InterAction for Application Administrators (06/24/2014-06/27/2014)

Seats Available: 12

  • Class: InterAction for Application Administrators (06/24/2014-06/27/2014)
  • Date: 06/24/2014-06/27/2014
  • Time: 9:00am EST- 4:00pm EST
  • Class Type: Classroom
  • Registration End: 06/18/2014
  • Rating:Rating

Description

This in-person classroom bundle is geared for InterAction Administrators who utilize InterAction to support account maintenance and environment configuration, and who need additional strategies for moving improving your database. This 2-day overview will effectively prepare your InterAction Administrators to manage your database.
 
Targeted Role:
 
InterAction Administrators who will be maintaining the environment from the Administrator client.
 
Courses included in bundle:
• Fundamental Concepts
• Administrator Client Essentials for Managing User Accounts and User Groups
• Administrator Client Essentials for Configuring Your Environment
• Exploring Configuration Strategies in the Administrator Client
• Certification option
 
After Class Resources & Periodic IA Training Communications:
2-hours Buy-A-Trainer session to be used within 12 months ($1000 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
 
 
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 
                Alerts
 
·Demonstration of the InterAction Web Client 
                Overview of the InterAction Web Client
                Message Center 
                Searching for Contacts 
                Viewing Contact Details 
                Alerts 
                Using the Find Contact Field
                Performing Tasks on Multiple Contacts
 
·Contact Organization
                Contact Organization
                Navigating the Windows Client 
                Timesavers
 
· 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 
                 Locations 
                 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 

Comments

  • Rating  This class was just great! Thank you.
  • Rating  Overall this course is very well done and has lots of great information.
  • Rating  The instructor was very good and more then willing to address any and all questions!
  • Rating  The Trainer was great and made the material very easy to understand. She took the time to answer all of our questions and I left feeling confident I could adminster all the tasks we need to do.
  • Rating  As a systems Analyst I found the content of this class very useful.
  • Rating  Gives good insight on how IA is maintained and kept running on the backend.
  • Rating  I think this is a good course for system administrators as well as marketing and data steward users who will be handling some of the administrator functions of the system.
  • Rating  This course fit my needs perfectly. Great intro to the foundations of the system & we got into some of the nitty gritty details by the last day. I'd recommend this session.
  • Rating  Instructor was very knowledgeable and adaptable to students questions and concerns.
  • Rating  Was one of the best instructors I have ever had.
  • Rating  The trainer was amazing at keeping the material moving at an appropriate pace.
  • Rating  The trainer was a fantastic instructor that is very knowledgeable. My training with her was exactly what I needed.
  • Rating  This class was perfect. Because I learn more by having access to the software immediately after training, I think that it will take a little time to get used to it, but it does seem far more intuitive than other products I have seen.
Price: $2800.00

Class Information

    This two-day course provides information on how to administer, configure, and maintain an InterAction system.

Prerequisites