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InterAction Training Datasheet

InterAction for Data Stewards and Marketing Users (Onsite)

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

This course is also available in a classroom version.

Audience

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 Windows Client to manage data quality and perform marketing functions

Prerequisites

None

Recommended Maximum Number of Partcipants

Fees and Deliverables

The price for this solution is $10,800*, which includes the following:

Three days of onsite training
One day of offsite preparation work to support your IT team on the setup of the training environment
Use of a VMWare image consisting of a full InterAction environment and training database
Course books for all training participants

* Fee quoted above does not include travel and incidental expenses for one trainer, which would be invoiced to you at our cost.

Training Room Requirements

Your training room should include computers for each participant. An instructor computer with projector should also be provided to maximize the effectiveness of the training. We will provide a VMWare image with a full InterAction environment and a standard training database. To use this image, each machine should have a minimum of 2GB RAM, 12 GB hard drive space, and minimum CPU of Pentium IV 900 MHz.

Course Objectives

Understand the InterAction fundamental concepts
Understand how InterAction can be use to complete marketing functions
Understand the how InterAction enhances data quality
Complete marketing-related tasks in the Windows Client
Complete data steward-related tasks in the Windows Client

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.