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Engagement Foundations Full course: On-demand materials

A self-paced course teaching you how to use the platform to its full potential by mastering all of the commonly used features and capabilities. Suitable for a generalist aspiring to become a power user.

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Engagement Foundations

Why take this course?

The Engagement Foundations: Full Course will teach you all the fundamental knowledge you need to know to start working with the Bloomreach Engagement product as an independent user. Find out about the platform’s data structure and learn how to use the platform’s analytical and campaign tools to best suit your business needs. Run your first use cases and sharpen your practical skills in the live sessions alongside experts in the industry. After completing this course, you will be able to provide fully automated multi-channel communication to your customers and leverage the platform according to your business needs. 

Who is this course for?

The Engagement Foundations: Full Course is valuable for anyone who wants to become an independent user of the platform. Whether you're a marketer, data analyst, or web designer, you will learn to apply the magic of Bloomreach Engagement in your field.

What to expect in this course?

Week 1

(Recording) Live Session #1 - Introduction to Engagement: Data Structure, Data Management & Customer Filters
Lectures 1-4: Introduction to Engagement, Data Structure & Data Management, Customer Filters

In Week 1, you will start with an introductory kick-off session where you'll get a chance to meet fellow learners and ask any course-related questions. The first live session with our subject matter experts will solidify the Engagement basics and provide an opportunity to ask any questions related to the content of the first week. Therefore, it's expected that you will dive into the course materials straight away.

Week 2

(Recording) 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.

Week 3

(Recording) Live Session #3 - Campaigns (Emailing & Web Optimization)
Lectures 8: Campaigns

In Week 3, 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.

Week 4

(Recording) Live Session #4 - Group Exercise: Worlds Coming Together

In Week 4, 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 final 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 final exam.

Curriculum

  • Important instructions
  • Description of the live sessions
  • Access to the demo project
  • Initiative creation
  • Week 1 - Kick-off (Recording)
  • RECORDING: Kick-off session
  • 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
  • Week 1 - Live Session (Recording)
  • RECORDING: Data Structure, Data Management, & Customer Filters
  • 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
  • 7.4 Funnels: Advanced Features and Practical Use Cases
  • Checkpoint: Funnels
  • Practical exercises: Funnels
  • Practical exercise 2: Solution
  • 7.5 Reports: overview
  • 7.6 Reports: Practical use cases and formatting
  • 7.7 Reports: Columns and Practical Use cases
  • 7.8 Reports: Date filters and visualizations
  • Checkpoint: Reports
  • Practical exercises: Reports
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Bonus material: Trends & Flows & Retentions & Geo analysis
  • Bonus material: Predictions
  • Cheatsheet
  • Lectures 5-7: Cheatsheet
  • Week 2 - Live Session (Recording)
  • RECORDING: Analyses, Definitions, Data & Assets
  • 8. Campaigns
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 8.1 A/B Test: Overview
  • 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
  • 8.7 Web layers
  • Bonus Material: Contextual Personalization in Weblayers
  • Checkpoint: Web layers
  • Practical exercise: Weblayers
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • 8.8 Experiments
  • Checkpoint: Experiments
  • Bonus material: Surveys
  • Bonus material: In-app messages
  • Bonus material: Product Recommendations
  • Bonus material: Segment-based personalization
  • Cheatsheet
  • Lectures 8: Cheatsheet
  • Week 3 - Live Session (Recording)
  • RECORDING: Campaigns (Emailing & Web Optimization)
  • 9. Imports
  • 9.1 Overview & Customer imports
  • 9.2 Event Imports
  • 9.3 Catalog imports
  • Checkpoint: Imports
  • Practical exercise: Catalog Imports
  • Practical exercise: Solution
  • 10. Data Tracking
  • 10.1 Dashboards
  • 10.1.1 Custom Evaluation Dashboards
  • Checkpoint: Dashboards
  • Practical exercise: Dashboards
  • Practical exercise 1: Solution
  • 10.2 Bloomreach Engagement Console
  • Checkpoint: Console
  • Practical exercise: Bloomreach Engagement Console
  • Practical exercise: Solution
  • Cheatsheet
  • Lectures 9-10: Cheatsheet
  • Week 4 - Live Session (Recording)
  • RECORDING: Group Exercise - Worlds Coming Together
  • Exam FAQ
  • What is the format of the exam?
  • Access to 'Foundations Final Exam' demo project?
  • Foundations Final 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
  • What's Next?
  • Find your next course

Engagement Foundations

Why take this course?

The Engagement Foundations: Full Course will teach you all the fundamental knowledge you need to know to start working with the Bloomreach Engagement product as an independent user. Find out about the platform’s data structure and learn how to use the platform’s analytical and campaign tools to best suit your business needs. Run your first use cases and sharpen your practical skills in the live sessions alongside experts in the industry. After completing this course, you will be able to provide fully automated multi-channel communication to your customers and leverage the platform according to your business needs. 

Who is this course for?

The Engagement Foundations: Full Course is valuable for anyone who wants to become an independent user of the platform. Whether you're a marketer, data analyst, or web designer, you will learn to apply the magic of Bloomreach Engagement in your field.

What to expect in this course?

Week 1

(Recording) Live Session #1 - Introduction to Engagement: Data Structure, Data Management & Customer Filters
Lectures 1-4: Introduction to Engagement, Data Structure & Data Management, Customer Filters

In Week 1, you will start with an introductory kick-off session where you'll get a chance to meet fellow learners and ask any course-related questions. The first live session with our subject matter experts will solidify the Engagement basics and provide an opportunity to ask any questions related to the content of the first week. Therefore, it's expected that you will dive into the course materials straight away.

Week 2

(Recording) 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.

Week 3

(Recording) Live Session #3 - Campaigns (Emailing & Web Optimization)
Lectures 8: Campaigns

In Week 3, 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.

Week 4

(Recording) Live Session #4 - Group Exercise: Worlds Coming Together

In Week 4, 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 final 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 final exam.

Curriculum

  • Important instructions
  • Description of the live sessions
  • Access to the demo project
  • Initiative creation
  • Week 1 - Kick-off (Recording)
  • RECORDING: Kick-off session
  • 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
  • Week 1 - Live Session (Recording)
  • RECORDING: Data Structure, Data Management, & Customer Filters
  • 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
  • 7.4 Funnels: Advanced Features and Practical Use Cases
  • Checkpoint: Funnels
  • Practical exercises: Funnels
  • Practical exercise 2: Solution
  • 7.5 Reports: overview
  • 7.6 Reports: Practical use cases and formatting
  • 7.7 Reports: Columns and Practical Use cases
  • 7.8 Reports: Date filters and visualizations
  • Checkpoint: Reports
  • Practical exercises: Reports
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Bonus material: Trends & Flows & Retentions & Geo analysis
  • Bonus material: Predictions
  • Cheatsheet
  • Lectures 5-7: Cheatsheet
  • Week 2 - Live Session (Recording)
  • RECORDING: Analyses, Definitions, Data & Assets
  • 8. Campaigns
  • Reminder: Access to the demo project
  • Reminder: Initiative creation
  • 8.1 A/B Test: Overview
  • 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
  • 8.7 Web layers
  • Bonus Material: Contextual Personalization in Weblayers
  • Checkpoint: Web layers
  • Practical exercise: Weblayers
  • Practical exercise 1: Solution
  • Practical exercise 2: Solution
  • Practical exercise 3: Solution
  • 8.8 Experiments
  • Checkpoint: Experiments
  • Bonus material: Surveys
  • Bonus material: In-app messages
  • Bonus material: Product Recommendations
  • Bonus material: Segment-based personalization
  • Cheatsheet
  • Lectures 8: Cheatsheet
  • Week 3 - Live Session (Recording)
  • RECORDING: Campaigns (Emailing & Web Optimization)
  • 9. Imports
  • 9.1 Overview & Customer imports
  • 9.2 Event Imports
  • 9.3 Catalog imports
  • Checkpoint: Imports
  • Practical exercise: Catalog Imports
  • Practical exercise: Solution
  • 10. Data Tracking
  • 10.1 Dashboards
  • 10.1.1 Custom Evaluation Dashboards
  • Checkpoint: Dashboards
  • Practical exercise: Dashboards
  • Practical exercise 1: Solution
  • 10.2 Bloomreach Engagement Console
  • Checkpoint: Console
  • Practical exercise: Bloomreach Engagement Console
  • Practical exercise: Solution
  • Cheatsheet
  • Lectures 9-10: Cheatsheet
  • Week 4 - Live Session (Recording)
  • RECORDING: Group Exercise - Worlds Coming Together
  • Exam FAQ
  • What is the format of the exam?
  • Access to 'Foundations Final Exam' demo project?
  • Foundations Final 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
  • What's Next?
  • Find your next course
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