Though these materials can be referenced individually, they are designed as a training program to guide you from the foundations of data all the way through building out your email preference center to help drive your overall email strategy. Here's how it works:
Step 1: Complete your modules.
You'll receive an email pointing you to the first section of the toolkit. Watch the videos and download the provided resources to prepare to put that knowledge into practice.
Step 2: Schedule your workshops.
At certain points within the journey, you will be prompted to schedule a workshop with your digital advisor to answer questions and guide you through some strategic planning sessions. You can select a specific workshop topic or opt for a general Q&A session.
Step 3: Get your toolkit badges.
After completing a module within a toolkit, you'll be sent a quiz to test your knowledge on that topic. After passing the test, you will unlock one of the badges below showing you've completed that toolkit.
My Edge Badges:
This free toolkit includes the following modules:
Email Deliverability 101: Understand the factors that impact deliverability and sender reputation.
Deliverability Compliance: Learn legal requirements and download a printable checklist to stay compliant.
Frequently Asked Questions
This toolkit includes the following modules:
Data 101: Learn the basics of common association data systems and how to integrate them.
Data Hygiene & Maintenance: Watch training videos and access workbooks to outline your data hygiene strategy & SOP’s.
Member Segmentation: Access workbooks and training videos on segmenting member data based on specific data attributes.
Frequently Asked Questions
This toolkit includes the following modules:
Setting Your Goals: Access a workbook to help you establish benchmarks and understand key metrics based on your email performance.
Tracking Your Conversions: Learn how to prove ROI on your email sends by following the member through to conversion.
Guide to Reporting: Learn how to format segmented & automated reports and download sample KPI meeting agendas.
Frequently Asked Questions
This toolkit includes the following modules:
Strategy & Planning: Access content strategy tools including sample calendars and planning workbooks.
Improving Engagement Rates: Learn to improve engagement and interactivity
Personalization 101: Access a personalization workbook and tutorials
Designing for Email: Learn about ADA compliance, responsive design, and template best practices.
Frequently Asked Questions
This toolkit includes the following modules:
Automation 101: Learn the basics of email automation & review use cases to inspire your email automation strategy.
Improving Engagement Rates: Download automation strategy tools like an automation planning workbook & content touchpoint guide.
Automation Templates 101: Access our library of automation templates with pre-built workflows and sample content guides
Frequently Asked Questions
This toolkit includes the following modules:
EPC 101: Learn the basics of what components go into an EPC & browse idea library for inspiration.
EPC Planning & Strategy: Access our EPC strategy tools including a planning workbook & how-to-guides.
Frequently Asked Questions
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