Learning & Development Brochure

Transcription

1 BROCHURE Learning & Development Brochure Details of standard courses and costs Learning & Development Utilise our training options for the fastest path to success... A range of training, workshops and online learning options

2 Contents Learning and Development Overview... 3 Course Delivery Options... 4 Scheduled Courses... 4 On-Site Courses... 4 Bespoke Training... 4 Delivery styles... 4 Enquiries and Booking Process... 4 BlueVenn Education Programmes... 5 Course List... 6 blueanalyzer Essentials... 6 Campaigner Essentials blueanalyzer Appreciation... 8 blueanalyzer Element Builder... 9 Campaigner Administration bluereporter Enterprise Manager Administration bluemarketer echannel Essentials emarketing Essentials bluemarketer echannel Intermediate bluemarketer echannel Advanced Modules Dynamic Content, Advanced tracking and Testing Form Creation Recurring and Time Dependant campaigns Action Based and Multi Action Campaigns bluemarketer echannel Local Administrator Training Other Training options Education Programmes Skills Transfer Coaching Web Based Sessions Terms and Conditions of Training Booking... 20

3 Learning and Development Overview BlueVenn offer a range of options for marketers and administrators to learn how to maximise the benefit of their investment. Our trainers are experienced in the direct marketing industry and Training is an integral part of system implementation. Training from our professional team at BlueVenn will enable you get the most from the system as quickly as possible. Clients may choose to attend a frequently Scheduled training course, or book On-site training courses to be delivered at your offices or any other suitable location. You can also request bespoke training where the course is tailored to your data and solution. Our flexibility allows clients to request a blend of delivery approaches to ensure a continued learning programme that fits with business demands and project timeframes. Our standard Education Programmes are an ideal option for BlueVenn Solution users needing to fast track their early learning and factor in the advanced options as required. A single per user fee acts as a passport to gain training for up to 12 months from our schedule of courses. Page 3 of 21

4 Course Delivery Options Introductory classroom training is a minimum requirement for all users of BlueVenn software. We have several delivery options available to allow you to blend training together to learn as you prefer. Scheduled Courses Scheduled classroom training courses are held at our training suite in Bristol, centrally located easy to access from Temple Meads train station. Accommodation is also nearby. Scheduled courses are suitable for new users or to form part of continued learning in advanced areas of the software solutions for more experienced users. Scheduled training is often the more cost effective option when there are under four people requiring training. We also schedule training courses to be delivered as web based sessions. These courses are held using Cisco Webex Training Centre. Although these sessions do not give as much interaction between trainer and, they form an integral part of our blended learning solution for international customers and our trainers work hard to ensure the sessions are as interactive as possible. On-Site Courses To take a group of staff out of the workplace for a day s training is both costly and disruptive. Instead, our trainer s will travel to client site and deliver classroom courses within the office. In the event that there is no access to a suitable training room we can hold these sessions at a local independent meeting venue. For blueanalyzer courses, one day for training room preparation is also applicable for on-site delivery. Private courses are priced to allow up to eight s per course. Bespoke Training If your organisation has a training requirement which is not detailed in this brochure please feel free to contact us to discuss. All our courses are modular in format so please feel free to enquire about courses tailored to your organisation s requirements. Delivery styles Whether training is requested for delivery on site or at one of our training suite venues, rest assured the training will be practical and applicable to all users. All courses have a very hand s on approach with practical exercises forming the basis of the learning. The Learning is in the Doing is our trainer s motto. Where possible we will endeavour to use client data references and materials within the session to make the exercises as close to reality as possible. Enquiries and Booking Process All Learning and Development enquires should be directed by to learning@bluevenn.com or by telephone to our central Learning and Development Coordinator on +44 (0) Page 4 of 21

5 BlueVenn Education Programmes The BlueVenn Education Programme is the complete compliment of standard training courses designed to achieve maximum usage and productivity during implementation of a BlueVenn Solution, when on-boarding a new employee to work with the Solution or simply maximising use of your annual training budget.. The key benefit of our Education Programmes is that they allow new users to request further training following experience of analysing, selecting, reporting and understanding their own data, giving a productivity benefit. The advanced training aspects make much more sense once the basics are practiced to a confident standard. These combined packages give great value for money and a discount over buying each training course individually, plus the flexibility to blend our standard training delivery options. For more details of the Education Programmes available see the last page of this brochure. Page 5 of 21

6 Course List The sections that follow detail the courses we provide. Please ensure that the pre-requisites are met before enquiring to book on a course. For more detailed information of the course agenda please contact our Learning and Development Coordinator on or learning@bluevenn.com. Course Scheduled On-Site Bespoke Web blueanalyzer Essentials x 830 per 4,150 s) 11,650 s, including 6 days preparation) This course is aimed at marketers and analysts who wish to get quick access to their data. Pre-created blueanalyzer data elements are used to show the analytical functionality of blueanalyzer. We'll explore its functionality for displaying data, identifying trends, discovering consumer behaviours and targeted groups for campaigning. By the end of this session s will have a good understanding of blueanalyzer's analytical capabilities, both visually and functionally. Delegates will be able to: Create selections and crosstabs to display data Exploring categorised data values presented in the marketing database Display data visually as graphs, Venn Diagram s and Maps Identify and analyse trends within customer data Create and structure queries pulling data value from multiple database tables Profile customer data using demographic data to optimise campaign targets Pre-requisites: Users must have a good working knowledge of the Windows environment. Some familiarity with relational database structures and/or marketing data is also advantageous. Duration: Two days (classroom only) Future Options: Campaigner Essentials / Element Builder / Reporting Page 6 of 21

7 Course Scheduled On-Site Bespoke Web Campaigner Essentials X 415 per 2,075 s) 5825 s including 3 days preparation This course is aimed at marketers and campaign managers who wish to use the profiling analysis they have developed in blueanalyzer to drive marketing campaigns. The full end-to-end campaign cycle is detailed during the course, including target preparation, design and running of the campaign. By the end of this session s will have a good understanding of Campaigner s capabilities and be able to: Identify methods to create campaign selection criteria Prepare the campaign options, settings and required queries Build campaign segments and incorporate them appropriately within Campaigner Add financials, control groups and seed elements to a campaign Perform trial runs and extract results prior to campaign running Run campaigns to produce extract files, history and logs Perform campaign evaluation and analysis on results Pre-requisites: Delegates must have previously attended the blueanalyzer Essentials training course. Familiarity of campaign planning and design is advantageous. Duration: One day (classroom only) Future Options: Reporting / Campaign Administration Page 7 of 21

8 Course Scheduled On-Site Bespoke Web blueanalyzer Appreciation X 415 per 2,075 s) 5825 s including 3 days preparation This course is aimed at administrators and provides an opportunity for them to experience how blueanalyzer presents data to marketers and analysts. This course forms day one of the Essentials course so there is also an opportunity to talk to other marketers and fully appreciate what they need from the marketing database you'll administer. By the end of this session s will have a good understanding of blueanalyzer's analytical capabilities and a greater appreciation of the needs of the marketer from the solution. Delegates will be able to: Create selections to display data Exploring categorised data values presented in the marketing database Display data visually as graphs and Venn Diagram s Identify and analyse trends within customer data Filter results using queries and other criteria Pre-requisites: Users must have a good working knowledge of the Windows environment. Some familiarity with relational database structures is also advantageous. The course is intended to give an overview for Administrators or other non-marketers with an interest in the solution. Duration: One day (classroom only) Future Options: Enterprise Manager Administration Page 8 of 21

9 Course Scheduled On-Site Bespoke Web blueanalyzer Element Builder 415 per 2, per s) s including 3 days preparation Power User s attending Essentials may return for a third day or attend web sessions to learn about creating the blueanalyzer data elements used during analysis and consider how best to present their data for everyday analysis work. By the end of this session s will have a deeper understanding of blueanalyzer's analytical capabilities and will learn how to: Create virtual fields to derive specific information Build bandings to make data less granular Produce calculation results to be stored within specific ranges of a banding Understand best practices for deriving data Follow requirements and support of dependencies in derived data Pre-requisites: Delegates must have previously attended the blueanalyzer Essentials training course. Some familiarity with relational database structures and/or marketing data is also advantageous. Duration: One day (classroom) / Two 2 hour sessions (web) Future Options: Campaigner Essentials / Reporting Page 9 of 21

10 Course Scheduled On-Site Bespoke Web Campaigner Administration 415 per 2, per s) s including 3 days preparation For those attending Essentials, a further exploration of Campaigners' Administration options is available during an additional second day or web sessions. In addition to administrative tasks we'll learn how to deal with specific campaign requirements and adopt best practice processes for campaign building & evaluation. By the end of this session s will have an in depth understanding of Campaigner s capabilities, advanced functions and administrative options. The course provides insight into strategic campaign building, campaign history capture and sharing options, s will learn how to: Build and configure campaign segment, history and other data output streams Build campaign templates and share with other users Identify methods to create best campaign selection criteria Consider options for structuring campaigns for maximum flexibility and effectiveness Build campaigns that generate multi-channel output Schedule campaigns to run in batches or as a specifically scheduled event Pre-requisites: Delegates must have attended the Campaigner Essentials training course and had a period of using Campaigner before attending this course. Familiarity of campaign design and data flow is advantageous. Duration: One day (classroom) / One 2 hour session (web) Future Options: Reporting / Skills Transfer Coaching Page 10 of 21

11 Course Scheduled On-Site Bespoke Web bluereporter 415 per 2, per s) s including 3 days preparation This course is aimed at analysts and marketing managers who wish to use the reporting capabilities of bluereporter to derive campaign, product and financial analysis reports from the BlueVenn ADS. Each report element is detailed in full, while exploring how they can be practically utilised within Excel. By the end of this session s will have a good understanding of bluereporter reporting principles and be able to create and maintain Excel reports from their own ADS. Delegates will learn to: Create elements to report data in various ways Maximise the presentation of data elements using Excel Format and configure elements to dynamic filter queries Refresh report elements using various methods Utilise macros and functions to manage elements Configure user driven refresh elements Distribute fresh reports to a schedule Pre-requisites: Delegates must have attended the blueanalyzer Essentials and Element Builder training courses, and had a period of using blueanalyzer before attending this course. Delegates are also expected to have a good knowledge of using Excel for reporting. Duration: One day (classroom) / One 2 hour sessions (web overview only) Future Options: Skills Transfer Coaching Page 11 of 21

12 Course Scheduled On-Site Bespoke Web Enterprise Manager Administration x 830 per 4,150 s) 11,650 s including 6 days preparation This course is aimed at administrators and is designed to provide an overview of how the blueanalyzer ADS is implemented, plus an in depth session of the solution environment. The refresh process is also detailed and utilised during the course. User folder management, security, element sharing and disaster recovery are also explored during this intensive hands-on course. By the end of this session s will have a good understanding of the Enterprise Manager, ADS implementation and be able to build and maintain blueanalyzer databases using their own data feeds. Delegates will learn to: Specify data sources for the ADS build Design and structure tables and links Understand ADS best practice guidelines Build requirements into relational tables Incorporate lookups and update sources within the tables Create, configure and administer the ADS refresh process Troubleshooting the ADS Use of ADS Tools and Utilities Pre-requisites: Delegates are expected to have a good working knowledge of Relational Databases, data sources and have an active Administrative role in the BlueVenn solution. Duration: Two days (classroom only) Future Options: blueanalyzer Appreciation Page 12 of 21

13 Course Scheduled On-Site Web bluemarketer echannel Essentials 295 per 1350 s) 300 per This course is designed for all new users of bluemarketer echannel. The aim of the session is to get s comfortable with navigating the system and competent in creating, sending and reporting on a basic campaign. By the end of the session s will be able to Upload a list of recipients and manage different list types. Search for individual records and Export lists of recipients from the system Create an from an import, template or blank page, including images, hyperlinks, dynamic greeting and tables Implement the default unsubscribe process and add corporate branding to the standard microsite pages. Proof and test an ready for send Send an campaign Interpret the standard and drilldown reports generated by the system Find help within the system and know how to contact BlueVenn support Pre-requisites: None, although all marketers or users of similar marketing technology will particularly benefit from this introductory course. Duration: One day (Classroom) or Two 2 hour sessions (Web) Future Options: bluemarketer echannel Intermediate / bluemarketer echannel Advanced Modules / Online Refresher Page 13 of 21

14 Course Scheduled On-Site Web emarketing Essentials X X 1350 s) This course is designed for people who are either just starting out with emarketing or would like a refresher on the key principles of emarketing and design. This workshop is designed to look at various real life examples and enable the s to create or evaluate their own designs and strategies. By the end of the session s will be able to: Define and implement a strategy using the Hierarchy of Needs for Marketing Demonstrate an understanding of the legal requirements and best practice for campaigns Understand key deliverability factors and the role they play in Spam filtering Evaluate subject lines, Headlines and layout for effectiveness Review copy and calls to action for effectiveness and readability Investigate factors for Relevance and Value to facilitate the creation of a Campaign Objective Identify the appropriate measure of success to a campaign and benchmark the results. Pre-requisites: None, although all marketers or users of similar marketing technology will particularly benefit from this introductory course. Duration: One day (Classroom) Future Options: bluemarketer echannel Intermediate / bluemarketer echannel Advanced Modules / Online Refresher Page 14 of 21

15 Course Scheduled On-Site Web bluemarketer echannel Intermediate X 1350 s) 300 per This course covers the same material as the Essentials course but also takes in some of the more advanced features of the system. This course can be particularly useful for s who have used the system for some time and want to know more, or need an awareness of new features available. By the end of the session s will be able to Upload, manage and delete lists of recipients within the system Search records and Export lists of recipients from the system using field selections Create queries to segment lists for use within the Sending or Exporting process Manage database fields within the booth for recording additional information Create an or Microsite from an import, template or blank page, including tables, dynamic content, and sections Proof and test an ready for send Send an campaign using quick campaign and Campaign Optimizer Interpret the standard and drilldown reports generated by the system Find help within the system and know how to contact BlueVenn DIGITAL support. Pre-requisites: Delegates must have attended the bluemarketer echannel Essentials training course and ideally had a period of using the system. Duration: One day (classroom) or Two 2 hour sessions (web) Future Options: bluemarketer echannel Advanced Modules Page 15 of 21

16 Course Scheduled On-Site Web bluemarketer echannel Advanced Modules x 295 per 1350 (Full day x2 modules for up to 8 s) 850 (Half day x1 module for up to 8 s For more advanced actions within bluemarketer echannel you can select from four modules each requiring half a day of face to face training. The aim with this approach is to provide you with the training that suits your needs at the time. You can choose to receive training on all four modules or you may wish to choose just one. The modules are as follows: Dynamic Content, Advanced tracking and Testing Create additional database fields to store additional recipient data Create Microsite pages Add Advanced Actions onto s, links and microsite pages to allow Advanced Tracking Include Dynamic content and Sections into s and microsite pages Configure Outcome Tracking both within the booth and to an outside website Create queries to perform basic A/B split tests on days of week/time of day. Setup the Campaign Optimizer for multi-variant testing Form Creation Understand the different Database field types within echannel Create Database fields to accommodate information collected via a form Create a basic subscribe/unsubscribe form Create surveys/data collection forms including dropdown menus, radio buttons and comment boxes Create triggered dynamic s as a result of a form submission Configure and enable a standalone recommend a friend form Page 16 of 21

17 Recurring and Time Dependant campaigns Create and build Dynamic Mailing Lists Navigate and create campaigns using the Campaign Management page Plan a simple set date/time campaign but not set Active Create a simple recurring campaign (birthday ) Create a simple multi- campaign including time delay (3 s with 5 day delay) Create a time sensitive multi campaign for a specified event date (Event ) Create a recurring campaign with multiple s (welcome campaign) Action Based and Multi Action Campaigns Create and build Dynamic Mailing Lists Navigate and create campaigns using the Campaign Management page Create a simple three stage campaign (set dates for each campaign) Create a simple action based campaign using the follow-up wizard (Sent/Opened/clicked previous ) Create a multi-action campaign using the follow-up wizard including time sensitivity (Reducing value Voucher) Create a recurring campaign to drive reactivation for non-active recipients (have not clicked in last 3 months) Create a recurring campaign to remove inactive recipients from the booth (reactivation or removal from list) Create multi-action targeted campaign based on click on an individual link in an (clicked on a particular link) Create database fields to store open/send/click dates and times Pre-requisites: Delegates must have attended the bluemarketer echannel Essentials and/or Intermediate training course and have a good practical understanding of the system s basic functionality. Duration: Half day per module (to a maximum of two days). Future Options: Other bluemarketer echannel Advanced Modules Page 17 of 21

18 Course Scheduled On-Site Web bluemarketer echannel Local Administrator Training X 850 (Half day session for up to 8 s) 150 per BlueVenn DIGITAL recommends that a local administrator be appointed to manage the day to day running of the booth. This course is designed to enable them to manage the booth and takes in managing users, permissions and the local setup of the booth. By the end of the session s will be able to: Add and remove users to the system. Configure permissions on an individual basis. Change booth settings including security, send settings, reports configuration and booth properties. Create and configure Sender Profiles. Pre-requisites: Administrators should also attend Essentials training; it is recommended that this is completed prior to this session. Duration: Half day (classroom) or 2 hour web sessions Page 18 of 21

19 Other Training options Education Programmes The following Education Programmes are available for purchase and offer discounted rates bulk purchase of training. Analytics Marketing User Programme for one 1495 includes one Scheduled training seat at blueanalyzer Essentials, Campaigner Essentials and bluereporter. Analytics Power User Programme for one 1995 includes one Scheduled training seat at blueanalyzer Essentials, Campaigner Essentials, Element Builder, Campaigner Administration and bluereporter. Plus x1 Q&A Web Session. Analytics Administrator Programme for one 1295 includes one Scheduled training seat at blueanalyzer Appreciation, Enterprise Manager Administration, bluereporter and x1 Q&A Web Session. echannel Education Programme for up to 8 s 2400 includes echannel Essentials, x2 Advanced Modules, x1 echannel Administrator Web session, x1 Q&A Web session. Skills Transfer Coaching Our experienced consultants can also be provided at client site to run a workshop, answer questions, demonstrate functionality or provide desk-side coaching while our software is in use. In most cases a preparation day may be required which allows our consultant to perform an informal requirements gathering exercise, discuss the proposed agenda and prepare materials required. Skills transfer coaching is delivered for up to two s per session. Web Based Sessions For International or remote clients we provide web based training sessions. These can cover a variety of topics or can be purely focused on one task. Topics covered by web training include: bluereporter Campaigner Administration bluemarketer echannel Essentials (brief tour of the system and its functionality) echannel Local Administrator Training Form Creation The Editor and its functionality Sending and Reporting your campaigns Advanced Tracking including Actions on link, Outcome Tracking and Google Anatytics Creating a basic from a template/blank page/import This is not an exhaustive list Page 19 of 21

20 Terms and Conditions of Training Booking Please note: All course fees are subject to VAT and expenses. Training fees are non-refundable and not transferable. In the event of cancellation/postponement the following charges will be incurred. Within 14 working days of course date 25% of total course cost Within 7 working days of course date 50% of total course cost Within 2 working days of course date 100% of total course cost Any amendments made by the client to the booking must be made in writing. Should it be necessary for BlueVenn DIGITAL to cancel the course, no cancellation fee is incurred. Page 20 of 21

21 Contact Details BlueVenn Headquarters One Redcliff Street Bristol BS1 6NP UK Tel: +44 (0) Fax: +44 (0) Page 21 of 21