Please direct questions about SFMC training to the OMC Email and Automation Team. All users must complete the assigned training and sign the SFMC user agreement before access can be granted to the university's instance of SFMC. Ohio State's audience data is complex and part of this training to provide direction and protection for the use of the data.
The Salesforce Marketing Cloud (SFMC) - Introduction to Email > This content is an overview of general email knowledge. Anyone can access this training module, we recommend this training to all marketers and content creators. This course can be found by searching SFMC in BuckeyeLearn and can also be assigned with the other SFMC courses.
The email team will send the user agreement during your training process from Docusign.
The email assignment will be sent at a point in your training that aligns with your use case and you will be granted access to SFMC but will not be able to send an email.
An introductory course for the university instance of SFMC. This online curriculum is for Ohio State marketers with approved use cases to learn about sending emails through Salesforce Marketing Cloud (SFMC). The curriculum includes a series of short videos. After completing this course, additional training is required to receive full access to SFMC. Keep the completion certificate to send to the email and automation team.
After the Introduction to Email and New User Onboarding BuckeyeLearn training courses, learning about branded email templates is the next step in the SFMC training curriculum. Users such as designers or content creators who will not be sending emails or building audiences will focus on this session. All SFMC users will take this course.
This video course is a recorded session of Salesforce Marketing Cloud demonstration for Ohio State University email senders. See how to navigate SFMC while revisiting important concepts from the Introduction to Email video series. Watch the steps to build an on-brand email template, then learn how to make an email from the template.
Video training content and resources for building emails that align to the Ohio State brand.
The OMC Email and Automation Team to assign you to the specific audience training session(s) that align with your use case. (Ex: advancement, internal communications, recruiting, subscriptions, etc.)
Specific use cases will require Journey Builder training in Salesforce Marketing Cloud's training portal - Trailhead and the assigned BuckeyeLearn Journey Builder Basics. This additional training is for users of Salesforce with strategies that include automation for email (and SMS where applicable). Recruiting, Subscription and University Community use cases align to this step of training. Strategic Enrollment Marketing partners assist with recruitment training details.
Note, the data driving a journey will need discussed with a larger group to align to proper strategy and implementation. We suggest the data aspect of the journey be the first step in planning. See the preflight email checklist for more details on email and journey planning.
Within Salesforce Marketing Cloud there are varying bulk email send methods. Sending with a single Journey allows emails to be sent to a specific set of email addresses. Ohio State's audience data comes from many sources. It is important to consider the email recipients' opt-in preferences by only sending to the email addresses provided for each email communication.
Dynamic content in email can be beneficial and allows for one email to contain multiple content options aligned to subscribers' personal data and interests. This strategy involves detailed data support and using SFMC's Amp Script language to instruct the platform on content and data-driven modules.
The OMC Email and Automation team provides ongoing support as needed. Please search the SFMC tools webpage for support via video and documentation. There is also a bi-monthly Email Community of Practice (ECOP) meeting. This regular meeting provides updates on the email industry and Ohio State email use cases among other topics. There is also an ECOP Team's Channel for general questions or announcements. Be sure to review the team's channel or ECOP archives for past content.