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Marketing Cloud - Email Specialist Self-Study Preparation Guide for Partners 

This learning path is for partners who are planning to undertake the Salesforce Marketing Cloud Email Specialist Certification. The aim is to provide 
guided education on the Marketing Cloud platform that is aligned with the Marketing Cloud Email Specialist Certification, ultimately encouraging the 
undertaking of the certification examination. The objectives of this learning path are to introduce the partners to the Marketing Cloud platform and 
acquire knowledge necessary to take the Marketing Cloud Email Specialist Certification. Allow at least 40 hours to complete this training.

What You Need To Know

  1. Engage with us in the MC Email Specialist - How To Group! Ask questions as you prepare for the exam and find answers to the questions asked
    before you.
  2. Review the Official Study Guide.
  3. Register for the exam here.

Featured Trailhead Modules

Take the Marketing Cloud Trailmix for Partners! This is your one-stop shop for all Trailhead modules on Marketing Cloud.

Featured Partner Product Learning Path

This learning path is designed to guide you through the product knowledge relevant to prepare for the Marketing Cloud Email Specialist Certification.
Access the learning path here (Partner Online Training credentials required).

Exam Outline Topics

(A) Email Message Best Practices (15%)

  1. Given a customer scenario, evaluate elements and techniques of email marketing to design an effective email campaign
  2. Given a customer scenario, recognize situations where legal compliance may be an issue during an email campaign
  3. Given a customer scenario, differentiate elements that can impact message deliverability
  4. Given a customer scenario, demonstrate appropriate and effective subscriber acquisition methodologies
  5. Given a customer scenario, apply best practices of communicating with a population

Suggested Resources:

Trailblazer Community (login required)

Blogs:
Documentation:

(B) Email Message Design (13%)

  1. Given a customer scenario, recommend email design best practices to implement
  2. Given desired output functionality, recommend methods for creating responsive emails
  3. Given desired output requirements, recommend strategies to A/B test email elements
  4. Given desired sending process, recommend MC tools to use when preparing an email for send
  5. Given an email message design, determine the correct use of Approvals

Suggested Resources:

Trailblazer Community (login required)

(C) Content Creation & Delivery (18%)

  1. Given a customer scenario, create and customize an email message to meet customer’s need
  2. Given a customer scenario, send and deploy an email campaign to meet the customer requirement
  3. Given a customer scenario, know how to manage content needed to deploy the email campaign
  4. Describe various send capabilities in the Email application

Suggested Resources:

Trailblazer Community (login required)
Content Builder
  • Series (7) of short videos introducing Content Builder, covering email creation and send
  • Webinar recording covering Content Builder and creation of emails
  • Webinar recording covering testing and sending of email in new email studio
Partner Community (login required):
Documentation:

(D) Marketing Automation (19%)

  1. Given a customer’s scenario, recommend the appropriate marketing automation solution
  2. Given a scenario to manage customer data, configure the appropriate marketing automation tools

Suggested Resources:

Trailblazer Community (login required): 
Videos:
Documentation:

(E) Subscriber & Data Management (29%)

  1. Given desired output requirements, setup Subscriber Lists and Data Extensions in the Marketing Cloud
  2. Given a customer’s business requirements, determine how to import data into Marketing Cloud as per best practices
  3. Given a customer’s business requirements, configure segmentation tools to accurately model subscribers and data
  4. Given a customer’s scenario, recommend the marketing unsubscribe subscription management solution that meets the requirement based on
    customer frequency, permission, and preferences

Suggested Resources:

Trailblazer Community (login required):
Partner Community (login required):

Documentation:

(F) Tracking & Reporting (6%)

  1. Given a customer scenario, explain the different metrics available for email campaigns and what each one means
  2. Given an email campaign, describe the steps involved to analyze the performance results
  3. Given a need to run reports, configure and run Marketing Cloud adhoc and automated report

Suggested Resources:

Trailblazer Community (login required)
Documentation:
Happy learning!

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