• Marketing Cloud Email Checklist

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.

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

• Update Audiences Quick Tutorial | 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).
  • Salesforce Send Email Quick Tutorial
  • Guided Send Quick Tutorial

• Creating Data Extensions | eComm specialists are responsible for creating Data Extensions while users must run them before each send to ensure there accuracy. 

• Cvent Build Checklist
• Event Strategy Checklist

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

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.

• Event Approval & Launch (quick how-to)
• Event Approval Checklist (for free, paid and fundraising events)
  • Walk through the same checklist your eComm specialist uses while approving your events.
• What to check before opening registration (from Cvent)

• Create a fundraising event

• Event Approval Checklist  (for free, paid and fundraising events)