UnicaEducation-Course Catalog 2009 Final

8/4/2019 UnicaEducation-Course Catalog 2009 Final

1/33

1

Unica Education Services | www.unica.com/education | Copyright Unica Corporation

Unica Education ServicesCourse Catalog

2009

Register:

www.unica.com/education

To speak with a regional training expert,

contact your local training center:

US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

rev:8/09


2/33

Unica Education Services | www.unica.com/education | Copyright Unica Corporation

Table of Contents

Introduction to Affinium Campaign 7 .............................................................................................................1

Introduction to Affinium Campaign 6 .............................................................................................................3

Affinium Campaign 7 Administration .............................................................................................................5

Affinium Campaign Advanced Techniques ...................................................................................................7

Affinium Campaign 7 Implementation ...........................................................................................................8

Introduction to Affinium Campaign eMessage 7 .........................................................................................11

Introduction to Affinium Campaign Optimize 7............................................................................................ 12

Introduction to Affinium Campaign Interact 7 .............................................................................................. 14

Affinium Campaign Interact 7 Administration..............................................................................................15

Affinium Campaign Interact 7 Installation and Configuration......................................................................16Affinium Campaign Collaborate 7 Configuration and Administration..........................................................17

Introduction to Affinium Plan .......................................................................................................................19

Affinium Plan 7 Administration .................................................................................................................... 20

Affinium Plan 7 Implementation................................................................................................................... 22

Affinium Leads 7 Administration..................................................................................................................25

Affinium Detect 7 Administration ................................................................................................................. 27

Introduction to Affinium Model 7..................................................................................................................30

Introduction to Affinium NetInsight 7 ...........................................................................................................31


3/33

1

Introduction to Affinium Campaign 7

Unica Education Services | www.unica.com/education | Copyright Unica Corporation 1

Duration:

3 days

Delivery Type:

Classroom, Virtual, Onsite

Who Should Attend:

New users of AffiniumCampaign who will bedesigning and executingcampaigns. Learnersshould have general

knowledge of databasemarketing processes.

Prerequisites:

Knowledge of databasemarketing.

Register:


To speak with a regionaltraining expert, contact yourlocal training center:

US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 [email protected]

Overview

This course explores the basics of designing and executing a marketing campaign using AffiniumCampaign. The course prepares you to configure Affinium Campaign's processes for use in campaignsfrom simple to moderate in complexity, use data structures in campaigns, create offers and apply themto campaigns, and to track responses to campaigns.

Course Objectives

Upon completion of this course, participants will be able to:

Navigate the Affinium Campaign user interface

Apply Affinium Campaign features and functions to your marketing tasks

Discuss the campaign design process

Design a campaign, execute it, and access its analytic tools

Configure and use several Affinium Campaign processes to build a flowchart

Use data structures in campaigns

Create offers and apply them to campaigns

Track responses to campaigns

Course Topics

Module 1: Affinium Campaign Basics

Module 1 OverviewCampaign Concepts and TerminologyNavigating Around the Affinium Campaign InterfaceAbout FlowchartsAffinium Campaign Best Practices

Module 2: Building a Campaign, Part 1 - - Data Selection and Manipulation

Module 2 OverviewCreating a CampaignThe Select ProcessAssociating Strategic Segments With CampaignsThe Merge ProcessBuilding Queries With Dimension HierarchiesBuilding Queries With Affinium MacrosThe Segment ProcessThe Sample ProcessUsing Flowchart Templates

Module 3: Building a Campaign, Part 2 - - Data Refinement and OutputModule 3 OverviewConfiguring Queries Based on Derived FieldsThe Audience ProcessThe Snapshot ProcessMoving Up the Hierarchy When Moving Down the FlowchartThe Extract ProcessTable Mapping


4/33

Introduction to Affinium Campaign 7continued


Register:www.unica.com/education


US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 4: Offer Management and Contact Processes

Module 4 Overview

Offers OverviewOffer Attributes and VariationsCreating OffersUsing Offer ListsAssigning OffersCell ManagementThe Track Process

Module 5: Response Tracking and Analysis

Module 5 OverviewThe ContactResponseAnalysis ProcessResponse AttributionExample ScenarioExample Scenario: Response Flowchart and History Data

Analyzing Response HistoryReporting and AnalysisResponse Tracking: Options and Best Practices

Module 6: End-User Administration

Module 6 OverviewThe Schedule ProcessTriggersLog FilesUsing Dimension HierarchiesOffer Template OverviewAffinium Security Overview


5/33

3


Introduction to Affinium Campaign 6

Duration:

3 days

Delivery Type:


Who Should Attend:

New users of AffiniumCampaign 6 who will bedesigning and executingcampaigns. Learnersshould have generalknowledge of database

marketing processes.

Prerequisites:

None

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course explores the basics of designing and executing a marketing campaign using Affinium

Campaign. The course prepares you to configure Affinium Campaign's processes for use in campaignsfrom simple to moderate in complexity, use data structures in campaigns, create offers and apply themto campaigns, and to track responses to campaigns.

Course Objectives


Navigate the Affinium Campaign user interface

Apply Affinium Campaign features and functions to your marketing tasks

Discuss the campaign design process

Design a campaign, execute it, and access its analytic tools

Configure and use several Affinium Campaign processes to build a flowchart

Use data structures in campaigns

Create offers and apply them to campaigns

Track responses to campaigns

Course Topics

Module 1: Affinium Campaign Basics

Affinium Campaign ViewsNavigating the Affinium Campaign InterfaceAffinium Campaign ComponentsOverview of Processes

Module 2: Working with Campaigns and Flowchart DesignsBuilding Campaigns and FlowchartsExecuting FlowchartsEditing Campaigns and Flowcharts

Module 3: Data Selection and Manipulation

The Select ProcessThe Merge ProcessThe Segment ProcessThe Sample Process

Module 4: Offer Management

Creating New Offer Templates

The Mail List and Call List ProcessesCreating and Utilizing TemplatesDuplicating Flowcharts

Module 5: Data Refinement and Output

The Audience ProcessThe Schedule ProcessThe Snapshot Process


6/33

Introduction to Affinium Campaign 6continued




US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 6: Response Tracking

Response Tracking

The Response ProcessThe Score Process

Module 7: Administrative Tasks

Table MappingAdvanced SettingsEstablishing TriggersUser Authorization ListExamining Log FilesASM Overview for End Users


7/33

5


Affinium Campaign 7 Administration

Duration:

2 days

Delivery Type:


Who Should Attend:

Marketing administratorswho are responsible formanagement andadministration of marketingcampaigns.

Prerequisites:

Introduction to AffiniumCampaign 7 is desirable.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course presents a comprehensive view of Affinium Campaigns administrative and management

tasks, including topics on Affinium Campaign architecture, security, configuration, performance andreports.

Course Objectives


Identify the key components of an Affinium Campaign installation and describe how they

interact

Manage security for users and objects

Use a variety of techniques to monitor and improve the performance of an Affinium

Campaign installation

Configure Affinium Campaign for data source access, set up audience levels, custom

attributes, pull-down lists

Define and describe the reporting architecture and supporting data structures, and be

able to identify points of customization

Course Topics

Module 1: Affinium Campaign Architecture

Affinium Campaign System ArchitectureSecurity ArchitectureReporting ArchitectureStorage Architecture

Module 2: SecuritySecurity OverviewSecurity ExamplesCreating Users and GroupsAssigning Users to GroupsSecurity PoliciesCreating Roles Within Security PoliciesSetting Permissions Within RolesAssigning Users and Groups to Security RolesAssigning Security to Folders and ObjectsResolving Security PermissionsOperating System SecurityDatabase SecurityCase Study

Module 3: Configuration

Password RulesUser Tables and Table MappingContact and Response History Tables for Additional AudiencesExtended Attributes and Custom Offer AttributesChannels, Initiatives, and Response TypesLogsServer Configuration Settings


8/33

Affinium Campaign 7 Administrationcontinued




US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 4: Performance

How Affinium Campaign Works A Closer Look

Temp TablesFlowchart Design for PerformanceTable Mapping for PerformanceAdditional Performance Configuration ParametersUsing a Database LoaderIn-Database OptimizationServer Administration and Operational MonitoringTroubleshooting Performance

Module 5: Affinium Campaign Reports

The Reporting EnvironmentCustomizing ReportsCase Study: Adding a Custom Attribute to the Campaign Summary Report


9/33

7


Affinium Campaign 7 AdvancedTechniques

Duration:

2 days

Delivery Type:


Who Should Attend:

Affinium Campaign userswho want to become moreeffective and productivewith their use of theproduct.

Prerequisites:

Introduction to AffiniumCampaign or equivalentwork experience.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course is for advanced users of Affinium Campaign. Class participants will learn how to build

effective and high performing Affinium Campaign flowcharts, learn techniques for designing tablecatalogs, and use various utilities to become more productive with the product.

Course Objectives


Incorporate user variables, advanced expressions, and triggers in Affinium Campaign

flowcharts

Build flexible and effective table catalogs

Understand the response tracking attribution methods of Affinium Campaign

Understand the way flowchart cells are managed by use of files and temp tables

Build high performing flowcharts

Course Topics

Module 1: Course Overview and Campaign Basics

Introduction and LogisticsOverview of CourseCampaign and Flowchart basics

Module 2: Flowchart Techniques

User Variables and Advanced ExpressionsCustom Macros and Raw SQLDerived Fields and Triggers

Extract Process and Global Suppressions

Module 3: Structures, Objects, and Utilities

Performing Quality Assurance/QA on FlowchartsCreating and Managing Table CatalogsUnica Session UtilitySystem Tables and Audience Levels

Module 4: In-Depth Response Tracking

Offers and Response Tracking TerminologyConfiguring and Mapping and Action TableAttributing ResponsesUsing the Extract Process to View Response DataBest Practices

Module 5: Performance Techniques and Best Practices

Flowchart Files and Cell StorageReading and Leveraging Log FilesIn-DB Processing and Flowchart OptimizationFlowchart Design for PerformanceTable Mapping for PerformanceMaintenance and Housekeeping


10/33

8


Affinium Campaign 7 Implementation

Duration:

5 Days

Delivery Type:


Who Should Attend:

Customers and partnersinitiating a Campaignimplementation.

Prerequisites:

Introduction to AffiniumCampaign 7 or equivalent.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course provides participants with the necessary knowledge and skills to begin an implementation of

Affinium Campaign. Participants first learn about the products features and functionality from an endusers perspective. This is followed by instruction on the internal and technical aspects of AffiniumCampaign. Participants then learn how to install and configure the product on both Windows and Unixplatforms.

Course Objectives


Identify the key areas of user functionality Successfully create Campaigns, offers, strategic segments, track responses, and run

reports Describe, define, and identify the key components of the Affinium Campaign architecture Install and configure Affinium Manager and Affinium Campaign and its supporting

technologies Configure Affinium Campaign to use audience levels, additional data sources, custom

attributes, and audience-specific contact and responsive history tables Identify areas of an Affinium Campaign installation where performance can be affected

and can be improved Set up and administer security on the Affinium Campaign system Identify the reporting structure with insight toward making modifications to reporting data

and report structure

Course Topics

Module 1: Campaign Flowchart Design, Part 1

Creating a Campaign

The Select ProcessThe Merge ProcessBuilding Queries With Affinium MacrosThe Segment ProcessThe Sample ProcessUsing Flowchart Templates

Module 2: Campaign Flowchart Design, Part 2

Configuring Queries Based on Derived FieldsThe Snapshot ProcessThe Extract Process

Module 3: Offer Management, Response Tracking, and Analysis

Offer OverviewOffer Attributes and VariationsCreating OffersAssigning OffersThe Contact-Response-Analysis ProcessResponse AttributionExample ScenarioExample Scenario: Response Flowchart and History DataAnalyzing Response HistoryReporting and AnalysisResponse Tracking: Options and Best Practices


11/33

Affinium Campaign 7 Implementationcontinued




US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 4: Affinium Campaign Architecture

Affinium Campaign System Architecture

Security ArchitectureReporting ArchitectureStorage Architecture

Module 5: Installation on Windows

Preparing for InstallationInstalling and Configuring Affinium ManagerInstalling Affinium Campaign

Module 6: Installation on Unix

Preparing for InstallationInstalling and Configuring Affinium ManagerInstalling Affinium Campaign

Module 7: Reports Installation

Reporting ComponentsInstalling the Affinium Reports Web ApplicationInstalling Cognos 8.x BIInstalling the Affinium Reports Cognos ComponentsInstalling the Affinium Campaign Reports Pack


Password RulesUser Tables and Table MappingContact and Response History Tables for Additional AudiencesExtended Attributes and Custom Offer Attributes

Channels, Initiatives, and Response TypesLogsServer Configuration Settings

Module 9: Affinium Campaign Security

Security OverviewSecurity ExamplesCreating Users and GroupsAssigning Users to GroupsSecurity PoliciesCreating Roles Within Security PoliciesSetting Permissions Within RolesAssigning Users and Groups to Security RolesAssigning Security to Folders and ObjectsResolving Security PermissionsOperating System SecurityDatabase SecurityCase Study


12/33

Affinium Campaign 7 Implementationcontinued




US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 10: Performance

How Affinium Campaign Works A Closer Look

Temp TablesFlowchart Design for PerformanceTable MappingTable Mapping for PerformanceAdditional Performance Configuration ParametersUsing a Database LoaderIn-Database OptimizationServer Administration and Operational MonitoringTroubleshooting Performance

Module 11: Affinium Campaign Reports

The Reporting EnvironmentCustomizing ReportsCase Study: Adding a Custom Attribute to the Campaign Summary Report


13/33

11


Introduction to Affinium CampaigneMessage 7

Duration:

1 day

Delivery Type:


Who Should Attend:

Users of AffiniumCampaign eMessage foremail campaignmanagement.

Prerequisites:

Introduction to AffiniumCampaign or equivalent.Familiarity with MicrosoftWindows and emailconcepts.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course introduces participants to planning, designing, producing, and assessing mailing campaigns

with Affinium Campaign eMessage. It prepares participants to work with marketing scenarios havingroles for an email marketing campaign director, a list designer, and an electronic document designer.Both large and small organizations will benefit from this course focusing on best practices such ashighly personalized communications, test mailings with production data, component re-use, andextensive reporting.

Course Objectives


Direct a mailing through the Mailing tab interface

Incorporate an eMessage process box into a Campaign flowchart to generate a resulting

Output List of recipients.

Design and build Campaign eMessage documents, including pre-built objects andinteractive forms.

Create eMessage re-usable objects including personalization fields

Conduct email sends (test, seed, production) and monitor execution

Analyze reports of customer responses

Course Topics

Module 1: Introduction and Overview

Introductions and LogisticsCourse Overview and Objectives

Module 2: Campaign eMessage BasicsCampaign eMessage Concepts and TerminologyWorking with a Mailing TabDesigning and Building DocumentsConfiguring the eMessage Process BoxGenerating and Using Output Lists

Module 3: Mailing Execution and Reporting

Mailing Execution - Test and ProductionTracking OptionsReporting on Mailing Execution HistoryReporting on Recipient Responses


14/33

12


Introduction to Affinium CampaignOptimize 7

Duration:

1 day

Delivery Type:


Who Should Attend:

Users of AffiniumCampaign Optimize forcross-channel optimization.

Prerequisites:

Introduction to AffiniumCampaign or equivalent.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

Participants learn how to maximize the effectiveness of their campaigns by applying the logic and

functionality of Affinium Campaign Optimize to determine the optimal interaction strategies for eachcustomer by looking across multiple campaigns offers and channels. The course provides techniques tohelp limit contact fatigue, adhere to budget constraints, prevent conflicting offers, meet channel orinventory capacity limitations, and maximize marketing ROI and profitability.

Course Objectives


Describe the concept of optimization

Identify the functions utilized in the Optimize data stream

Complete the steps of optimization with Campaign and Optimize

Configure an Optimize session

Build Optimize constraints and rules Run an Optimize session

Perform analysis against an Optimize session

Configure an Optimize pre- and post-Campaign flowchart

Course Topics

Module 1: Introduction

What is OptimizationProduct OverviewContact stream optimization

Module 2: Preparation and Creating an Optimize SessionPreparationCrating an Optimize Session

Module 3: Constraints, Rules, and Scores

What are Constraints and RulesRule OrderExclude/Include RulesCustom Capacity RulesFor Each Customer Rules

Module 4: Creating and Executing a Pre-Optimization Flowchart

Optimize Process

Proposed Contact Table

Module 5: Running an Optimize Session

Optimize Data StreamAnalysis


15/33


Introduction to Affinium CampaignOptimize 7 continued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 6: Configuring Campaign to Utilize an Optimize Session

Proposed Contact History Table

Leverage Optimized ContactsOptimized Contact History TablePost Optimization FlowchartExtract Process


16/33

14


Introduction to Affinium CampaignInteract 7

Duration:

1 day

Delivery Type:


Who Should Attend:

Affinium Campaign userswho will be using Interact.

Prerequisites:

Introduction to AffiniumCampaign or equivalent.Familiarity with MicrosoftWindows and emailconcepts.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course introduces participants to the operational procedures in the Affinium Campaign Interact

software for creating interactions with a marketing touchpoint. The course provides a thoroughintroduction to the process of configuring an interaction, building interactive flowcharts, and using profileand real-time data. (This course does not include instruction in the Java coding necessary to link thetouchpoint with Affinium Campaign Interact.)

Course Objectives


Describe Affinium Campaign Interact, its marketing uses and its relationship to Affinium

Campaign

Identify key roles and tasks in Affinium Campaign Interact and touchpoint integration

Describe and complete the process for configuring an interaction

Design interactive flowcharts Identify and describe the purpose of runtime components of Affinium Campaign Interact

Course Topics

Module 1: Overview

What is Interact and what needs it satisfiesUsing Interact roles and tasks

Module 2: Configuring Interactions, Part 1

Key definitionsProcess overview

Interact APICreating an interact channelCreating Interact pointsCreating events and categories

Module 3: Configuring Interactions, Part 2

Creating smart segmentsDefining offersCreating treatment rulesDeploying the Interact configuration

Module 4: Runtime Components

Profile and session dataContact and response data

Self-learning and arbitration

Module 5: Touchpoint Integration and Reporting

Touchpoint APIReport ContentReport accessReport types


17/33

15


Affinium Campaign Interact 7Administration

Duration:

1 day

Delivery Type:


Who Should Attend:

Administrators of AffiniumCampaign and Interact.

Prerequisites:

Introduction to AffiniumCampaign Interact wouldbe beneficial.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course introduces Interact functionality and administration, teaching the end to end process of

Affinium Campaign interactive campaigns. The course provides an overview of the Interact environmentand configuration to manage interactive channels.

Course Objectives


Describe Affinium Campaign Interact, its marketing uses and its relationship to Affinium

Campaign

Identify key roles and tasks in Affinium Campaign Interact and touchpoint integration

Describe and complete the process for configuring an interaction

Design interactive flowcharts

Identify and describe the purpose of runtime components of Affinium Campaign interact

Course Topics

Module 1: Overview

Interact Features and BenefitsWhat Does Interact doInteracts Relationship to CampaignRoles and Tasks

Module 2: Basic Concepts

Interaction Process ReviewProcess for Configuring and Interaction

Touchpoint Integration

Module 3: Environment and Configuration

Affinium Campaign EnvironmentReal-time Profiles and Session DataContact and Response Tracking

Module 4: Other Topics

ExternalCallout APISelf LearningUser RolesReporting


18/33

16


Affinium Campaign Interact 7Installation & Configuration

Duration:

2 days

Delivery Type:


Who Should Attend:

For customers or partnerswhose responsibilitiescenter on implementingAffinium Campaign Interacteither at their own site or ata customer site.

Prerequisites:

Experience with AffiniumCampaign 7. Plus exposureto: marketing terminology,Basic SQL and XML skills,administration of a J2EEapplication and/or acorporate database.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course provides participants with knowledge and skills needed to begin an implementation of

Affinium Campaign Interact. The course includes an overview of Interact functionality from a marketingusers perspective. This is followed by discussion of the internal and technical aspects of Interact and asimulated installation and configuration of Affinium Campaign Interact on a Windows platform. Thecourse concludes with best practices for implementing customer scenarios such as control groups, offerpersonalization, page-targeted Website offers, and campaign testing.

Course Objectives


Describe key areas of Affinium Campaign Interact user functionality

Perform marketer tasks at a basic level

Describe key aspects of Interact architecture, runtime functioning, and design for

performance

Install and configure Interact runtime and Interact Reports Pack

Identify opportunities for JMX monitoring of an Interact installation

Describe functionality of the Interact API for touchpoint integration

Explain common scenarios for applying Interact and recommend solutions for customer

needs

Course Topics

Module 1: Fundamentals of Affinium Campaign Interact

What does Interact doInteract's Relationship to Campaign

Roles and TasksComponents of InteractDeployment

Module 2: ACI Runtime Components

Profile and Session DataContact and Response DataSelf Learning and Arbitration

Module 3: Other Components

Touchpoint API callsReporting

Module 4: Preparing for InstallationEnvironment and ProcessInstallation Tasks

Module 5: Installation and Configuration

Interact Runtime ComponentsInteract Design Time ComponentsReports Pack for Interact


19/33

17


Affinium Campaign Collaborate 7Configuration and Administration

Duration:

2 days

Delivery Type:


Who Should Attend:

Administrators of AffiniumCampaign Collaborate

Prerequisites:

Introduction to AffiniumCampaign or equivalent

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

Participants learn how to create and manage the three fundamental components of Affinium Campaign

Collaborate and how to administer and configure Affinium Campaign Collaborate.

Course Objectives


Understand key roles and concepts of Collaborate

Learn how field marketers use target customer lists and on-demand campaigns

Create and use corporate campaigns

Configure flowcharts in Affinium Campaign to support lists and campaigns

Create data-level filters

Administer security

Create corporate campaign workflows and workflow templates

Course Topics

Module 1: Fundamentals of Affinium Campaign Collaborate

Collaborate OverviewKey Roles and ConceptsWhat Collaborate ProducesWorking with Lists, On-Demand Campaigns, and Corporate Campaigns

Module 2: Creating and Using Collaborate Simple Lists

List Purposes and UsesList Management Process Overview

Creating a List Selection FlowchartExposing Process ParametersSaving and Publishing the FlowchartCreating List TemplatesUsing the Affinium Campaign Collaborate Form EditorPublishing and Republishing a FormCreating a TemplateUsing Affinium Campaign Collaborate Lists What the Field Marketer Does

Module 3: Workflows and Recurrence

Purposes and uses of WorkflowsUses of the Workflow tabBuilding a WorkflowRecurrence, and working with recurring tasks

Module 4: Creating On-demand Campaigns

The On-demand Campaign ProcessCreating the On-demand List Selection and On-demand Run FlowchartsCreating the List Selection and Campaign Run TemplatesExecuting the On-demand Campaign What the Field Marketer DoesFulfilling On-demand CampaignsMulti-lot and recurring Campaigns


20/33


Affinium Campaign Collaborate 7Configuration and Administration continued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 5: Corporate Campaigns

Definition and Purpose of Corporate Campaigns

The Corporate Campaign ProcessCreating a Corporate Campaign from a TemplateCreating a Linked CampaignNotifying Field MarketersList ValidationFulfilling Corporate Campaigns

Module 6: Collaborate Administration

Assigning Users, Roles, and PermissionsCreating and Using Data FiltersUsing the Affinium Campaign Collaborate CalendarAffinium Campaign Collaborate Installation and Configuration


21/33

19


Introduction to Affinium Plan

Duration:

2 days

Delivery Type:


Who Should Attend:

New users who will beworking with Affinium Planfor marketing resourcemanagement.

Prerequisites:

None



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course introduces participants to the fundamentals of marketing resource management using

Affinium Plan, including planning, budgeting, producing, and tracking marketing projects.

Course Objectives


Understand Affinium Plan terminology and business processes

Describe the relationship between business processes and marketing objects

Work with plans, programs, and projects

Create a workflow and manage tasks within it

Create and manage approvals

Set and manage display options and perform searches

Manage asset folders and asset libraries Use the financial planning module in Affinium Plan

Course Topics

Module 1: Getting Started with Affinium Plan

Affinium Plan OverviewTerminologyProcesses, Tools, and ObjectsRelationship of Affinium Plan Objects

Module 2: Operations Management

Plans

ProgramsProjectsAlerts and MessagesWorkflow TasksMarketing ObjectsPeople, Teams and TasksApprovalsCalendarsEnd User AdministrationReports

Module 3: Digital Asset Management

Working with AssetsAdding Folders and Assets to the Asset Library

Asset VersionsAsset StatusManaging Assets

Module 4: Financial Planning

Working with AccountsWorking with BudgetsForecasting ExpensesInvoices


22/33

20


Affinium Plan 7 Administration

Duration:

2 days

Delivery Type:


Who Should Attend:

Affinium Planadministrators

Prerequisites:

Introduction to AffiniumPlan or equivalent.Understanding of yourorganizations use ofAffinium Plan. Knowledgeof relational databases andability to write SQL.Familiarity with XML isdesirable.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

The course provides instruction on the most common administrative tasks and functions in Affinium

Plan. Participants focus on the design, creation and management of templates for custom planningobjects and marketing objects.

Course Objectives


Identify the key stages of the methodology used to build Affinium Plan templates

Using the Form Editor to build custom forms

Build and administer custom marketing objects

Design metrics

Building workflow templates

Set up and manage security Manage asset libraries, alerts, accounts, searches and lists

Manage reporting

Course Topics

Module 1: Introduction to Templates

Marketing Process and Marketing ObjectsComponents of TemplatesHow a Template is ConstructedTemplate Building MethodologyPlanning a New Template

Module 2: Using the Form EditorComponents of FormsThe Form Building ProcessIntroduction to Form EditorCreating a New FormCreating a Custom FormCreating a Grid FormExporting/Importing FormsManaging Lookup ListsMulti-Locale Support for Forms

Module 3: Marketing Objects

Marketing Object BasicsMarketing Object Components and Procedures

Creating Marketing ObjectsReferencing Marketing Object Attributes on Forms


23/33


Affinium Plan 7 Administration continued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 4: Designing Metrics

Metric Building Methodology

Loading Metric Specifications and Specifying DimensionsDefining MetricsDefining Metric Templates

Module 5: Additional Template Components

Creating Workflow TemplatesThe Workflow TabAdding and Editing Workflow TasksApproval TasksProject Request and Recipient RulesData Mapping

Module 6: Security

Security OverviewSetting Up Groups and UsersSetting /up a Security Policy and Assigning RolesManaging Access to Functional Areas of Affinium PlanAssigning Users to Security RolesHow Security Permissions are AppliedApplying Security to TemplatesRestricting Access to Team Member Selection

Module 7: Administrative Settings

Managing AlertsCustomizing System-wide AlertsManaging Asset LibrariesManaging Accounts

Managing ListsSetting System-Wide Non-Work DatesSearching and Managing Published Searches

Module 8: Reports Administration

Structure and Content of Affinium Plan Standard ReportsThe Affinium Plan Data ModelModify Reports


24/33

22


Affinium Plan 7 Implementation

Duration:

5 days

Delivery Type:


Who Should Attend:

Customers and partnerswhose roles are centeredon a Plan implementation.

Prerequisites:

Understanding of yourorganizations use ofAffinium Plan. Knowledgeof relational databases andability to write SQL.Familiarity with XML isdesirable.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course provides participants with the basic knowledge and skills necessary to begin an

implementation of Affinium Plan. Participants begin with a review of the functionality of Affinium Planfrom the users perspective. This is followed by instruction on Affinium Plan administration with focus onthe design, creation, and management of templates for custom planning objects and marketing objects.Participants also have an opportunity to practice an installation of Affinium Plan and its reportingcomponents.

Course Objectives


Understand the basic features and functionality of Affinium Plan from an end user's

perspective

Use the Form Editor to build custom forms

Build and administer custom marketing objects

Design metrics

Building workflow templates

Set up and manage security

Manage asset libraries, alerts, accounts, searches and lists

Manage reporting

Understand the tasks required for installation of Affinium Manager, Affinium Plan,

Cognos 8 BI, and Affinium Plan Reports on a Windows platform

Perform and installation and configuration of Affinium Plan and Affinium Manager

Course Topics

Module 1: Getting Started with Affinium PlanAffinium Plan OverviewTerminologyProcesses, Tools, and ObjectsRelationship of Affinium Plan Objects

Module 2: Operations Management

PlansProgramsProjectsAlerts and MessagesWorkflow TasksMarketing ObjectsPeople, Teams and Tasks

ApprovalsCalendarsEnd User AdministrationReports


25/33


Affinium Plan 7 Implementationcontinued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 3: Digital Asset Management

Working with Assets

Adding Folders and Assets to the Asset LibraryAsset VersionsAsset StatusManaging Assets

Module 4: Financial Planning

Working with AccountsWorking with BudgetsForecasting ExpensesInvoices

Module 5: Introduction to Templates

Marketing Process and Marketing Objects

Components of TemplatesHow a Template is ConstructedTemplate Building MethodologyPlanning a New Template

Module 6: Using the Form Editor

Components of FormsThe Form Building ProcessIntroduction to Form EditorCreating a New FormCreating a Custom FormCreating a Grid FormExporting/Importing FormsManaging Lookup Lists

Multi-Locale Support for Forms

Module 7: Marketing Objects

Marketing Object BasicsMarketing Object Components and ProceduresCreating Marketing ObjectsReferencing Marketing Object Attributes on Forms

Module 8: Designing Metrics

Metric Building MethodologyLoading Metric Specifications and Specifying DimensionsDefining MetricsDefining Metric Templates

Module 9: Additional Template Components

Creating Workflow TemplatesThe Workflow TabAdding and Editing Workflow TasksApproval TasksProject Request and Recipient RulesData Mapping


26/33


Affinium Plan 7 Implementationcontinued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 10: Security

Security Overview

Setting Up Groups and UsersSetting /up a Security Policy and Assigning RolesManaging Access to Functional Areas of Affinium PlanAssigning Users to Security RolesHow Security Permissions are AppliedApplying Security to TemplatesRestricting Access to Team Member Selection

Module 11: Administrative Settings

Managing AlertsCustomizing System-wide AlertsManaging Asset LibrariesManaging AccountsManaging Lists

Setting System-Wide Non-Work DatesSearching and Managing Published Searches

Module 12: Reports Administration

Structure and Content of Affinium Plan Standard ReportsThe Affinium Plan Data ModelModify Reports

Module 13: Affinium Plan Installation

Preparing for an installationInstalling and Configuring Affinium ManagerInstalling Affinium Plan

Module 14: Affinium Plan Reports Installation

Reporting ComponentsInstalling the Affinium Reports Web ApplicationInstalling Cognos 8.xBIInstalling the Affinium Reports Cognos ComponentsInstalling the Affinium Plan Reports Pack


27/33

25


Affinium Leads 7 Administration

Duration:

4 days

Delivery Type:


Who Should Attend:

System administrators ofAffinium Leads who will beusing and administering theproduct for their leadmanagement process.

Prerequisites:

Knowledge of databasemarketing and leadmanagement programs.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

Participants learn how to create data and objects related to the lead management process and develop

routing logic to prioritize, assign, notify and track leads. Participants also learn how to view reports thatmeasure the overall lead management process. This course includes several hands-on exercises usingUnicas own standard training data set that reflects real-world examples.

Course Objectives

Upon completion of this course participants will be able to:

Identify and use the Affinium Leads product features

Use and manage your leads via the Affinium Leads lead box

Understand the types of data that can be entered and manipulated with Affinium Leads

Create and work with custom attributes

Work with Tables and Rules

Generate standard reports based on criteria defined by you

Use the Administrative Console to set configuration variables

Identify the Affinium Leads architecture and components

Work with the Environment Migration and Leads Integrator tools

Use the Message Assistant to configure and send messages to Affinium Leads users

about leads

Course Topics

Module 1: Affinium Leads Overview

Overview of the Affinium Leads ProcessAffinium Leads Terminology

Module 2: Navigating and Using Affinium Leads

Configuring the Affinium Leads Home PageConfiguring the Affinium Leads Detail PageWorking with LeadsUsing the Message Assistant to Monitor Leads

Module 3: Adding Object Data

Affinium Leads Object ModelAttributesAdding Hierarchical CampaignsAdding Product Information

Creating an Organization and Defining its StructureConfiguring RolesConfiguring a Detail PageCreating Users and Assigning Roles and ManagersViewing the Management HierarchyAdding Companies and ContactsCreating Attachment DefinitionsDeleting Object Data


28/33


Affinium Leads 7 Administrationcontinued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 4: Custom Attributes

About Attributes and Custom Attributes

Creating a Custom AttributeAssigning Attributes by Role

Module 5: Core Tables

About Affinium Leads TablesRouting TablesMatching TablesRouting Group TablesLead Prioritization TablesLookup TablesLead Filter TablesNested Tables

Module 6: Core RulesRule ScopePrioritize RulesRoute Leads RulesReceiving Lead Information and MessagesSet Delivery Defaults RulesWatch and Alert RulesReroute Forwarded Leads Rules

Module 7: Affinium Leads Reports

Parts of Standard Affinium Leads ReportsStandard Reports and their DescriptionsComponents of Affinium Leads Report Functionality


Affinium Leads Administrative ConsoleManaging Configurations with the Administrative ConsoleAdditional Parameters in ms.config

Module 9: Architecture

System ConfigurationDatabase Structure

Module 10: Environment Migration and the Affinium Leads Integrator

Environment Migration OverviewWorkflow for Migrating Baselines and Change SetsAffinium Leads Integrator Overview

Running the Affinium Leads Integrator

Module 11: Notifications

Notification, Delivery, Summary MessagesReferral Tracking and Referral MessagesPersonal SettingsSystem Administrator Settings


29/33

27


Affinium Detect 7 Administration

Duration:

3 days

Delivery Type:


Who Should Attend:

Customers and partnerswho will be implementingAffinium Detect.

Prerequisites:

Basic understanding ofevent-based marketingconcepts.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

Participants learn how to use Affinium Detect to target the right message to their customers by detecting

changes in behavior that may anticipate a customer's intention. The course focuses on building thevarious components that comprise the behavioral patterns and resulting triggers that Affinium Detect isset to recognize in an ongoing stream of transactions.

Course Objectives


Understand the purpose, value and concepts behind event-based marketing and

Affinium Detect

Analyze and conceptualize the problem domain using the Visio flowcharting tool

Develop trigger systems using the Detect software

Understand how to re-use components across different trigger systems

Understand the methodology to implement Detect at a customer site Architect, install and configure Detect

Course Topics

Module 1: Affinium Detect Basics

Event-based Marketing ConceptsOverview of Affinium DetectUnderstanding Event ProcessingIntroduction to Trigger Systems

Module 2: Detect a Pattern of Events

Flowcharting a Trigger SystemThe Workspace ManagerThe Components ManagerComponent Label Items using the Label ManagerViewing Detect Results in Outcome Tables

Module 3: Storing and Manipulating Data

Using the Data Sources ManagerCreating a Container ComponentUsing the Type Descriptors ManagerCreating a Container ManipulatorWorking with the Engine Trace Utility

Module 4: Detect a Sequence of Events and Using Detect Reports

Building a Trigger System with a Sequence PatternWorking with the Reports Manager

Module 5: Using Qualifier Components

Creating a Qualifier ComponentBuilding a Trigger System using a Qualifier Component


30/33


Affinium Detect 7 Administrationcontinued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 6: Using Math Components

Creating a Math Component

Building a Trigger System using a Math Component

Module 7: Backward and Forward Looking Inactivity Components

Understanding Forward Looking and Backward Looking Inactivities (BLIs)Creating a Forwarding Looking Inactivity (FLI) ComponentBuilding a Trigger System using an FLI ComponentCreating a Backward Looking Inactivity (BLI) ComponentBuilding a Trigger System using a BLI Component

Module 8: Container Compression and Selecting Data from Containers

Compressing Container DataCreating a Type DescriptorCreating a Math Component with Time ConstantsCreating a Select Function ComponentBuilding a Trigger System Utilizing Compression, Math and Select Function Components

Module 9: Feed File, Data Source, Entity Type and Type Descriptor

Creating and Modifying a Transaction Feed FileCreating an Entity TypeUnderstanding Data Sources and FieldsBuilding a Trigger System with further uses of a Select Function

Module 10: Profile Type

Using a Profile FileBuilding a Trigger System using a Profile File

Module 11: ATX End of Run Transaction

Understanding Artificial Transactions (ATX): End of Run and End of DayUsing ATXs in Trigger LogicBuilding a Trigger System using an ATX

Module 12: Final Hands-On Project

Building a Trigger System Using a Number of Key Concepts Covered in Previous Modules

Module 13: Reusable Components, Runsets and Production Runs

Methods of Implementing Reusable ComponentsCreating a RunsetUnderstanding Affinium Detect Test and Production EnvironmentsBest Practices

Module 14: Methodology, AIM and Consultation

Understanding the Implementation Phases of Affinium Detect

Module 15: Export to Vision and OMT

Exporting a Trigger Structure to VisioBuilding Affinium Campaign Tables Using the Outcome Management Tool (OMT)


31/33


Affinium Detect 7 Administrationcontinued



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Module 16: Detect Architecture, Configuration and Installation

Affinium Detect Architecture

Installation, Configuration and Testing

Module 17: Administrator Tools and Utilities

Installing and Working with the Library ManagerUsing the Diff Manager to Perform Workspace ComparisonsBuilding State Data using Ramp-up MethodsTroubleshooting errorsAdministering Workspace Components

Module 18: Advanced Topics and Review


32/33

30


Introduction to Affinium Model 7

Duration:

2 days

Delivery Type:

Classroom, Onsitedelivered by Unica Partner,The Modeling Agency

Who Should Attend:

New users of AffiniumModel.

Prerequisites:

Familiarity with the basicsof predictive modeling ishelpful.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

Introduction to Affinium Model introduces participants to concepts and tasks associated with turning

customer data into actionable marketing intelligence using Affinium Models four modeling components.

Course Objectives


Understand basic modeling concepts

Navigate the Affinium Model application

Recognize and predict customer behaviors and preferences as a means of planning and

executing efficient and effective marketing efforts

Course Topics

Module 1: Predictive Analytics

Basic Modeling ConceptsThe Value of ModelingKey Terminology

Module 2: The Basic of Affinium Model

Navigating the Affinium Model applicationUnderstanding the Model Components - Response Modeler, Cross Seller, Customer Valuator, andCustomer SegmenterUnderstanding Affinium Model's 11-Step Modeling ProcessImporting and Cleansing DataCreating Basic Macro FunctionsCreating a Model using the Response Modeler Modeling Wizard

Exporting DataScoring Data with Affinium Model

Module 3: Reports

Understanding Variable Analysis ReportsUnderstanding Modeling ReportsGenerating Data Reports

Module 4: Algorithms

Understanding All of the Modeling Algorithms


33/33

Introduction to Affinium NetInsight 7

Duration:

3 hours

Delivery Type:

Webinar

Who Should Attend:

New users of AffiniumNetInsight.

Prerequisites:

Familiarity with webanalytics is helpful.

Register:



US: 866-838-6949

[email protected]

EMEA: (44) 1784 221400

[email protected]

AP: (61) 3 9909 7727

[email protected]

Overview

This course is a live, web-based course that provides a comprehensive introduction to Affinium

NetInsight 7. Participants will learn about NetInsights unlimited segmentation capabilities, theconfigurability of dashboard reports, and gain immediate access to detail internet data that can be usedto optimize website usage. This course applies to both the On-Demand and On-Premise versions ofAffinium NetInsight.

Course Objectives


Use Affinium NetInsight standard reports to analyze and explore website usage

Customize Affinium NetInsight reports and employ "power user" features

Course Topics

Module 1: Web Analytics Overview

Overview and HistoryOn Demand vs. On PremiseCommon Web Analytics Terminology

Module 2: The Reporting Interface

Working with ProfilesReporting Features and Functionality

Module 3: Report Creation and Modification

Report Customizations

Creating Custom ReportingAdvanced Report Types (Path, Scenario)Creating a Custom Dashboard

Module 4: Other NetInsight Customizations

Creating Custom MetricsManaging Email Tasks and AlertsBase Lining and Data CleansingContent GroupingReview of Additional Options/Customizations