
PREVIOUSLY RECORDED WORKSHOPS:
April 2025
Samples & Contacts Training Workshop
🗓 Wednesday, April 16th, 10:00am EST
>> Video Recording Available <<
Content Included:
Contacts
- Individually adding your Contacts & Companies
- Bulk importing multiple Contacts & Companies
- Searching for your contacts
- Layout preferences
- Creating & Managing your Categories, Types & Contact Groups
- Data Privacy Manager
- Archiving Contacts
- Managing your Duplicates
- Creating & Sending a Contacts Mailing
- Tracking your mailing statistics
Samples
- Dashboard Overview
- Importing, Verifying & Creating Samples
- Import Samples via Excel
- Verifying your Samples
- Uploading Sample Images
- Creating Samples individually
- Managing your Samples Inventory
Designer, Collection & Season Editor - Tips on Layout preferences
- Queue options available
- Creating a Send-out
- Returning your Samples
- Send Out Report
- Efficiency Performance Report
April 2025
Events - Collaborative Seating Training Workshop **New Feature**
Wednesday 9th, 10:00 AM Eastern Time
>> Video Recording Available <<
In this Workshop we will be walking you through the new Events Collaborative seating feature!
The Collaborative Seating chart gives your departments more flexibility with invitee management for the events. While the Event owner remains in control of the allocations and keeps sensitive information secure.
- Collaborate with other departments to manage event seating in a more transparent, efficient, and conflict-free manner
- Allocate seats to specific departments and/or categories
- Assign colors to each department and category to simplify the
- Ensure sensitive data remains private
- Freezing seating assignments while building the chart or to avoid last minute change
March 2025
Discover Training Workshop
🗓 Wednesday, March 12th, 2025 10:00 AM Eastern Time
>> Video Recording Available <<
Content Included:
- Basic concepts (reach, MIV)
- Adding content manually (single/bulk)
- Print Timings
- Tags creation
- Tagging articles manually
- Creating an automatic tag
- Editing the recipient list
- Creating coverage book, campaign, periodic and data reports
February 2025
Events & Contacts Training Workshop
🗓 Wednesday, February 12th, 2025 10:00 AM Eastern Time
>> Video Recording Available <<
Content Included:
Events
- Creating Your Events
- Managing your Events
- Managing your Invitees
- Creating and Managing your Seated Events
- Creating and Sending Invitations via Events Mailing
- Viewing and Exporting your Event Reports
Contacts
- Individually adding your Contacts & Companies
- Bulk importing multiple Contacts & Companies
- Searching for your contacts
- Layout preferences
- Creating & Managing your Categories, Types & Contact Groups
- Data Privacy Manager
- Archiving Contacts
- Managing your Duplicates
- Creating & Sending a Contacts Mailing
- Tracking your mailing statistics
January 2025
Samples & Contacts Training Workshop
🗓 Wednesday, 29th January 2025, 10:00am EST
>> Video Recording Available <<
Content Included:
Contacts
- Individually adding your Contacts & Companies
- Bulk importing multiple Contacts & Companies
- Searching for your contacts
- Layout preferences
- Creating & Managing your Categories, Types & Contact Groups
- Data Privacy Manager
- Archiving Contacts
- Managing your Duplicates
- Creating & Sending a Contacts Mailing
- Tracking your mailing statistics
Samples
- Dashboard Overview
- Importing, Verifying & Creating Samples
- Import Samples via Excel
- Verifying your Samples
- Uploading Sample Images
- Creating Samples individually
- Managing your Samples Inventory
Designer, Collection & Season Editor - Tips on Layout preferences
- Queue options available
- Creating a Send-out
- Returning your Samples
- Send Out Report
- Efficiency Performance Report
December 2024
Discover Training Workshop
🗓 Wednesday, December 18th, 2024, 10:00am EST
>> Video Recording Available <<
November 2024
Events & Contact Training Workshop
🗓 Wednesday, November 13th, 2024, 10:00am EST
>> Video Recording Available <<
October 2024
Samples & Contacts Training Workshop
🗓 Wednesday, 16th October 2024, 10:00am EST
>> Video Recording Available <<
September 2024
Discover Training Workshop
🗓 Wednesday, September 18th, 2024, 10:00am EST
>> Video Recording Available <<
August 2024
Events & Contact Training Workshop
🗓 Wednesday, August 14th, 2024, 10:00am EST
>> Video Recording Available <<
July 2024
Samples & Contact Training Workshop
🗓 Wednesday, July 17th, 2024, 10:00am EST
>> Video Recording Available <<
June 2024
Discover Training Workshop
🗓 Wednesday, June 26th, 2024, 10:00am EST
>> Video Recording Available <<
April 2024
Discover Training Workshop
🗓 Wednesday, April 10th, 2024
>> Video Recording Available <<
Insights Training Workshop
🗓 Thursday, April 11th, 2024
>> Video Recording Available<<
Content Included:
- Introduction to newest feature of Reports
- Chart Exporting Options
- Compare Mode
- Industry Ranking
- My Dashboard
January 2024
2023 Product Updates Recap - “Launch”
🗓 Wednesday, January 10th, 2024
🔗 VIDEO RECORDING AVAILABLE ↗︎
Content Included:
- Recap of 2023 product updates from Contacts, Samples Events & Galleries
- Look ahead to S1 2024 product updates
- Q&A
2023 Product Updates Recap - “Metrics”
🗓 Thursday, January 11th, 2024
🔗 VIDEO RECORDING AVAILABLE ↗︎
Content Included:
- Recap of 2023 product updates from Discover & Insights
- Review Data related updates from 2023 and Q1 2024
- Look ahead to S1 2024 product updates
- Q&A
2023 - PREVIOUSLY RECORDED WORKSHOPS
November 2023, Basic Samples Training: Recording
November 2023, Advanced Samples Training: Recording
August 2023, Basic Events Training: Recording
August 2023, Advanced Events Training: Recording
May 2023, Samples Database Clean Up - Best Practices: Recording
May 2023, Contacts Database Clean Up - Best Practises: Recording
March 2023, Insights - Coverage using Metrics: Recording
March 2023, Discover - Coverage using Metrics: Recording
January 2023, Basic Events Training: Recording
January 2023, Advanced Events Training: Recording
2022 - PREVIOUSLY RECORDED WORKSHOPS
January 2022: Events Training
April 2022: Discover Training
July 2022: Samples Training
October 2022: Print Coverage & Methodology Updates