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Free course template · Global

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

A ready-made course, live deck and two surveys for marketing operations and CRM specialists. AhaSlides tracks progress, completion and scores for you. 40 minutes, 6 lessons, 11-question final check. Last reviewed 21 October 2026; not legal advice.

By Cheryl Duong

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Running marketing automation platforms: try 3 questions

Three questions from this course. Pick an answer, then see why.

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Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 12 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Running marketing automation platforms: Lead nurturing, data hygiene and campaign operations in practice course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 11-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away, and the 30-day check-in shows whether they use it.

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6 lessons, about 40 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: Why one broken workflow costs a whole quarter · 7 min

    Before you begin · The Monday report that did not add up · What would you check first?

  • Lesson 2: Mapping the martech stack and the lead lifecycle · 7 min

    How the pieces connect · Where does a lead stand? · Check

  • Lesson 3: Scoring, routing and nurture journeys: the process · 7 min

    Five steps to a journey · Score fairly · Build or fix?

  • Lesson 4: Data hygiene, consent and grey areas · 7 min

    Keep lists clean and lawful · Safe to send? · Duplicates in the funnel

  • Lesson 5: Measuring performance and troubleshooting · 7 min

    Read the numbers · Where did it break? · Fix it safely

  • Lesson 6: Final assessment · 5 min

    11 questions, 80% to pass. The result is saved to the learner's record.

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

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

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

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.

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

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

Your own details, each highlighted inside the course:
  • When and how a lead passes from marketing to sales, and the response time sales commits to
  • The agreed scoring model and who owns it
  • How long inactive contacts are kept before review or removal
  • Who advises on consent and personal-data questions
  • The organisation's consent, marketing-contact and data policy
  • Who to ask and how to raise a send that went wrong
  • Who to ask and how to raise a send that went wrong
  • Completion record, surveys, course and next step
  • Completion record, surveys, course and next step
  • Completion record, surveys, course and next step
Then edit anything else you like: wording, scenarios, your logo.
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Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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