Presenters

Matt Shifflet, Customer Success Manager, Element451

Tonje Guldvik, Engagement Strategist, Element451

Monday

Sep

9+ more

Core A: Milestones & People, Segments, Data Sources, Custom Fields

Multiple Dates & Times

Zoom

Part of series Core

Available spots: Varies

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In this workshop you will learn how to:

People Records & Milestones

Create a test user and review the Contact Record, where data is stored on a record, what data is stored, where to find it
Review Milestones, and understand how they are used in segments/as filters, how they are calculated, and why they are important.
Labels - what they are and how to use them

Segments

Build an audience segment based on client criteria, show calculated segments and options to organize

Data Sources

Build regular data sources (yes/no, majors, terms, etc.) and review SYS data sources

Custom Fields

Review fields and what is out of the box. Create custom fields for forms, imports, exports, applications, etc. under Field Management