LexisNexis

Advanced InterAction Configuration for Marketing Users (Onsite)

This two-day course teaches marketing users how to use the InterAction Administrator software to make configuration changes to InterAction.

This course is also available in a classroom version.

Audience

Prerequisites

Duration

Two days

Recommended Maximum Number of Partcipants

15

Fees and Deliverables

The price for this solution is $7,200*, which includes the following:

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

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.

Training Room Requirements

Your training room should include computers for each participant. An instructor computer with projector should also be provided to maximise 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

Upon completion of the course, participants will be able to do the following:

  • Edit entities in the InterAction Administrator software
  • Create and manage user accounts and groups
  • Use Smart Connect to resolve unresolved PIM contacts
  • Understand New Contact rules
  • Assign permission to create folder templates
  • Archive a folder
  • Create contact types
  • Create groups for data stewards
  • Provide access to the DCM inbox
  • Manage follow-up text
  • Create Data Change Management Rule Sets
  • Create activity types
  • Create relationship types
  • Create a Folder Dependency Analyser (FDA) rule
  • Assign rights to the Data Quality Tools in the Windows Client
  • Edit location types
  • Customise nomenclature
  • Assign report permissions
  • Configure "send to me" reporting process

Course Outline

  • Overview of InterAction
    • Review of InterAction Fundamental Concepts
    • The InterAction Architecture
    • Overview of End-User Applications
    • The InterAction Administrator Client
    • Contact Organisation
  • Administering User Access
    • Managing User Accounts
    • Add a User with InterAction Administrator
    • Importing User Accounts
    • Creating User Groups
    • Partial Administration Rights
    • Setting up Proxies
    • Setting Regional Settings for Individual Users
  • Loading Users and Contacts into InterAction
    • Sources of Contacts and Contact Data
    • Loading data Tools
    • New Contact Rules
    • Smart Connect
    • Basic Import
  • General Folder Management and Configuration
    • Administering Folder Classes and Folder Types
    • Folder Templates
    • Archiving Folders
  • General Folder Management and Configuration (continued)
    • Configuring location types and regional settings
    • Customising nomenclature
    • Creating and configuring activity types
    • Creating and configuring relationship types
    • Data Change Management
    • Assigning Rights to Data Quality Tools
  • Creating and Managing Contact Types
    • Creating Contact Types
    • Granting Permissions to Create Contact Types
    • Creating Web Profiles and Web Searches
  • Defining Dependencies between Folders
    • Folder Dependency Analyser
    • Configuring the FDA Rule
    • Scheduling an FDA Process
    • FDA - Adding a Contact Associated to a Company to a Folder
  • Configuring InterAction Reports
    • Report Formats
    • Reporting Roles
    • Configuring Reports - Assigning Permissions
    • Configuring Reports - Send to Me Process

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