Marketing Cloud Email Specialist
ABOUT THE EXAM
Candidates should demonstrate knowledge, skills, and experience using Marketing Cloud for message design, subscriber and data management, inbox delivery, and external integrations.Get the Exam Guide
EXAM OUTLINE
The Salesforce Certified Marketing Cloud Email Specialist exam measures a candidate’s knowledge and skills related to the following objectives listed below. A candidate should have hands-on experience with the Marketing Cloud Email application and demonstrate the knowledge and use of each of the features/functions below.
EMAIL MARKETING BEST PRACTICES 15%
- Given a customer scenario, evaluate elements and techniques of email marketing to design an effective email campaign.
- Given a customer scenario, recognize situations where legal compliance may be an issue during an email campaign.
- Given a customer scenario, differentiate elements of an email that can impact message deliverability.
- Given a customer scenario, demonstrate appropriate and effective subscriber acquisition methodologies.
- Given a customer scenario, apply best practices of communicating with a population.
EMAIL MESSAGE DESIGN 13%
- Given a customer scenario, recommend email design best practices to implement.
- Given the desired output functionality, recommend methods for creating responsive emails.
- Given the desired output requirements, recommend strategies to A/B test email elements.
- Given a desired sending process, recommend Marketing Cloud tools to use when preparing an email for send.
- Given an email message design, determine the correct use of Approvals.
CONTENT CREATION AND DELIVERY 18%
- Given a scenario, create and customize an email message to meet a customer's need.
- Given a scenario, send and deploy an email campaign to meet the customer requirement.
- Given a scenario, know how to manage content needed to deploy a customer’s email campaign.
- Describe various send capabilities in the Email application
MARKETING AUTOMATION 19%
- Given a customer scenario, recommend the appropriate marketing automation solution.
- Given a scenario to manage customer data, configure the appropriate marketing automation tools.
SUBSCRIBER AND DATA MANAGEMENT 29%
- Given the desired output requirements, setup Subscriber Lists and Data Extensions in the Marketing Cloud.
- Given a customer's business requirements, determine how to import data into Marketing Cloud as per best practices.
- Given a customer's business requirements, configure segmentation tools to accurately model subscribers and data.
- Given a customer scenario, recommend the marketing unsubscribe subscription management solution that meets the requirement based on customer frequency, permission, and preferences.
TRACKING AND REPORTING 6%
- Given a customer scenario, explain the different metrics available for email campaigns and what each one means.
- Given an email campaign, describe the steps involved to analyze the performance results. Given a need to run reports, configure and run Marketing Cloud adhoc and automated reports
Marketing Cloud - Email Specialist Self-Study Preparation Guide for Partners
This learning path is for partners who are planning to undertake the Salesforce Marketing Cloud Email Specialist Certification. The aim is to provide
guided education on the Marketing Cloud platform that is aligned with the Marketing Cloud Email Specialist Certification, ultimately encouraging the
undertaking of the certification examination. The objectives of this learning path are to introduce the partners to the Marketing Cloud platform and
acquire knowledge necessary to take the Marketing Cloud Email Specialist Certification. Allow at least 40 hours to complete this training.
What You Need To Know
- Engage with us in the MC Email Specialist - How To Group! Ask questions as you prepare for the exam and find answers to the questions asked
before you. - Review the Official Study Guide.
- Register for the exam here.
Featured Trailhead Modules
Take the Marketing Cloud Trailmix for Partners! This is your one-stop shop for all Trailhead modules on Marketing Cloud.
Featured Partner Product Learning Path
This learning path is designed to guide you through the product knowledge relevant to prepare for the Marketing Cloud Email Specialist Certification.
Access the learning path here (Partner Online Training credentials required).
Exam Outline Topics
(A) Email Message Best Practices (15%)
- Given a customer scenario, evaluate elements and techniques of email marketing to design an effective email campaign
- Given a customer scenario, recognize situations where legal compliance may be an issue during an email campaign
- Given a customer scenario, differentiate elements that can impact message deliverability
- Given a customer scenario, demonstrate appropriate and effective subscriber acquisition methodologies
- Given a customer scenario, apply best practices of communicating with a population
Suggested Resources:
Trailblazer Community (login required):
Blogs:
Documentation:
(B) Email Message Design (13%)
- Given a customer scenario, recommend email design best practices to implement
- Given desired output functionality, recommend methods for creating responsive emails
- Given desired output requirements, recommend strategies to A/B test email elements
- Given desired sending process, recommend MC tools to use when preparing an email for send
- Given an email message design, determine the correct use of Approvals
Suggested Resources:
Trailblazer Community (login required):
- Email Message Design (Video)
Online Resources:
- Email Design Toolkit (Public Site)
Documentation:
- Content Builder
- Portfolio
- Content
- Microsite
- A/B Testing
- Content Detective
- Send Preview
- Subscriber Preview and Test Send
- Email Validate
- Approvals
(C) Content Creation & Delivery (18%)
- Given a customer scenario, create and customize an email message to meet customer’s need
- Given a customer scenario, send and deploy an email campaign to meet the customer requirement
- Given a customer scenario, know how to manage content needed to deploy the email campaign
- Describe various send capabilities in the Email application
Suggested Resources:
Trailblazer Community (login required):
Content Builder
- Series (7) of short videos introducing Content Builder, covering email creation and send
- Webinar recording covering Content Builder and creation of emails
- Webinar recording covering testing and sending of email in new email studio
Partner Community (login required):
Documentation:
- AMPScript
- Personalization Strings
- Content Blocks
- Dynamic Content
- Attributes
- Templates
- Send Classification
- Guided Send
- User-Initiated Send
- Create an Email
- Email Messages
- Triggered Emails
(D) Marketing Automation (19%)
- Given a customer’s scenario, recommend the appropriate marketing automation solution
- Given a scenario to manage customer data, configure the appropriate marketing automation tools
Suggested Resources:
Trailblazer Community (login required):
Videos:
Documentation:
- Automation Studio Overview
- Automation Studio Activities
- Journey Builder
- Journey Builder Audiences
- Events
- Fire Event
(E) Subscriber & Data Management (29%)
- Given desired output requirements, setup Subscriber Lists and Data Extensions in the Marketing Cloud
- Given a customer’s business requirements, determine how to import data into Marketing Cloud as per best practices
- Given a customer’s business requirements, configure segmentation tools to accurately model subscribers and data
- Given a customer’s scenario, recommend the marketing unsubscribe subscription management solution that meets the requirement based on
customer frequency, permission, and preferences
Suggested Resources:
Trailblazer Community (login required):
- Subscriber & Data Management - 1
- Subscriber & Data Management - 2
- Subscriber & Data Management - 3
- External Email Integrations
Partner Community (login required):
- Data Extensions, Primary Key/Subscriber Key overview, Unsubscribes Overview
- Exclusion/publication lists, few Q&A's
- Data Imports (wizard, import activity, API), Data Relationships, Sharing data across business units and Email Tracking Overview
Documentation:
- Lists
- Subscriber Key
- Creating Data Extension
- Subscriber List vs Data Extension
- Attributes
- Subscribers without Enhanced Subscriber Features
- Data Extensions with Enhanced Subscriber Features
- Data Extension Import Wizard
- Import Activity
- Enhanced FTP Guide
- Marketing Cloud API
- Smart Capture
- Data Relationship
- Business Units
- Shared Items across Business Units
- Data Filter
- Groups
- Measures
- Send Logging
- Unsubscribes
- Profile Center
- Suppression Lists
- Publication List
- Bounce Mail Management
(F) Tracking & Reporting (6%)
- Given a customer scenario, explain the different metrics available for email campaigns and what each one means
- Given an email campaign, describe the steps involved to analyze the performance results
- Given a need to run reports, configure and run Marketing Cloud adhoc and automated report
Suggested Resources:
Trailblazer Community (login required):
Documentation:
Resource
Consultant Resource
Marketing Cloud Consultant Deep Dive Study Guide (1).pdf
Part 1 - Discovery
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-1-arora-pmp-/
Part 2 - Contact Builder
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-2-arora-pmp-/
Part 3 - Data Design
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-3-arora-pmp-/
Part 4 - Conceptual Design & Journey Builder
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-4-arora-pmp-/
Part 5 - Account Configuration & Automation
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-5-arora-pmp-/
Part 6 – Reporting and Email Build
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-6-arora-pmp-/
Part 7 – Marketing Cloud Connect
https://www.linkedin.com/pulse/salesforce-marketing-cloud-consultant-prep-series-part-anup-arora-/
Email Marketing Best Practices
Marketing Cloud works with some of today's top brands who lead the way in email campaign management. Here, we share a few best practices that we've identified and refined over the past decade, including ways to get more subscribers, increase deliverability and engagement, and integrate social with your targeted email marketing strategy.
- Legends of Trailblazers for Email: Tips and Use Cases
- Making it Personal: Reaching Your Customers with Personalized Email
- Email Design Toolkit
- The Email Design Best Practices You Need to Know
- How to Write the Most Important 50 Characters of Your Email
- Reaching More Customers with Bulk Email Marketing Software
- Email Marketing Tips for Small Business
- Best Email Marketing Strategies from A-to-Z
- Leveraging Drip Email Marketing for Better Performance
- Getting More with Automated Email Marketing Services
- How to Troubleshoot Your Email List Growth
- Marketing Cloudcast
- 5 Most Critical Elements of Every Email
- Bolstering Your Ecommerce with Email Marketing
- Email Personalization Made Easy
- How to Automate Email Campaigns
- Are You Making These 6 Common Email Marketing Mistakes?
- 5 Ways to Re-Energize Your Email Marketing Creative
- How Psychology Can Make Your Emails More Appealing
- 10 Tips for a Powerful Email Strategy
- Email Marketing Automation Tips That Will Drive Growth
- 5 Ways to Respond to Email Mistakes
- The Ultimate Guide to Using Emojis in Email Marketing
- How to Re-engage Your Email Subscribers
- From Header to Footer the Anatomy of a Perfect Email
- Easy Ways to Quickly Grow Your Email Subscriber Base
- CEM Technology: Email Marketing and More
- Email Marketing with CRM Technology
- Email Marketing Tips for Businesses Big and Small
- Finding the Right Email Marketing Tools to Reach Your Customers
- The Do's and Don'ts of Crafting Effective Email Marketing Campaigns
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List Vs Data Extention
https://help.salesforce.com/articleView?id=mc_es_list_versus_data_extension.htm&type=5