Checklists & Quick Guides

Checklists & Quick Guides [1]

May 16, 2022 by Melanie Jones [2]

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 or events they have already sent or hosted.

Marketing Cloud

Plan
Test
Audience & Sending
For eComm Specialists

Marketing Cloud Email Checklist [3]

[3]

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.

Download [4]

Electronic Checklist [5]

[4]

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

Update Audiences Quick Tutorial [6] | 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 [7] | 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 [8]
- Guided Send Quick Tutorial [9]

Creating Data Extensions [10] | eComm specialists are responsible for creating Data Extensions while users must run them before each send [6] to ensure there accuracy.

Cvent

Plan
Test
Event Approval & Launch
Fundraising Events
For eComm Specialists

Cvent Build Checklist [11]
Event Strategy Checklist [12]

[11]

[12]

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

Download Standard Event Checklist [13]

Standard Event Electronic Checklist [14]

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

[13]

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.

Download Express Event Checklist [15]

Express Event Electronic Checklist [16]

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

[15]

Event Approval & Launch [17] (quick how-to)
Event Approval Checklist [18] (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 [19] (from Cvent)

Create a fundraising event [20]

Event Approval Checklist [18] (for free, paid and fundraising events)

Marketing Cloud

Cvent

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