Follow the links to product-specific Trellis trainings below. More training modules will be added as they are developed by Trellis Solutions Analysts.
Trellis Events Training
Learn how to create and manage events in Trellis. This training covers event setup, communications, invitations, reporting, QuickStart integrations, attendee check-in, advanced features, and recurring or cloned events. Required training for all Trellis Event Organizers.
Learn how to use the mobile check-in app to manage attendee check-in for events. Required training for all Trellis Event Check-in Users.
Learn the additional features available for Paid Events. Completion of Trellis Events - Build an Event Training is recommended prior to this course. Required training for all Trellis Paid Event Organizers.
Trellis Marketing Cloud Training
Learn how to use Marketing Cloud. Get a navigational tour, learn about user norms for using the tool, and learn how to build an email. Required for all Marketing Cloud users.
Explore the relationship between data available in the CRM and building your audience segments. This module addresses the conceptual differences between a Contact, Campaign, Data Extension, and how to maintain your audiences across all communication efforts. Required for Marketing Cloud Power Users and Advanced Business Unit Users.
You drafted an email and built your preliminary audience. Leverage both and send a test email for proofreading before clicking "Send" for real. Required for all Marketing Cloud Email Managers, Power Users, and Advanced Business Unit Users.
The Advanced Business Unit is a more complex workspace, offering users automation, multi-email series, and more personalized content functionality. This is an optional Marketing Cloud experience that is only for approved units. Required for all Advanced Business Unit users.
Trellis Service Management Training
Learn how to use Service Cases within the Trellis CRM. Learn how to update your profile, use email-to-case, and create tasks.
Trellis Social Media Management Training
Learn how to create and publish social media posts, and monitor the smart inbox within Sprout. Sprout enables social media managers to plan, schedule, and publish their Facebook, X (Twitter), Instagram, and LinkedIn posts while sharing content with other departments to amplify engagement. Required training for all Sprout users.
Trellis Terms of Service Training
This is a required training for all Trellis users. It covers the Terms of Service for using all Trellis products and acceptable use of Trellis data.
Looking for Live Training?
You can attend live training sessions with Trellis Solutions Analysts to discuss your unique use cases.