I put together a list of all that I worked through when setting up Marketing Cloud for the first time; I thought it might be useful to share.
Connecting Salesforce
- Marketing Cloud Connect
- Data Architecture of Customer Data Systems (Marketing Cloud, Salesforce Objects, Form Collection)
Account Admin & Organization
- Configure Account Settings
- Time Zone & Data Format
- Configure Security Settings
- Code Responsive Headers & Footers
- Multi-form Name by Send Classification
- Business Units
- Content & Data Folder Structure
- Create Users
- User Expiration
- User Roles
- FTP Setup
- SAP
- BrandBuilder
Data
- Decide Between Lists & Data Extensions
- Profile Center
- Profile/Preference Attributes (mapping data points)
- Set Up Profile/Preference Manager
- Create a Test List
- Import Data into a List
- Import Data Sources
- Set-up Data Extension
- Create a Test Data Extension
- Import into a Data Extension
Segmentation
- Set-up Filters/Queries
- Create Data Filters
- Create a Filtered Data Extension
- Create a Random Data Extension
- Create Data Relationship for Filtering
- Use a SQL Query to Filter Data
Emails & Content
- Upload Content & Images
- Understand Types of Content Blocks
- Create Content Blocks
- Individualize Content Tools
- Create Templates
- Create Emails
- Set-up Approval Process
- Set-up Workflows
- A/B test
- Send Emails
- Understand Reports and Tracking Metrics
Automated Email Sends
- Explore Types of Filters
- Build Folder Structure
- Understand/Adjust/Set-up Automation Studio
- Set-up First Journey Builder
Web Content
- Understand the Capabilities/Functionality of Cloud Pages
- Set-up Smart Capture Form
Social
- Link to Facebook Lead Forms
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