Dotdigital Certification study materials
Dotdigital Certification study resources

Dotdigital Certification study plan

Dotdigital Certification · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

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

Week 2

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

Week 3

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

Week 4

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

Week 5

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

Week 6

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

Week 7

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

Week 8

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