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

Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.

Course Objectives

Course Outline

Day One

  1. Overview of InterAction
    • InterAction Fundamentals
    • Marketing Users and Data Stewards
    • Overview of PIM Client, Web Client and MS Word Integration
  2. Windows Client Overview
    • Windows Client vs. Web Client
    • Contact Organisation
    • Navigating the Windows Client
    • Timesavers
  3. Viewing, Editing and Adding Contact Data
    • Finding Contacts
    • Viewing Contact Details
    • Phones and Addresses
    • Locations
    • Adding New Contacts
    • Activities, Appointments, and Documents
    • Reminders and Notes
    • Relationships
    • Additional Fields and Classifications
  4. Searching InterAction Data
    • Searching Overview
    • Creating a Search
    • Editing a Search
    • Saving a Search
    • Using Contact Type Folders
    • Using Associated Company Conditions and Folder-Specific Additional Fields

Day Two

  1. Creating and Managing Lists
    • Marketing Lists vs. Working Lists
    • Using Folder-Specific Additional Fields
    • Creating a Marketing List
    • Editing a Marketing List
    • Populated a Marketing List
    • Using Folder Templates
    • Copying a Folder
    • Managing Mailings
    • Managing Events

Day Two (continued)

  1. Working with Data Change Management (DCM)
    • Overview of Data Change Management
    • Working with Contact Types
    • Creating Contact Types
    • Creating Web Profiles
    • DCM Inbox Overview
    • Searching for DCM Tickets
    • Assigning Tickets and Viewing Ticket Details
  2. Processing DCM Tickets
    • Processing tickets in the By Ticket View
    • Processing Tickets in the By Contact View
    • Overview of Folder Dependency Analyser (FDA)
    • Recommended Best Practices

Day Three

  1. Maintaining Data Quality
    • Recommended Data Maintenance Activities
    • Using Data Quality Tools
    • Creating Data Maintenance Searches
  2. Importing Data
    • The InterAction Import Process
    • Performing a Basic Import
    • Association Cleanup
  3. Reports
    • Overview of InterAction Reports
    • Accessing Reports with the Report Chooser
    • Editing a Report
  4. Exporting Data
    • Overview of Exporting Contact Data
    • Using Export Instructions
    • Creating Export Instructions
    • Automated Export Overview
    • Creating an Automated Export

My organisation 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
Apr 13-15, 2010 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 10   Customer Registration
May 11-13, 2010 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 10   Customer Registration
Jun 8-10, 2010 3 9:00 a.m. to 4:30 p.m. Oak Brook 5.5/5.6 $2,100 12   Customer Registration
Jun 16-18, 2010 3 9:00 a.m. to 4:30 p.m. Chicago 5.5/5.6 $2,400 8   Customer Registration