The below contains some short-cuts to topics covered in the SAM training with links to more detailed information.
Shared Configuration
- General
- Configure Company Settings
- Change Company Logo
- Add/Edit Contacts
- Bulk Import Contacts
- Remove Contacts
- Add/Edit Products and Categories
- Remove Products and Categories
- Add/Edit Company Privacy Details
myINTERACT
- Connection Management
- Dashboard
- Connections
- Different ways to invite Contacts
- Create a Passcode for Connections
- Invite a Connection
- Understand of various Connection invite statuses
- Pre-registration URL
- myINTERACT wall and password protection
- Registration Asset
- Correct a mis-spelled Connection email - Team Management
- Add/edit Teams
- Remove Teams
- Add Connections to a Team
- Remove Connections from a Team
- Add Assets to a Team
- Remove Assets from a Team
- Add Assets to a Connection
- Remove Assets from a Connection - Content Management
- Create basic Assets (PDF, video and URL) via 'SOAP'
- Asset View Modes
- Add/edit Assets
- Remove Assets
- Update an Asset tile image
- Asset version control
- Asset order
- Send push notifications for assets
- Mention an asset in the daily notification email - Distribution
- My Distribution
- Add/edit QR and/or Access Codes
- Add/edit Passcode for Connections and Events
- Remove/Deactivate QR and/or Access Codes - Reporting
- Generate reports on Connections and usage - Events
- Add/Edit Event
- Overview, Details, Location, PDF and Logo
- Add an Attendee, Add Attendee from exisiting contacts, Add attendees from previous Events or Import Attendees from CSV
- Create Event QR Code
- Create an Event Access Code
- Enter an Event Access Code
- Add Event Asset, Remove Event Assets, Order Event Assets
- Assign Event Assets to Teams, Remove Event Assets from Teams
- Assign Attendees to Event Teams, Remove Attendees from Event Teams
- Remove Attendees
- Send Event Invites, Send Event Reminders
- Event Notification
- Change Event, Ended Event, Cancel Event, Delete Event
- Event Registration Process, Disable Event Registration
- Event Registration webpage (without event acceptance email)
- Default Wall
- Disable Event Registration Emails
- Import Agenda Details, Create Agenda and Speaker Bio
- Reporting
Smart Library
- How-to
- Smart Library Introduction
- Configure a default Smart Library folder colour in SAM
- Add a Smart Library for myINTERACT
- Link a Smart Library to an Asset for myINTERACT
- Upload content to a Smart Library as an Uploader in myINTERACT
- Upload a link to a Smart Library
- Review Uploaded content in a Smart Library
- Upload content to a Smart Library as a Publisher in myINTERACT
- Using the Filter in Smart Library in myINTERACT
- Using the Title to search in Smart Library in myINTERACT
- Using the Tags to search in Smart Library in myINTERACT
- Modify content as a Smart Library Administrator
- Save and notify users of new content in a Smart Library
- Configure Folders and sub-Folders in a Smart Library
- Assign content to folders in a Smart Library