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Drive Sales with Account Engagement

Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively with Marketing Cloud Account Engagement. In this 3-day instructor-led course, learn...

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$1,800 USD GSA  $1,632.24
Duration 3 days
Course Code PDX101
Available Formats Classroom, Virtual

Upcoming Course Dates

  • May 28, 2025 - May 30, 2025 (3 days)
    Virtual | 8:30 AM – 5:00 PM EDT
    Language English
    Select from 1 options below
    Virtual |8:30 AM – 5:00 PM EDT
    Virtual | 8:30 AM – 5:00 PM EDT
    Enroll
    Enroll Add to quote
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Overview

Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively with Marketing Cloud Account Engagement. In this 3-day instructor-led course, learn how to design and implement marketing workflows with Engagement Studio to make data-driven decisions and drive your company’s business forward. Create and automate dynamic emails, generate and qualify leads, and leverage reports and data in order to boost sales.

Skills Gained

When you complete this class, you will be able to:

  • Enable Account Engagement.
  • Explain the relationship created between Account Engagement and Salesforce.
  • Generate leads with Account Engagement’s various lead generation tools.
  • Manage leads with Account Engagement’s lead management tools.
  • Engage leads with Account Engagement’s lead engagement tools.
  • Qualify leads with Account Engagement’s scoring and grading functionality.
  • Interpret data generated via Account Engagement’s reporting capabilities.
  • Design successful end-to-end marketing workflows using Engagement Studio.

Who Can Benefit

This course is designed for marketers and Salesforce administrators responsible for designing, building, and implementing marketing workflows and reports with Marketing Cloud Account Engagement. It is also a great foundational course for anyone interested in earning their Marketing Cloud Account Engagement Specialist credential.

Course Details

Course Outline

Course Introduction

  • Review Course Objectives
  • Set Learner Expectations
  • Review Housekeeping Items
  • Review Additional Course Resources
  • Explore Course Case Study

Salesforce Integration

  • Understand the Relationship Between Account Engagement and Salesforce
  • Sync Data Between Salesforce and Account Engagement
  • Enable Account Engagement in Salesforce
  • Create Custom Fields
  • Review Salesforce Campaigns

List Management

  • Create List Types
  • Organize Prospects Using Static Lists
  • Test Emails Using Test Lists

Personalization and Email Marketing

  • Personalize Emails with Handlebars Merge Language (HML) and Advanced Dynamic Content
  • Automate Email Marketing
  • Create Email Templates
  • Understand Audiences Using A/B Testing
  • Track Email Performance Using Email Reports

Lessons and Topics

Course Introduction

  • Review Course Objectives
  • Set Learner Expectations
  • Review Housekeeping Items
  • Review Additional Course Resources
  • Explore Course Case Study

Salesforce Integration

  • Understand the Account Engagement-Salesforce Relationship
  • Sync Data Between Salesforce and Account Engagement
  • Enable Account Engagement in Salesforce
  • Create Custom Fields
  • Review Salesforce Campaigns

Administration

  • Create an Account Engagement Dashboard
  • Authenticate Your Email Sending Domains
  • Sync with Third-Party Applications Using Connectors
  • Restore Assets from the Recycle Bin
  • Create and Assign Users and User Groups
  • Understand Usage Governance

Visitors and Prospects

  • Understand Account Engagement Visitors
  • Understand Account Engagement Prospects

List Management

  • Create List Types
  • Organize Prospects Using Static Lists
  • Test Emails Using Test Lists

Personalization and Email Marketing

  • Personalize Your Emails with HML and Advanced Dynamic Content
  • Automate Email Marketing
  • Create Email Templates
  • See What Works Best for Your Audience Using AB Testing
  • Track Email Performance Using Email Reports

Forms and Landing Pages

  • Capture Leads with Forms
  • Convert Visitors to Leads Using Landing Pages
  • Track Leads with Forms and Landing Page Reports
  • Measure Clicks Using Custom Redirects
  • Create Custom Redirect Reports

Lead Management

  • Trigger Page Actions
  • Automate Actions from a Marketing Element Using Completion Actions
  • Create a List of Prospects and Use Segmentation Rules to Apply a Segmentation Action
  • Define Repeatable Criteria-Based Automation Rules
  • Generate Dynamic Lists
  • Choose an Automation Tool

Lead Qualification

  • Understand Prospect Scoring
  • Grade Prospects Based on Profiles

Lead Nurturing

  • Build an Engagement Program
  • Create Engagement Program Reports
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Schedule

1 options available

  • May 28, 2025 - May 30, 2025 (3 days)
    Virtual | 8:30 AM – 5:00 PM EDT
    Language English
    Select from 1 options below
    Virtual |8:30 AM – 5:00 PM EDT
    Virtual | 8:30 AM – 5:00 PM EDT
    Enroll
    Enroll Add to quote

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Overall experiance is very nice. the online training plateform is very advance.

The tool provided to practice the course teachings is very functional and easy to use.

Exit certified was great as it is very in depth and hands on learning which made it very easy to learn this type of work.

I didn't have any problem navigating Exitcertified website or lab material at all.

They were very good. They made sure everyone was able to get into the training and got all of the material needed for class.