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Suggested InterAction Courses

The following tables provide information about what InterAction courses to take depending on your responsibility or role in your firm:

• By Responsibility
• By Role

By Responsibility

The following course chooser provides information about what InterAction courses to take depending on your responsibilities within your firm:

	Loading data into InterAction

		Loading user accounts into InterAction		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Using Smart Connect		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Importing User's Contacts		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Importing contacts from an external list		InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Configuring InterAction for your organization

		Administering folder classes and folder types		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Configuring location types and regional settings		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Understanding and configuring PIM integration		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Configuring the Application Server		InterAction for Application Administrators and/or InterAction Jumpstart Training Solution
		Creating folder templates		InterAction for Application Administrators and/or InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution
		Creating working and marketing lists		InterAction for Application Administrators and/or InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution
		Creating contact types		InterAction for Application Administrators and/or InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Managing InterAction users leaving and joining the organization			InterAction for Application Administrators and/or InterAction Jumpstart Training Solution

	Populating InterAction contacts from an external data source			InterAction Application Collaboration

	Creating Reports

		Need an overview of this feature		InterAction for Application Administrators and/or InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution
		Would like to see this feature in some depth, but don't need hands on practice		InterAction Reports
		Need thorough hands-on practice of this feature		InterAction Reporting Workshop

	Managing Mailings and Managing Events			InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Creating Web Client Profiles			InterAction for Application Administrators and/or InterAction Jumpstart Training Solution

	Creating Folder Dependency Analyzer Rules			InterAction for Application Administrators and/or InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Maintaining data quality of InterAction database

		Manage tickets in the data change management inbox with no overall data quality responsibility		InterAction Overview for Data Stewards
		Manage the data change management inbox Identifying and merging duplicate contact data		InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution
		Working with data maintenance folders		InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution
		Finding and replacing data		InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Exporting Contact Information			InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Initial Data Load Cleansing			InterAction for Data Stewards and Marketing Users and/or InterAction Jumpstart Training Solution

	Training or educating end users on how to use InterAction			InterAction Train-the-trainer

	Configuring and managing the Matters module			InterAction Matters

	Configuring and managing the Opportunities module			InterAction Opportunities

	Managing an InterAction deployment at your organization			InterAction Getting Started with InterAction

By Role

The following table provides information about what InterAction courses to take depending on your role in your firm:

¹If using InterAction Application Collaboration
²If using InterAction Matters, Opportunities, or Engagements