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Training available for Standard, Professional and Enterprise Editions

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Users

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

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Phase	Training Duration	Training Overview
Phase A Basic End-User Training: Part 1 (video) *High-level overview of CardioLog Analytics	1.5 hours	What is CardioLog Analytics? Introduction to the CardioLog 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 in CardioLog 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 end-users	1 hour	Practical exercises Create surveys and message bars to engage your portal audience and collect user feedback

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Administrators

This training is designed for CardioLog Analytics system administrators.

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B. CardioLog Analytics SaaS - SharePoint Intranet Portals

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Users

This training is designed for end-users, content administrators, managers and analysts who create and share analytics reports.

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Phase	Training Duration	Training Overview
Phase A Basic End-User Training: Part 1 *High-level overview of CardioLog Analytics SaaS	1 - 2 hours	What is CardioLog Analytics SaaS? Introduction to Power BI Analytics reports gallery overview - basic How to use basic filters How to drill down on report data
Phase B Basic Advanced End-User Training: Part 2	1 - 2 hours	How to share dashboards with colleagues in Power BI How to export reports in Power BI to CSV and PDF How to publish Power BI reports in Office 365 How to subscribe to reports Analytics reports gallery overview - intermediate
Phase C Q&A for end-users	1 hour	Re-cap Phases A & B Q&A
Phase D Advanced End-User Training	1 - 2 hours	How to create custom reports How to use data fields Tips for creating successful reports Ask a question Analyze report dataset in Excel Analytics reports gallery overview - advanced
Phase E Practical training workshop for end-users	1 hour	Re-cap Phase D Practical report-building exercises

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This training targeted for administrators covers administrative tasks such as managing user access and other configuration tasks, health monitoring, and responding to end-user inquiries and common issues.

Phase

Training Duration

Training Overview

Phase A

Basic knowledge for administrators

1 hour

CardioLog Analytics SaaS architecture overview
Configuration tasks
Access management
Health monitoring
Frequently asked questions

Phase B

Q&A for administrators

1 hour

Re-cap Phase A
Q&A

C. SharePoint Marketing Suite - Professional and Enterprise Editions

Training available for Professional and Enterprise Editions

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:

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Phase

Duration

Training Overview

Phase A

Basic knowledge for marketers

4 hours

(3:30 hours recorded lecture, 30 minutes live Q&A)

Goals and Goal Funnels
Visitor Segments
Segments based on personal information
A/B and Multivariate Testing
Behavioral Targeting
Voice of Customer (Surveys)
Message Bars
Campaigns
Link shortening
Search Engine Optimization (SEO)

Phase B

Practical training workshop for marketers

2 hours (live)

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.

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Content

Space Tools

Versions Compared

Old Version 27

New Version 28

Key

End

Users

Administrators

B. CardioLog Analytics SaaS - SharePoint Intranet Portals

End

Users

C. SharePoint Marketing Suite - Professional and Enterprise Editions

End User Roles

1. Web Analytics

Administrator Roles