UnicaEducation-Course Catalog 2009 Final

Unica Education Services Course Catalog 2009
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www.unica.com/education To speak with a regional training expert, contact your local training center: US: 866-838-6949 training@unica.com EMEA: (44) 1784 221400 EMEAeducation@unica.com AP: (61) 3 9909 7727 AP_training@unica.com
rev:8/09
Unica Education Services | www.unica.com/education | Copyright Unica Corporation

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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 ...................................................................... 16 Affinium 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
Introduction to Affinium Campaign 7
Duration:
3 days
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 campaigns from simple to moderate in complexity, use data structures in campaigns, create offers and apply them to campaigns, and to track responses to campaigns.
Delivery Type:
Classroom, Virtual, Onsite
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
Who Should Attend:

New users of Affinium Campaign who will be designing and executing campaigns. Learners should have general knowledge of database marketing processes.
Prerequisites:
Knowledge of database marketing.
Course Topics
Module 1: Affinium Campaign Basics Module 1 Overview Campaign Concepts and Terminology Navigating Around the Affinium Campaign Interface About Flowcharts Affinium Campaign Best Practices
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Module 2: Building a Campaign, Part 1 - - Data Selection and Manipulation Module 2 Overview Creating a Campaign The Select Process Associating Strategic Segments With Campaigns The Merge Process Building Queries With Dimension Hierarchies Building Queries With Affinium Macros The Segment Process The Sample Process Using Flowchart Templates Module 3: Building a Campaign, Part 2 - - Data Refinement and Output Module 3 Overview Configuring Queries Based on Derived Fields The Audience Process The Snapshot Process Moving Up the Hierarchy When Moving Down the Flowchart The Extract Process Table Mapping

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Module 4: Offer Management and Contact Processes Module 4 Overview Offers Overview Offer Attributes and Variations Creating Offers Using Offer Lists Assigning Offers Cell Management The Track Process Module 5: Response Tracking and Analysis Module 5 Overview The ContactResponseAnalysis Process Response Attribution Example Scenario Example Scenario: Response Flowchart and History Data Analyzing Response History Reporting and Analysis Response Tracking: Options and Best Practices Module 6: End-User Administration Module 6 Overview The Schedule Process Triggers Log Files Using Dimension Hierarchies Offer Template Overview Affinium Security Overview Register:
Duration:
3 days
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 campaigns from simple to moderate in complexity, use data structures in campaigns, create offers and apply them to campaigns, and to track responses to campaigns.
Delivery Type:
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
Who Should Attend:

New users of Affinium Campaign 6 who will be designing and executing campaigns. Learners should have general knowledge of database marketing processes.
Prerequisites:
None
Course Topics
Module 1: Affinium Campaign Basics Affinium Campaign Views Navigating the Affinium Campaign Interface Affinium Campaign Components Overview of Processes
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Module 2: Working with Campaigns and Flowchart Designs Building Campaigns and Flowcharts Executing Flowcharts Editing Campaigns and Flowcharts Module 3: Data Selection and Manipulation The Select Process The Merge Process The Segment Process The Sample Process Module 4: Offer Management Creating New Offer Templates The Mail List and Call List Processes Creating and Utilizing Templates Duplicating Flowcharts Module 5: Data Refinement and Output The Audience Process The Schedule Process The Snapshot Process

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Module 6: Response Tracking Response Tracking The Response Process The Score Process Module 7: Administrative Tasks Table Mapping Advanced Settings Establishing Triggers User Authorization List Examining Log Files ASM Overview for End Users
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Affinium Campaign 7 Administration
Duration:
2 days
Overview
This course presents a comprehensive view of Affinium Campaigns administrative and management tasks, including topics on Affinium Campaign architecture, security, configuration, performance and reports.
Delivery Type:
Course Objectives
Upon completion of this course, participants will be able to:
Who Should Attend:

Marketing administrators who are responsible for management and administration of marketing campaigns.
Prerequisites:
Introduction to Affinium Campaign 7 is desirable.
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 Architecture Security Architecture Reporting Architecture Storage Architecture
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Module 2: Security Security Overview Security Examples Creating Users and Groups Assigning Users to Groups Security Policies Creating Roles Within Security Policies Setting Permissions Within Roles Assigning Users and Groups to Security Roles Assigning Security to Folders and Objects Resolving Security Permissions Operating System Security Database Security Case Study Module 3: Configuration Password Rules User Tables and Table Mapping Contact and Response History Tables for Additional Audiences Extended Attributes and Custom Offer Attributes Channels, Initiatives, and Response Types Logs Server Configuration Settings

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Affinium Campaign 7 Administration

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Module 4: Performance How Affinium Campaign Works A Closer Look Temp Tables Flowchart Design for Performance Table Mapping for Performance Additional Performance Configuration Parameters Using a Database Loader In-Database Optimization Server Administration and Operational Monitoring Troubleshooting Performance Module 5: Affinium Campaign Reports The Reporting Environment Customizing Reports Case Study: Adding a Custom Attribute to the Campaign Summary Report
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Affinium Campaign 7 Advanced Techniques

Duration:
2 days
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 table catalogs, and use various utilities to become more productive with the product.
Delivery Type:
Course Objectives
Who Should Attend:

Affinium Campaign users who want to become more effective and productive with their use of the product.
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
Prerequisites:
Introduction to Affinium Campaign or equivalent work experience.
Course Topics
Module 1: Course Overview and Campaign Basics Introduction and Logistics Overview of Course Campaign and Flowchart basics Module 2: Flowchart Techniques User Variables and Advanced Expressions Custom Macros and Raw SQL Derived Fields and Triggers Extract Process and Global Suppressions Module 3: Structures, Objects, and Utilities Performing Quality Assurance/QA on Flowcharts Creating and Managing Table Catalogs Unica Session Utility System Tables and Audience Levels Module 4: In-Depth Response Tracking Offers and Response Tracking Terminology Configuring and Mapping and Action Table Attributing Responses Using the Extract Process to View Response Data Best Practices Module 5: Performance Techniques and Best Practices Flowchart Files and Cell Storage Reading and Leveraging Log Files In-DB Processing and Flowchart Optimization Flowchart Design for Performance Table Mapping for Performance Maintenance and Housekeeping
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Affinium Campaign 7 Implementation
Duration:
5 Days
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 end users perspective. This is followed by instruction on the internal and technical aspects of Affinium Campaign. Participants then learn how to install and configure the product on both Windows and Unix platforms.
Delivery Type:
Course Objectives
Who Should Attend:
Customers and partners initiating a Campaign implementation.
Upon completion of this course, participants will be able to: 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
Prerequisites:
Introduction to Affinium Campaign 7 or equivalent.
Course Topics
Module 1: Campaign Flowchart Design, Part 1 Creating a Campaign The Select Process The Merge Process Building Queries With Affinium Macros The Segment Process The Sample Process Using Flowchart Templates Module 2: Campaign Flowchart Design, Part 2 Configuring Queries Based on Derived Fields The Snapshot Process The Extract Process Module 3: Offer Management, Response Tracking, and Analysis Offer Overview Offer Attributes and Variations Creating Offers Assigning Offers The Contact-Response-Analysis Process Response Attribution Example Scenario Example Scenario: Response Flowchart and History Data Analyzing Response History Reporting and Analysis Response Tracking: Options and Best Practices 8
Register:

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Module 4: Affinium Campaign Architecture Affinium Campaign System Architecture Security Architecture Reporting Architecture Storage Architecture Module 5: Installation on Windows Preparing for Installation Installing and Configuring Affinium Manager Installing Affinium Campaign Module 6: Installation on Unix Preparing for Installation Installing and Configuring Affinium Manager Installing Affinium Campaign Module 7: Reports Installation Reporting Components Installing the Affinium Reports Web Application Installing Cognos 8.x BI Installing the Affinium Reports Cognos Components Installing the Affinium Campaign Reports Pack Module 8: Configuration Password Rules User Tables and Table Mapping Contact and Response History Tables for Additional Audiences Extended Attributes and Custom Offer Attributes Channels, Initiatives, and Response Types Logs Server Configuration Settings Module 9: Affinium Campaign Security Security Overview Security Examples Creating Users and Groups Assigning Users to Groups Security Policies Creating Roles Within Security Policies Setting Permissions Within Roles Assigning Users and Groups to Security Roles Assigning Security to Folders and Objects Resolving Security Permissions Operating System Security Database Security Case Study
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Module 10: Performance How Affinium Campaign Works A Closer Look Temp Tables Flowchart Design for Performance Table Mapping Table Mapping for Performance Additional Performance Configuration Parameters Using a Database Loader In-Database Optimization Server Administration and Operational Monitoring Troubleshooting Performance Module 11: Affinium Campaign Reports The Reporting Environment Customizing Reports Case Study: Adding a Custom Attribute to the Campaign Summary Report
Register:
www.unica.com/education To speak with a regional training expert, contact your local training center: US: 866-838-6949 training@unica.com EMEA: (44) 1784 221400 EMEAtraining@unica.com AP: (61) 3 9909 7727 AP_training@unica.com
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Introduction to Affinium Campaign eMessage 7

Duration:
1 day
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 having roles 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 as highly personalized communications, test mailings with production data, component re-use, and extensive reporting.
Delivery Type:
Who Should Attend:

Users of Affinium Campaign eMessage for email campaign management.
Course Objectives
Upon completion of this course, participants will be able to: 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 and interactive forms. Create eMessage re-usable objects including personalization fields Conduct email sends (test, seed, production) and monitor execution Analyze reports of customer responses
Prerequisites:
Introduction to Affinium Campaign or equivalent. Familiarity with Microsoft Windows and email concepts.
Course Topics
Module 1: Introduction and Overview Introductions and Logistics Course Overview and Objectives
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Module 2: Campaign eMessage Basics Campaign eMessage Concepts and Terminology Working with a Mailing Tab Designing and Building Documents Configuring the eMessage Process Box Generating and Using Output Lists Module 3: Mailing Execution and Reporting Mailing Execution - Test and Production Tracking Options Reporting on Mailing Execution History Reporting on Recipient Responses

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Introduction to Affinium Campaign Optimize 7

Duration:
1 day
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 each customer by looking across multiple campaigns offers and channels. The course provides techniques to help limit contact fatigue, adhere to budget constraints, prevent conflicting offers, meet channel or inventory capacity limitations, and maximize marketing ROI and profitability.
Delivery Type:
Course Objectives
Who Should Attend:
Users of Affinium Campaign Optimize for cross-channel optimization.
Upon completion of this course, participants will be able to: 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
Prerequisites:
Introduction to Affinium Campaign or equivalent.
Course Topics
Module 1: Introduction What is Optimization Product Overview Contact stream optimization Register:
Module 2: Preparation and Creating an Optimize Session Preparation Crating an Optimize Session Module 3: Constraints, Rules, and Scores What are Constraints and Rules Rule Order Exclude/Include Rules Custom Capacity Rules For 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 Stream Analysis

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Introduction to Affinium Campaign Optimize 7 continued

Module 6: Configuring Campaign to Utilize an Optimize Session Proposed Contact History Table Leverage Optimized Contacts Optimized Contact History Table Post Optimization Flowchart Extract Process
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Introduction to Affinium Campaign Interact 7

Duration:
1 day
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 thorough introduction to the process of configuring an interaction, building interactive flowcharts, and using profile and real-time data. (This course does not include instruction in the Java coding necessary to link the touchpoint with Affinium Campaign Interact.)
Delivery Type:
Course Objectives
Who Should Attend:
Affinium Campaign users who will be using Interact.
Upon completion of this course, participants will be able to: 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
Prerequisites:
Introduction to Affinium Campaign or equivalent. Familiarity with Microsoft Windows and email concepts.
Course Topics
Module 1: Overview What is Interact and what needs it satisfies Using Interact roles and tasks Module 2: Configuring Interactions, Part 1 Key definitions Process overview Interact API Creating an interact channel Creating Interact points Creating events and categories Module 3: Configuring Interactions, Part 2 Creating smart segments Defining offers Creating treatment rules Deploying the Interact configuration Module 4: Runtime Components Profile and session data Contact and response data Self-learning and arbitration Module 5: Touchpoint Integration and Reporting Touchpoint API Report Content Report access Report types
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Affinium Campaign Interact 7 Administration

Duration:
1 day
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 environment and configuration to manage interactive channels.
Delivery Type:
Course Objectives
Who Should Attend:

Administrators of Affinium Campaign and Interact.
Prerequisites:
Introduction to Affinium Campaign Interact would be beneficial.
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 Benefits What Does Interact do Interacts Relationship to Campaign Roles and Tasks Module 2: Basic Concepts Interaction Process Review Process for Configuring and Interaction Touchpoint Integration Module 3: Environment and Configuration Affinium Campaign Environment Real-time Profiles and Session Data Contact and Response Tracking Module 4: Other Topics ExternalCallout API Self Learning User Roles Reporting
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Affinium Campaign Interact 7 Installation & Configuration

Duration:
2 days
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 marketing users perspective. This is followed by discussion of the internal and technical aspects of Interact and a simulated installation and configuration of Affinium Campaign Interact on a Windows platform. The course concludes with best practices for implementing customer scenarios such as control groups, offer personalization, page-targeted Website offers, and campaign testing.
Delivery Type:
Who Should Attend:

For customers or partners whose responsibilities center on implementing Affinium Campaign Interact either at their own site or at a customer site.
Course Objectives
Upon completion of this course, participants will be able to: 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
Prerequisites:
Experience with Affinium Campaign 7. Plus exposure to: marketing terminology, Basic SQL and XML skills, administration of a J2EE application and/or a corporate database.
Course Topics
Module 1: Fundamentals of Affinium Campaign Interact What does Interact do Interact's Relationship to Campaign Roles and Tasks Components of Interact Deployment Module 2: ACI Runtime Components Profile and Session Data Contact and Response Data Self Learning and Arbitration Module 3: Other Components Touchpoint API calls Reporting Module 4: Preparing for Installation Environment and Process Installation Tasks Module 5: Installation and Configuration Interact Runtime Components Interact Design Time Components Reports Pack for Interact
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Affinium Campaign Collaborate 7 Configuration and Administration

Duration:
2 days
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.
Delivery Type:
Course Objectives
Who Should Attend:

Administrators of Affinium Campaign Collaborate
Prerequisites:
Introduction to Affinium Campaign or equivalent
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 Overview Key Roles and Concepts What Collaborate Produces Working with Lists, On-Demand Campaigns, and Corporate Campaigns Module 2: Creating and Using Collaborate Simple Lists List Purposes and Uses List Management Process Overview Creating a List Selection Flowchart Exposing Process Parameters Saving and Publishing the Flowchart Creating List Templates Using the Affinium Campaign Collaborate Form Editor Publishing and Republishing a Form Creating a Template Using Affinium Campaign Collaborate Lists What the Field Marketer Does Module 3: Workflows and Recurrence Purposes and uses of Workflows Uses of the Workflow tab Building a Workflow Recurrence, and working with recurring tasks Module 4: Creating On-demand Campaigns The On-demand Campaign Process Creating the On-demand List Selection and On-demand Run Flowcharts Creating the List Selection and Campaign Run Templates Executing the On-demand Campaign What the Field Marketer Does Fulfilling On-demand Campaigns Multi-lot and recurring Campaigns
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Affinium Campaign Collaborate 7 Configuration and Administration continued

Module 5: Corporate Campaigns Definition and Purpose of Corporate Campaigns The Corporate Campaign Process Creating a Corporate Campaign from a Template Creating a Linked Campaign Notifying Field Marketers List Validation Fulfilling Corporate Campaigns Module 6: Collaborate Administration Assigning Users, Roles, and Permissions Creating and Using Data Filters Using the Affinium Campaign Collaborate Calendar Affinium Campaign Collaborate Installation and Configuration
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Introduction to Affinium Plan
Duration:
2 days
Overview
This course introduces participants to the fundamentals of marketing resource management using Affinium Plan, including planning, budgeting, producing, and tracking marketing projects.
Delivery Type:
Course Objectives
Who Should Attend:

New users who will be working with Affinium Plan for marketing resource management.
Prerequisites:
None
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 Overview Terminology Processes, Tools, and Objects Relationship of Affinium Plan Objects Module 2: Operations Management Plans Programs Projects Alerts and Messages Workflow Tasks Marketing Objects People, Teams and Tasks Approvals Calendars End User Administration Reports Module 3: Digital Asset Management Working with Assets Adding Folders and Assets to the Asset Library Asset Versions Asset Status Managing Assets Module 4: Financial Planning Working with Accounts Working with Budgets Forecasting Expenses Invoices
Register:

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Affinium Plan 7 Administration
Duration:
2 days
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 planning objects and marketing objects.
Delivery Type:
Course Objectives
Who Should Attend:

Affinium Plan administrators
Prerequisites:
Introduction to Affinium Plan or equivalent. Understanding of your organizations use of Affinium Plan. Knowledge of relational databases and ability to write SQL. Familiarity with XML is desirable.
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 Objects Components of Templates How a Template is Constructed Template Building Methodology Planning a New Template Module 2: Using the Form Editor Components of Forms The Form Building Process Introduction to Form Editor Creating a New Form Creating a Custom Form Creating a Grid Form Exporting/Importing Forms Managing Lookup Lists Multi-Locale Support for Forms Module 3: Marketing Objects Marketing Object Basics Marketing Object Components and Procedures Creating Marketing Objects Referencing Marketing Object Attributes on Forms
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Affinium Plan 7 Administration continued
Module 4: Designing Metrics Metric Building Methodology Loading Metric Specifications and Specifying Dimensions Defining Metrics Defining Metric Templates Module 5: Additional Template Components Creating Workflow Templates The Workflow Tab Adding and Editing Workflow Tasks Approval Tasks Project Request and Recipient Rules Data Mapping Module 6: Security Security Overview Setting Up Groups and Users Setting /up a Security Policy and Assigning Roles Managing Access to Functional Areas of Affinium Plan Assigning Users to Security Roles How Security Permissions are Applied Applying Security to Templates Restricting Access to Team Member Selection Module 7: Administrative Settings Managing Alerts Customizing System-wide Alerts Managing Asset Libraries Managing Accounts Managing Lists Setting System-Wide Non-Work Dates Searching and Managing Published Searches Module 8: Reports Administration Structure and Content of Affinium Plan Standard Reports The Affinium Plan Data Model Modify Reports
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Affinium Plan 7 Implementation
Duration:
5 days
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 Plan from the users perspective. This is followed by instruction on Affinium Plan administration with focus on the 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 reporting components.
Delivery Type:
Who Should Attend:

Customers and partners whose roles are centered on a Plan implementation.
Course Objectives
Upon completion of this course, participants will be able to: 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
Prerequisites:
Understanding of your organizations use of Affinium Plan. Knowledge of relational databases and ability to write SQL. Familiarity with XML is desirable.
Course Topics
Register:
Module 1: Getting Started with Affinium Plan Affinium Plan Overview Terminology Processes, Tools, and Objects Relationship of Affinium Plan Objects Module 2: Operations Management Plans Programs Projects Alerts and Messages Workflow Tasks Marketing Objects People, Teams and Tasks Approvals Calendars End User Administration Reports

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Module 3: Digital Asset Management Working with Assets Adding Folders and Assets to the Asset Library Asset Versions Asset Status Managing Assets Module 4: Financial Planning Working with Accounts Working with Budgets Forecasting Expenses Invoices Module 5: Introduction to Templates Marketing Process and Marketing Objects Components of Templates How a Template is Constructed Template Building Methodology Planning a New Template Module 6: Using the Form Editor Components of Forms The Form Building Process Introduction to Form Editor Creating a New Form Creating a Custom Form Creating a Grid Form Exporting/Importing Forms Managing Lookup Lists Multi-Locale Support for Forms Module 7: Marketing Objects Marketing Object Basics Marketing Object Components and Procedures Creating Marketing Objects Referencing Marketing Object Attributes on Forms Module 8: Designing Metrics Metric Building Methodology Loading Metric Specifications and Specifying Dimensions Defining Metrics Defining Metric Templates Module 9: Additional Template Components Creating Workflow Templates The Workflow Tab Adding and Editing Workflow Tasks Approval Tasks Project Request and Recipient Rules Data Mapping
Register:
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Module 10: Security Security Overview Setting Up Groups and Users Setting /up a Security Policy and Assigning Roles Managing Access to Functional Areas of Affinium Plan Assigning Users to Security Roles How Security Permissions are Applied Applying Security to Templates Restricting Access to Team Member Selection Module 11: Administrative Settings Managing Alerts Customizing System-wide Alerts Managing Asset Libraries Managing Accounts Managing Lists Setting System-Wide Non-Work Dates Searching and Managing Published Searches Module 12: Reports Administration Structure and Content of Affinium Plan Standard Reports The Affinium Plan Data Model Modify Reports Module 13: Affinium Plan Installation Preparing for an installation Installing and Configuring Affinium Manager Installing Affinium Plan Register:
Module 14: Affinium Plan Reports Installation Reporting Components Installing the Affinium Reports Web Application Installing Cognos 8.xBI Installing the Affinium Reports Cognos Components Installing the Affinium Plan Reports Pack
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Affinium Leads 7 Administration
Duration:
4 days
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 that measure the overall lead management process. This course includes several hands-on exercises using Unicas own standard training data set that reflects real-world examples.
Delivery Type:
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
Who Should Attend:

System administrators of Affinium Leads who will be using and administering the product for their lead management process.
Prerequisites:
Knowledge of database marketing and lead management programs.
Course Topics
Register:
Module 1: Affinium Leads Overview Overview of the Affinium Leads Process Affinium Leads Terminology Module 2: Navigating and Using Affinium Leads Configuring the Affinium Leads Home Page Configuring the Affinium Leads Detail Page Working with Leads Using the Message Assistant to Monitor Leads Module 3: Adding Object Data Affinium Leads Object Model Attributes Adding Hierarchical Campaigns Adding Product Information Creating an Organization and Defining its Structure Configuring Roles Configuring a Detail Page Creating Users and Assigning Roles and Managers Viewing the Management Hierarchy Adding Companies and Contacts Creating Attachment Definitions Deleting Object Data

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Affinium Leads 7 Administration

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Module 4: Custom Attributes About Attributes and Custom Attributes Creating a Custom Attribute Assigning Attributes by Role Module 5: Core Tables About Affinium Leads Tables Routing Tables Matching Tables Routing Group Tables Lead Prioritization Tables Lookup Tables Lead Filter Tables Nested Tables Module 6: Core Rules Rule Scope Prioritize Rules Route Leads Rules Receiving Lead Information and Messages Set Delivery Defaults Rules Watch and Alert Rules Reroute Forwarded Leads Rules Module 7: Affinium Leads Reports Parts of Standard Affinium Leads Reports Standard Reports and their Descriptions Components of Affinium Leads Report Functionality Register:
Module 8: Configuration Affinium Leads Administrative Console Managing Configurations with the Administrative Console Additional Parameters in ms.config Module 9: Architecture System Configuration Database Structure Module 10: Environment Migration and the Affinium Leads Integrator Environment Migration Overview Workflow for Migrating Baselines and Change Sets Affinium Leads Integrator Overview Running the Affinium Leads Integrator Module 11: Notifications Notification, Delivery, Summary Messages Referral Tracking and Referral Messages Personal Settings System Administrator Settings
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Affinium Detect 7 Administration
Duration:
3 days
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 the various components that comprise the behavioral patterns and resulting triggers that Affinium Detect is set to recognize in an ongoing stream of transactions.
Delivery Type:
Course Objectives
Upon completion of this course, participants will be able to: 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
Who Should Attend:

Customers and partners who will be implementing Affinium Detect.
Prerequisites:
Basic understanding of event-based marketing concepts.
Course Topics
Module 1: Affinium Detect Basics Event-based Marketing Concepts Overview of Affinium Detect Understanding Event Processing Introduction to Trigger Systems Module 2: Detect a Pattern of Events Flowcharting a Trigger System The Workspace Manager The Components Manager Component Label Items using the Label Manager Viewing Detect Results in Outcome Tables Module 3: Storing and Manipulating Data Using the Data Sources Manager Creating a Container Component Using the Type Descriptors Manager Creating a Container Manipulator Working with the Engine Trace Utility Module 4: Detect a Sequence of Events and Using Detect Reports Building a Trigger System with a Sequence Pattern Working with the Reports Manager Module 5: Using Qualifier Components Creating a Qualifier Component Building a Trigger System using a Qualifier Component
Register:

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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) Component Building a Trigger System using an FLI Component Creating a Backward Looking Inactivity (BLI) Component Building a Trigger System using a BLI Component Module 8: Container Compression and Selecting Data from Containers Compressing Container Data Creating a Type Descriptor Creating a Math Component with Time Constants Creating a Select Function Component Building 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 File Creating an Entity Type Understanding Data Sources and Fields Building a Trigger System with further uses of a Select Function Module 10: Profile Type Using a Profile File Building a Trigger System using a Profile File Register:
Module 11: ATX End of Run Transaction Understanding Artificial Transactions (ATX): End of Run and End of Day Using ATXs in Trigger Logic Building 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 Components Creating a Runset Understanding Affinium Detect Test and Production Environments Best 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 Visio Building Affinium Campaign Tables Using the Outcome Management Tool (OMT)
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continued
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 Manager Using the Diff Manager to Perform Workspace Comparisons Building State Data using Ramp-up Methods Troubleshooting errors Administering Workspace Components Module 18: Advanced Topics and Review
Register:
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Introduction to Affinium Model 7
Duration:
2 days
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.
Delivery Type:
Classroom, Onsite delivered by Unica Partner, The Modeling Agency
Course Objectives
Upon completion of this course, participants will be able to: 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
Who Should Attend:

New users of Affinium Model.
Course Topics
Prerequisites:
Familiarity with the basics of predictive modeling is helpful.
Module 1: Predictive Analytics Basic Modeling Concepts The Value of Modeling Key Terminology Module 2: The Basic of Affinium Model Navigating the Affinium Model application Understanding the Model Components - Response Modeler, Cross Seller, Customer Valuator, and Customer Segmenter Understanding Affinium Model's 11-Step Modeling Process Importing and Cleansing Data Creating Basic Macro Functions Creating a Model using the Response Modeler Modeling Wizard Exporting Data Scoring Data with Affinium Model Module 3: Reports Understanding Variable Analysis Reports Understanding Modeling Reports Generating Data Reports Module 4: Algorithms Understanding All of the Modeling Algorithms
Register:

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Introduction to Affinium NetInsight 7
Duration:
3 hours
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, the configurability of dashboard reports, and gain immediate access to detail internet data that can be used to optimize website usage. This course applies to both the On-Demand and On-Premise versions of Affinium NetInsight.
Delivery Type:
Webinar
Course Objectives
Who Should Attend:
New users of Affinium NetInsight.
Upon completion of this course, participants will be able to: Use Affinium NetInsight standard reports to analyze and explore website usage Customize Affinium NetInsight reports and employ "power user" features
Prerequisites:
Familiarity with web analytics is helpful.
Course Topics
Module 1: Web Analytics Overview Overview and History On Demand vs. On Premise Common Web Analytics Terminology Module 2: The Reporting Interface Working with Profiles Reporting Features and Functionality Module 3: Report Creation and Modification Report Customizations Creating Custom Reporting Advanced Report Types (Path, Scenario) Creating a Custom Dashboard Module 4: Other NetInsight Customizations Creating Custom Metrics Managing Email Tasks and Alerts Base Lining and Data Cleansing Content Grouping Review of Additional Options/Customizations
Register:

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Unica Education Services Course Catalog 2009

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

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

Introduction to Affinium Campaign 7

Who Should Attend:

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Introduction to Affinium Campaign 7

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Introduction to Affinium Campaign 6

Who Should Attend:

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Introduction to Affinium Campaign 6

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Affinium Campaign 7 Administration

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Affinium Campaign 7 Administration

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Affinium Campaign 7 Advanced Techniques

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Affinium Campaign 7 Implementation

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Affinium Campaign 7 Implementation

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Affinium Campaign 7 Implementation

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Introduction to Affinium Campaign eMessage 7

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Introduction to Affinium Campaign Optimize 7

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Introduction to Affinium Campaign Optimize 7 continued

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Introduction to Affinium Campaign Interact 7

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Affinium Campaign Interact 7 Administration

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Affinium Campaign Interact 7 Installation & Configuration

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Affinium Campaign Collaborate 7 Configuration and Administration

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Affinium Campaign Collaborate 7 Configuration and Administration continued

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Introduction to Affinium Plan

Who Should Attend:

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Affinium Plan 7 Administration

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Affinium Plan 7 Administration continued

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Affinium Plan 7 Implementation

Who Should Attend:

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Affinium Plan 7 Implementation

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Affinium Plan 7 Implementation

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Affinium Leads 7 Administration