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Introduction to Nurture Builder

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Overview

Learn how to create a Nurture Campaign using Sugar Market's Nurture Builder.  In this series, you will learn how to select a template, fill in basic settings, preview the available elements and their settings, build an example workflow, include and exclude recipients, set up date and time rules, publish & view the analytics.

Intended Audience:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high-level overview

This course includes the following lessons:

  • Part One: Navigation, Basics, & Layouts
  • Part Two: Overview of Build Step
  • Part Three: Available Elements & Settings
  • Part Four: Building a Workflow
  • Part Five: Including and/or Excluding Recipients
  • Part Six: Actions
  • Part Seven: Analytics

Duration:

About 47 minutes

Lessons

Part One - Navigation, Basics, & Layouts

In this video, you'll learn how to navigate to Nurture Builder, fill in the basic settings, and select a layout to build your workflow.

Part Two - Overview of Build Step

In this video, you'll learn about the features available during the build step of Nurture Builder. Before you begin building your Nurture, it's important to understand the Builder’s layout and the options available to you.

Part Three - Action Elements and Settings

Before we begin designing, let's quickly review the Action Elements available for use. These elements are the basic components of your Nurture campaign, and each one has a specific function. In this video, we'll walk you through the steps of adding and editing the Action Elements in your Nurture campaign.

Part Four - Conditional Elements and Settings

In this video, we will guide you through the process of adding and editing the Conditional Elements in your Nurture campaign.

Part Five - Building a Workflow

In this video, you'll learn how to build a Nurture by editing and connecting the elements added to your workflow.

Part Six: Including and/or Excluding Recipients

This video will teach you how to add or remove recipients from your Nurture campaign on the Recipients screen.

Part Seven - Actions

In this video, you'll learn how to schedule your Nurture, set date and time rules for your nurture emails as well as how to publish. 

Part Eight - Analytics and Edit

In this video, you will learn how to access the Analytics for your published Nurture campaign and how to make adjustments.

Price: FREE

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