Sant Singh Rathaur

Started with MCE preparation?

Blog Post created by Sant Singh Rathaur on Dec 15, 2018

Before you go for MCE, you should prepare yourself well else you will end up with loosing your money. I have consolidated list of topics which need to be covered, which helped me with my preparation.

1. Tokens

You should understand very well tokens:

Different types of tokens

Locations where you can create tokens

System tokens that you can use

Names of different tokens

 

2. Reports

Practice reporting is important. The questions asked are easy if you have practice pulling reports.

It is important that you understand the benefits of each report and the type of information that you can obtain from them so you can decide when to select them.

Practice with life scenarios!

 

3. Deliverability

Things that can be done to improve deliverability

System lists

 

4. Program Types and when to use it

Some scenarios are provided and you need to choose which program would be best for that situation. Example: Email Program VS Default Program

 

5. A/B Testing

How to set it up and available options.

 

6. Channels and Program Statuses

When to use channels.

Examples are presented and you need to choose.

How people move through program steps

 

7. Nurture Programs

It is important that you understand well how nurture programs work.  There are multiple questions related to nurtures.

How to add people to nurture

How transition rules are used

Steps to activate content

Logic of how emails are delivered when content has been exhausted

Understand concepts of exhausted, streams, cadence

 

8. Scoring

Understanding how to set up scoring models in global companies that have regional requirements

Scoring and tokens

How to reset score to zero

How to set up scoring points

How to use changes in scores in campaigns

 

9. Segmentation, Dynamic Content, Snippets

Understand how segmentation works

Understand the difference between segments and smart lists

Understand when snippets can be used

 

10. Forms

Understand field types

Understand visibility rules

 

11. Landing pages

Understand where to modify landing page URLs

Understand landing page reporting

 

12. Filters, Triggers and Flows

Understand triggers and filters

Understand advanced filters

Understand flow actions

Understand wait steps

Understand when to send alerts

When to use them, what they mean

 

13. CRM Sync

Understand basic functionality of data integration with CRM

Basic understanding of Marketo Sales Insights

 

14. Acquisition Program

Why and how to set up acquisition programs

 

15.  Period Cost and it's importance

How to set up costs to calculate results

 

16. System Smart Lists

Be familiar with the names of all of them

 

17. Email Settings

Learn everything about emails

why SPF/DKIM is important and how to setup it

Different email marketing laws (For example - GDPR, CASL etc)

Difference between promotional and transactional

 

 

I hope this will help you. Feel free to add more in the list.

 

Connect me on LinkedIN if you need more help.

 

Thanks,

Sant

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