InterAction for Data Stewards and Marketing Users (07/23/2014-07/25/2014)

InterAction for Data Stewards and Marketing Users

Seats Available: 9

  • Class: InterAction for Data Stewards and Marketing Users (07/23/2014-07/25/2014)
  • Date: 07/23/2014-07/25/2014
  • Time: 9:00am EST- 4:00pm EST
  • Class Type: Classroom
  • Registration End: 07/16/2014
  • Rating:Rating


InterAction - Frequently Asked Questions

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.

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 
avigating 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  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.
Price: $2100.00

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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