LexisNexis

InterAction for Data Stewards and Marketing Users

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

This course is also available in an onsite version.

Audience

Prerequisites
None

Duration
Three days

Fees
$2100 per person

Course Objectives

Course Outline

Day One - InterAction Basics

  • Overview of InterAction
    • InterAction Fundamentals
    • InterAction Contacts
    • Contact Synchronization
    • Data Steward Role
  • InterAction Demonstrations
    • Microsoft Outlook integration
    • Web client tour
    • Microsoft Word integration
  • Using the Windows Client
    • Tour of Windows client
    • Three Easy Time-Savers
  • Basic Contact Information
    • Working with Folders and Contacts
    • Contact Name Information
  • Phones and Addresses
    • Location Types and Uniqueness
    • Address Layouts
    • Mailing Addresses
    • Tracking Phones and Addresses on Person Contacts
    • Tracking Phones and Addresses on Company Contacts
  • Activities, Appointments and Notes
    • Activity Owners and Originators
    • Adding Activities to multiple contacts
    • Viewing Appointments
    • Editing Notes
  • Relationships
    • Strength Indicator
    • Key Relationships
    • Who Knows Whom
  • Additional Information Fields and Classifications
    • Editing Additional Information Field Values
    • Working with Classifications
  • Adding Contacts in the Windows Client
    • Creating a New Person
    • Creating a New Company
  • Managing Marketing and Working Lists
    • Overview of Folder Structure
    • Overview of Working Lists
    • Overview of Marketing Lists
    • Creating and Editing Marketing Lists
    • Managing Folder Templates
    • Recommended Mailing List Process
  • Managing Mailings
    • Mailing Best Practices
    • Benefits to Using InterAction for Events
    • Tips on Managing Mailings
  • Managing Events
    • Benefits to Using InterAction for Events
    • Events Business Process Steps
    • Tracking Information About Events
    • Tips on Event Management

Day Two - Advanced Topics

  • Managing InterAction Contact Types
    • Overview of Contact Types
    • Creating Contact Types
    • Creating and Editing Contact Type Groups
    • Web Client Profiles
    • Data Change Management for Contact Types
  • Data Change Management
    • Overview of Data Change Management
    • Data Subject to Data Change Management
    • Actions Subject to Data Change Management
    • Levels of Control
    • Using the Data Change Management Inbox
  • Folder Dependency Analyzer
    • What is FDA?
    • Default Folder Dependencies
    • Benefits of FDA
    • How to Create a Folder Dependency
    • FDA Recommendations
  • Searching InterAction Data
    • Knowing Where Your Data is Stored
    • Creating a Search
    • Saving and Maintaining Searches
    • Recommendations for Ongoing Data Maintenance Searches
  • Creating Reports
    • Overview of Reports
    • Creating Labels
    • Creating Reports using the Report Designer
    • Effective Report Design

Day Three - Data Quality

  • Exporting Contact Data
    • Exporting Contact Information
    • Creating an Automated Export for Mail Merges
    • Using IF/THEN/ELSE extensions
  • Your Role in Initial Data Load Cleansing
    • Overview
    • Steps to Cleanse Data after an IDL
    • What Tools May Be Used?
  • Ongoing Data Loads using Windows Client
    • Overview
    • Importing Contacts
    • Association Clean up
    • Promoting Contacts
  • Maintaining Data Quality
    • Data Maintenance Folders
    • Changing a Person to a Company
    • Changing a Company to a Person
    • Identifying Duplicates
    • Duplicate Contact Merge
    • Using Multi Contact Duplicate Merges
    • Merging Duplicate Phones
    • Merging Duplicate Addresses
    • Merging Duplicate E-mail addresses
    • Transferring Phones and Addresses from a Company to a Person
    • Transferring Phones and Addresses from a Person to a Company
    • Finding and Replacing Data
    • Contact Verifier

My organization is using InterAction 5.5. Should I still attend this class trained on version 5.6?

Yes. Although you will be using version 5.6 in class, InterAction 5.6 has much of the same functionality as InterAction 5.5. In class, you will learn how to use all of the features of InterAction for your Marketing and Data Steward roles. You will also see the differences and enhancements in version 5.6 around Data Change Management and Reporting. If you want training using a 5.5 environment, we can provide a private course at your site.

If you have additional questions, please feel free to contact us at training@interaction.com.

Upcoming Course Dates
Date(s) Days Time Location Version Fee     Open
Seats		 Register
Sep 16-18, 2008 3 9:00 a.m. to 4:30 p.m. New York 5.5/5.6 $2,100 6   Customer Registration
Sep 16-18, 2008 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 11   Customer Registration
Sep 30 - Oct 2, 2008 3 9:00 a.m. to 4:30 p.m. London 5.5/5.6 £1,150 10   Customer Registration
Oct 14-16, 2008 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 10   Customer Registration
Oct 28-30, 2008 3 9:00 a.m. to 4:30 p.m. Dallas 5.5/5.6 $2,100 8   Customer Registration
Oct 28-30, 2008 3 9:00 a.m. to 4:30 p.m. Philadelphia 5.5/5.6 $2,100 8   Customer Registration
Nov 11-13, 2008 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 12   Customer Registration
Dec 9-11, 2008 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 12   Customer Registration