Creatio Analyst, Creatio Product Expert

Guided learning

Marketing Creatio functionality for end-users

August 8-9, 2022 | 8:00 am utc+1

$200 | 2 sessions | 4 hours

About course

Who should take this course

This training program is meant for starting end-users of Creatio marketing, as well as clients and partners of Creatio who require a powerful and convenient tool to plan and conduct marketing campaigns and bulk emails, as well as lead generation and management.

What to expect

Participants will obtain knowledge of the Creatio marketing tools present in the marketing product: lead management, the marketing calendar and campaign systems, as well as the Creatio bulk email functionality and marketing events.

Course duration & format

The training takes place over 2 days with a total of 4 hours.

Prework

We recommend to prepare for the training with these free e-learning courses.

Platform basics

Enroll

Lessons and topics

DAY 1

CONTACT BASE SEGMENTATION & BULK EMAILS

360 CLIENT PORTRAIT: MANAGING CLIENT DATA IN THE “CONTACTS” SECTION

20 min

• Entering contact information into the system (field and field group setup)

• Entering and storing connected data

CONTACT BASE SEGMENTATION AND SEARCH AND FILTRATION OPTIONS IN THE SYSTEM

40 min

• Filtration types: Quick, Standard, Advanced

• Contact base segmentation with the help of preconfigured dynamic folders

• Adding custom folders

BULK EMAIL FUNCTIONALITY

1 hour

• Creatio marketing Integration and license management

• Bulk email setup

• Adding new bulk emails, template creation in the content designer

• Preparing and adding an audience to a bulk email from the contact base

• Parameter setup for mass emails and adding UTM tracking codes to track website activity

• Bulk email analytics

DAY 2

Marketing campaigns & Lead management

EVENT MANAGEMENT

20 min

• Planning and event creation, adding event teams and budgets

• Adding a target audience and modifying event participant responses

• Organizing team roles for preparing and holding events. Activity history

LANDING PAGES

15 min

• How to create a landing page on your site: general recommendations

• How to set up lead generation from landing pages to Creatio and default lead field values

• Examples of use

MARKETING CAMPAIGN MANAGEMENT

1 hour

• Modeling communication chains and campaign auditoriums in the campaign designer

• Modeling inbound and outbound campaigns

• Starting a campaign and tracking campaign progress

• Campaign analytics

LEAD MANAGEMENT

25 min

• Ways to fill your lead database

• Registration and data input for leads

• Entering lead requirements

• Managing lead sources and channels. Other lead characteristics

• Lead stage management and understanding the out-of-the-bus “Lead management” business process

About trainer

Lena Smetanenko

Technical Trainer, Creatio

Professional trainer experienced in low-code application development. Her professional background is in account management, marketing and sales.

Registration

Format: 2 sessions | 4 hours

Time:

8:00 am - 10:00 am UTC+1

Upcoming session:

August 8-9

Cost: $200

Language: English

Provided by: Creatio