save Options - Update & Draft
    • Blog Section - Blog Title
    • Blog Section - Blog Summary
    • Blog Section - Blog Body
    • Design Elements - Container
    • Design Elements - Heading Block vs. Text Block
    • Design Elements - Text Styling Options
    • Design Elements - Image
    • Design Elements - Button
    • Design Elements - Columns
    • Shortcut - AI Tool
    • Modifying - Duplicate an Individual Element or Entire Block
    • Modifying - Delete an Individual Element or Entire Block
    • Modifying - Hide a Block
    • Modifying - Rearrange Block Order
    • Overview of Social Sharing Options
    • Social Sharing - Image
    • Social Sharing - Gallery
    • Social Sharing - Video
    • Resources - Edit the Size of Your Social Sharing Image
    • Tips & Tricks - Restore a Deleted Blog