Medior Module 2 - Building the commercial processes

In this Module, you will learn how to build a customer outreach process, construct emails and PDF documents, and set up a multi-step form wizard.

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2.1 – Introduction Module 2 3 Topics | 1 Quiz

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2.1.1 – Building the commercial processes

2.1.2 – Exercise “Medior Module 2 Starter”

2.1.3 – Create test data

The “Introduction Module 2” quiz

2.2 – Creating Marketing Campaigns 8 Topics | 1 Quiz

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2.2.1 – Marketing Campaigns

2.2.2 – Marketing Campaigns overview

2.2.3 – Add / modify Campaign processes

2.2.4 – The Form Wizard

2.2.5 – Detailing the Form Steps

2.2.6 – Transient selections in a Datagrid

2.2.7 – Store Customer selections

2.2.8 – Exercise – Add, Modify and View Marketing Campaigns

The “Marketing Campaigns” quiz

2.3 – Setting up Email distributions 6 Topics | 1 Quiz

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2.3.1 – Introduction

2.3.2 – PDF attachment

2.3.3 – E-mailing

2.3.4 – A Slight Detour – More about Execute Process node and Project Variables

2.3.5 – Contact Moments

2.3.6 – Exercise – PDF and Emailing

The “E-mailing” quiz

2.4 – Handling Response Data 4 Topics | 1 Quiz

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2.4.1 – Introduction

2.4.2 – Response Data overview

2.4.3 – Optional exercise “Response Data 1”

2.4.4 – Optional exercise “Response Data 2”

The “Response Data” quiz

2.5 – Best Practices Module 2 3 Topics

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2.5.1 – Creating PDFs

2.5.2 – Email Process

2.5.3 – Files: Maximum file size and Allow access when

2.6 – Expressions 1 Topic

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2.6.1 – Exercises

About Instructor

Martin Schoenmakers

22 Courses

Medior Module 2 – Building the commercial processes

Course Content

About Instructor

Martin Schoenmakers

Course Includes