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Training available for Professional and Enterprise Editions

Table of Contents

End User Roles

1.     Web Analytics

This training is designed for end-users, content administrators, web managers and analysts who create and share analytics reports, which can be published and distributed in the following ways:

  • Create scheduled reports that can be distributed through email
  • Create scheduled reports that can be exported to CSV and PDF
  • Publish reports within SharePoint using a Web Part or report links
  • Create ad-hoc reports and view real-time reports for any and all items and pages
  • Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (Via the Site Actions menu)

Phase

Training Duration 

Training Overview

Phase A

Basic End-User Training: Part 1 (video)

1.5 hours

  • Introduction to the user interface
  • Introduction to the Analysis Centre
  • How to create, generate, edit, and share reports
  • How to add, customise, and remove widgets from the dashboard
  • How to filter the date range and website item
  • Introduction to Visitor Engagement
  • Analytics reports gallery overview - basic

Phase B

Basic End-User Training: Part 2 (video)

1.5 hours

 

  • Understanding user roles
  • Filtering by users and groups, and visitor segments
  • How to set permissions and change preferences for reports
  • How to drill down on report data
  • How to export reports to Excel, PDF or Microsoft SharePoint Web Parts
  • How to set an email distribution list for scheduled reports
  • How to create reports based on templates
  • Tips for creating efficient reports
  • Analytics reports gallery overview - intermediate

Phase C

Practical live training workshop for end-users

1 hour

 

  • Re-cap Phases A & B
  • Practical report-building exercises

Phase D

Advanced End-User Training: Part 1 (video)

1.5 hours

  • How to create ad-hoc reports and display real time data
  • How to search Object Explorer
  • How to select templates for an item in Object Explorer
  • How to set view permissions for items in Object Explorer
  • How to display data for deleted SharePoint items in Object Explorer
  • How to create report templates
  • How to publish reports using the CardioLog Analytics Reports SharePoint feature
  • Analytics reports gallery overview - advanced 1

Phase E

Advanced End-User Training: Part 2 (video)		1.25 hours
  • How to create and configure surveys and message bars
  • SEO Reports
  • Including metadata in reports
  • Analytics reports gallery overview - advanced 2

Phase F

Practical live training workshop for advanced end-users

1 hour
  • Re-cap Phases D & E
  • Create surveys and message bars to engage your portal audience and collect user feedback

 

2.    Marketing and Optimization

This training is designed for marketers who use the SharePoint Marketing Suite website analytics and optimization tools to make informed decisions, and ensure the success of online marketing goals.

 

Phase

Duration 

Training Overview

Phase A

Basic knowledge for marketers (video)

 1.5 hours

 

  • Goals and Goal Funnels
  • Visitor Segments
  • Segments based on personal information
  • A/B and Multivariate Testing
  • Behavioral Targeting
  • Campaigns
  • Shorten Links
  • Search Engine Optimization (SEO)

Phase B

Practical live training workshop for marketers		 1 hour
  • Optimize your website by creating A/B and multivariate tests, and designing behavioral targeting rules based on your marketing goals
  • Create surveys and message bars based on your marketing requirements to engage your site audience and collect user feedback
  • Create short links and campaigns

 

Administrator Roles

This training is designed for SharePoint Marketing Suite system administrators.

Phase

Method

Training Overview

Phase A

Basic knowledge for administrators (video)

1 hour

  • Introduction
  • Administration center
  • System configuration
  • Data collection filters
  • Security and permissions
  • System Diagnostics
  • Importing history data using the IIS logs import tool

Phase B

Advanced training for administrators (video)

1 hour

  • System architecture
  • Infrastructure recommendations
  • Server health and performance monitoring
  • Maintenance and troubleshooting
  • CardioLog API

Phase C

Practical live training for administrators

1 hour
  • Administrators Q&A
  • Configuring, optimizing and monitoring your system