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SW Overview

Because of the overwhelming popularity of our online seminars, we are increasing the topics covered. By adding a new seminar focused purely on the HTML Editor, and expanding the SiteCenter seminar to include more detailed information, we hope to bring more relevant information to the people that need it most.  In addition, to better serve those customers not on the East Coast, we have moved the entire schedule forward by one hour.  Finally, in order to make everything a bit clearer, we have renamed all of the seminars to reflect exactly what you will be learning in each session.

 
Using the Editor & Basic HTML
Learn how to edit content on your site Using the HTML Editor. This will cover editing text, creating links, inserting images, table modification, and some very basic html commands.
 
Website Management Using SiteCenter
Management of your SiteCenter tool. This will cover the Site Menu, Homepage, Custom Pages, Registration Page, About Us, Contact Us, Our Services, & Web Links functionality.
 
Managing Customer Accounts & Profiles in CustomerCenter
Management of your CustomerCenter tool. This will cover customer account management, creation of groups, profiles, & the advanced search functionality.
 
Creating Private Customer & Group Portals in CustomerCenter
Management of your Customer Portals. This will cover creation of portals by groups and individual customers. Learn how to setup meetings, quotes, product lists, links, & upload documents.
 
Basic Email Marketing Using MarketingCenter
Management of your MarketingCenter tool. Learn how to create & edit an eMarketing campaign. We'll cover how to personalize, schedule, and review the reporting information of your eMarketing campaigns.
 
Importing Customers Into CustomerCenter
Importation process for all of our integration tools & .csv file imports. Learn how to import profiles, groups, update customers, and use the advanced delete capability.
 
Interactive Email Marketing Using MarketingCenter
Learn how to create & edit surveys, link to call back forms, & display an interactive calendar.
 
Managing Your Revenue Pipeline Using Opportunities
Management of the Opportunity system. We'll cover creating and managing your revenue opportunities. Learn how to display reporting information on individual users and company wide revenue projections.
 
Creating Your Own Catalog Using ProductCenter
Management of your catalogs. We'll cover creating and editing custom catalogs, displaying managed catalogs, creating price lists, products, manufacturers, and setting up ecommerce.
 
Integrating Your Custom Catalog
Learn how to create powerful custom catalogs to drive your business to the next level.
 
 
Importing Customers Into Customer Center
Import your existing customer database into CustomerCenter in minutes for personal 1-to-1 interactions or eMarketing campaigns.
 
 
    
Customizing User Access and Creating a Company Hierarchy in UserCenter
Learn how to manage user accounts, create security groups, disable accounts, and set group permissions.

Your Instructors

John Parsell


Deandre Purdie

     Rose Zhang                      Ann Shin
Monday
 
10:00 AM Using the Editor & Basic HTML
 
11:00 AM Website Management Using SiteCenter
 
1:00 PM Managing Customer Accounts & Profiles in CustomerCenter
 
2:00 PM Creating Private Customer & Group Portals in CustomerCenter
 
4:00 PM Importing Customers Into CustomerCenter
Tuesday
 
10:00 AM Basic Email Marketing Using MarketingCenter
 
11:00 AM Using the Editor & Basic HTML
 
1:00 PM Website Management Using SiteCenter
 
2:00 PM Managing Customer Accounts & Profiles in CustomerCenter
 
4:00 PM Interactive Email Marketing Using MarketingCenter
Wednesday
 
10:00 AM Creating Private Customer & Group Portals in CustomerCenter
 
11:00 AM Basic Email Marketing Using MarketingCenter
 
1:00 PM Using the Editor & Basic HTML
 
2:00 PM Website Management Using SiteCenter
 
4:00 PM Managing Your Revenue Pipeline Using Opportunities
Thursday
 
10:00 AM Managing Customer Accounts & Profiles in CustomerCenter
 
11:00 AM Creating Private Customer & Group Portals in CustomerCenter
 
1:00 PM Basic Email Marketing Using MarketingCenter
 
2:00 PM Using the Editor & Basic HTML
 
4:00 PM Creating Your Own Catalog Using ProductCenter
Friday
 
10:00 AM Website Management Using SiteCenter
 
11:00 AM Managing Customer Accounts & Profiles in CustomerCenter
 
1:00 PM Creating Private Customer & Group Portals in CustomerCenter
 
2:00 PM Basic Email Marketing Using MarketingCenter
 
4:00 PM Customizing User Access and Creating a Company Hierarchy in UserCenter


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