Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data
When: February 4, 2019 1pm– 5pm ET
Session 2: Windows Client Essentials for Managing Marketing Lists, Searches & Reports
When: February 5, 2019 1pm– 5pm ET
Session 3: Windows Client Essentials for Using Data Change Management and Data Quality Tools
When: February 6, 2019 1pm – 5pm ET
Session 4: Administrator Client Essentials for Managing User Accounts and User Groups
When: February 7, 2019 1pm – 5pm ET
Session 5: Administrator Client Essentials for Maintaining InterAction Configurations
When: February 8, 2019 1pm – 5pm ET
Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data
The Essentials Understanding and Maintaining InterAction session is a comprehensive, hands-on review of contact data and contact organization, company association, relationships and contact intelligence used for marketing, business developPment, and data quality efforts. This lesson highlights key components of how Marketing benefits from contact organization and contact quality tools. This course is designed to provide both Marketing and Data Stewards the tools and concepts they need to help succeed in their own InterAction tasks.
Targeted Role:
Marketing professionals and Data Stewards who will be creating or working in folders, adding contacts to lists, and exporting and importing contact information.
Session Outline:
- Explain the purpose of contact types
- View, edit, and add contact information
- Exporting and Advanced Importing
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Session 2: Windows Client Essentials for Managing Marketing Lists, Searches & Reports
The Essentials Managing Marketing Lists, Searches and Reports session is a comprehensive, hands-on module to prepare marketing users to efficiently and effectively manage lists and reports, and how to search for contacts within specified parameters. This lesson focuses on creating marketing lists and working lists, searching the firm database for target contacts using a set of search criteria, and finally reporting on the data you are contributing through events and finding while searching. This course is specifically designed to provide marketing professionals the instruction they need to begin managing these processes.
Targeted Role:
Marketing professionals who will be working with industry and event lists, searching contact data for marketing targets, and creating reports related to marketing efforts.
Session Outline:
- Create a marketing list including additional fields
- Best practice recommendations for managing mailings and events
- Overview of Folder Dependency Analyzer (FDA)
- Reports on your data
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Session 3: Windows Client Essentials for Using Data Change Management and Data Quality Tools
The Essentials Using Data Change Management and Data Quality Tools session is a comprehensive, hands-on module to prepare Data Stewards to efficiently maintain the firm’s data quality through the Data Change Management inbox, the Data Quality menu, and out of the box saved data quality searches. This lesson emphasizes the need for contact care and management, and how those efforts pertain to marketing and business development efforts. This course will enable your Data Stewards to approach data quality efforts thoughtfully and efficiently.
Targeted Role:
Data Stewards who will be working to ensure the integrity of data within the database by using Data Chance Management and Data Quality tools.
Session Outline:
- Overview of Data Change Management (DCM)
- How DCM rules are set
- Process DCM tickets
- Create and run data maintenance searches
- Access and use data quality tools
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Session 4: Administrator Client Essentials for Managing User Accounts and User Groups
The Essentials User Accounts and User Groups session is a comprehensive, hands-on overview of creating, maintaining and disabling user access in your database. This lesson emphasizes best practices in InterAction, and provides students with the opportunity to navigate an InterAction environment and demonstrate the tasks they will be managing. This course is valuable for both IT professionals and Marketing Administrators who will be managing the creation and break-down of User Accounts.
Targeted Role:
IT or Marketing Admins who will be managing user and group setup and maintenance, as well as managing the process when employees leave the organization.
Session Outline:
- Creating and managing user accounts
- Creating and managing user groups
- Setting Permissions and Rights
- Procedure when employee leaves the organization
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Session 5: Administrator Client Essentials for Maintaining InterAction Configurations
The Essentials Maintaining InterAction Configurations session is a comprehensive, hands-on overview of InterAction settings built to maximize the performance of the database. This lesson highlights features that aid in folder contact organization, contact sync process, and monitoring your environment for areas of improvement. This course is particularly valuable for IT professionals who will be administering the setup and maintenance of InterAction in conjunction with other firm systems.
Targeted Role:
IT who will be managing configuration of various aspects in the database.
Session Outline:
- Administering Folder Classes and Folder Types
- Configuring Folder Dependency Analyzer (FDA)
- Setting up PIM synchronization
- Configuring the Application Server
- Configure settings to maximize system performance
- Access and view InterAction logs
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