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Engagement Foundations: Emailing Journey

The Emailing Learning Journey provides a fast-track option to gain the knowledge of the Foundations course with a focus on the must-know emailing features for every new user. (Extended materials available for additional study).

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About this course

Why take this course?

The Foundations: Emailing Learning journey will teach you everything you need to know to start working with the Bloomreach Engagement product, enabling you to become an independent user and master its email marketing features. 

The learning journey is derived from the full Foundations course. The topics are carefully chosen based on a “must-know” approach, giving you an accelerated guide beginning with a baseline knowledge of the platform, its data structure, and how to apply your key data points. 

With these fundamentals in place, you will gain first-hand knowledge of the individual analytical features available on the platform. The course walks you through all the essential questions relevant to your role with lessons tailored to your specialty – showing you how to use it, why, and when to use it, as well as common use cases that can be built to suit your needs. 

Additionally, the course is supported by multiple live sessions led by our experts where you can ask questions and learn about more advanced use cases.

Disclaimer: Don't worry, you won't miss out on anything. The remaining optional materials will be at your disposal within the curriculum. 

After completing the Emailing Learning journey and successfully passing the exam you will receive your official Bloomreach-granted certificate. You will be able to independently execute your marketing campaigns. 

Who is this course for?

Suitable for any new user who does not necessarily need to explore the entire platform and all of its capabilities. Someone who is considered a specialist and will only be using a certain number of features on a daily basis. 

Here are our recommendations for Emailing Journey: CRM Manager, CRM Lead/Head, Email Marketer, Automation Specialist, Campaign Management Specialist, Communications Specialist, etc. 

**keep in mind, that positions and responsibilities may vary from industry to industry

For successful completion of the course, we advise you to participate in the live sessions. Keep in mind that you may select any session you wish to attend in any order you prefer. Please see the detailed description of each lesson below. 

How can I register for the live session?

Open Live sessions course -> under the "curriculum" tab choose the month when you wish to attend the session -> select the date -> click register -> after successful registration you should receive an email confirmation and calendar invitation.

When are the future dates of the live sessions? 

Check our calendar to find out about the future dates of the sessions → filter “Foundations Course” on the left-hand side of the page. 

Please see the detailed description of each session below. 

Week 1

  • Live Session #1 - Introduction to Bloomreach: Data Structure, Data Management & Customer Filters
  • Lectures 1-4: Introduction to Bloomreach Engagement, Data Structure & Data Management, Customer Filters 

Week 1 starts with an introductory live session, where you get a chance to meet fellow learners and ask any course-related inquiries. The first live session with our subject matter experts will solidify the Engagement basics and offer an opportunity to ask any questions related to the content of the first week. It is, therefore, expected that you dive into the education materials straight away.

In this session, you will: 

  • Recap your knowledge from W1 via a class quiz! See how you rank amongst your fellow students!
  • Find out what are the most common mistakes students make
  • Strengthen the basics before jumping into the more advanced content

This live session is highly recommended for everyone.

Week 2

  • Live Session #2 - Analyses, Definitions, and Data & Assets
  • Lectures 5-7: Definitions, Data & Assets, Analyses 

In Week 2, you will dive into more advanced content. Learn how to create custom customer attributes known as aggregates and calculate your first project-wide metrics such as the total business revenue, number of unique buyers, or other business-wide KPIs. You will also get to know the platform’s analyses tools, like segmentation, funnels, and reports, that enable you to evaluate your data and make responsible data-driven decisions in your business.

In this session, you will: 

  • Recap your knowledge from W2
  • Learn to execute complex analytical use cases through exercises, leveraging metrics, aggregates and others
  • Be inspired by further analytical use cases

This live session is recommended for everyone, but important especially for students of the Data Analyst Journey.

Week 3

In your final week, you will learn how to create personalized email campaigns, use web layers, and automate your communication with the help of scenarios. You will understand how you can A/B test inside the platform and we will show you how you can ensure that your personalized communication is most effective, and much, much more. This live session will introduce you to even more use cases, so come prepared with your questions and ask about any specific use cases that interest you and are relevant to your business.

In this session, you will: 

  • Recap your knowledge of W3
  • Learn to execute complex use cases with Scenarios, Email Campaigns and Web layers
  • Be inspired by further use cases on emailing, automation and others

This live session is recommended for everyone, but especially important for students of the Email and Web optimization Journeys.

Week 4

  • Live Session #4 - Group Exercise - Worlds Coming Together

In the final live session, you will recap your newly acquired knowledge about Bloomreach Engagement in a group exercise with your fellow students. You will also have the opportunity to ask any exam or course-related questions. After this session, there is only one more thing missing to fully complete the course - your successful completion of the exam.

In this session, you will:

  • Do a revision group exercise
  • Learn more about a useful use-case: Loyalty Programme 
  • Have an opportunity to ask questions about the Exam

This live session is highly recommended for everyone.

Curriculum

  • Important instructions
  • Detailed description of the live sessions
  • Access to the "Academy project B" demo project
  • Initiative Creation
  • 1. Introduction to Bloomreach Engagement
  • 1.1 Overview of Bloomreach Engagement
  • 1.2 How Bloomreach Engagement works
  • 1.3 Walkthrough of the Interface
  • Checkpoint: Introduction
  • 2. Data Structure
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 2.1 Basic Data Structure
  • 2.2 Customers and their properties
  • 2.3 Customer Identification
  • 2.4 Events and their attributes
  • 2.5 Events: Practical use cases
  • 2.6 Catalogs & Vouchers
  • Checkpoint: Data Structure
  • 3. Data Management
  • 3.1 Walkthrough of Data Manager
  • 3.2 Data Logic and Dependency
  • 3.3 Initiatives & Tags
  • Checkpoint: Data Management
  • Bonus material: Asset Manager
  • 4. Customer Filters
  • 4.1 Customer, Event and Date Filters
  • 4.2 How to use Customer Filters
  • 4.3 Filters: Practical use cases
  • Checkpoint: Customer Filters
  • Practical exercises: Customer Filters
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 5: Solution
  • Practical exercise 6: Solution
  • Practical exercise 7: Solution
  • Practical exercise 8: Solution
  • Practical exercise 9: Solution
  • Cheatsheet
  • Lectures 1-4: Cheatsheet
  • 5. Definitions
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 5.1 Aggregates: Overview
  • 5.2 Aggregates: Practical use cases
  • Checkpoint: Definitions
  • Practical exercises: Aggregates
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Bonus material: Running Aggregates
  • 6. Data & Assets
  • 6.1 Metrics: Overview
  • 6.2 Formula metric & Practical Use Cases
  • Checkpoint: Data & Assets
  • Practical exercises: Metrics
  • Practical exercise 1 & 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 5: Solution
  • Bonus material: Expressions
  • Bonus material: Event Segmentations
  • 7. Analysis
  • 7.1 Segmentations: Overview
  • 7.2 Segmentation: Practical use cases
  • Checkpoint: Segmentation
  • Practical exercise: Segmentations
  • Practical exercise 2: Solution
  • 7.3 Funnels Overview
  • Checkpoint: Funnels
  • Practical exercises: Funnels
  • Practical exercise 2: Solution
  • 7.4 Reports: overview
  • Checkpoint: Reports
  • Practical exercises: Reports
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Cheatsheets
  • Lectures 5-7: Cheatsheet
  • 8. Campaigns
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 8.1 A/B Test: Overview
  • 8.1.1. Bonus: Contextual Personalization
  • Checkpoint: A/B Test
  • 8.2 Email Campaigns: Overview
  • 8.3 Email Campaigns: Advanced features
  • Bonus Material: Contextual Personalization in Email Campaigns
  • Checkpoint: Email Campaigns
  • Practical exercise: Email Campaigns
  • 8.4 Scenarios: Overview
  • 8.5 Scenarios: Triggers, Actions, Operators
  • 8.6 Scenarios: Practical use cases
  • Bonus Material: Contextual Personalization in Scenarios
  • Checkpoint: Scenarios
  • Practical exercise: Scenarios
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 6: Solution
  • Bonus material: Surveys
  • Bonus material: In-app messages
  • Bonus material: Product Recommendations
  • Cheatsheet
  • Lecture 8: Cheatsheet
  • Exam FAQ
  • What is the format of the exam?
  • Access to 'Foundations Final Exam' demo project?
  • Foundations Exam
  • MANDATORY: Final Exam. Change your "Foundations Final Exam" project timezone to GMT+02:00 (via https://demoapp.exponea.com/user-settings/basic)
  • MANDATORY: Course Feedback
  • Bonus Section
  • Supplementary videos

About this course

Why take this course?

The Foundations: Emailing Learning journey will teach you everything you need to know to start working with the Bloomreach Engagement product, enabling you to become an independent user and master its email marketing features. 

The learning journey is derived from the full Foundations course. The topics are carefully chosen based on a “must-know” approach, giving you an accelerated guide beginning with a baseline knowledge of the platform, its data structure, and how to apply your key data points. 

With these fundamentals in place, you will gain first-hand knowledge of the individual analytical features available on the platform. The course walks you through all the essential questions relevant to your role with lessons tailored to your specialty – showing you how to use it, why, and when to use it, as well as common use cases that can be built to suit your needs. 

Additionally, the course is supported by multiple live sessions led by our experts where you can ask questions and learn about more advanced use cases.

Disclaimer: Don't worry, you won't miss out on anything. The remaining optional materials will be at your disposal within the curriculum. 

After completing the Emailing Learning journey and successfully passing the exam you will receive your official Bloomreach-granted certificate. You will be able to independently execute your marketing campaigns. 

Who is this course for?

Suitable for any new user who does not necessarily need to explore the entire platform and all of its capabilities. Someone who is considered a specialist and will only be using a certain number of features on a daily basis. 

Here are our recommendations for Emailing Journey: CRM Manager, CRM Lead/Head, Email Marketer, Automation Specialist, Campaign Management Specialist, Communications Specialist, etc. 

**keep in mind, that positions and responsibilities may vary from industry to industry

For successful completion of the course, we advise you to participate in the live sessions. Keep in mind that you may select any session you wish to attend in any order you prefer. Please see the detailed description of each lesson below. 

How can I register for the live session?

Open Live sessions course -> under the "curriculum" tab choose the month when you wish to attend the session -> select the date -> click register -> after successful registration you should receive an email confirmation and calendar invitation.

When are the future dates of the live sessions? 

Check our calendar to find out about the future dates of the sessions → filter “Foundations Course” on the left-hand side of the page. 

Please see the detailed description of each session below. 

Week 1

  • Live Session #1 - Introduction to Bloomreach: Data Structure, Data Management & Customer Filters
  • Lectures 1-4: Introduction to Bloomreach Engagement, Data Structure & Data Management, Customer Filters 

Week 1 starts with an introductory live session, where you get a chance to meet fellow learners and ask any course-related inquiries. The first live session with our subject matter experts will solidify the Engagement basics and offer an opportunity to ask any questions related to the content of the first week. It is, therefore, expected that you dive into the education materials straight away.

In this session, you will: 

  • Recap your knowledge from W1 via a class quiz! See how you rank amongst your fellow students!
  • Find out what are the most common mistakes students make
  • Strengthen the basics before jumping into the more advanced content

This live session is highly recommended for everyone.

Week 2

  • Live Session #2 - Analyses, Definitions, and Data & Assets
  • Lectures 5-7: Definitions, Data & Assets, Analyses 

In Week 2, you will dive into more advanced content. Learn how to create custom customer attributes known as aggregates and calculate your first project-wide metrics such as the total business revenue, number of unique buyers, or other business-wide KPIs. You will also get to know the platform’s analyses tools, like segmentation, funnels, and reports, that enable you to evaluate your data and make responsible data-driven decisions in your business.

In this session, you will: 

  • Recap your knowledge from W2
  • Learn to execute complex analytical use cases through exercises, leveraging metrics, aggregates and others
  • Be inspired by further analytical use cases

This live session is recommended for everyone, but important especially for students of the Data Analyst Journey.

Week 3

In your final week, you will learn how to create personalized email campaigns, use web layers, and automate your communication with the help of scenarios. You will understand how you can A/B test inside the platform and we will show you how you can ensure that your personalized communication is most effective, and much, much more. This live session will introduce you to even more use cases, so come prepared with your questions and ask about any specific use cases that interest you and are relevant to your business.

In this session, you will: 

  • Recap your knowledge of W3
  • Learn to execute complex use cases with Scenarios, Email Campaigns and Web layers
  • Be inspired by further use cases on emailing, automation and others

This live session is recommended for everyone, but especially important for students of the Email and Web optimization Journeys.

Week 4

  • Live Session #4 - Group Exercise - Worlds Coming Together

In the final live session, you will recap your newly acquired knowledge about Bloomreach Engagement in a group exercise with your fellow students. You will also have the opportunity to ask any exam or course-related questions. After this session, there is only one more thing missing to fully complete the course - your successful completion of the exam.

In this session, you will:

  • Do a revision group exercise
  • Learn more about a useful use-case: Loyalty Programme 
  • Have an opportunity to ask questions about the Exam

This live session is highly recommended for everyone.

Curriculum

  • Important instructions
  • Detailed description of the live sessions
  • Access to the "Academy project B" demo project
  • Initiative Creation
  • 1. Introduction to Bloomreach Engagement
  • 1.1 Overview of Bloomreach Engagement
  • 1.2 How Bloomreach Engagement works
  • 1.3 Walkthrough of the Interface
  • Checkpoint: Introduction
  • 2. Data Structure
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 2.1 Basic Data Structure
  • 2.2 Customers and their properties
  • 2.3 Customer Identification
  • 2.4 Events and their attributes
  • 2.5 Events: Practical use cases
  • 2.6 Catalogs & Vouchers
  • Checkpoint: Data Structure
  • 3. Data Management
  • 3.1 Walkthrough of Data Manager
  • 3.2 Data Logic and Dependency
  • 3.3 Initiatives & Tags
  • Checkpoint: Data Management
  • Bonus material: Asset Manager
  • 4. Customer Filters
  • 4.1 Customer, Event and Date Filters
  • 4.2 How to use Customer Filters
  • 4.3 Filters: Practical use cases
  • Checkpoint: Customer Filters
  • Practical exercises: Customer Filters
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 5: Solution
  • Practical exercise 6: Solution
  • Practical exercise 7: Solution
  • Practical exercise 8: Solution
  • Practical exercise 9: Solution
  • Cheatsheet
  • Lectures 1-4: Cheatsheet
  • 5. Definitions
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 5.1 Aggregates: Overview
  • 5.2 Aggregates: Practical use cases
  • Checkpoint: Definitions
  • Practical exercises: Aggregates
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Bonus material: Running Aggregates
  • 6. Data & Assets
  • 6.1 Metrics: Overview
  • 6.2 Formula metric & Practical Use Cases
  • Checkpoint: Data & Assets
  • Practical exercises: Metrics
  • Practical exercise 1 & 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 5: Solution
  • Bonus material: Expressions
  • Bonus material: Event Segmentations
  • 7. Analysis
  • 7.1 Segmentations: Overview
  • 7.2 Segmentation: Practical use cases
  • Checkpoint: Segmentation
  • Practical exercise: Segmentations
  • Practical exercise 2: Solution
  • 7.3 Funnels Overview
  • Checkpoint: Funnels
  • Practical exercises: Funnels
  • Practical exercise 2: Solution
  • 7.4 Reports: overview
  • Checkpoint: Reports
  • Practical exercises: Reports
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Cheatsheets
  • Lectures 5-7: Cheatsheet
  • 8. Campaigns
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 8.1 A/B Test: Overview
  • 8.1.1. Bonus: Contextual Personalization
  • Checkpoint: A/B Test
  • 8.2 Email Campaigns: Overview
  • 8.3 Email Campaigns: Advanced features
  • Bonus Material: Contextual Personalization in Email Campaigns
  • Checkpoint: Email Campaigns
  • Practical exercise: Email Campaigns
  • 8.4 Scenarios: Overview
  • 8.5 Scenarios: Triggers, Actions, Operators
  • 8.6 Scenarios: Practical use cases
  • Bonus Material: Contextual Personalization in Scenarios
  • Checkpoint: Scenarios
  • Practical exercise: Scenarios
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • Practical exercise 4: Solution
  • Practical exercise 6: Solution
  • Bonus material: Surveys
  • Bonus material: In-app messages
  • Bonus material: Product Recommendations
  • Cheatsheet
  • Lecture 8: Cheatsheet
  • Exam FAQ
  • What is the format of the exam?
  • Access to 'Foundations Final Exam' demo project?
  • Foundations Exam
  • MANDATORY: Final Exam. Change your "Foundations Final Exam" project timezone to GMT+02:00 (via https://demoapp.exponea.com/user-settings/basic)
  • MANDATORY: Course Feedback
  • Bonus Section
  • Supplementary videos