Configure marketing settings verify organization and business management settings
define default matching strategies
configure quota limits
configure event settings
configure Customer Insights synchronization
manage keywords for images for an organization
create templates
configure the privacy banner
configure settings for landing pages
configure data protection tools
Manage segments and lists (10-15%)
Create and manage segments determine segment type
create market segments
configure dynamic segments using Designer, Flow, or Query
combine segments using union, exclude, or intersect logic
Create and manage subscription centers and lists determine usage scenarios for subscription lists
create a subscription list
add a subscription list or lists to a form
create a segment based on a subscription list
create and manage subscription center
Create and manage marketing forms and pages (10-15%)
Create marketing forms determine which marketing form type to use
determine form requirements and limitations
create a marketing form using a template
enable prefilling for forms
embed a form on an external website
create new fields to add to marketing forms
Create and manage marketing pages
determine which marketing page type to use
create a marketing page using a template
add form blocks to marketing pages
customize a marketing page
create and use dynamic test links
implement dedicated marketing page blocks
preview and validate marketing pages
publish a marketing page
Manage leads (10-15%)
Create and manage leads create leads manually or automatically
synchronize leads from LinkedIn by using the LinkedIn connector
create and manage leads and lead segments through parent contacts/accounts
Create and assess sales readiness create and manage lead scoring models
create explicit and implicit scoring conditions
create compound conditions
set up condition models
configure thresholds
Create and manage marketing emails (10-15%)
Create email messages create an email message
define mandatory fields
add dynamic content to email messages
integrate marketing pages with marketing emails
Publish and manage email messages
preview and test messages
validate and publish messages
edit go live emails
Manage customer journeys (15-20%)
Create customer journeys determine template types
implement content types
set up a customer journey
implement activity and launch workflow options
implement targets
implement flow control for customer journeys
Publish and manage customer journeys
validate and publish a customer journey
edit live customer journeys
Manage events and webinars (10-15%)
Create and manage events create an event team
set up agendas, including internal and external tracks
manage speakers, registration, and attendees
manage vendors, logistics, and accommodations
Create and manage webinars
determine webinar types
configure webinar options
Configure and analyze customer responses (10-15%) Notice of planned skills update: In October, Voice of the Customer skills
and exam questions will be replaced with Forms Pro skills and questions. The
exact date of that change and the associated changes to the Skills Measured will
be communicated in August, 2019. Please prepare for your exam accordingly.
Create and manage surveys and survey responses identify survey question types
determine respondent types
configure response routing
preview and test surveys
publish surveys for customer journeys
implement workflow conditional logic for survey actions
Manage Customer Insights
determine report types
analyze contact insights
analyze lead insights
analyze segment insights
analyze customer journey insights
analyze email insights
analyze lead scoring model insights
analyze marketing page insights
analyze marketing form insights
analyze website insights
analyze redirect URL insights
gather and summarize survey results
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