Course Catalog 2009 Final

Affinium Product Training Catalog 2009
Unica Corporation Worldwide Headquarters 170 Tracer Lane Waltham, MA 02451 training@unica.com
Unica Education Services

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Table of Contents
Introduction to Affinium Campaign 7 ......................................................................................... 1 Affinium Campaign 7 Administration ......................................................................................... 3 Affinium Campaign Advanced Techniques ............................................................................... 5 Affinium Campaign 7 Implementation ....................................................................................... 7 Affinium Campaign Best Practices for Campaign Development.............................................. 10 Affinium Campaign 7.5 System Administration ....................................................................... 12 Affinium Campaign 7.5 Application Administration ................................................................. 13 Affinium Campaign 7.5 Custom Macros................................................................................... 15 Affinium Campaign 7.5 Persistent Derived Fields.................................................................... 16 Affinium Campaign 7.5 User Variables ................................................................................... 17 Introduction to Affinium Campaign eMessage 7 ..................................................................... 18 Introduction to Affinium Campaign Optimize 7........................................................................ 20 Introduction to Affinium Campaign Interact ............................................................................. 22 Affinium Campaign Interact 7.5 Administration ....................................................................... 24 Affinium Campaign Interact 7 Installation and Configuration .................................................. 26 Affinium Campaign Collaborate 7 Configuration and Administration...................................... 29 Introduction to Affinium Campaign 6 ....................................................................................... 31 Affinium Campaign 6 Administration: Architecture and Security Course................................ 33 Affinium Campaign 6 Administration: Configuration and Storage Course .............................. 35 Affinium Campaign 6 Administration: Performance Course.................................................... 37 Introduction to Affinium Plan 7 ................................................................................................ 39 Affinium Plan 7 Administration ................................................................................................ 41 Affinium Plan 7 Implementation .............................................................................................. 43 Affinium Leads 7 Administration.............................................................................................. 45 Affinium Detect 7 Administration ............................................................................................. 47 Introduction to Affinium Model 7.............................................................................................. 49 Introduction to Affinium NetInsight 7 ....................................................................................... 51

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Introduction to Affinium Campaign 7

Course Overview:
In this course participants will learn how to design, execute, and measure customer marketing communications using Affinium Campaign. This course focuses on the skills and techniques that an end-use needs to be effective and successful with Affinium Campaign. The course experience includes ample time for structured and challenge lab exercises where students use features, practice techniques, and solve problems.
Delivery Method: Course Goals:
Classroom and Live Virtual
The overall goal of this course is to provide you with a thorough introduction to Affinium Campaign so that you can use it to support your ongoing marketing activities. More specifically, the course will prepare you to design and execute a Campaign and access analytic tools. Upon completion of the course you will be able to use Affinium Campaign to configure Affinium Campaigns processes for use in Campaigns from simple to moderate complexity, use data structures in Campaigns, create offers and apply them to Campaigns, and to track responses to Campaigns.
Course Topics:
Affinium Campaign basic concepts, navigation, and best practices Data selection and manipulation using Campaigns Select, Merge, Segment, and Sample processes Data refinement with Derived Fields, Audience processes, and Dimension Hierarchies Using and configuring Campaigns customer contact processes Offer Management Response Tracking Affinium Campaign Reports Using Custom macros, User Variables, and Sessions End-user administration An end-to-end practical workshop where students build a complete Campaign

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Prerequisite(s):
continued
This course is specifically designed for learners who are new to Affinium Campaign. Learners should have a general computer experience and knowledge of database marketing.
Duration: Registration Information:
Three full days
Americas Email: training@unica.com Telephone: 866-838-6949 Europe, Middle East, Africa Email: emeaeducation@unica.com Telephone: (44) 1784 221400 Asia/Pacific Email: AP_Training@unica.com Telephone: (61) 3 9909 7727 Onsite training is available upon request.

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Affinium Campaign 7 Administration

Course Overview:
This course presents a comprehensive view of what you must know and be able to do in order to administer Affinium Campaign. Through lecture, demonstration, and hands-on practice, students focus on four areas of administrative practice, learning standard procedures, terminology and supporting knowledge topics.
The overall goal of this course is to prepare anyone who has the responsibility to administer an Affinium Campaign installation with the abilities to successfully manage their system. Upon completion of this course, participants will be able to: 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:
Affinium Campaign Architecture Security Performance Configuration Reports Administration
Prerequisite(s):
Introduction to Affinium Campaign or equivalent.

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Affinium Campaign 7 Administration

Two full days
continued

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Affinium Campaign Advanced Techniques

Course Overview:
This course is designed for current users of Affinium Campaign 6 or 7 who want to enhance their product knowledge and become more effective users of the product. Through lecture, demonstration, and hands-on practice, students will learn how to build effective and high performing Affinium Campaign flowcharts. Students will also learn techniques for designing table catalogs, use of various utilities, and inclusion of specific product features.
The overall goal of this course is to help users of Affinium Campaign become more effective and productive with the tool. Upon completion of this course, participants will be able to: 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:
Flowchart Techniques Campaign Structures and Objects Response Tracking and Attribution Flowchart Performance
Prerequisite(s):
Introduction to Affinium Campaign or equivalent work experience.

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Affinium Campaign Advanced Techniques

Two full days
continued

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Affinium Campaign 7 Implementation

Course Overview:
This course provides participants with the basic knowledge and skills necessary to begin an implementation of Affinium Campaign. Students acquire and practice those skills with classroom discussion, hands-on exercises, and case studies. To provide a foundation, students begin with a review of the functionality of Affinium Campaign from the users perspective. During this portion of the class they learn the basic functionality of Affinium Campaign and some of its advanced techniques. The focus of the course then shifts to the internal and technical aspects of Affinium Campaign, starting with a review of its component architecture, both application and database. This phase includes learning about how Affinium Campaign works internally, with this knowledge providing the foundation for installing and administering the system. In the next phase of the course, attendees will work through a simulated installation of Affinium Campaign in the Windows and the UNIX platforms. After installation, students will learn and practice most aspects of configuring Affinium Campaign. Finally, the course focuses on Affinium Campaign administration topics such as security, performance, and report customization.
Upon completion of this course, participants will be able to: identify they key areas of user functionality, describe their purpose, and successfully create Campaigns, offers, strategic segments, track responses, and run reports describe, define, and identify the key components of the Affinium Campaign architecture install 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

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Course Goals Continued:
continued
set up and administer security on the Affinium Campaign system identify the reporting structure with insight towards making modifications to reporting data and report structure
Course Topics:
Campaign Flowchart Design Offers and Response Tracking Campaign Architecture Affinium Campaign Installation on Windows Affinium Campaign Installation on UNIX Affinium Campaign Configuration Affinium Campaign Security Performance Report Administration
Prerequisite(s):
This is a technical course, intended for those whose responsibilities center around implementing Affinium Campaign either at their own site or at a customer site. Exposure to, or experience with, any or all of the following before attending this course, is helpful: Understanding of marketing terminology Basic SQL and XML skills Administration of a J2EE application and/or a corporate database

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Five full days
continued
Americas Email: training@unica.com Telephone: 866-838-6949 Europe, Middle East, Africa Emai: emeaeducation@unica.com Telephone: (44) 1784 221400 Asia/Pacific Email: AP_Training@unica.com Telephone: (61) 3 9909 7727 Onsite training is available upon request.

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Affinium Campaign Best Practices for Campaign Development

Course Overview:
This course emphasises the best practices to implement in the design and development phases to improve execution performance. Learning from the experiences of the Unica Consultancy Team you will cover tried and tested methods and development techniques through lecture, demonstration and hands-on practice.
Classroom
The overall goal of this course is to understand and use methods that would improve the designing and execution of Campaigns. This will enable you to identify areas where development could be improved and to implement recommended best practices.
Course Topics:
Flowchart execution Temporary tables Defining efficient Table Mappings Data Manipulation processes Custom Macros Execution processes Persistent Derived Fields Multi-wave Campaigns Troubleshooting
Prerequisite(s): Duration:
An overview of Affinium Campaign or equivalent
One day

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Affinium Campaign Best Practices for Campaign Development continued

Registration Information:

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Affinium Campaign 7.5 System Administration

Course Overview:
This course presents a comprehensive view of the knowledge which is required in order to support the Affinium Campaign environment. Through lecture, demonstration and hands-on practice, students focus on Affinium environment, administrative tasks, terminology and configuration.
Classroom
The overall goal of this course is to provide you with the knowledge and skills to complete administrative tasks to support the Affinium Campaign environment and associated databases.
Course Topics:
Functionality of Affinium Campaign Key concepts and terminology Affinium Campaign environment and configuration Database configuration Configuration of Affinium Manager
Prerequisite(s): Duration: Registration Information:
An overview of Affinium Campaign or equivalent. One day Americas Email: training@unica.com Telephone: 866-838-6949 Europe, Middle East, Africa Email: emeaeducation@unica.com Telephone: (44) 1784 221400 Asia/Pacific Email: AP_Training@unica.com Telephone: (61) 3 9909 7727 Onsite training is available upon request.

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Affinium Campaign 7.5 Application Administration
Course Overview:
This course introduces guidelines to support Affinium Campaign application from within the business. Through lecture, demonstration, and hands-on practice, students focus on administrative practice, managing data and configuring Campaign attributes.
Delivery Method: Course Goal:
Classroom
The overall goal of this course is to provide you with knowledge and skills on the Affinium Campaign application to enable you to support business users of Affinium Campaign.
Course Topics:
Identify the key components of Affinium Campaign Define the Affinium Campaign environment and configuration Manage security for user and objects Configure Affinium Campaign for data source access, set up audience levels, custom attributes, offer templates Using the Table Mapping wizard to map Base and Dimension tables Building Strategic Segments Running Affinium utilities to execute batch files and scripts
One full day

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Affinium Campaign 7.5 Application Administration

continued

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Affinium Campaign 7.5 Custom Macros

Session Overview:
This one hour session presents an overview of the design and functionality of Custom Macros within Campaign Flowcharts. Through an online WebEx session attendees will be taken through a comprehensive presentation covering the terminology, development, storage and execution of Custom Macros.
Delivery Method: Course Topics:
WebEx
What are Custom Macros ? How and where can they be used ? Affinium Expression vs SQL macros Configuration Techniques Examples of Custom Macros
One hour
Americas Email: training@unica.com Telephone: 866-838-6949 Europe, Middle East, Africa Email: emeaeducation@unica.com Telephone: (44) 1784 221400 Asia/Pacific Email: AP_Training@unica.com Telephone: (61) 3 9909 7727

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Affinium Campaign 7.5 Persistent Derived Fields

Session Overview:
This one hour session presents an overview of Persistent Derived Fields and how to utilise them to enhance Flowchart execution. Through an online WebEx session attendees will be taken through a comprehensive presentation covering the terminology, usage and execution of Persistent Derived Fields.
WebEx
What are Persistent Derived Fields? How and where can they be used? Creating Persistent Derived Fields Examples of Persistent Derived Field usage
One hour

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Affinium Campaign 7.5 User Variables

Session Overview:
This one hour session overview covers the functionality and usage of User Variables to support Campaign development and execution. Through an online WebEx session attendees will be taken through a comprehensive presentation covering the terminology, functionality, usage and execution of User Variables.
WebEx
What are User Variables? How and Where can they be used? Configuration Techniques Examples of User Variable usage
One hour

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Introduction to Affinium Campaign eMessage 7

Course Overview:
This course introduces learners 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.
Upon completing this course, participants should be able to use Affinium Campaign eMessage to design and produce basic e-mail campaigns.
Course Topics:
Affinium Campaign eMessage process stages, workflow, and roles Directing a mailing through the Mailing tab interface Incorporating an eMessage process box into a Campaign flowchart; generating a resulting Output List of recipients. Designing and building Campaign eMessage documents; including pre-built objects and interactive forms. Creating eMessage re-usable objects including Personalization fields; creating optional reply mailboxes and mailbox rules Conducting email sends (test, seed, production) and monitoring execution Analyzing reports of customer response
Prerequisite(s):
Introduction to Affinium Campaign 7 equivalent experience. Familiarity with Microsoft Windows and email concepts.

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Introduction to Affinium Campaign eMessage 7

One full day
continued

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Introduction to Affinium Campaign Optimize 7

Course Overview:
In this course participants will learn how to maximize the effectiveness of their Campaigns by applying the logic and functionality of Affinium Campaign Optimize. Affinium Campaign Optimize (ACO) is an extension to Affinium Campaign that allows you to determine the optimal interaction strategies for each customer over time by looking across multiple campaigns offer and channels. ACO helps you limit contact fatigue, adhere to budget constraints, prevent conflicting offers, meet channel or inventory capacity limitations, and maximize marketing ROI and profitability.
The goal of this course is to understand the concepts and learn the functionality of Affinium Campaign Optimize so that you can target customers with timely, relevant offers that increase response likelihood, generate positive ROI, and develop longlasting, profitable customer relationships.
Course Topics:
Affinium Campaign Optimize (ACO) functionality Basic ACO functionality ACO setup tasks Setting up and deploying ACO scoring and/or ranking logic ACO rules Associating Campaigns with an ACO session Executing an ACO test run Completing an ACO production run ACO reports
Introduction to Affinium Campaign 7 or equivalent.
One full day

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Introduction to Affinium Campaign Optimize 7

continued

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Introduction to Affinium Campaign Interact
Course Overview: Delivery Method: Course Goals:
This course introduces students to the operational procedures in the Affinium Campaign Interact software for creating interactions with a marketing touchpoint.
This course is intended to provide a thorough introduction to the purpose, structure and functionality of Affinium Campaign Interact. This goal is supported by the following objectives: Upon completion of this course students 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
Course Topics:
The Interact business environment and use cases, user roles, and usage model How Affinium Campaign Interact works Key concepts for understanding Affinium Campaign Interact Configuring an interaction Overview of the Interact API Building interactive flowcharts Creating interactive strategies Understanding and using profile and real-time data
Note: This course does not include instruction in the Java coding necessary to link the touchpoint with Affinium Campaign Interact.

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Introduction to Affinium Campaign Interact

continued
Working knowledge and understanding of Affinium Campaign
One full day

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Affinium Campaign Interact 7.5 Administration
Course Overview:
Affinium Campaign Interact enables marketers to create multi-channel dialogues by coordinating real-time inbound treatments with proactive outbound treatments. Affinium Campaign Interact evaluates customer interactions and then applies powerful analytics and user-defined marketing strategy to deliver an optimal marketing message. This course introduces Interact functionality and administration. It teaches the end to end process of Affinium Campaign Interactive Campaigns. An overview of the Interact environment and configuration to manage interactive channels. This course is suitable for all types administrators of Affinium Campaign and Interact.
The overall goal of this course is to provide you with a thorough introduction to the Affinium Campaign Interact environment so that you can support interactive marketing activities.
Course Topics:
Functionality of Affinium Interactive Campaign Key concepts and terminology Define the Affinium Interact environment and configuration Identify the functionality of the design and runtime environment Use of Affinium Campaign Interact events Configuration of Interact in Affinium Manager
Prerequisite(s):
This course is specifically designed for learners who are new to Affinium Campaign Interact administration. Attendance of the Introduction to Affinium Campaign Interact would be beneficial.
Duration:
One full day

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Affinium Campaign Interact 7.5 Administration
continued

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Affinium Campaign Interact 7 Installation and Configuration

Course Overview:
This intensive course provides participants with knowledge and skills needed to begin an implementation of Affinium Campaign Interact. Before taking this course, learners must have knowledge and experience installing Affinium Campaign, preferably version 7.5. Participants acquire and practice Interact skills through classroom discussion, hands-on exercises, and case studies. The course starts with an overview of Interact functionality from a marketing users perspective. The course addresses the internal and technical aspects of Interact, including its architecture, both design-time and runtime, and its design for scalability and performance. Attendees work through a simulated installation and configuration of Affinium Campaign Interact on the Windows platform, including Interact runtime, Interact design time, and Interact Reports Pack. Some Interact administrative, development, and integration tasks cannot be detailed or practiced within the course timeframe. The course introduces Interact administration activities such as configuring a touchpoint, deploying interactions, configuring reports, and JMX monitoring, but participants do not practice performing them. Similarly, Interact development tasks of designing touchpoint integration and coding the Interact API are summarized, but not practiced. The course concludes with best practices for implementing customer scenarios such as control groups, offer personalization, page-targeted Website offers, and campaign testing.
Upon completion of this course, and with on-the-job practice, participants should be able to: Describe key areas of Affinium Campaign Interact user functionality (interactive channels, interaction points, events, interactive offers, smart segments, treatment rules, and reports) Perform marketer tasks at a basic level: Create smart segments by using interactive flowcharts, create treatment rules using an interactive strategy tab, set up interactive channels, and run reports

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Affinium Campaign Interact 7 Installation and Configuration continued

Course Goals Continued:
Describe key aspects of Interact architecture, runtime functioning, and design for performance, including data integration and the self-learning and arbitration engine Given an installation of Affinium Campaign including Affinium Reports and related technologies, install and configure Interact runtime Configure and integrate Interact design time Install and configure 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:
Affinium Campaign Interact overview Understanding Interact runtime components and data integration Interact for marketers: Creating your interaction Installing and configuring Interact runtime Configuring and integrating Interact design time Installing and configuring Interact Reports Pack Introduction to JMX monitoring for Interact Introduction to the Interact API Best practice scenarios for customer solutions

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Affinium Campaign Interact 7 Installation and Configuration continued

Non-Goals:
This course does not include Installation of Affinium Manager, Affinium Campaign, Affinium Reports, Cognos reporting, Web application servers, or database managers Best practices for very large or complex installations Working with Unix platforms Performing development tasks for Interact APIs Performing Interact administration or tuning Performing Interact marketer tasks to proficiency
Prerequisite(s):
This is a technical course, intended for those whose responsibilities center on implementing Affinium Campaign Interact either at their own site or a customer site. Exposure to, or experience with, any or all of the following before attending this course, is helpful: Understanding of marketing terminology Basic SQL and XML skills Administration of a J2EE application and/or a corporate database
Two full days Americas Email: training@unica.com Telephone: 866-838-6949 Europe, Middle East, Africa Email: emeaeducation@unica.com Telephone: (44) 1784 221400 Asia/Pacific Email: AP_Training@unica.com Telephone: (61) 3 9909 7727 Onsite training is available upon request.

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Affinium Campaign Collaborate 7 Configuration and Administration

Course Overview:
In this course participants will learn how to create and manage the three fundamental components of Affinium Campaign Collaborate and how to administer and configure Affinium Campaign Collaborate.
The goal of this course is to prepare Corporate Marketers and Marketing Administrators to use Affinium Campaign Collaborate effectively in distributed marketing environments.
Course Topics:
Understanding what Affinium Campaign Collaborate produces, and key roles and concepts Creating and using target customer lists Creating and fulfilling On-demand Campaigns How field Marketers use target customer lists and On-demand Campaigns Creating and using Corporate Campaigns Configuring flowcharts in Affinium Campaign to support lists, On-demand Campaigns, and Corporate Campaigns Creating data-level filters Administering security Creating Corporate Campaign Workflows and Workflow templates
Two full days

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Affinium Campaign Collaborate 7 Configuration and Administration continued


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Course Overview:
In this course participants will learn how to design, execute, and measure customer marketing communications using Affinium Campaign. This course focuses on the skills and techniues that an end-use needs to be effective and successful with Affinium Campaign. The course experience includes ample time for structured and challenge lab exercises where students use features, practice techniques, and solve problems.
Classroom
The overall goal of this course is to provide you with a thorough introduction o Affinium Campaign so that you can use it to support your ongoing marketing activities. More specifically, the course will prepare you to design and execute a Campaign and access analytic tools. Upon completion of the course you will be able to: use Affinium Campaign to configure Affinium Campaigns processes develop Campaign flowcharts from simple to moderate complexity use data structures in Campaigns create offers and apply them to Campaigns track responses to Campaigns
Course Topics:
Affinium Campaign basic concepts, navigation, and best practices Data selection and manipulation using Campaigns Select, Merge, Segment, and Sample processes. Duplicating flowcharts Creating and editing flowchart templates Organizing and managing offer templates Using the contact style processes (Mail List and Call List)

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Course Topics Continued:
continued
Working with different target entities (audiences) such as household, customer, account, to refine data selection Scheduling a flowchart to run automatically Exporting data to a flat file or database table Mapping in external data sources Using advanced flowchart settings
Prerequisite(s):
This course is specifically designed for learners who are new to Affinium Campaign. Learners should have general computer experience and knowledge of database marketing prior to attending this course.
Three full days

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Affinium Campaign 6 Administration: Architecture and Security Course

Course Overview:
This course includes and overview of Affinium Campaign 6 architecture and detailed attention to security. It addresses security considerations for the application, the database, and the operating system, reviewing key configuration variables in each area. Participants will create new users and groups in Affinium Security Manager, assign application access levels, and experience varying application access levels in Affinium Campaign.
Live Virtual
Upon completing this course, participants should be able to configure Affinium Campaign 6 with respect to logging, flowcharts, user overrides, and optimization; perform basic application maintenance; and configure extended attributes and use operational monitoring tools.
Course Topics:
Affinium Campaign architecture Affinium Security Manager (ASM) features, including user role definition Database security within Affinium Operating system security within Affinium Data flows for logging in and accessing flowcharts and databases Navigating within the ASM interface Creating new users and groups within ASM Assigning users and groups to application access levels Setting up operating system permission parameters Setting up Affinium password management options
Prerequisite(s):
Three hours

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Affinium Campaign 6 Administration: Architecture and Security Course continued


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Affinium Campaign 6 Administration: Configuration and Storage Course

Course Overview:
This course treats Affinium Campaign 6 storage architecture and how to set application configuration parameters that impact logging, flowcharts, user overrides and optimization. It presents basic maintenance topics. It teaches how to set up and configure extended attributes and how to use operational monitoring tools. The course includes hands-on exercises concerning re-mapping system tables and setting application configuration parameters.
Live Virtual
Upon completing this course, participants should be able to describe Affinium Campaign 6 architecture and perform Affinium Campaign 6 related security tasks for the application, the database, and the operating system.
Course Topics:
Affinium Campaign 6 objects: What and Where Key configuration files: Database configuration file, Security Manager, configuration file Setting configuration parameters for data processing, running flowcharts, saving and configuring, logging, user overrides, and optimization Creating new Affinium Campaign extended attributes Affinium Campaign maintenance tasks Using operational monitoring tools
Prerequisite(s):
Since this course is presented live over-the-Web, students must be able to participate in Web conferencing and run Active X scripts on their computer. Please check with your IT department and ensure that you have these capabilities before participating.
Duration:
Three hours

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Affinium Campaign 6 Administration: Configuration and Storage Course continued


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Affinium Campaign 6 Administration: Performance Course

Course Overview:
This course shows Affinium Campaign administrators ways to boost performance in an Affinium Campaign implementation. Participants will learn the basics of table mapping and how table mapping impacts performance. Other topics include database configuration performance parameters, in-database optimization settings, and troubleshooting performance issues. The course includes hands-on exercises focusing on optimizing table mapping and setting configuration variables.
Live Virtual
Upon completing this course, participants should be able to enhance Affinium Campaign performance through appropriate table mapping, database configuration, and troubleshooting.
Course Topics:
Mapping user data tables How table mapping impacts campaign performance Identifying table mapping changes to improve performance Setting up field profiling to maximize profile performance Key performance-related parameters, including in-database optimization Troubleshooting performance issues
Prerequisite(s):
Since this course is presented live over-the-Web, students must be able to participate in Web conferencing and run Active X scripts on their computer. Please check with your IT department and ensure that you have these capabilities before participating.
Duration:
Three hours

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Affinium Campaign 6 Administration: Performance Course continued


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Introduction to Affinium Plan 7

Course Overview: Delivery Method: Course Goals:
The Introduction to Affinium Plan is the foundation course for individuals new to Unicas Marketing Resource Management solution Affinium Plan.
Classroom. Only available in EMEA and APAC
Using a case study to simulate a real-world scenario, participants will configure the Plan application to address day-to-day marketing activities: planning, budgeting, production and tracking a Plan project.
Course Topics:
Create Plans, Programs, Projects and Subprojects Create Alerts and Messages in the system Name three Roles within the Security Policy Create Projects Requests Change the Calendar View Use Grids and Lists Change Roles and Members within the People tab Create a customized Workflow Edit and update a Workflow Update the Workflow through Tasks Create and update an Approval Task Create Teams and assign work to Teams Create Marketing Objects and use them in the Workflow Digital Asset Management Create and use Reports Affinium Plan and Affinium Campaign integration Use Metrics

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Introduction to Affinium Plan 7

Prerequisite(s):
continued
A general knowledge and understanding of the Windows environment and Internet Explorer.
Two full days

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Affinium Plan 7 Administration

Course Overview:
This course is for Affinium Plan Administrators. It focuses on the design, creation, and management of templates for custom planning objects and marketing objects. In addition it includes instruction in the most common administrative tasks and functions in Affinium Plan. Using hands-on practice and case study exercises, you will learn how to build templates in detail.
The goals of this course are to develop the knowledge and proficiency needed to create custom objects in Affinium Plan and to acquire skills and knowledge to administer Affinium Plan efficiently.
Course Topics:
Introduction to Affinium Plan templates, marketing objects, and planning objects Using the Affinium Plan Form Editor to build custom forms Building custom marketing objects Designing Metrics Building Workflow templates Data mapping from Affinium Plan to Affinium Campaign Affinium Plan security Managing Affinium Plan Asset Libraries, Alerts, Accounts, Searches, and Lists. Managing Affinium Plan Reports Case Studies: Building forms and custom lists of marketing objects

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Affinium Plan 7 Administration

Prerequisite(s):
continued
Introduction to Affinium Plan or equivalent functional experience with Affinium Plan. Understanding of your companys use of Affinium Plan and the planning objects and marketing objects that it uses or intends to use. Knowledge of relational databases and the ability to write and understand SQL Familiarity with XML is desirable.
Two full days

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Affinium Plan 7 Implementation

Course Overview:
This course provides participants with the basic knowledge and skills necessary to begin an implementation of Affinium Plan. Students acquire and practice those skills with classroom discussion, hands-on exercises, and case studies. To provide a foundation, students begin with a review of the functionality of Affinium Plan from the users perspective. During this portion of the class they learn the components of Affinium Plan and practice some of its basic functionality. In the second segment of the course, students learn how to administer Affinium Plan, focusing on the design, creation, and management of templates for custom planning objects and marketing objects. In the third part of the course, students practice an installation of Affinium Plan and its reporting components. Throughout the course there are hands-on practice and case study exercises, with emphasis on creating custom elements of the Affinium Plan interface.
The goals of this course are to provide initial proficiency in the tasks required to install and administer Affinium Plan effectively and in particular to develop the knowledge and proficiency needed to create custom Affinium Plan objects. Introduction to Affinium Plan, including the following topics: Plans Programs Projects Workflow Marketing Objects Financial Planning Approvals Digital Asset Management Introduction to Affinium Plan templates, marketing objects, and planning objects Using the Affinium Plan Form Editor to build custom forms
Course Topics:

43
Affinium Plan 7 Implementation

Course Topics: (continued)

continued
Building custom marketing objects Designing Metrics Building Workflow templates Data mapping from Affinium Plan to Affinium Campaign Affinium Plan security Managing Affinium Plan Asset Libraries, Alerts, Accounts, Searches, and Lists. Managing Affinium Plan Reports Case Studies: Building forms and custom lists of marketing objects Affinium Plan and Reports installation
Prerequisite(s):
Understanding of your companys use of Affinium Plan and the planning objects and marketing objects that it uses or intends to use Knowledge of relational databases and the ability to write and understand SQL Familiarity with XML is desirable
Five full days

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Affinium Leads 7 Administration

Course Overview:
In this course participants will learn how to create data and objects related to the lead management process, developing routing logic to prioritize, assign, notify and track leads. Participants will also learn how to view reports that measure the overall lead management process. This course includes several intensive hands-on exercises using Unicas own robust standard training data set that reflects realworld examples. This course provides an excellent foundation in Affinium Leads 7 and is targeted to system administrators.
Classroom
Provide participants with a thorough introduction to the use of Affinium Leads. Demonstration Leads proficiency through the successful completion of a case study.
Course Topics:
Navigate and utilize the Affinium Leads user interface Create object data Create custom attributes Create core lead routing table logic Create core lead routing rule logic Manage leads View reports Modify Affinium Leads application configuration file Understand Affinium Leads architecture Understand Affinium Leads integration capabilities Configure Affinium Leads notification templates Perform ALI (Affinium Leads Integrator) batch mode programming Describe ALI real-time embedded mode operation Debug ALI runs Comprehend a typical ALI architecture using a real world case study

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Affinium Leads 7 Administration

Prerequisite(s):
continued
General computer experience, knowledge of database marketing and lead management programs.
Four full days

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Affinium Detect 7 Administration

Course Overview:
In this course participants will learn how to build the various components that comprise the behavioral patterns and resulting triggers that Affinium Detect 7 is set to recognize in the ongoing stream of transactions.
Classroom
Provide participants with a thorough introduction to the use of Affinium Detect: Understand the purpose, value and concepts behind EBM 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 trigger systems Understand the methodology to implement Detect at a customer site Architect, install and configure Detect
Course Topics:
Flowchart trigger systems Export trigger system to Visio Detect a pattern of events Store and manipulate state data in Detect Detect a sequence of events using a pattern Build expressions using qualifier components Build expressions using math components Create backward and forward inactivity components Run Detect trigger systems and evaluate the results

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Affinium Detect 7 Administration

continued
Compress state data Create select function components Understand how to use transaction and profile files Employ end of run transactions Manage the test and production environments Understand the main phases of a Detect project Create a complex trigger system file project Debug and troubleshoot Use the outcome management tool Architect, install and configure Detect Utilize administrator tools and utilities
General computer experience
Three full days

48
Introduction to Affinium Model 7

Course Overview:
In this course participants will learn how to turn historical customer data into actionable marketing intelligence using Affinium Models four modeling components.
Classroom
The goal of this course is to use Affinium Model to recognize and predict customer behaviors and preferences as a means of planning and executing efficient and effective marketing efforts.
Course Topics:
Basic modeling concepts and the modeling process in Affinium Model. Navigating in the Affinium Model application. Understanding all four Affinium Model components Response Modeler, Cross Seller, Customer Valuator, and Customer Segmenter and their business applications. Understanding all of the modeling algorithms used in Affinium Model components. Importing and cleansing data Creating basic Affinium Model macro functions (e.g. if-then statements, correlation matrix, date difference calculation, etc.) Creating a model using the Response Modeler modeling wizard. Generating data reports Exporting data Scoring data with Affinium Model
Two full days

49
Introduction to Affinium Model 7

continued
Onsite training is available upon request.

50
Introduction to Affinium NetInsight 7

Course Overview:
Introduction to Affinium NetInsight 7 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. Note: This course applies to both the On-Demand and On-Premise versions of Affinium NetInsight.
Delivery Method: Who Should Attend: Course Goals:
Live Virtual
This course is intended for beginner and intermediate users, but even experienced users can benefit from participating.
Participants will learn how to: Use Affinium NetInsight standard reports to analyze and explore website usage Customize Affinium NetInsight reports and employ power user features
Course Topics:
Web Analytics Overview - Overview and history - On-demand vs. On-premise - Common web analytics terminology The Reporting Interface - Working with profiles - Reporting features and functionality Report Creation and Modification - Report customizations - Creating custom reporting - Advanced report types (path,scenario) - Creating a custom dashboard

51
Introduction to Affinium NetInsight 7

continued
Other NetInsight Customizations - Creating custom metrics - Managing email tasks and alerts - Baselining and data cleansing - Content grouping - Review of additional options/customizations
Prerequisite(s):
There are no prerequisites for this training. Familiarity with marketing campaigns and web analytics is helpful, but not required.
Required Equipment: Duration: Registration Information:
Computer with high-speed Internet connection.
Four hours

52

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Affinium Product Training Catalog 2009

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Unica Education Services

Introduction to Affinium Campaign 7

Delivery Method: Course Goals:

Classroom and Live Virtual

Unica Education Services

Introduction to Affinium Campaign 7

Duration: Registration Information:

Three full days

Unica Education Services

Affinium Campaign 7 Administration

Delivery Method: Course Goals:

Classroom and Live Virtual

Affinium Campaign Architecture Security Performance Configuration Reports Administration

Introduction to Affinium Campaign or equivalent.

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Affinium Campaign 7 Administration

Unica Education Services

Affinium Campaign Advanced Techniques

Delivery Method: Course Goals:

Classroom and Live Virtual

Introduction to Affinium Campaign or equivalent work experience.

Unica Education Services

Affinium Campaign Advanced Techniques

Unica Education Services

Affinium Campaign 7 Implementation

Delivery Method: Course Goals:

Classroom and Live Virtual

Unica Education Services

Affinium Campaign 7 Implementation

Unica Education Services

Affinium Campaign 7 Implementation

Unica Education Services

Affinium Campaign Best Practices for Campaign Development

Delivery Method: Course Goals:

An overview of Affinium Campaign or equivalent

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Affinium Campaign Best Practices for Campaign Development continued

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Affinium Campaign 7.5 System Administration

Delivery Method: Course Goals:

Prerequisite(s): Duration: Registration Information:

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Affinium Campaign 7.5 Application Administration

Delivery Method: Course Goal:

Introduction to Affinium Campaign or equivalent.

One full day

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Affinium Campaign 7.5 Application Administration

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Affinium Campaign 7.5 Custom Macros

Delivery Method: Course Topics:

Prerequisite(s): Duration: Registration Information:

Introduction to Affinium Campaign or equivalent.

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Affinium Campaign 7.5 Persistent Derived Fields

Delivery Method: Course Topics:

Prerequisite(s): Duration: Registration Information:

Introduction to Affinium Campaign or equivalent.

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Affinium Campaign 7.5 User Variables

Delivery Method: Course Topics:

Prerequisite(s): Duration: Registration Information: