Global

Running marketing automation platforms: Lead nurturing, data hygiene and campaign operations in practice

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 12 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
At onboarding for marketing operations and CRM roles
Last reviewed
21 Oct 2026
Scoring, routing and nurture journeys: the process
What would you do?

A scoring rule gives 20 points for every page view and floods sales with unqualified leads

Try it: this is one of 17 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, tabs, sorting activity, accordion and quizzes
  • 11-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, word cloud, poll, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 295.0Achieve ≥ 80% on the final assessment-Whole course
SO 295.1Describe how the automation platform, the CRM and the data sources connect, and where a record can go wrongBest practiceWhole course
SO 295.2Explain the lead lifecycle and write a simple scoring and routing rule that sales would accept + your infoBest practiceWhole course
SO 295.3Design a nurture journey with a clear trigger, segment, timing and exit ruleBest practiceWhole course
SO 295.4Apply list-management habits that respect consent, opt-outs and data minimisation + your infoData protection and electronic marketing consent rules [unverified] (see verification list)Whole course
SO 295.5Diagnose a failing workflow from its symptoms and choose a safe fixBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 12 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why one broken workflow costs a whole quarter

3 pages

7 min
Before you beginNoteList
The Monday report that did not add upTextImage
What would you check first?ChecklistKey factQuiz
2

Mapping the martech stack and the lead lifecycle

3 pages

7 min
How the pieces connectTabs
Where does a lead stand?Sorting activity
CheckFlashcardsMatching quiz
3

Scoring, routing and nurture journeys: the process

3 pages

7 min
Five steps to a journeyProcessYour info
Score fairlyAccordionYour info
Build or fix?ScenarioQuiz
4

Data hygiene, consent and grey areas

3 pages

7 min
Keep lists clean and lawfulAccordionYour infoYour infoNote
Safe to send?Sorting activity
Duplicates in the funnelScenarioMatching quiz
5

Measuring performance and troubleshooting

3 pages

7 min
Read the numbersTabs
Where did it break?Timeline
Fix it safelyScenarioYour infoNoteMulti-select quiz
6

Final assessment

Assessment

5 min
Final check11 questions80% to passCompletion page

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "bring one workflow that worries you" (speaker notes carry the template page URL)
Word cloudWhat is the first thing that breaks in your campaigns?
PollHow would you describe your stack?" (One tool does most things · A few tools connected well · A few tools connected badly · I am not sure) ✔ none scored
Content · customiseThe lead lifecycle in four stages, and where the handover happens {{LEAD_HANDOVER_RULE}}
QuizA contact unsubscribed this morning. Your journey sends tomorrow. You… (Check the opt-out is recorded in the shared record and suppressed before the send ✔ · Send once more as a goodbye · Move them to another list · Wait for the weekly clean-up)
QuizA scoring rule gives 20 points per page view and sales complain of weak leads. First step? (Pause routing and agree a fit-plus-behaviour rule with sales ✔ · Raise the threshold alone · Delete the rule · Tell sales to filter)
Content · customiseOur stack, scoring model, retention rule and contacts: {{LEAD_SCORING_MODEL_LINK}}, {{DATA_RETENTION_RULE}}, {{POLICY_LINK}}
ScaleHow confident are you building a journey from scratch?
Open-ended / Q&AA workflow you would like the room to diagnose
Content · customiseClosing {{HELP_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which workflow will you change first? multiple choice
  6. How confident are you that your lists respect opt-outs across every journey? 1-5 scale
  7. What support do you still need? multiple choice
  8. I feel safe reporting a send that went wrong. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the lead handover rule and the list-management policy? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

12 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • When and how a lead passes from marketing to sales, and the response time sales commits to{{LEAD_HANDOVER_RULE}}
  • The agreed scoring model and who owns it{{LEAD_SCORING_MODEL_LINK}}
  • How long inactive contacts are kept before review or removal{{DATA_RETENTION_RULE}}
  • Who advises on consent and personal-data questions{{DATA_PROTECTION_CONTACT}}
  • The organisation's consent, marketing-contact and data policy{{POLICY_LINK}}
  • Who to ask and how to raise a send that went wrong{{HELP_CONTACT}}
Show all 12 fields
  • Who to ask and how to raise a send that went wrong{{ESCALATION_ROUTE}}
  • Completion record, surveys, course and next step{{LMS_OR_RECORD_SYSTEM}}
  • Completion record, surveys, course and next step{{SURVEY_1_URL}}
  • Completion record, surveys, course and next step{{SURVEY_2_URL}}
  • Completion record, surveys, course and next step{{COURSE_URL}}
  • Completion record, surveys, course and next step{{NEXT_COURSE_LINK}}

FAQ

Common questions

Can I run running marketing automation platforms: Lead nurturing, data hygiene and campaign operations in practice training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At onboarding for marketing operations and CRM roles, before a platform migration or new nurture programme, and after a data-quality or consent incident.

Who needs this training?

Marketing operations and CRM specialists, with a variant for campaign managers who build and schedule automated journeys; run by L&D with marketing operations, sales operations and data protection teams.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck