Using Interaction Optimizer

Strategy Manager is the administrative application for Interaction Optimizer. It lets you create live intelligent customer recommendations which are delivered through CRM applications (such as a call center, IVR or web site). The recommendations define the specific actions that the organization can take with the customer to encourage a particular behavior.

This training teaches delegates how to use Strategy Manager to create and manage campaigns in Interaction Optimizer.

Duration: ½ day

Audience: Campaign administrators

Prerequisites

None.

Topics covered

• Introduction to Interaction Optimizer
• What does Interaction Optimizer do, and who uses it?
• What modules comprise Interaction Optimizer?
• What channels can it use, and how does it work with other systems?
• Using Interaction Optimizer
• How to create and schedule a campaign
• How to create message collateral
• How to specify the channel through which a recommendation is delivered
• How to specify a priority for the recommendations
• How to create rules to decide who gets a recommendation
• Advanced Topics
• How to import analytical scores to prioritize recommendations
• How to specify control groups and global rules
• Reporting using Interaction Optimizer Monitor
• Where to learn more about Interaction Optimizer

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