ContactBuilder Training

Posted by ContactBuilder on 20th April 2021 -

'ContactBuilder offers a variety of formats of training sessions, from group face-to-face sessions to bitesize, personal webcast training.

Sessions can be catered easily to your specific requirements, across a number of ContactBuilder user profiles, including:

Marketing

• How to upload developments/plots
• Uploading HTML adverts
• Building email segments
• Sending HTML emails
• How to effectively cleanse data

Sales advisers

• Creating tasks and interactions
• Logging phone calls
• Sales progression features
• Sending bulk emails
• Bulk-completing set tasks
• Refresher one-to-one for existing users

Sales managers

• Adding/removing system users
• Correctly assigning user levels/privileges
• Monitoring tasks/interactions across multiple sites
• Master the reporting suite

You may be able to apply for a training grant through CITB, visit their website for more details https://www.citb.co.uk/

Feedback from our clients

“What did you find most useful about the training session?”

• “We were able to cover the topics and questions that the team wanted to cover which meant it was really relevant to everyone”
• “Covered all points, feel ready to use ContactBuilder due to the practical elements of the training.”
• “The whole session, just knowing how to navigate round site and access certain topics”
• “Clear, concise training”
• “All of it!”

Meet our trainer

Meet our trainer extraordinaire, Susannah Simmons here

Arrange training

For any skill level or any number of users, be it one-to-one or group sessions, complete the form below to arrange expert training for any ContactBuilder requirements.