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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 Practical live training training workshop for advanced end-users	1 hour	Practical exercisesRe-cap Phases D & E Create surveys and message bars to engage your portal audience and collect user feedback

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Phase	Method	Training Overview
Phase A Basic knowledge for administrators (video)	Video1 hour	Introduction Administration center System configuration Data collection filters Security and permissions System Diagnostics Importing history data using the IIS logs import tool
Phase B Advanced training for administrators (video)	Video1 hour	System architecture Infrastructure recommendations Server health and performance monitoring Maintenance and troubleshooting CardioLog API
Phase C Practicalities Practical live training for administrators	1 hour (live)	Administrators Q&A Configuring, optimizing and monitoring your system

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Create scheduled reports that can be distributed through email
Create scheduled reports that can be exported to CSV and PDF
Publish reports within SharePoint using a Web Part or report links
Create ad-hoc reports and view real-time reports for any and all items and pages
Automatically produce real time reports using the CardioLog Analytics Reports SharePoint feature (Via the Site Actions menu)

2 hours

(:30 hour recorded lecture, 30 minute live Q&A)

Phase	Training Duration	Training Overview
Phase A Basic knowledge for end-users	3 hours (2:30 hour recorded lecture, 30 minute live Q&A)	Introduction Analytics reports gallery overview How to create and copy reports How to create reports based on templates How to set permissions for reports How to End-User Training: Part 1 (video)	1.5 hours	Introduction to the 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 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 drill down report data Phase B Advanced training 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 How to create report templates How to configure data collection filters	Phase C Practical training workshop for end-users	4 hours (2 hour live basic training and 2 hour live advanced training)	Design custom analytics reports Create reports based on your analytics requirementsAnalytics 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 advanced end-users	1 hour	Re-cap Phases D & E Create surveys and message bars to engage your portal audience and collect user feedback

2. Marketing and Optimization

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Phase

Duration

Training Overview

Phase A

Basic knowledge for marketers (video)

4 3 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 live training workshop for marketers 2 hours

(live) 1 hour

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

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This training is designed for SharePoint Marketing Suite system administrators.

Phase	Duration Method	Training Overview
Phase A Basic knowledge for administrators	3.5 hours (3:00 hour recorded lecture, 30 minute live Q&A)	Introduction Architecture System service components (video)	1 hour	Introduction Administration center System configuration Data collection filters Security and permissions System configurationSystem Diagnostics Importing history data using the IIS logs import tool
Phase B Advanced training for administrators (video)	Part 1 : 3 hours (2:30 hour recorded lecture, 30 minute live Q&A) Part 2 - 2.5 hours (2:00 hour recorded lecture, 30 minute live Q&A)	System architecture Infrastructure recommendations Server health and performance monitoring Maintenance and troubleshooting Optimization and fine tuning Monitoring configuration for multiple SharePoint web applications, multiple SharePoint farms and non-SharePoint websites User category configuration from Active Directory attributes, SharePoint user profiles, custom sources CRM integration (eg. SalesForce, Microsoft Dynamics, etc.) Extended tracking - monitor button clicks, form fields and videos, create email campaigns and send custom events using the CardioLog client/server side API Develop client applications that request data from the CardioLog reporting engine using the Data Export API
Phase C Practicalities Practical live training for administrators	11 hour (live)	Administrators Q&A Configuring, optimizing and monitoring your system

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Space Tools

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Old Version 30

New Version 31

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2. Marketing and Optimization