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T Tool or technology HF-D8.3-006 cross-sector 10 skills

Email and marketing automation

Configures email sequences, forms and rules in an automation platform that respond to the behaviour of recipients.

How hrmforce measures this

Assessment method
Work sample test · rho 0.33 (SD 0.09)
hrmforce instrument
Work sample test
Trainability
high
Demand outlook 2026 to 2030
rising

The candidate performs a representative work sample under standardised conditions.

Behavioural anchors

LevelBehaviour at this level
N1 Guided Sends a newsletter with an existing template to the correct list and checks the test message first.
works under supervision and follows instruction · routine, one variable at a time · own task
N3 Proficient Builds an own sequence with conditions and triggers, tests it and improves it based on open and click rates.
sets own approach and seeks input proactively · several variables, some ambiguity · own team or process
N5 Leading Determines the setup and data rules of the automation platform and establishes which sequences apply across the organisation.
sets the standard and the policy · strategic, under high uncertainty · organisation, value chain or profession

N2 and N4 are deliberately not anchored. Raters place them between the anchors, following the O*NET convention.

Underlying skills

These skills inherit the assessment route and the behavioural anchors of this construct.

TSkillDefinitionDemand outlook 2026 to 2030
T Building an email flow
Email flow
Builds a series of emails with delays and conditions that responds to recipient behaviour. rising
T Setting up and sending a newsletter
Newsletter
Compiles content and layout of a newsletter, selects the mailing list and sends on time. rising
T Using Mailchimp Manages lists, templates and campaigns in Mailchimp and reads the statistics per send. rising
T Using HubSpot Marketing Hub Configures workflows, forms, lists and reporting in HubSpot for marketing and lead follow up. rising
T Setting up lead scoring
Lead scoring
Assigns points to profile and behaviour so sales picks up the most mature leads first. rising
T Building forms and landing pages
Landing page building
Builds forms and landing pages that pass data correctly through to the customer system. rising
T Managing segmentation lists
List management
Manages static and dynamic lists with rules so every recipient receives the right emails. rising
V Optimising email performance
Email optimisation
Improves opens, clicks and unsubscribes by testing subject lines, timing and content. rising
K Safeguarding email deliverability
Email deliverability
Knows and arranges authentication, reputation and list hygiene so mail arrives in the inbox. rising
K Managing consent and unsubscribes
Consent management
Records consent, processes unsubscribes immediately and keeps the administration demonstrably in order. rising
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