Week 6 - Customers

Week 6 - Customers

It's time to get introduced to your customers. It'll be important to completely understand them and do your research.

About this course

What Will I Learn?

As your onboarding comes to a close, the last week doesn't have too much content within the Dive School. If you haven't done so already, this week will be focusing on your book of business (BoB) and getting to know your customers. We also have a few "advanced" courses on Engagio functionality that you can run through.

Curriculum

  • Get to Know Your BoB
  • Advanced Topic - 6 Examples of Custom Journey Stages
  • Introduction
  • Something to Keep in Mind
  • Engaged People Stage
  • Multiple Opp Stages
  • Recycle Stage
  • Intent Surge
  • Demand Unit Waterfall Stage(s)
  • Post Customer Stage
  • Advanced Topic - Automated Multi-Channel Plays
  • How We Got Here
  • Introducing Orchestrate
  • Audience Expansion
  • Nurture
  • Up-sell / Cross-sell
  • Re-targeting
  • Re-activation
  • Sales Handoff
  • Advanced Topic - Selectors with Complex Logic
  • Introduction to Advanced Selectors
  • When to Use Relationship Selectors
  • Highly Specific MQA Criteria
  • Saving Time With Filters

About this course

What Will I Learn?

As your onboarding comes to a close, the last week doesn't have too much content within the Dive School. If you haven't done so already, this week will be focusing on your book of business (BoB) and getting to know your customers. We also have a few "advanced" courses on Engagio functionality that you can run through.

Curriculum

  • Get to Know Your BoB
  • Advanced Topic - 6 Examples of Custom Journey Stages
  • Introduction
  • Something to Keep in Mind
  • Engaged People Stage
  • Multiple Opp Stages
  • Recycle Stage
  • Intent Surge
  • Demand Unit Waterfall Stage(s)
  • Post Customer Stage
  • Advanced Topic - Automated Multi-Channel Plays
  • How We Got Here
  • Introducing Orchestrate
  • Audience Expansion
  • Nurture
  • Up-sell / Cross-sell
  • Re-targeting
  • Re-activation
  • Sales Handoff
  • Advanced Topic - Selectors with Complex Logic
  • Introduction to Advanced Selectors
  • When to Use Relationship Selectors
  • Highly Specific MQA Criteria
  • Saving Time With Filters