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Email Essentials (EEB101)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Duration: 3 Days

Email Essentials offers a combination of our email 101 – 104 courses to get you up and running on the Salesforce Marketing Cloud Email Application. In this interactive course, email marketers will gain hands-on experience on creating emails, sending and tracking your results, managing your subscriber data, segmenting your data to deliver targeted, relevant messages and discover automation tools that allow you to automate campaigns and daily tasks.

Who Should Attend

This course is designed for email digital marketers who manage the email channel for their organization.

Course Certifications

This course is part of the following Certifications:


 No prior knowledge of the Marketing Cloud is needed.

Course Objectives

• Login to the Marketing Cloud

• Create an email utilizing the portfolio and template features

• Import data to a list or data extension for subscriber management

• Execute the segmentation of subscriber data to get a filtered or random list

• Utilize a query activity to build subscriber list

• Build and automate a welcome series for new subscribers

• Describe when to use a triggered email send for transactional messages

• Automate an email drip campaign via Automation Studio.

• Test, send and track your email results

Course Content

Getting Started

• Email Data Setup

• Importing Data

• Portfolio and Templates

• Create Email

• Test, Send and Track Results


Email Data

• Data Storage

• Importing Data

• Import Activities


Subscriber Segmentation

• Drag and Drop Segmentation

• Refreshing Data

• Automate Filter Activity

• Query Activity


Email Automation

• Welcome Series Setup

• Defining Triggered Email Sends

• Drip Campaign Setup

Course ID: EEB101

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