InterAction for Data Stewards and Marketing Users (09/24/2013-09/26/2013)

Seats Available: 10

  • Class: InterAction for Data Stewards and Marketing Users (09/24/2013-09/26/2013)
  • Date: 09/24/2013-09/26/2013
  • Time: 9:00am EST- 4:00pm EST
  • Class Type: Classroom
  • Registration End: 09/17/2013
  • Rating:Rating


Using InterAction to its fullest includes creating and maintaining searches and lists that contribute to the business development goals of the firm, as well as maintaining the correctness and completeness of data that resides within the database.  These two efforts go hand in hand.  You must have good data to confidently populate lists, and you must have lists that support the goals of the organization.  Marketing professionals and Data Quality experts (sometimes one in the same) ensure data is manipulated, organized and utilized in such a way as to support the firm’s goals. A variety of skills are illustrated in this session including tasks that often overlap the roles of Marketer and Data Steward such as importing and searching.  The InterAction for Marketing and Data Stewards session will support you in seeing the bigger picture of data organization and data cleansing, and how to apply InterAction best practices to get the most out of your business development efforts. This live, instructor-led session also encourages a cross-firm dialogue in terms of how other firms use InterAction to support marketing and data quality goals.
AfterClass Training Resources:
Your registration includes valuable access to our InterAction Eductation team.*
·         Follow up communications with tips-n-tricks and the InterAction Training Quarterly Newsletter   
·         2 hours of web-based, private Buy A Trainer in your InterAction environment  Valued at $1000 for no additional charge!   
·         10% discount on additional Buy A Trainer sessions
*AfterClass resources are available only to registered class participant. Buy A Trainer must be completed within 12 months of original class date.
Course Objectives
·         Fundamental Concepts
Overview of InterAction
                Contact Synchronization 
                Company Association 
                Data Change Management 
                Marketing Users and Data Stewards 
·         InterAction Architecture
Overview of InterAction Architecture
                PIM and InterAction Web Client 
                InterAction Windows Client
                InterAction Administrator 
·         Demonstration of InterAction for Microsoft Outlook (IMO)
 Overview of InterAction for Microsoft Outlook (IMO) 
                Editing Contact Details 
                Adding an Upcoming Event 
                Adding an Email to InterAction 
·         Demonstration of the InterAction Web Client 
Overview of the InterAction Web Client
                Message Center 
                Searching for Contacts 
                Viewing Contact Details 
                Using the Find Contact Field
                Performing Tasks on Multiple Contacts
·         Contact Organization
Contact Organization 
                Navigating the Windows Client 
·         Viewing, Editing and Adding Contact Information in the Windows Client
                 Finding Contacts
                 Viewing Contact Details 
                 Adding and Editing Contact Details
                 Edit Employment Details
·         Using Location Types
Location Types 
                 Mailing Addresses
·         Searching InterAction Data
Searching Overview 
                 Creating a Search
                 Editing a Search
                 Saving a Search 
                 Using Save As 
                 Using Associated Company Conditions & Folder-Specific Additional  Fields
                 Out-of-the-Box Searches
·         Overview of Marketing and Working Lists 
Overview of Marketing and Working Lists 
                 Using Folder-Specific Additional Fields
                 End User View of Marketing Lists
·         Creating and Managing Lists
Creating a Marketing List
                Marketing List Security
                Additional Fields 
                Exporting and Importing Additional Field List Items 
                Populating a Marketing List 
                Using Folder Templates 
                Copying a Folder 
                Appendix: Managing Mailings/Events
·         Overview of Data Change Management (DCM) 
Overview of Data Change Management 
                DCM and Contact Types
·         Processing DCM Tickets 
DCM Inbox Overview 
                DCM Inbox Tools
                Types of Tickets
                Processing Tickets in the By Ticket View 
                End User Generated Tickets
                System Generated Tickets 
                Processing Tickets in the By Contact View 
                Recommended Best Practices for Managing the DCM Inbox 
·         Data Maintenance Searches 
Recommended Data Maintenance Activities 
                Data Maintenance Searches
                Identifying and Managing Duplicate Contacts
·         Data Quality Tools 
Data Quality Tools 
                Multi-Contact Duplicate Merge 
                Cleaning Up Phone and Address Data 
                Converting a Person Contact into a Company Contact
                Converting a Company Contact into a Person Contact 
                Transferring phones, addresses & electronic addresses (Person-Company)
                Transferring phones, addresses & electronic addresses (Company-People)
                Find and Replace
                Replace Unknown Countries
                InterAction Contact Verifier 
·         Importing Contact Data 
The InterAction Import Process 
                Performing a Basic Import 
                Association Cleanup
                Advanced Import Steps
                Performing an Advanced Import
·         Exporting Data 
Overview of Exporting Contact Data
                Creating Export Instructions 
·         Creating Reports
Overview of InterAction Reports 
                Accessing Reports with the Report Chooser
                Managing Reports
                Editing a Report  
Prerequisites: None

• Marketing Users who will use InterAction's Windows Client to perform marketing functions
• Data Stewards responsible for maintaining the quality of InterAction data
• Help desk personnel who will be supporting Marketing Users and Data Stewards who will use InterAction's Windows Client.
• InterAction implementation leaders who want to learn about how Marketing Users and Data Stewards will use InterAction's Wind


  • Rating  Very thorough and informational. Easy to follow along with the instructional user guide.
  • Rating  This was a great class. The trainers were very knowledgeable and able to answer our questions and provide us with good insight into how we might make this product work well for our firm.
  • Rating  Very well presented and informative. It would be beneficial for people who have never touched InterAction as well as people who have used it.
  • Rating  Absolutely! This was a fabulous class!
  • Rating  My instructor is very knowledgeable and her enthusiasm contagious. She is a great speaker.
  • Rating  The course covered all that I had anticipated.
  • Rating  The course was excellent. The instructor, was very excellent, one of the best in my experience with training classes.
  • Rating  Very imformative and helpful! It was obvious the instructors knew the material backwards and forwards. They also did a great job of showing me how I would use the software on a day-to-day basis. Very pleased!
  • Rating  The training was extremely informative and helpful.
  • Rating  Trainer was a really fantastic instructor. She understood the course material extremely well. We were very fortunate to have a small class and was able to tailor the class to our needs, which we appreciated very much! Overall it was a delight to take this training and if we have further needs for Interaction training, I would hope to train with the same instructor again.
  • Rating  The instructor was knowledgeable and was able to answer all questions I had.
  • Rating  Informative on all levels
  • Rating  Interesting to see how procedures outside of the software play a big role in maintaining the quality of data. Extensive training for operators is critical to the success of implementation.
  • Rating  The instruction was exceptional, and given the vast amount of material in this course, I felt what was highlighted/emphasized was appropriate for our needs.
Price: $2400.00

Class Information

    This three-day course provides information on using InterAction for marketing automation and maintaining the quality of the InterAction data.

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