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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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