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Checklists & Quick Guides

Checklists and simple how-tos are an easy and effective method to ensure a quality product goes out the door every single time. eComm's most successful users embrace checklists regardless of how many successful emails they have already sent. 

Marketing Cloud

Testing might be the most important step when creating your communications and events. Make sure your constituent experience is flawless by having your team test before the official send.

Marketing Cloud Testing Checklist

Follow the links for short reviews (including checklists) of important processes for correctly delivering a message.

  • Update Audiences | If you send to Data Extensions (rather than Reports), be sure you are familar with keeping them accurate (and CAN-SPAM compliant).
    • Sending to Reports? Viewing the audience in Salesforce to ensure accuracy before sending is wise.
  • Send Emails | For those who send via the Guided Send, step-by-step wizard (reviewed during new user training) or Salesforce Send Emails (a re-usable sending method).

Cvent

Testing might be the most important step when creating your communications and events. Make sure your constituent experience is flawless by having your team test before the official send.

Standard Events

Standard Event Electronic Checklist

The electronic checklist reviews the event invitation from Marketing Cloud AND the standard Cvent registration form along with post-registration communications.

Cvent Testing Checklist

Express Events

Testing might be the most important step when creating your communications and events. Make sure your constituent experience is flawless by having your team test before the official send.

Express Event Electronic Checklist

The electronic checklist reviews the event invitation from Marketing Cloud AND the express Cvent registration form along with post-registration communications.

Cvent Express Testing Checklist

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