- Introduction
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Welcome to the course 1 min
- 1. Account set up
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Account access and user setup 2 min
- 2. Preparing to send email and SMS
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Email and SMS sending essentials 2 min
- 3. Adding data
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Data uploads, fields and suppressions 3 min
- 4. Managing preferences
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Managing preferences 2 min
- 5. Turning data into segments
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Segmentation and contact scoring 4 min
- 6. Surveys, Pages and Forms
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Using Surveys, Pages, and Forms 2 min
- 7. Tracking website activity
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Web tracking and UTM setup 3 min
- 8. Sending a campaign
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Templates, sending and warming up 4 min
- 9. Building automated programs
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Programs and automated journeys 3 min
- 10. Setting up reporting
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Analytics and reporting 2 min
- 11. Commerce
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Commerce, product recs and attribution 5 min
- Resources
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Helpful links
- Final quiz
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Test your knowledge
- Feedback
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Help us improve
- Certification
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Claim your certificate and badge
[For Partners] Setting up your client for success
This certification gives Dotdigital Partners a top level overview to independently onboard clients, from setup and data imports to launching campaigns, building automations, and tracking ecommerce performance.
Support every client. Deliver every time.
Switching platforms can feel overwhelming but with the right onboarding approach, your clients will be set up for long term success. This certification is designed exclusively for Dotdigital Partners who want to manage onboarding directly.
You'll be guided through our proven, step by step process, refined through thousands of successful client onboardings. From account access and data setup to segmentation, first sends, and ecommerce integrations, each stage includes expert advice and handy resources provided throughout to get the job done right.
You'll learn how to:
- Set up accounts, users, subdomains, SMS, and suppressions
- Use preferences, segments and contact scoring
- Launch and monitor first campaigns (including warm up strategy)
- Build automated journeys and ecommerce triggers
- Track success through analytics and revenue attribution
By the end, you'll be equipped to deliver a smooth, strategic onboarding experience.
Once you've completed the modules there is a short multiple choice quiz. Pass it to receive your certificate and digital badge, ready to share and celebrate your success.
