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Overview

Learn how to create a Nurture Campaign using Sugar Market's Nurture Builder 2.0.  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

Link to Alert Template Quick Video:

https://university.sugarcrm.com/share/asset/view/258

Lessons

Part One: Navigation, Basics, & Layouts

In this video, you’ll learn how to navigate to Nurture Builder 2.0, 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 available features on the build step of Nurture Builder 2.0.

Part Three: Available Elements & Settings

In this video, you’ll learn how to add and edit the elements in your nurture campaign.

Part Four: 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 Five: Including and/or Excluding Recipients

In this video, you will learn how to include and exclude recipients from your nurture campaign.

Part Six: Actions

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

Part Seven: Analytics

In this video, you’ll learn how to view the analytics of your published nurture builder 2.0 campaign.

Price: FREE