Best practices 

Training

In each session, we support and guide each participant to ensure the effectiveness of the processes they wish to accomplish on the platform. All this through workshops and online sessions, where we provide tools and best practices that empower you to optimize your communications processes and automations.

Training available for DANAConnect users:

Introduction to DANAConnect
Contact Manager
Automated workflows
Inbound module
Business strategy and automation
Introduction to DANAConnect

Duration 4 hours Theoretical / practical workshop
This session is a first approach to the platform, which involves the use of the main modules: Conversation Manager and Contact Manager. At the end of this workshop, you can execute simple exercises to send emails and SMS, creating an essential contact list.

Workshop content:

  • Platform Presentation
  • Basic concepts and functionalities
  • Use of the contact list tool
  • Creation of simple automated flows
Contact Manager

Approximate duration of 3 hours. Practical Workshop
This practical workshop features in detail the use of the Contact Manager module to design, create and segment the customer contact list.

Workshop content:

  • Platform Presentation
  • Contact List Management
  • Contact List Features
Automated workflows

Introduction to Automated Workflows

Approximate duration of 3 hours. Practical Workshop
This workshop focus on the creation of automated flows to create and activate simple cross-channel flows. Likewise, analyze the most common use cases of these automations.

Workshop content:

  • Creation of basic flows using the nodes of: e-mail, SMS and timer.
  • Use cases of automated flows and examples.

Intermediate Automated Flows

Duration of approximately 4 hours. Practical Workshop
This course deepens the knowledge in the handling of the Conversation Manager module and adds the functionality of Database Update.

Workshop content:

  • Flow creation using the nodes: e-mail, SMS, DB update, and timer.
  • Contact lists management for flows with e-mail, SMS, BD update and timer nodes.

Advanced Automated Flows

Duration of approximately 4 to 6 hours. Practical Workshop
This course is focused on training users in the advanced use of the Conversation Manager module.

Workshop content:

  • Flow creation and management of the nodes: e-mail, SMS, push, calls, DB update and timer
  • Contact lists management for flows with e-mail, SMS, DB update, timer and push nodes.
Inbound module

Introduction to Inbound module

Duration of approximately 4 hours. Theoretical / Practical Workshop
This workshop allows users who already have knowledge or experience in the use of the platform to start using the Inbound module. 

Workshop content:

  • Webforms 
  • Landing pages

Inbound Module advanced 

Duration of approximately 4 hours. Practical Workshop
The participants of this workshop should have experience in the use of the platform. This workshop has a worktable style where the facilitator guides the configuration of the receivers within the platform.

Workshop content:

  • Web forms 
  • Landing Pages
  • Facebook Leads
  • Interactive SMS
  • Contact Files
Business strategy and automation

Duration of approximately 4 hours. Practical Workshop
This workshop aims at those users who wish to expand their knowledge to take their business processes to another level.

Workshop content:

  • Theoretical session for campaign development
  • Flow creation using: Email, SMS, Push, calls, DB update and timer (adapting the content to the client’s needs)
  • Presentation of best practices and advice
  • Inbound Manager: Web Forms and Landing Pages

Can I combine several workouts?

The trainings are designed to scale with the progress of the users and progressively improve the result obtained by the automated flows in relation to the business objectives. Therefore, courses should be taken from the simplest to the most complex.

Whom is it aim at?

The training aims at all users who, in their daily work, directly use the DANAConnect platform automated flows creation, contact lists management and automations activation.

Menú