Digital Marketing & Advertising
Email, CRM & Marketing Automation skills assessment
Lifecycle marketers use data to send the right message at the right time. This scorecard covers segmentation, campaigns, automation, deliverability and testing for email and CRM specialists.
- 10 skills to score
- 1–10 scale on every skill
- 6 starting levels
The 10 Email, CRM & Marketing Automation skills you can score
These are the default Email, CRM & Marketing Automation skills in SkillScorer. Each one is scored from 1 to 10 for every specialist, and you can edit, remove or add skills at any time.
List Building and Segmentation
Builds healthy lists and segments them meaningfully using behaviour and data.
Campaign Design and Copywriting
Creates clear, well-designed emails with strong subject lines and calls to action.
Automation and Journey Building
Builds triggered journeys such as welcome, abandoned cart and re-engagement flows.
Deliverability and Compliance
Manages sender reputation and follows spam law and consent requirements.
Personalisation and Dynamic Content
Uses data to personalise content without being intrusive.
A/B Testing and Optimisation
Tests systematically and applies learning to future sends.
CRM and Data Hygiene
Maintains accurate contact data and integrations.
Platform Proficiency
Uses tools such as HubSpot, Klaviyo or Mailchimp fluently.
Reporting and Revenue Attribution
Links campaign performance to sales and lifetime value.
Coordination with Sales and Product Teams
Aligns lifecycle communication with sales, product and customer service.
Levels included with Email, CRM & Marketing Automation
Email, CRM & Marketing Automation starts with 6 levels, which SkillScorer calls “Seniority Level” for digital marketing & advertising, so specialists can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Graduate
- Coordinator
- Specialist
- Senior Specialist
- Team Lead
- Head of Marketing
How Email, CRM & Marketing Automation works in SkillScorer
Score
Each specialist in a team is scored on the Email, CRM & Marketing Automation skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank specialists, compare two side by side, or compare your teams against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Email, CRM & Marketing Automation skills need attention. Reports also follow each team lead's team.
Email, CRM & Marketing Automation scorecard: common questions
What skills does the Email, CRM & Marketing Automation scorecard include?
SkillScorer's Email, CRM & Marketing Automation scorecard covers 10 skills: List Building and Segmentation, Campaign Design and Copywriting, Automation and Journey Building, Deliverability and Compliance, Personalisation and Dynamic Content, A/B Testing and Optimisation, CRM and Data Hygiene, Platform Proficiency, Reporting and Revenue Attribution and Coordination with Sales and Product Teams. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are specialists scored in Email, CRM & Marketing Automation?
Every specialist is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one team and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Email, CRM & Marketing Automation?
Email, CRM & Marketing Automation starts with these levels (called “Seniority Level” in the app): Graduate, Coordinator, Specialist, Senior Specialist, Team Lead and Head of Marketing. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Email, CRM & Marketing Automation skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In digital marketing & advertising the app talks about specialists, teams and team leads, and you can change any of those words too.
Score Email, CRM & Marketing Automation with SkillScorer
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