Helix × Cordova: Meridian Implementation Training

Helix Partner Training — Cordova Implementation Program
Deadline: March 20, 2026
0% Complete

Welcome, Helix Team

This training portal was built specifically for the Helix team supporting the Cordova & Co. implementation. It combines Meridian's official product tutorials with custom strategy content tailored to your engagement — including the Sendwave migration, multi-brand identity architecture, and buying group evaluation for Cordova's trade account segment. Watch, pause, build in your sandbox, repeat.

11 Lessons
47 Tasks
11 Quizzes
20 Exam Qs
~25 hrs

0

Tasks Done

0/7

Quizzes Passed

0/11

Lessons Done

Training Roadmap

Days 1–2: MDP Foundation for Cordova

XDM schemas for multi-brand, B2B+B2C identity architecture, data ingestion, segment builder

Days 3–4: Meridian Journey + Sendwave Migration

Journey canvas, email config, audience entry, complete Sendwave-to-Meridian Journey migration framework

Day 5: Meridian Journey B2B for Cordova Trade

Buying group orchestration, account journeys, Cordova trade account architecture decision

Mar 20: Validation

Review all exercises, finalize Cordova architecture recommendation, confirm readiness for client kickoff

How This Training Works

Each lesson has Meridian videos and custom walkthroughs. Watch them, then open your sandbox and complete the green checkpoints. Finish the knowledge check before moving on.

1
Watch videos
2
Pause & build in sandbox
3
Check off tasks
4
Pass knowledge check

Meridian Data Platform

The foundational data layer for the Cordova implementation. Schemas, identity, ingestion, and segmentation.

0%
1
XDM Schema Design
3 Meridian videos + 1 custom • 5 tasks • 1 quiz
Watch: Meridian Videos
MERIDIANSchema Building Blocks8 min
MERIDIANCreate a Schema in the UI10 min
MERIDIANCreate Custom Field Groups6 min
Multi-Brand Schema Architecture
Custom — Your Engagement

Meridian's tutorials show single-schema creation. For Cordova's B2B + B2C hybrid with 50K profiles across three brands, you need an architecture strategy.

Sandbox Checkpoint: Build Your Schema

Watch the Meridian videos above, then open your sandbox and complete these steps.

Create schema with Meridian Individual Profile, name "Loyalty Members Schema"
Add Demographic Details, Personal Contact Details, Loyalty Details field groups
Create custom "Brand Affiliation" field group with brandAffiliation field
Set personalEmail.address as Primary Identity (Email namespace)
Enable for Real-Time Customer Profile and save

Knowledge Check

Which Meridian class models time-series data like page views?
Meridian Individual Profile
Meridian ExperienceEvent
Meridian Business Account
2
Identity Graph Configuration
1 Meridian video + 1 custom • 5 tasks • 1 quiz
Watch: Meridian Video
MERIDIANIdentity and Identity Graphs Overview7 min
B2B + B2C Hybrid Identity Strategy
Custom

Two identity resolution paths that must coexist. This walkthrough covers the three-part solution.

Sandbox Checkpoint: Configure Identity

Create custom namespaces: CRM ID, Loyalty ID, Trade Account ID
Configure identity graph linking rules with correct priority
Mark person-level namespaces as unique per graph
Test in Graph Simulator with shared device scenario
Verify identity graph shows correct stitching

Knowledge Check

What does "unique per graph" prevent?
Slow query performance
Unrelated profiles merging (graph collapse)
Namespace duplication across sandboxes
3
Data Ingestion Pipeline Development
1 custom narration • 5 tasks • 1 quiz
Multi-Source Ingestion Architecture
Custom

Three ingestion methods, each for a different use case.

Sandbox Checkpoint: Ingest Data

Ingest batch dataset of sample profiles, verify in dataset UI
Configure Web SDK streaming and verify ExperienceEvent arrival
Set up one source connector with recurring schedule
Verify profile-enabled datasets populate Real-Time Profile
Monitor ingestion dashboard for errors

Knowledge Check

How fast does streaming data reach Real-Time Profile?
Immediately; batched to data lake every 15 min
Within 15 minutes for both
After scheduled batch job
4
Segment Builder Practice
1 Meridian video + 1 custom • 5 tasks • 1 quiz
MERIDIANCreate Segments in MDP8 min
B2B Trade vs B2C Consumer Audience Strategy
Custom

Design distinct audience families for both B2C consumers and B2B trade accounts.

Sandbox Checkpoint: Build Segments

Build profile attribute segment (loyalty = Platinum + region)
Build behavioral event segment (purchased in last 30 days)
Build sequential segment (browse → cart → no purchase)
Create streaming segment, verify real-time qualification
Estimate audience size and review trends

Knowledge Check

What captures an ordered event chain (browse → cart → abandon)?
Dynamic segmentation
Sequential segmentation
Edge segmentation

How This Training Works

Watch the walkthroughs, pause at each checkpoint, and build in your sandbox. Complete all tasks and knowledge checks before moving to the next lesson.

1
Watch videos
2
Pause & build in sandbox
3
Check off tasks
4
Pass knowledge check

Meridian Journey

Orchestrate personalized journeys for Cordova. Includes the Sendwave-to-Meridian Journey migration framework.

0%
1
Journey Canvas Design
1 Meridian video + 1 custom • 4 tasks • 1 quiz
MERIDIANIntroduction to Building a Journey8 min
Mapping Sendwave Flows to Meridian Journey Types
Custom

Welcome series → unitary event journey. Abandoned cart → unitary event journey. Promotional campaigns → read audience journey. Win-back → audience qualification journey. Complete mapping logic for every common Sendwave flow type.

Sandbox Checkpoint

Create unitary welcome journey with email action
Build read audience journey with condition split
Configure wait nodes and test timing
Test with test profiles, review execution report

Knowledge Check

Which journey type for a scheduled weekly newsletter?
Unitary journey
Read audience journey
Audience qualification journey
2
Email Channel Configuration
3 tasks
Watch: Visual Walkthrough

Sandbox Checkpoint

Review subdomain delegation, document DNS requirements
Create email channel configuration with from name / reply-to
Design email with Email Designer, send test proof

Knowledge Check

What must be configured before Meridian Journey can send emails?
Only an email template
Subdomain delegation and a channel configuration (surface)
A connection to Convoy Engine
3
Audience Entry Conditions
3 tasks • 1 quiz
Watch: Visual Walkthrough

Sandbox Checkpoint

Configure read audience journey, observe batch entry
Create audience qualification journey for segment change
Document full Sendwave → Meridian Journey type mapping

Knowledge Check

Which journey type triggers when a profile enters or exits a segment in real time?
Unitary event journey
Read audience journey
Audience qualification journey
4
Sendwave-to-Meridian Migration Workflow
1 custom video • 5 tasks • 1 quiz — Meridian has NO content for this
100% Custom Training: Meridian has no Sendwave migration content. This entire lesson is built specifically for your engagement.
Complete Sendwave-to-Meridian Journey Migration Framework
Custom — Meridian has nothing here

Open full screen ↗

Phase 1: Audit — Catalog every Sendwave flow/campaign. Classify: migrate, improve, or retire.
Phase 2: Data Migration — Export profiles + engagement history + consent + suppressions. Map to XDM. Batch ingest.
Phase 3: Infrastructure — Subdomain delegation, DKIM/SPF/DMARC, IP warming (2-4 weeks).
Phase 4: Rebuild — Recreate flows as Meridian Journey journeys using correct journey types.
Phase 5: Parallel Run — Dual systems, progressive volume shift, cutover when metrics match.

Sandbox Checkpoint: Migration Planning

Create complete Sendwave flow inventory with classification
Map Sendwave profile fields to MDP XDM schema fields
Document IP warming plan with weekly volume ramp
Rebuild welcome series as Meridian Journey unitary journey
Design parallel run strategy with audience splitting

Knowledge Check

Best approach for first weeks sending from Meridian Journey after Sendwave migration?
Send to full list immediately
Gradually ramp during IP warming, start with most engaged
Only transactional until Sendwave deactivated

How This Training Works

These lessons cover Meridian Journey B2B — watch the custom walkthroughs, build in your sandbox, and complete the knowledge checks. The final lesson includes your architecture recommendation deliverable.

1
Watch videos
2
Pause & build in sandbox
3
Check off tasks
4
Pass knowledge check

Meridian Journey B2B

Evaluate buying groups and account journeys for Cordova's B2B trade portal segment.

0%
1
Buying Group Orchestration
1 custom video • 4 tasks • 1 quiz
Buying Groups for Cordova Trade Accounts
Custom

Four components for buying group orchestration, plus the critical Convoy Engine dependency.

Sandbox Checkpoint: Build Buying Groups

Define two solution interests for the Cordova engagement
Create roles template: decision maker, influencer, end user
Build account audience from MDP segments
Create buying group, review AI member assignment

Knowledge Check

Four components of a buying group in Meridian Journey B2B?
Accounts, contacts, leads, opportunities
Solution interests, roles templates, account audiences, stages model
Segments, journeys, campaigns, offers
2
Account Journey Model
3 tasks
Watch: Visual Walkthrough

Sandbox Checkpoint

Design account journey: awareness → evaluation → purchase
Send different content to different buying group roles
Review engagement dashboard for account insights

Knowledge Check

In Meridian Journey B2B, what determines when an account progresses from one journey stage to the next?
A single contact clicking an email link
Aggregate buying group engagement across multiple members
Manual sales rep advancement in CRM
3
Cordova Trade Account Architecture Decision
1 custom video • 5 tasks • 1 quiz — Engagement-Specific
100% Custom: Evaluate Meridian Journey B2B vs standard Meridian Journey vs MDP account audiences for the Cordova trade segment. Decision matrix: buying process complexity, account volume, CRM integration, Convoy Engine dependency.
Cordova Architecture Decision Framework
Engagement-Specific

Three architecture options scored against four evaluation criteria.

Final Checkpoint: Architecture Evaluation

Model 3-5 Cordova trade accounts with buying groups
Build account journey: awareness → evaluation → purchase
Test role-based email orchestration
Evaluate reporting dashboards
Write architecture recommendation memo

Knowledge Check

What is the critical infrastructure dependency for using Meridian Journey B2B?
Meridian Analytics must be deployed
A dedicated MDP sandbox for B2B only
A connected Convoy Engine instance

Batch 1 Accreditation Exam

Complete all modules before attempting. 20 questions covering Meridian Data Platform, Meridian Journey, and Meridian Journey B2B. You need 16/20 (80%) to earn your accreditation. One question at a time — take your time.

Accreditation Exam

One question at a time · 80% to pass · All modules

Question 1 of 20