This bundle is geared for InterAction marketing and Data Stewards who will be working with lists, managing events, maintaining data quality processes and other firm initiatives. These 3, half-day sessions will effectively prepare you to manage your Windows Client processes.
Targeted Role:
Marketing professionals who will be managing marketing and data quality initiatives.
Courses included in bundle:
- On-Demand Fundamental Concepts tutorial & quiz to be completed before class
- Windows Client Essentials for Understanding and Maintaining Contact Data
- Windows Client Essentials for Managing Marketing Lists, Searches & Reports
- Windows Client Essentials for Using Data Change Management & Data Quality Tools
After Class Resources & Periodic IA Training Communications:
- 1-hour Buy-A-Trainer session to be used within 12 months ($500 value)
- 10% discount on additional Buy-A-Trainer sessions
- InterAction Training Quarterly: The latest news from IA Training!
- Notifications to free webinars, blogs and tutorials at LexisNexis University
- Continued learning opportunities
________________________________________
Session 1: Windows Client Essentials for Understanding and Maintaining Contact Data
When: May 29, 2019 1pm– 5pm ET
Session 2: Windows Client Essentials for Managing Marketing Lists, Searches & Reports
When: May 30, 2019 1pm– 5pm ET
Session 3: Windows Client Essentials for Using Data Change Management and Data Quality Tools
When: May 31, 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
________________________________________
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
________________________________________
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
_______________________________________