One of the challenges of every Marketer is data organization. Contact Records are limited in the number of fields they can support. This is where the role of Custom Objects comes into play. Custom Objects are valuable assets that allow you to store additional customer data for the purpose of segmentation and personalization. You can now store data such as, purchase history, warranty expiration information, and surveys, and a lot more.
The new Effective Marketing with Custom Objects class is designed for Advanced Marketers who want to use Custom Objects to store additional data and use that data for personalization. This course also looks at how to push this custom data to your CRM.
This three-hour, instructor-led course provides several use cases for Custom Objects – including personalizing based on birthday and capturing Customer Advocate data. This course gives step-by-step insight on how to:
- Create and manage Custom Objects
- Upload Custom Object Records
- Reference Custom Object data for personalization
- Capture data via form submission
- Push data to CRM using Custom Object Record Services, External Call, and Program Builder
- Pull Operational Reports for Custom Objects
The key topics discussed in the course will enable you to learn the skills to use Custom Objects effectively as a Marketer.
We strongly recommend that you take the Program Builder Overview WBT prior to this course.
To learn more about this course, read the full abstract.
As the designer of this course, I’d love to hear from you. If you have any questions about this course or if you’ve taken this course and have feedback, please leave a comment below.
Sincerely,
Annie