The below contains some short-cuts to topics covered in the SAM training with links to more detailed information.
nextINTERACT
- User Management
- Add/edit Users
- Remove Users
- User Roles - Team Management
- Add/edit Teams
- Remove Teams
- Assign a User to a Team - Asset Management
- Create Assets using Asset Packager (AP)
- Asset version control
- Ordering of Assets - Distribution
- Add/edit folders
- Assign Assets to a Team
- Assign Assets to folders - Reporting
- Generate reports on Users and usage
myINTERACT
- Connection Management
- Connections
- Create a Passcode for Connections
- Invite a Connection
- Understand of various Connection invite statuses - Team Management
- Add/edit Teams
- Remove Teams
- Add Connections to a Team - Content Management
- Create basic Assets (PDF, video and URL) via 'SOAP'
- Add/edit Assets
- Asset version control
- Asset order - Distribution
- Add/edit QR Codes
- Add/edit Passcode for Connections and Events
- Add Assets to a Team - 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 Passcode
- Enter an Event Passcode
- 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
- Default Wall
- Import Agenda Details, Create Agenda and Speaker Bio
- Reporting - Smart Library
- Add a Smart Library
- Link a Smart Library to an Asset
- Upload content to a Smart Library as an Uploader
- Review Uploaded content in a Smart Library
- Upload content to a Smart Library as a Publisher
- Using the Filter in Smart Library
- Using the Title to search in Smart Library
- Using the Tags to search in Smart Library