Additional Information…

InterAction Jumpstart Training Solution (Onsite)

This training solution is designed for organisations who want to get their application administrators, marketing users, and data stewards trained in the most efficient manner. We understand that it is costly to have your key team members out of the office for extended periods of time to receive training. This course delivers an accelerated, comprehensive training experience to motivated learners who want to quickly maximise the return on their organisation's investment in InterAction.

Save time and money!

This solution provides the most efficient way to educate a large group of InterAction team members. It is ideal for InterAction customers who are beginning their deployment or who are upgrading from an older version.

Eliminate out of office time — training is conducted at your location
Minimise travel costs — we send one trainer to your office instead of sending your whole team to one of our public training facilities
Reduce training fees — save over 50% in training fees compared to registering your team for a public course

Audience

Application and network administrators who will be installing and configuring InterAction.
Marketing Users who will use InterAction's Windows Client to perform marketing functions
Data Stewards responsible for maintaining the quality of InterAction data
InterAction implementation leaders who want to learn about administering and configuring InterAction, maintaining data quality, and performing marketing functions.

Prerequisites

None

Recommended Maximum Number of Partcipants

Fees and Deliverables

The price for this solution is $18,000*, which includes the following:

Five 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.

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 Outline

Day 1 — Application Administrators

InterAction Fundamentals for Application Administrators
- Understanding the fundamental concepts
- Understanding data flow and synchronisation
- Understanding the role of each component in InterAction's architecture
- Reviewing InterAction Related Modules
- Using InterAction end-user applications
- Understanding contact organisation
Administering User Access
- Create a user account using the administrator client
- Import user accounts into InterAction
- Configure InterAction to Active Directory synchronisation
- Create user groups
- Setting regional settings for users
- Enabling PIM to InterAction synchronisation for users
Loading Users and Contacts into InterAction
- Loading user accounts into InterAction
- Loading contact records into InterAction
- Using new contact rules
- Using Smart Connect

Day Two — Application Administrators

Configuring InterAction
- Administering folder classes and folder types
- Configuring location types and regional settings
- Customising nomenclature
- Configuring activities and appointments
- Understanding and configuring PIM synchronisation
- Understanding and configuring automated processes
- Configuring NTLM
- Configuring the Application Server
- Configuring Reminders
Maintaining and Monitoring InterAction
- InterAction components and system requirements
- Configuring the InterAction environment
- Maximising performance
- InterAction Application Server settings
- Database management
- Database maintenance scripts
- InterAction logs
- Applying upgrades and updates
Initial Setup & Moving a Database
- Configuring the database server
- Initializing the database
- Moving an InterAction database

Day Three — Marketing Users and Data Stewards

Overview of InterAction for Marketing Users and Data Stewards
- InterAction Fundamentals
- InterAction Contacts
- Contact Synchronisation
- Data Steward Role
- InterAction Demonstrations
Maintaining Contact Data
- Using the Windows Client
- Basic Contact Information
- Adding Contacts
- Phones and Addresses
- Relationships
- Additional Information Fields
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

Day Three — Marketing Users and Data Stewards (continued)

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 Four — Marketing Users and Data Stewards (optional for application administrators)

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
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
Folder Dependency Analyser
- What is FDA?
- Default Folder Dependencies
- Benefits of FDA
- How to Create a Folder Dependency
- FDA Recommendations

Day Five — Marketing Users and Data Stewards

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