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Training Videos

Innovative Modules Toolkit

Getting Started

Loading / Adding Custom Popup and Survey Skins into CLA
  • Popup Skin
    • 314 x 188 pixels
    • Bitmat Format (.bmp)
  • Survey Skin
    • 485 x 600 pixels
    • Bitmat Format (.bmp)
  • Learn how to upload a Custom Skin into CLA for use within the Popup and Survey Setup Wizards.

 

Loading / Adding Custom Ticker Icons into CLA
  • Single Icon
    • 80 x 40 pixels
    • Bitmat Format (.bmp)
  • Double Icon
    • 80 x 80 pixels pixels
    • Bitmat Format (.bmp)
  • Learn how to upload and change your Ticker Icon within the CLA Admin Console

Video – coming soon

Staging / Live Explained
  • Content exists in the Staging Environment during setup and testing phase
  • Users / Machines are pre-defined to receive content in the testing environment if targeted
  • Content exists in the Live Environment once you have decided to promote the content
  • Live Users will not see content until it is “Promoted to Live”

 

Adding / Deleting Staging Users
  • Users / Machines are pre-defined to receive content in the testing environment if targeted
  • The testing environment is called the Staging Environment
  • Learn how to define a User or a Machine as a Staging User or Staging Machine

 

Targeting Explained
  • Every item of content within CLA is targetable
  • You are able to segregate targeting on content at Group, User or Machine level
  • The targeting within CLA interfaces daily with your Active Directory which is maintained internally by your IT Department and updates the target screen within CLA
  • The target screen works the same everywhere within the CLA Admin Console

 

Content Library

Managing the Content Library – Full Tutorial
  • Learn how to add a new category to the Content Library
  • Learn how to add content to an Existing Category
  • Learn how to delete / archive content in a Category

 

Adding a New Category to the Content Library
  • Add a new Category to the Content Library
  • Add the Name and Description of the New Category
  • Define the default targeting for the Category

 

Adding Content to an Existing Category
  • Import Images, Videos, Flash Files and URL’s into the Category that you created before
  • Define the Default Duration for the content
  • Add the “lifespan” of the content by updating the Effective From and Effective To dates

 

Deleting / Archiving Content from a Category
  • Remove content if you do not require it to appear in the Content Library anymore
  • Content will be Deleted if it has never been used in an active sequence before or in the future
  • Content will be Archived if it has been used in an active sequence before or is scheduled to display in the future

 

Screensavers

Setting up and modifying a Screensaver Sequence
  • Add content to, or remove content from, a sequence month
  • Modify the order of items, the duration, the display dates, the display times and targeting for the scheduled items to define the Screensaver Sequence
  • Preview and Promote the sequence to live once approved

 

Stopping a Screensaver Item or Sequence
  • Learn how to stop content from showing / remove the item from the saved Screensaver Sequence
  • Promote the changes to Live to ensure that your audience stops seeing the item

 

Desktop Wallpaper

Setting up and modifying a Desktop Sequence
  • Add images to, or remove images from, a sequence month
  • Modify the order of items, the display dates, the display times and targeting for the scheduled items to define the Desktop Sequence
  • Preview and Promote the sequence to live once approved

 

Stopping a Desktop Item or Sequence
  • Learn how to stop content from showing / remove the image from the saved Desktop sequence
  • Promote the changes to Live to ensure that your audience stops seeing the item

 

Adding Desktop Information to a CLA Desktop
  • Add user specific information to a CLA Desktop image (e.g. IP Address, Username, Machine Name, etc.)
  • Define the font type, font size, font colour and position on the Desktop to display the requested information
  • Desktop Information is also targetable, so not all departments / users need to display this

 

Ticker

Managing Tickers – Full Tutorial
  • Create a new Ticker Tape within CLA using the Ticker Wizard
  • Preview the Ticker and then amend any of the steps if necessary
  • Promote the Ticker to Live once approved
  • Stopping a Ticker from showing

 

Setting up a Ticker and promoting it to Live
  • Create a new Ticker Tape within CLA using the Ticker Wizard
  • The Ticker Wizard consists of 6 steps that you are required to work your way through
  • Promote the Ticker to Live

 

Previewing a Ticker
  • Before approving and promoting a ticker to live, preview it first to confirm correctness
  • After a Ticker has been Promoted to Live the text can no longer be amended so ensure that you check and approve the content prior to promoting the Ticker

 

Adjusting or Amending an Existing Ticker
  • Amend one or more of the steps in a ticker after you have created it
  • After a Ticker has been Promoted to Live the text can no longer be amended

 

Stopping a Ticker from Showing
  • Refer to this video if you would like to learn how to stop a ticker that is showing already or set up to begin in the future
  • There are 2 methods described in this video

 

Duplicating a Ticker
  • Learn how to duplicate an existing ticker
  • You need not start the setup of each ticker from scratch if elements of it are the same as an existing ticker

 

Popup

Managing Popups – Full Tutorial
  • This video covers the Popup module in full
  • Learn how to create, amend and promote the Popup to Live
  • Learn how to preview a Popup for testing purposes
  • Learn how to stop a Popup that is running already
  • Learn how to duplicate an existing Popup for re-use

 

Setting up a Popup and promoting it to Live
  • Follow the 11 step wizard to create a new Popup
  • Promote the popup to live

Previewing a Popup
  • Once you have created the Popup you need to be able to preview it to test the functionality of the link as well as approve the visual aspects
  • Learn how to preview a Popup in this video

Adjusting or Amending an Existing Popup
  • Once you have previewed the Popup and see that there are changes that need to be made, you will need to amend it
  • Learn how to amend an existing Popup in this video

 

Stopping a Popup from Showing
  • If a Popup has begun displaying already and you would like to stop it from showing to further people, watch this video to learn how
  • You are able to either expire the Popup (preferred) or delete the Popup – this video covers both methods

 

Duplicating a Popup
  • Learn how to duplicate a Popup that was created previously
  • This will help you save time as you don’t need to create the Popup from scratch and will also ensure that the Popup settings are replicated accurately

 

Survey

Setting up the Shell of the Survey
  • The “Shell of the Survey” is where you set up the Introduction, Conclusion, Date Range, etc.
  • All aspects of the Survey are defined in this step, apart from adding the questions themselves
  • Follow a simple 11 step wizard to set this up

 

Adding Questions to a Survey
  • Once the “Shell of the Survey” has been set up (shown in the video above) the questions need to be added to the Survey
  • Each question is added using the same “Add New Question” window as explained in this video

 

Creating Dependencies, Scoring and Calendar Items on a question in a Survey
  • In this video, learn how to set up dependencies, Scoring and Calendar items on questions
  • Dependencies: Used to navigate through a Survey based on the previous answers given
  • Scoring: Used to Mark and Assess users, this functionality can also be used to train end-users
  • Calendar Items: Allow you to put entries into a persons’ Outlook calendar

 

Linking a Survey to a Popup for Delivery
  • If the Popup is your chosen delivery method for your Survey, this step is CRUCIAL
  • The Survey relies on the linked Popup being correct for the Survey to be delivered successfully
  • Watch this video to follow the process step-by-step to ensure the linking is done correctly

 

Previewing a Survey
  • Once the Survey has been promoted to live, no changes can be made to the survey except for date/time, targeting and snooze options
  • Previewing a Survey is thus critically important in case change are required

 

Adjusting or Amending an Existing Survey
  • Once the Survey has been promoted to live, no changes can be made to the survey except for date/time, targeting and snooze options
  • Learn how to make changes to the “Shell of the Survey”
  • Learn how to make changes to a Question within a Survey
  • Learn how to make changes to a Popup that delivers a Survey

 

Promoting a Survey to Live
  • The Survey is delivered by Popup so both the Popup and Survey have to be promoted to live
  • This video takes you through the steps of ensuring that both are promoted correctly

 

Stopping a Survey from Showing
  • If a Survey has begun displaying already and you would like to stop it from showing to further people, watch this video to learn how
  • You are able to either expire the Survey (preferred) or delete the Survey – this video covers both methods

 

Duplicating a Survey
  • Learn how to duplicate a Survey that was created previously
  • This will help you save time as you don’t need to create the Survey from scratch and will also ensure that the Survey settings are replicated accurately

 

Reporting in CLA

Survey Report
  • View a summary of overall completion as well as the responses per question
  • Ability to export a consolidated report into an Excel spreadsheet

Video – coming soon

Popup Report
  • View a summary of overall participation
  • Report on the action taken by each user (e.g. snooze, dismiss, click, etc.)
  • Ability to export a consolidated report into an Excel spreadsheet

Video – coming soon

Ticker Report
  • View a summary of overall participation
  • Report on the action taken by each user (e.g. click on the hyperlink, dismiss, etc.)
  • Ability to export a consolidated report into an Excel spreadsheet

Video – coming soon

Active Users Report
  • Displays a list of distinct user accounts within the Active Directory
  • Displays the last Machine that each user logged onto
  • View of each users’ current CLA Status within your environment (i.e. Active, Inactive, Not Installed)
  • Last receipt date for each CLA Module for each user reported
  • Ability to export a consolidated report into an Excel spreadsheet

Video – coming soon

Active Machines Report
  • Displays a list of distinct machines within the Active Directory
  • Displays the last User that logged onto each machine
  • View of each machines’ current CLA Status within your environment (i.e. Active, Inactive, Not Installed)
  • Last receipt date for each CLA Module for each machine reported
  • Ability to export a consolidated report into an Excel spreadsheet

Video – coming soon

Campaign Dispatch Listing Report
  • Ability to pull a report summarising the content that has been loaded on CLA during a specified time period
  • Ability to specify the date range and the required modules to report on
  • Ability to export the report to Excel if required

Video – coming soon

Troubleshooting Report
  • Enables you to troubleshoot any user / machine or IP Address within your organisation from a central location in the CLA Admin Console
  • Provides details such as “Last Sync Date”, whether or not the user is targeted and which groups the user is a member of
  • Provides the required information for you to be able to log a call with the correct instruction or required action for IT to resolve the issue or at least a good starting point

Video – coming soon

Technical

Installing the CLA Admin Console
  • Follow the step-by-step instruction to install the CLA Admin Console
  • This is a manual installation
  • This is required only for the Administrators who will be responsible for uploading and pushing out the content to the end-users

 

Installing the CLA Agent
  • This needs to be set up to deploy the CLA Agent (.msi) to all end-users in the organisation
  • This is required to be part of an ongoing, automated process that ensures that all new and replacement devices are installed with CLA
  • This agent is required to be running successfully on each end-users’ device to enable them to receive content that is being pushed out by the Administrators

 

Troubleshooting the CLA Agent
  • Covers what to look for when a CLA Agent is not receiving the content intended for it
  • Once the issue has been identified, how to resolve the issue