Accelerate 2022 | Nashville, TN

Pre-Conference Training

Back by popular demand, join us at Accelerate for our pre-conference training! Topics include campaign management, A/B testing your marketing strategy, and best practices for implementing new and exciting features. You will leave with the skills, knowledge, and strategy to execute on current industry trends and drive ROI within the Total Expert platform. 

Agenda:

Sunday, June 12
6 p.m. – 8 p.m. | Welcome Dinner
Monday, June 13
9 a.m. | Pick up badge/training rooms open
9:30 – 10:30 a.m. | Session #1
10:30 – 10:45 a.m. | Break
10:45 – 11:45 a.m. | Session #2
11:45 a.m. – 12:30 p.m. | Lunch
12:30 p.m. – 1:30 p.m. | Session #3

Training Tracks

We recognize that all customers are in varying stages of their Total Expert journey. New this year, we are offering three unique tracks to accommodate all skill levels, use cases, and business lines.

Mortgage Accelerator (Sold Out!)

Expand your skills if your organization has been leveraging Total Expert for less than six months. Your focus is on expanding your campaign library and enhancing your current system setup and features. 

Mortgage Mastery (Sold Out!)

Designed for mortgage organizations that have been utilizing Total Expert for more than six months. Your seasoned marketing administrator’s priority is maximizing the value of their well-built platform.  

Banking Advancement

Exclusive for organizations using Total Expert to support their marketing automation and retail banking CRM use cases. You are eager to continue to diversify your campaign library and continue to advance your system setup. 

Mortgage Accelerator (Sold Out!)

Session 1: Campaign Accelerator – Responding to Market Trends
  • How to identify gaps in your campaign library
  • Top purchase market campaigns and associated ROI
  • Best practices in deploying new campaigns
  • How to leverage Campaign Builder for market-responsive campaigns
Session 2: Admin Accelerator – Expert Setups
  • Outcomes in Journeys
  • Custom fields
  • Lead capture app/lead sources for Journeys
  • Reporting
Session 3: Mortgage Accelerator – New and Exciting Features
  • New features from our spring release

Mortgage Mastery (Sold Out!)

Session 1: Marketing Mastery – Call to Action Strategies
  • A/B Testing for call to action (CTA) buttons
  • Email link click options for CTAs in Journeys (triggers/conditions)
  • User notifications for important CTAs
  • Email design principles – button best practices
  • Sending profiles for authority and connection in CTA
  • TrueIntent survey buttons/the ultimate CTA
  • Standard reporting/Journey reporting for effectiveness
Session 2: Engagement Master – Marketing to Your Teams
  • Outcomes in Journeys
  • Custom fields
  • Lead capture app/lead sources for Journeys
  • Reporting
Session 3: Mortgage Mastery – New and Exciting Features
  • New features from our spring release

Banking Advancement

Session 1: Campaign Advancement – Increasing Your Marketing Share
  • How to identify gaps in your campaign library
  • Expert Content you may not be leveraging
  • New campaign deployment best practices
  • How to leverage Campaign Builder for market-responsive campaigns

Session 2: Setup Advancement – Best Practices for Elevating Your Processes

  • Campaign Builder/Journey combo
  • How to elevate basic campaigns
    • A/B testing 
    • Email link clicked triggers
  • Journey reports
Session 3: Banking Advancement – New and Exciting Features
  • New features from our spring release

Pricing: $500 per person (secure your spot before April 1 and receive 50% off)

Cost Includes:
  • Welcome dinner on Sunday, June 12
  • 3 hours of industry-specific instruction
  • Small class size, each limited to 25 people
  • Refreshment break
  • Lunch

Join us at Accelerate for our pre-conference training!