Certified Sugar Market Specialist

This certification exam certifies that the successful candidate has the essential knowledge, skills, and abilities necessary to perform the administration and configuration of Sugar Market to meet fundamental business requirements.

Exam Details

  • 60 multiple-choice questions 
  • Time allowed: 90 minutes
  • Pass score: 70%
  • Pass/fail status available immediately
  • Fee: $125 USD
  • Exam Code: cert-market-exam
  • Valid for two years
  • Exam is based on Sugar Market version 23

Recommended Training and Support Resources

Preparing for the exam requires a combination of reviewing the associated courses, reading through the applicable areas of our documentation, and hands-on experience in the product itself. We highly recommend using the following resources:

Exam Topics 

Deliverability, Technical Setup, Billing

  • Getting Started with Sugar Market
  • Email Deliverability
  • Settings & Preferences
  • Managing your Sugar Market Database Size

Recommended Documentation: Getting Started with Sugar MarketBest Practices for Deliverability, Sugar Market Settings & PreferencesWeb Tracking - Setting up Web Analytics CategoriesDetermining your Sugar Market Database SizeReducing your number of Sugar Market ContactsSugarCloud Sugar Market Contact Limits

CRM Integration

  • Installing the Sugar Market Connector
  • Integration Steps
  • Sugar Market Permissions
  • CRM iFrame 
  • CRM Syncing Process 
  • Creating Auto Deletion Reports

Recommended Documentation: Accessing the Sugar Market Connector, Installing the Sugar Market Connector, Integration Steps, CRM iFrame, Permissions, Sync Process Steps & Schedule, How Data is Synced from Sugar Market to your CRM, Detecting Duplicates on Import, How Duplicate Records are Managed, Creating Auto Deletion Reports 

Administration 

  • Understanding Sugar Market Cookies
  • User & Role Management
  • Suppressing Domains vs Email Addresses
  • Using the Asset Library
  • Web Tracking
  • Creating Email Campaigns 
  • Creating Forms
  • Listeners

Recommended Documentation: Sugar Market Cookies, User & Role Management, Suppressing Domains vs Email Addresses, Asset Library, Web Tracking, Email Campaigns, Forms, Listeners 

List Administration

  • Importing file Requirements
  • Importing Contacts
  • Reports as Lists
  • Creating Custom Reports
  • Dynamic Distribution Lists

Recommended Documentation: Import Requirements, Importing Contacts, Reports as Lists, Custom Reports, Dynamic Distribution Lists 

Email Builder

  • Using Email Builder
  • Email Templates
  • Using Merge Fields
  • Using Dynamic Email Options
  • Creating & Using Segments
  • Email Best Practices 

Recommended Documentation:  Creating Email Templates, Setting Global Styles, Selecting Recipients, Segments, Merge FieldsScheduled Email Batches, Dynamic Email Options, Advanced Testing Center, AB Testing 

Nurtures

  • Creating a Nurture Campaign
  • Set up Options
  • Designer Elements
  • Conditional Elements
  • Action Elements
  • Alert Templates

Recommended Documentation: Creating a Nurture Campaign, Set up Options, Designer Elements, Conditional Elements, Action Elements, Alert Templates, Selecting Recipients, Form Scoring & Listener Triggers, Measuring Success with Analytics 

Forms, Pages, Preferences 

  • Creating & Managing Forms
  • Creating & Using Pages
  • Managing your Preference page  

Recommended Documentation: Creating Forms, Form Actions, Same Form Actions per Submitter, Mapping Fields to CRM, Conditional Fields, Field Submission Rules, Viewing form Details, Form Results, External Lead Form Mapping, Using UTM Tracking, Designing Pages, Pasting in Code, Managing your Preference Page

Lead Scoring

  • Creating Scoring Profiles
  • Scoring Actions
  • Scoring Best Practices

Recommended Documentation: Lead Scoring Overview, Before you Begin, Creating Scoring Profiles, Creating Scoring Actions, Scoring Rules, Wildcard Campaign Scores, Identifying Activity Points, Best practices

Dashboards & Reporting

  • Understanding Standard Reports & Dashboards
  • Using Advanced Analytics

Recommended Documentation: Standard Reports, Global Dashboard, Web & Social Dashboard, Marketing & Sales Performance Dashlet, Advanced Analytics

Events  

  • Creating & Managing Events

Recommended Documentation: Creating Events, Online Event Management Tools

 

 

Please email university@sugarcrm.com if you have feedback or need assistance