This instructor-led, 2.5-day classroom offering is designed for InterAction Marketing, Business Development and Data Quality professionals who will be working with lists, managing events, maintaining data quality processes and other initiatives in the Windows client. A symposium- style class, each day begins with a “homeroom” full of learning and activities meant to:
-
Deliver content relevant to both groups of learners
-
Engage learners in activities that require the knowledge, insight and cooperation of both Windows client and Administrator users
-
Challenge Windows client and Administrator users to collaborate in support of firm and end user goals
Certification:
Included with this purchase of this class is the InterAction Windows Client Certification Exam. This exam is proctored remotely in two, 2-hour segments. Part one is a multiple-choice exam and part two is a scenario-based, free text format. You may re-take the exam, free of charge, one additional time if necessary. Upon successful completion of this exam, you will receive your InterAction Windows client certification credentials.
Targeted Role:
Marketing, Business Development and Data Quality professionals who will be working with lists, managing events, maintaining data quality processes and other firm initiatives in the Windows client.
Topics included in this offering:
- Fundamental Concepts
- IMO, Web Client, Mobility, Windows & Administrator Overview
- Contact Organization & Contact Data Review
- Loading Contact Data into InterAction
- Folder Structure, Design, Use Cases & Best Practices
- Out of the Box Report Editing & Management
- Folder Dependency Analyzer
- Data Change Management (DCM), DCM Ticket Management & Best Practices
- Data Quality Tools, Schedule & Best Practices
- Activity & Relationship Configuration
But wait! There’s more!
After Class Resources & Periodic IA Training Communications:
- Option to take the InterAction Windows Client Certification Exam
- 2-hours Buy-A-Trainer session to be used within 12 months ($1000 value)
- 10% discount on additional Buy-A-Trainer sessions
- Subscription to our InterAction Training Quarterly: The latest news from IA Training!
- Notifications of free webinars, blogs and tutorials at LexisNexis University
- InterAction environment updates on InterAction Support website
- Continued learning opportunities
Course Description:
Each day begins with a Homeroom session that combines Windows client participants and Administrator participants who will be learning content applicable to both groups (noted in italics below). From there, participants split off into the Windows client or Administrator tracks for the afternoons, learning content unique to their role.
Course Content:
Day 1 Outline:
- InterAction Fundamentals
- IMO, Web client & Mobility Overview
- Windows client & Administrator Overview
- Folders & Contact Organization
- Contact Data & Company Association
- Contact Management in Data Minder
- Updating Contact Information
- Web client Profiles & Search Forms
- Exporting & Importing
- Marketing Lists & Working Lists
- Archiving
- Events & Mailings
- Reporting
Day 2 Outline:
- Folders & Folder Dependencies
- Data Change Management (DCM) Overview
- DCM Ticket Processing
- Data Quality Searches
- Data Quality Tools
- Association Cleanup
Day 3 Outline:
- Activity Types
- Relationship Types
- Data Minder Configuration
- Managing Duplicate Contacts
- Managing Duplicate Data
- Data Quality Best Practices
- Data Quality Schedule Suggestions