This in-person classroom bundle is designed for InterAction marketing professionals and data stewards who will be working with lists, managing events, maintaining data quality processes and other initiatives in the Windows Client. The 3-day overview will effectively prepare your InterAction users to manage Windows Client tools and processes.
Targeted Role:
InterAction Administrators who will be maintaining the environment from the Administrator client.
Courses included in bundle:
• Fundamental Concepts
• Windows Client Essentials for Understanding and Maintaining Contact Data
• Windows Client Essentials for Managing Marketing Lists, Searches & Reports
• Exploring Marketing Strategies for in Windows Client
• Windows Client Essentials for Using Data Change Management & Data Quality Tools
• Exploring Data Quality Strategies in the Windows Client
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