IOS Marketing Cloud Training
Training is approached in phases. Depending on where your unit is with being onboarded to Marketing Cloud, certain features may not be available. You're welcome to check out future resources, even if currently unavailable or applicable.
1 | Pre-Access Requirements & Request Access
Before getting access to Marketing Cloud, new users must complete the following SkillSoft courses. The following materials are intended to educate CU employees on protecting constituent data in general where training in the Marketing Cloud tools will come in step 2 (below).
Skillsoft Courses
complete every 3 years
CU: Information Security for IT Service Providers | Course ID: _scorm12_cu_u00064_0001
This 40-minute course covers your responsibilities for protecting the confidentiality and privacy of information at CU.
CU: FERPA for CU-SIS Access | Course ID: _scorm12_cu_u00049_0001
This 45-minute course covers how federal law protects student education records.
complete every 2 years
ICU: Information Security Awareness | Course ID: _scorm12_cu_u00063_0001
This 30-minute course covers how to protect university and private information.
After completing the above pre-access requirements, request access to Marketing Cloud to initiate email creation onboarding and training.
Request Access to Marketing Cloud
2 | Email Creation
Overview
Login (bookmark this link)
- How-to Login (and reset password)
A kick-off session will be hosted for groups being onboarded, where we will first dive into creating emails. Attendees are expected to log in to Marketing Cloud for the first time, before coming to the session. Credentials and login instructions will be provided 1-2 days in advance.
Email Creation in Content Builder
- Email Creation | 23 min. (external resource)
- Best Practices
Testing, Review & Approval
- Sending a Test Email
- Email Testing Checklists
Analytics
- Tracking
- Found in the 'Test Send Emails' sub-folder if sent via 'Preview & Test'.
The Marketing Cloud Email Creation Quiz will take about 20 - 30 minutes to complete.
Email Creation Quiz | 20 - 30 minutes
Session Recordings
Become an Expert Email Creator
- Kick-Off Session (recording) | April 12, 11:30 - Noon
- Passcode: mQ73@B@K
- 2nd Session (recording) | April 19, 11:30 - Noon
- Passcode: n1.5&+ie
- 3rd Session (recording) | April 26, 1:30 - 2:30 PM
- Passcode: 1pBaH2R%
- 4th Session | May 3, 1 - 1:45 PM
- Email melanie.jones@cu.edu for recording (due to confidential data)
3 | Send Emails
Salesforce Reporting
- Reports & Dashboards for Lightning Experience
- You can hold off on the last session (Visualize Your Data with the Lightning Dashboard Builder) and grow into Dashboards later.
- Salesforce Reports Wiki (coming soon)
Send Emails
- Send Emails (two methods with quick guides)
- View/Cancel Scheduled Email
- Update a Broken Link in an Email Already Sent
- Troubleshooting Someone Not Receiving Emails
- Emails: Unable to Send, Failed Send. Data Extension: Error or Equal to 0
Analytics
Email Sending Quiz | Coming Soon
Users who pass the all quizzes will get access to send emails within Marketing Cloud.
4 | Advanced
Emails
- Dynamic Content
- Personalization
- Automation Studio
- Understanding Email Journeys
Analytics
- Intelligence Reports
- Einstein