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?
    • Tag Management Dashboard
    • Creating Tags (via Tag Management Dashboard)
    • Creating Tags (via Contact or Subscriber List)
    • Creating 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
    • How to Remove a Filter
  • 05
    Introduction to Segments
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    • What is a Segment?
    • Locating Segments
    • How Segments Apply to Contacts
    • How to Create a Segment for Contacts
    • How Segments Apply to Subscribers
    • How to Create a Segment for Subscribers
  • 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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    • Explanation of Campaign Open Rate
    • Explanation of Campaign Click Rate
    • View Performance Analytics of a Sent Campaign
    • Using CRM Properties in a Campaign
    • Send a Campaign to a Segment
  • 11
    Using Links in a Campaign
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    • Introduction to Using Links in a Campaign
    • Link to Your Campaigns Website
    • Link to an External Website
    • Link to an External Video
    • Link to Your Social Media Accounts
    • Link to a File
    • Applying Links to a Button in Your Campaign
    • Applying Links to a Picture in Your Campaign
    • Applying Links to Text in Your Campaign
  • 12
    Introduction to Blogs
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    • What is a Blog?
    • Locating Blogs
    • Overview of Blog List Dashboard
    • How to Modify the Blog List Landing Page
    • How to Modify an Individual Blog Landing Page
    • Cloning a Blog
    • Creating a Completely New Blog
    • Add Share Button (allows Social Media Sharing)
    • Applying Categories within a Blog
    • Applying Tags within a Blog
    • Modify the Name that Displays as the Blog Post Author
    • Blog Preview Options
    • Posting or Scheduling a Blog
    • How Your Community Can Share Your Blogs