InterAction Essentials - Fundamental Concepts (06/04/2013-06/04/2013)

Seats Available: 12

  • Class: InterAction Essentials - Fundamental Concepts (06/04/2013-06/04/2013)
  • Date: 06/04/2013
  • Time: 9:00am CST- 12:00pm CST
  • Class Type: Virtual Training
  • Registration End: 05/29/2013


InterAction Essentials Frequently Asked Questions

Maintaining data accuracy within the InterAction product is an essential function for an organization. This set of Essentials classes illustrates the key features and tasks associated with maintaining the reliability and integrity of the database. You will begin with learning the general architecture of your InterAction product followed by learning how to manage contact information and search for specific records. Finally, you will participate in hands on activities to understand and apply Data Change Management and its rules. In these live, instructor led sessions, participants will receive essential working knowledge on InterAction Data Steward tools and functions.

This bundle includes the following course modules:
• InterAction Fundamental Concepts
• Maintaining, Searching and Importing Contacts
• Using Data Change Management and Data Quality Tools

Fundamental Concepts
• Overview of InterAction
• Contact Synchronization
• Company Association
• Data Change Management

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 IMO
• Searching for Contacts and Viewing Contact Details
• Viewing and Adding Information from IMO Pane
• Adding an Email Activity

Demonstration of the InterAction Web Client
• Overview of the Web Client
• Message Center
• Searching for Contacts
• Viewing Contact Details
• Using the Find Contact Field
• Performing Tasks on Multiple Contacts

Demonstration of the InterAction Windows Client
• Overview of Windows Client
• Viewing Contact Details
• Add a New Contact

Maintaining, Searching and Importing Contacts:
• Explain the purpose of contact types
• View, edit, and add contact information
• Searching InterAction Data
• Importing Contacts

Using Data Change Management and Data Quality Tools:
• 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

*Once registered for this course, meeting information for these classes will be sent in a separate email.

To participate in this virtual training class, you must have access to an Internet browser and a telephone.

To ensure the trainer can provide sufficient individual attention to every participant, each registration allows a single person a single connection to the course. If you wish to have additional people share a connection, please register each person individually.

Data Stewards responsible for maintaining the quality of InterAction data

Price: $525.00

Class Information

    This bundle is geared for InterAction Data Stewards who are responsible for maintaining accuracy of contacts in the database. The modules in this bundle include information on maintaining contacts, working in the DCM Inbox and using Data Quality tools. The bundle includes a discount in attending all 3 courses. Once registered for this course, meeting information for these classes will be sent in a separate email