Data-driven email marketing begins with a reliable CRM system. But when it comes to how a CRM is built, customized, and maintained, marketers often don’t know what to ask for. This workshop is designed to teach email marketers and data-driven marketers how to navigate CRM systems so that they can have access to the data they need to successfully segment, trigger, and personalize their email campaigns. You’ll learn how to:· Understand CRM fields in terms of their purpose and your marketing goals· Ask for integrations to make CRM the single source of truth· Use CRM data to trigger automated marketing campaigns· Easily prove the ROI of marketing campaigns Who should come?Email marketers, data-driven marketers, B2B marketers Who should maybe skip this one?Designers, copywriters, email newbies Natalie Jackson is the Marketing Director for the emfluence Marketing Platform and for emfluence's Digital Marketing. She has nearly a decade of experience in B2B marketing and in digital marketing, including more than eight years of geeking out over all things email and marketing automation strategy. Natalie has spoken on email marketing, CRM strategy, and content marketing for storytellers at Digital Summit Kansas City and Digital Summit At Home, Microsoft Dynamics CRMUG Summit, emfluence’s And Then Some Conference, and for countless local marketing organizations. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Emfluence (if you aren't already). You can unsubscribe from either or both at any time.

For data-driven marketers to learn how to navigate CRM systems in order to successfully segment, trigger, and personalize campaigns.

The 7 Things That Belong on Every Email Marketer’s CRM Wish List

When building a first-class customer experience, every little detail counts. Leaders like Spotify, Amazon and Netflix have ushered in a new era of convenience and personalization we didn’t know was possible. Now it’s on all brands to live up to these high standards. Though challenging, there’s hope—83% of consumers will share their data in return for more personalized experiences. This where Iterable can help! In this class, experts from the Iterable team will reveal how to achieve advanced cross-channel personalization by building individualized recommendations and dynamic content based on product metadata. You’ll learn how to:<ul><li>Sort and filter dynamic content groupings using multi-attribute criteria</li><li>Create localized recommendations, like “5-star restaurants, in my price range, near me”</li><li>Use Iterable Catalog to build personalized content collections and automate messages in real time</li></ul> Who should come?B2C marketers that focus on customer lifecycle / retention / CRM Email, mobile and cross-channel strategists Verticals: retail/e-commerce, subscription services, media &amp; entertainment, food &amp; beverage, travel, consumer tech Enterprise businesses looking to replace a legacy marketing cloud People looking to see what Iterable is capable of Who should maybe skip this one?B2B marketers, Small businesses, Marketers in highly regulated industries (healthcare, finance, etc.), developers and designers who strictly write code and design from scratch Note:This class is part 3 in a 3-part series. While you're encouraged to attend all 3 classes, each class stands well on its own. Choose 1, 2, or all 3! Alyssa Jarrett is Head of Brand &amp; Content at Iterable, where she specializes in creating data-driven content to educate growth marketers on how to develop world-class customer engagement. She has previously served in marketing roles for companies in SaaS and big data, including Ripple, Objectivity, Splice Machine, and Cray. Katie Barends is a New Jersey native turned California girl now living in Denver (with a few years in Florida along the way). Katie got her start in journalism, focusing on communicating and storytelling in every interaction. She has a knack for strategic conversations and helping others realize and achieve their goals. She's been in the tech world for the last 5 years working with Fortune 100 and C-Suite decision-makers across all industries. In that time, Katie has held a variety of roles in solutions consulting, sales coaching, and product and customer marketing to support both not only customers and prospects but also internal partners. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Iterable(if you aren't already). You can unsubscribe from either or both at any time.

In part 3 of this 3-part series, you'll learn advanced personalization using product metadata.

Metadata: A 3-Step Plan to Cross-Channel Personalization (3 of 3)

Email campaigns are an exercise in relationship building. When done right, a well-mapped email program can bring in more sales and help you transform your existing client base into a community. But building a successful email strategy isn’t just selling things—by applying analytics to your customer journey, you can gather valuable intelligence about your prospect and customer base that can help you transform how clients experience your brand.In this class, we’ll talk about how to build targeted email campaigns for every step of the customer journey, with hands-on tips for deciding who to nurture, when to nurture them, what to say in your messaging, and how to measure email success. You’ll learn how to:· Map your email strategy to your customer journey· Grow beyond sales-oriented emails and into relationship nurtures· Use CRM data to determine who should receive which emails and when Who should come?Email marketers, data-driven marketers, client success teams Who should maybe skip this one?Designers, coders Natalie Jackson is the Marketing Director for the emfluence Marketing Platform and for emfluence's Digital Marketing. She has nearly a decade of experience in B2B marketing and in digital marketing, including more than eight years of geeking out over all things email and marketing automation strategy. Natalie has spoken on email marketing, CRM strategy, and content marketing for storytellers at Digital Summit Kansas City and Digital Summit At Home, Microsoft Dynamics CRMUG Summit, emfluence’s And Then Some Conference, and for countless local marketing organizations. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Emfluence (if you aren't already). You can unsubscribe from either or both at any time.

Building a successful email strategy isn’t just selling things—you have the power to transform how clients experience your brand.

Building Better Relationships with Email

B2B email doesn’t have to be boring. In this workshop, we’ll talk about how to jazz up your B2B email strategy and better leverage your CRM data to improve your recipient relationships. We’ll take lessons from B2C email strategies and discuss how they can be applied to B2B relationships, see what B2B marketers can learn from ecommerce email, and open up the possibilities of B2B email beyond the standard newsletter. You’ll learn how to:· Explore new ways to use email as a B2B relationship tool· Experiment with fresh email designs, strategies, and messaging for the B2B inbox· Work within the Outlook inbox Who should come?Email marketers, data-driven marketers, B2B marketers Who should maybe skip this one?B2C email marketers Natalie Jackson is the Marketing Director for the emfluence Marketing Platform and for emfluence's Digital Marketing. She has nearly a decade of experience in B2B marketing and in digital marketing, including more than eight years of geeking out over all things email and marketing automation strategy. Natalie has spoken on email marketing, CRM strategy, and content marketing for storytellers at Digital Summit Kansas City and Digital Summit At Home, Microsoft Dynamics CRMUG Summit, emfluence’s And Then Some Conference, and for countless local marketing organizations. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Emfluence (if you aren't already). You can unsubscribe from either or both at any time.

B2B email doesn’t have to be boring. It's time to open up the possibilities of B2B email beyond the standard newsletter.

The B2B Marketer’s Guide to Better Email

When building a first-class customer experience, every little detail counts. Leaders like Spotify, Amazon and Netflix have ushered in a new era of convenience and personalization we didn’t know was possible. Now it’s on all brands to live up to these high standards. Though challenging, there’s hope—83% of consumers will share their data in return for more personalized experiences. This is where Iterable can help! In this class, experts from the Iterable team will dive deep into all things data feeds between your ESP and outside sources. By mastering data feeds, you’ll be able to send time-sensitive content at the perfect moment for each customer. You’ll learn how to:<ul><li>Use data feeds to personalize campaigns, like active offers and blog newsletters</li><li>Differentiate public and managed data feeds and how to leverage them</li><li>Create individualized email templates using Iterable’s handlebars logic</li></ul> Who should come?B2C marketers that focus on customer lifecycle / retention / CRMEmail, mobile and cross-channel strategistsVerticals: retail/e-commerce, subscription services, media &amp; entertainment, food &amp; beverage, travel, consumer techEnterprise businesses looking to replace a legacy marketing cloudPeople looking to see what Iterable is capable of Who should maybe skip this one?B2B marketers, Small businesses, Marketers in highly regulated industries (healthcare, finance, etc.), developers and designers who strictly write code and design from scratch Note:This class is part 2 in a 3-part series. While you're encouraged to attend all 3 classes, each class stands well on its own. Choose 1, 2, or all 3! Alyssa Jarrett is Head of Brand &amp; Content at Iterable, where she specializes in creating data-driven content to educate growth marketers on how to develop world-class customer engagement. She has previously served in marketing roles for companies in SaaS and big data, including Ripple, Objectivity, Splice Machine, and Cray. Katie Barends is a New Jersey native turned California girl now living in Denver (with a few years in Florida along the way). Katie got her start in journalism, focusing on communicating and storytelling in every interaction. She has a knack for strategic conversations and helping others realize and achieve their goals. She's been in the tech world for the last 5 years working with Fortune 100 and C-Suite decision-makers across all industries. In that time, Katie has held a variety of roles in solutions consulting, sales coaching, and product and customer marketing to support both not only customers and prospects but also internal partners. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Iterable(if you aren't already). You can unsubscribe from either or both at any time.

In part 2 of this 3-part series, you'll learn intermediate personalization using data feeds and other 3rd-party integrations.

Data Feeds: A 3-Step Plan to Cross-Channel Personalization (2 of 3)

When building a first-class customer experience, every little detail counts. Leaders like Spotify, Amazon and Netflix have ushered in a new era of convenience and personalization we didn’t know was possible. Now it’s on all brands to live up to these high standards. Though challenging, there’s hope—83% of consumers will share their data in return for more personalized experiences.In this class, experts from the Iterable team will cover the basics of how to user profile and event data to create personalized email and cross-channel messaging that supports a best-in-class customer experience. You’ll learn how to:<ul><li>Create custom events for lifecycle milestones, like downloading an app or visiting a high-intent webpage</li><li>Build the perfect email template that incorporates hyper-specific user profile data</li><li>Launch a foolproof campaign that delivers individualized customer messaging</li></ul> Who should come?B2C marketers that focus on customer lifecycle / retention / CRM Email, mobile and cross-channel strategists Verticals: retail/e-commerce, subscription services, media &amp; entertainment, food &amp; beverage, travel, consumer tech Enterprise businesses looking to replace a legacy marketing cloud People looking to see what Iterable is capable of Who should maybe skip this one?B2B marketers, Small businesses, Marketers in highly regulated industries (healthcare, finance, etc.), developers and designers who strictly write code and design from scratch Note:This class is part 1 in a 3-part series. While you're encouraged to attend all 3 classes, each class stands well on its own. Choose 1, 2, or all 3! Alyssa Jarrett is Head of Brand &amp; Content at Iterable, where she specializes in creating data-driven content to educate growth marketers on how to develop world-class customer engagement. She has previously served in marketing roles for companies in SaaS and big data, including Ripple, Objectivity, Splice Machine, and Cray. Katie Barends is a New Jersey native turned California girl now living in Denver (with a few years in Florida along the way). Katie got her start in journalism, focusing on communicating and storytelling in every interaction. She has a knack for strategic conversations and helping others realize and achieve their goals. She's been in the tech world for the last 5 years working with Fortune 100 and C-Suite decision-makers across all industries. In that time, Katie has held a variety of roles in solutions consulting, sales coaching, and product and customer marketing to support both not only customers and prospects but also internal partners. *All classes are recorded and will be sent out to all registrants for those that can't attend live and/or want to rewatch over and over again (who wouldn't?!) **By joining us for this class, you’ll also get free newsletters from Really Good Emails and Iterable(if you aren't already). You can unsubscribe from either or both at any time.

In part 1 of this 3-part series, you'll learn basic personalization using user profile and demographic data!

The 7 Things That Belong on Every Email Marketer’s CRM Wish List

Metadata: A 3-Step Plan to Cross-Channel Personalization (3 of 3)

Building Better Relationships with Email

The B2B Marketer’s Guide to Better Email

Data Feeds: A 3-Step Plan to Cross-Channel Personalization (2 of 3)

User & Event Data: A 3-Step Plan to Cross-Channel Personalization (1 of 3)

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