Welcome to the Marketing Getting Started Course!
We have packed all of the key information Marketing Leads should know into this short, easily accessible course.
Below is the course outline where you will find all of the individual lessons and reference them as needed in the future.
Don't forget to complete the survey at the end of the course to get credit for completion and provide any feedback you have from your experience to make this content better.
Click on "Intro to Marketing" to begin. Enjoy!
Important Notes:
- Be sure to enter your email address when prompted to verify you have permission to view the walkthroughs
Intro to Marketing (3 minutes)
- In this course you will learn how to:
- Navigate the Marketing page
- Create segmented contact lists
- Craft Email, Text, Inbox, and App assets
- Use campaigns and attribution to gain insight in your marketing strategy
- Customized banners in your Customer Portal
Lesson 1: Overview of Contact List (6 minutes)
- Content Covered:
- List types
- Using filters to segment contacts
Lesson 2: Creating Email Assets (6 minutes)
- Content Covered:
- Customizing email templates
- Email design
- Scheduling email sends
- Assigning attribution
Lesson 3: Text Message & Inbox Marketing (8 minutes)
- Content Covered:
- How to craft and send text message on the Marketing page
- How to send an Inbox marketing message
- How to share files
Lesson 4: App Push Notifications (3 minutes)
- Content Covered:
- How to send App push notifications
- App push notifications best practices
- Customer's notification center
Lesson 5: Campaigns & Attribution (7 minutes)
- Content Covered:
- Using campaigns to gain insight
- Understanding attribution and how it is calculated
Lesson 6: Marketing Banners (8 minutes)
- Content Covered:
- How to create customized banners for your Customer Portal
- Managing Customer Portal Banners
- Order management best practices
Optional Lesson: Automated Messages (3 minutes)
- Content Covered:
- How to set up Automated Commodity Price Text Messages
- How to set up Automated Commodity Price Emails