Week 3 - Integration & Configuration (Part 1) Phases

Week 3 - Integration & Configuration (Part 1) Phases

Work your way through the first 2 stages of our Customer Journey ie - Integration and Configuration

About this course

What Will I Learn?

Congrats! By this point you are 33% of the way through your onboarding. Week 3, as you can see to the right, has a lot more material than the previous 2 weeks. So find a comfy spot, and let’s get started. This week you will:

  • Complete the associated coursework that goes with the Target, Measure, and Align milestone calls. This functionality includes:
Target Measure Align
Global & Platform Settings Journey Analytics Engagio Trailer
Lead to Account Matching Engagement Analytics Emails for Sales
Users & Their Settings Deal Story Engagio in Salesforce
Account Lists Quick Cards Scout Chrome Extension
Engagement Minutes Reports  
Selectors    
Segments    
Intent Data    
Journey Builder    
  • Listen to recordings for the Target, Measure, and Align milestone calls.

 

 

Curriculum

  • Introduction
  • Intro to Week 3
  • Configuration | Target Coursework
  • Global Settings - Company Settings
  • Global Settings - Data Synchronization
  • Global Settings - Action Configurations
  • Global Settings - Login Security
  • Platform Settings - Salesforce Custom Fields
  • Platform Settings - Activity Logging
  • Platform Settings - Email Auto-Locking
  • Lead 2 Account Matching - Controlling L2A
  • Lead 2 Account Matching - L2A Default Configuration
  • Lead 2 Account Matching - Lead Matching Report
  • Lead 2 Account Matching - Account Domain Report
  • System Monitoring - Sync Status and Notifications
  • Users - Account Owners vs Users
  • Users - Create, Modify, Delete Users
  • Account Lists - Dynamic Lists
  • Account Lists - Salesforce Report
  • Account Lists - Salesforce Account View
  • Account Lists - Auto-Create
  • Engagement Minutes - The Basics
  • Engagement Minutes - General Activities
  • Engagement Minutes - Salesforce Campaigns
  • Engagement Minutes - Salesforce Activities
  • Engagement Minutes - Weighting
  • Engagement Minutes - Marketo Programs
  • Engagement Minutes - Marketo Interesting Moments
  • Engagement Minutes - Best Practices
  • Selectors - Introduction to Selectors
  • Selectors - Utilizing Selectors
  • Selectors - Adding in Advanced Logic
  • Selectors - Things to Keep in Mind
  • Segments - What are Segments?
  • Segments - Creating Segments
  • Segments - Mapping Back to Salesforce
  • Segments - Another Way to Think About Segments
  • Segments - Real Life Examples
  • Intent Data - Introduction to Intent Data
  • Intent Data - Quick Note
  • Intent Data - Selecting Topics of Interest
  • Intent Data - Utilizing Intent Data
  • Configurable Journey - Intro to Configurable Journey
  • Configurable Journey - Something to Keep in Mind
  • Configurable Journey - Journey Builder
  • Configurable Journey - Out of the Box Journey
  • Configurable Journey - Engagio Stage Suggestions
  • Configuration | Target Recording
  • Setting the Stage - Target Call
  • Target Recording
  • Configuration | Measure Coursework
  • Configurable Journey - Journey Dashboard Overview
  • Configurable Journey - Journey Analytics
  • Engagement - Engagement Analytics
  • Engagement - Awareness, Web Traffic, Greatest Hits
  • Engagement - Awareness and Benchmarking
  • Engagement - Web Traffic
  • Engagement - Greatest Hits
  • Deal Story
  • Quick Cards - Intro to Quick Cards
  • Quick Card - Best Practices
  • Reports - Configuring Reports
  • Reports - Understanding Reporting
  • Reports - Quick Share Links
  • Reports - Send One-Time Email
  • Configuration | Measure Recording
  • Setting the Stage - Measure Call
  • Measure Recording
  • Configuration | Align Coursework
  • Engagio Trailer
  • Emails for Sales - Weekly Account Snapshot Email
  • Emails for Sales - Understanding Reports
  • Emails for Sales - Subscribing to Weekly Account Snapshot Email
  • Emails for Sales - Managing Your Subscriptions
  • Engagio in Salesforce - Prioritizing a Territory - Account View
  • Engagio in Salesforce - Prioritizing a Territory - Building Your Account View
  • Engagio in Salesforce - Understanding an Account - Single Account View
  • Scout - People in Scout - People Section
  • Scout - People in Scout - Editing Salesforce Fields
  • Scout - People in Scout - Creating New Leads & Contacts
  • Scout - Account Dashboard
  • Scout - Account Plans
  • Scout - Communication History
  • Configuration | Align Recording
  • Setting the Stage - Align Call
  • Align Recording
  • Conclusion
  • Week 3 Exercise

About this course

What Will I Learn?

Congrats! By this point you are 33% of the way through your onboarding. Week 3, as you can see to the right, has a lot more material than the previous 2 weeks. So find a comfy spot, and let’s get started. This week you will:

  • Complete the associated coursework that goes with the Target, Measure, and Align milestone calls. This functionality includes:
Target Measure Align
Global & Platform Settings Journey Analytics Engagio Trailer
Lead to Account Matching Engagement Analytics Emails for Sales
Users & Their Settings Deal Story Engagio in Salesforce
Account Lists Quick Cards Scout Chrome Extension
Engagement Minutes Reports  
Selectors    
Segments    
Intent Data    
Journey Builder    
  • Listen to recordings for the Target, Measure, and Align milestone calls.

 

 

Curriculum

  • Introduction
  • Intro to Week 3
  • Configuration | Target Coursework
  • Global Settings - Company Settings
  • Global Settings - Data Synchronization
  • Global Settings - Action Configurations
  • Global Settings - Login Security
  • Platform Settings - Salesforce Custom Fields
  • Platform Settings - Activity Logging
  • Platform Settings - Email Auto-Locking
  • Lead 2 Account Matching - Controlling L2A
  • Lead 2 Account Matching - L2A Default Configuration
  • Lead 2 Account Matching - Lead Matching Report
  • Lead 2 Account Matching - Account Domain Report
  • System Monitoring - Sync Status and Notifications
  • Users - Account Owners vs Users
  • Users - Create, Modify, Delete Users
  • Account Lists - Dynamic Lists
  • Account Lists - Salesforce Report
  • Account Lists - Salesforce Account View
  • Account Lists - Auto-Create
  • Engagement Minutes - The Basics
  • Engagement Minutes - General Activities
  • Engagement Minutes - Salesforce Campaigns
  • Engagement Minutes - Salesforce Activities
  • Engagement Minutes - Weighting
  • Engagement Minutes - Marketo Programs
  • Engagement Minutes - Marketo Interesting Moments
  • Engagement Minutes - Best Practices
  • Selectors - Introduction to Selectors
  • Selectors - Utilizing Selectors
  • Selectors - Adding in Advanced Logic
  • Selectors - Things to Keep in Mind
  • Segments - What are Segments?
  • Segments - Creating Segments
  • Segments - Mapping Back to Salesforce
  • Segments - Another Way to Think About Segments
  • Segments - Real Life Examples
  • Intent Data - Introduction to Intent Data
  • Intent Data - Quick Note
  • Intent Data - Selecting Topics of Interest
  • Intent Data - Utilizing Intent Data
  • Configurable Journey - Intro to Configurable Journey
  • Configurable Journey - Something to Keep in Mind
  • Configurable Journey - Journey Builder
  • Configurable Journey - Out of the Box Journey
  • Configurable Journey - Engagio Stage Suggestions
  • Configuration | Target Recording
  • Setting the Stage - Target Call
  • Target Recording
  • Configuration | Measure Coursework
  • Configurable Journey - Journey Dashboard Overview
  • Configurable Journey - Journey Analytics
  • Engagement - Engagement Analytics
  • Engagement - Awareness, Web Traffic, Greatest Hits
  • Engagement - Awareness and Benchmarking
  • Engagement - Web Traffic
  • Engagement - Greatest Hits
  • Deal Story
  • Quick Cards - Intro to Quick Cards
  • Quick Card - Best Practices
  • Reports - Configuring Reports
  • Reports - Understanding Reporting
  • Reports - Quick Share Links
  • Reports - Send One-Time Email
  • Configuration | Measure Recording
  • Setting the Stage - Measure Call
  • Measure Recording
  • Configuration | Align Coursework
  • Engagio Trailer
  • Emails for Sales - Weekly Account Snapshot Email
  • Emails for Sales - Understanding Reports
  • Emails for Sales - Subscribing to Weekly Account Snapshot Email
  • Emails for Sales - Managing Your Subscriptions
  • Engagio in Salesforce - Prioritizing a Territory - Account View
  • Engagio in Salesforce - Prioritizing a Territory - Building Your Account View
  • Engagio in Salesforce - Understanding an Account - Single Account View
  • Scout - People in Scout - People Section
  • Scout - People in Scout - Editing Salesforce Fields
  • Scout - People in Scout - Creating New Leads & Contacts
  • Scout - Account Dashboard
  • Scout - Account Plans
  • Scout - Communication History
  • Configuration | Align Recording
  • Setting the Stage - Align Call
  • Align Recording
  • Conclusion
  • Week 3 Exercise