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InterAction Windows Client: Contacts, Folders & Best Practices for Lists
This session provides an in-depth review of the Windows Client, contact and folder maintenance in the Windows Client, as well as best practices for managing marketing lists and events. You will learn how folders are created, edited, and saved within your organization’s folder structure, how to create and manage contacts within your folder structure, and how to efficiently use your folders and contacts for your marketing projects and events!
Targeted Roles: Marketing professionals, data quality managers, business development professionals, and administrators who will be working with or supporting InterAction.
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InterAction Windows Client: Managing Data Quality and Data Change Management
This session provides best practices for managing data quality tools and searches, duplicate contacts and data, and the Data Change Management (DCM) inbox. You will learn how to analyze the contact health in your InterAction system and then create an efficient process to manage your own data quality: minimizing duplicates, maintaining company association, and managing the DCM inbox.
Targeted Roles: Data quality managers, marketing professionals, and business development professionals who will be entering and editing data or maintaining data quality.
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InterAction Administrator: User Accounts, User Groups & Contact Syncs
This session provides an in-depth review of the InterAction Administrator, as well as managing user accounts and user groups, user contact update and relationship settings, and configuring contact syncs. You will learn best practices for user account and group management, efficiencies for new contact and contact update rules (including Smart Connect), and how to create an efficient sync process.
Targeted Roles: IT or other InterAction administrators who will be managing the user and group accounts and contact update configurations.
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InterAction Administrator: Maintaining Configurations
This session provides expanded details for configuration and maintenance options available in the InterAction Administrator. You will learn best practices for environment configurations, contact profiles, folder dependency rules, data change management settings, and more.
Targeted Roles: IT or marketing administrators who will be managing the configuration of various aspects in the database.
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