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Marketing Automation Platforms and Workflows Questions

Comprehensive domain knowledge and hands on skills for selecting, configuring, operating, and troubleshooting marketing automation platforms and the automated programs they run. Encompasses platform selection and configuration, workspace and user role management, integration with customer relationship management systems, validating data mappings, and operational best practices. Covers workflow and campaign design using triggers, conditions, actions, and workflow components to build trigger based, drip, lifecycle, and lead nurturing campaigns, as well as lead scoring models, segmentation strategies, dynamic content, progressive profiling, and personalization at scale. Includes email marketing strategy and campaign design such as deliverability and list hygiene practices, subject line and content testing, A B testing methodologies, send time optimization, template management, landing pages and form integration, and compliance with regulations such as CAN SPAM and General Data Protection Regulation. Addresses metrics, analytics, and attribution including open rate, click through rate, conversion rate, bounce rate, unsubscribe rate, and campaign level reporting. Details platform operations and troubleshooting such as diagnosing synchronization errors, duplicate records and data conflicts, testing workflows in staging environments, escalation to vendor support, and resolving integration issues, plus scaling and complexity management and orchestration across channels including email, mobile messaging, web, push notifications, and paid advertising. Familiarity with major systems such as Marketo, HubSpot, Salesforce Marketing Cloud, Klaviyo, and ActiveCampaign is relevant, but emphasis is on reliable workflow design, operational excellence, and performance optimization.

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