Dotdigital Certification study plan
Dotdigital Certification · Give each week a clear focus.
8 weeks · About 6 hours per week
Marketing automation
Map the full campaign automation workflow lifecycle (trigger, decision, delay, action, exit) and diagram a five-step program from memory
Configure a basic welcome program with at least three decision splits and two delay nodes in a sandbox account
Define how program entry rules, re-entry limits, and goal completion criteria interact, and document the logic in a one-page reference
Identify the five most common automation failure points (e.g., missing exit rules, overlapping triggers) and write a mitigation note for each
Your checkpoint
A one-page annotated diagram of a multi-branch welcome automation with entry/exit logic and failure mitigations
Marketing automation & Personalization
Build a three-stage abandoned-cart automation (browse abandonment, cart abandonment, post-purchase cross-sell) with dynamic content blocks
List every personalization token available in automation emails and test fallback values for missing data
Create a decision split based on purchase history and another based on engagement score, then compare their routing behavior
Draft a test plan covering time-zone sends, suppression lists, and program re-entry for the cart automation
Your checkpoint
A tested abandoned-cart program with two personalization-driven decision splits and a completed QA checklist
Personalization
Define at least six audience segments using behavioral, demographic, and transactional attributes, and document the rule logic for each
Configure dynamic content variants for three segments in a single email and verify rendering with preview/test sends
Implement a product-recommendation block based on browsing or purchase affinity and explain how the recommendation source is selected
Write a personalization governance note covering data freshness, consent, and fallback content for unknown profiles
Your checkpoint
A segment-to-dynamic-content matrix (six segments × three content variants) with screenshots of rendered previews
Marketing automation & Personalization
Design an end-to-end lifecycle program that combines automation triggers with personalized content for onboarding, nurture, and re-engagement
Audit the program for conflicting sends, frequency caps, and suppression overlaps, and resolve at least three issues
Create a measurement plan with program-level KPIs (completion rate, goal conversion, revenue per send) and define how each is calculated
Run a peer-style walkthrough of the lifecycle design and incorporate feedback into a revised version
Your checkpoint
A lifecycle program blueprint with KPI definitions and a resolved conflict log
Loyalty and retention
Design a tiered loyalty program structure (earn, redeem, expire) and map each tier to automation triggers
Build a win-back automation for lapsed customers with a three-step cadence and a clear exit on purchase
Define retention metrics (repeat purchase rate, churn risk score, loyalty tier migration) and calculate them from sample data
Create a referral or advocacy touchpoint and specify how its success is tracked back to the loyalty program
Your checkpoint
A loyalty program design document with tier rules, win-back flow, and a retention metric calculation worksheet
Channels (email, SMS/MMS, WhatsApp, mobile app push, web personalization, ads and retargeting)
Compare email, SMS/MMS, WhatsApp, mobile app push, web personalization, and ads/retargeting on consent model, message limits, and best-fit use cases
Configure a cross-channel journey that uses at least three channels with channel-appropriate fallback logic
Set up a retargeting audience from a web personalization rule and document the data flow from site behavior to ad audience
Write a channel selection decision tree for a given campaign brief and justify each branch
Your checkpoint
A cross-channel journey map plus a channel selection decision tree with at least four documented use cases
Customer data, reporting and analytics, AI agents
Map the customer data model (contacts, consent, custom data fields, events) and explain how each feeds segmentation and reporting
Build a report or dashboard that tracks one automation program and one broadcast campaign, including open, click, conversion, and revenue metrics
Configure an AI agent or predictive feature (e.g., send-time optimization or product recommendations) and document its inputs and outputs
Create a data quality checklist covering consent capture, field validation, and duplicate management
Your checkpoint
A reporting dashboard specification with metric definitions, data sources, and an AI feature configuration note
Marketing automation & Personalization & Loyalty and retention & Channels (email, SMS/MMS, WhatsApp, mobile app push, web personalization, ads and retargeting) & Customer data, reporting and analytics, AI agents
Complete a timed 60-question practice exam covering all five domains and score at least 80%
Review every missed question, tag it to a domain, and write a one-sentence correction for each
Re-read the weakest two domain summaries and redo the associated hands-on exercise from weeks 1–7
Summarize the ten most testable distinctions (e.g., automation vs. campaign, segment vs. list, consent by channel) in a personal cheat sheet
Your checkpoint
A timed practice exam score report with a tagged error log and a final one-page cheat sheet
Milestones
Week 2: Can build a three-step automation with a decision split and dynamic content without referencing notes, and explain entry/exit logic aloud in under two minutes
Week 4: Lifecycle blueprint passes a self-audit: no conflicting sends, all segments have fallback content, and every KPI has a stated formula
Week 6: Can justify channel choice for three different campaign briefs using consent, urgency, and message-length criteria, and has configured a three-channel journey
Week 8: Timed practice exam score of 80% or higher, with every missed question logged, tagged to a domain, and corrected