INTERACT Technology

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

nextINTERACT

• User Management
  - Dashboard
  - Add/edit Users
  - Remove Users
  - User Roles
  - Assign Contacts to a User
  - Unassign Contacts from a User
  - Upload a Skin
  - Remove a Skin
• Team Management
  - Add/edit Teams
  - Remove Teams
  - Assign a User to a Team
  - Unassign a User from a Team
• Asset Management
  - Add/Edit Assets
  - Assign Assets to Folders
  - Unassign Assets from Folders
  - Asset View Modes
  - Remove Assets
  - Create Assets using Asset Packager (AP)
  - Asset version control
  - Ordering of Assets
  - Asset Order within a Folder
  - Send Push Notification for Assets
  - Download an asset that has been uploaded to SAM
• Distribution
  - Distribution
  - Add/edit folders
  - Configure Private Folders
  - Assign Assets to a Team
  - Assign Assets to folders
  - Remove Folders
  - Folder Ordering
  - Add assets to a user
  - Remove assets from a user
• Reporting
  - Generate reports on Users and usage

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