New to Productivity in Aprimo?

Hello and welcome to introductory Productivity training!  The following materials will help you understand what Aprimo Productivity can offer and how best to utilize its features.  We will illustrate how to:

• Use many of the Productivity features
• Properly administer the application (System Administrators)
• Collaborate within the solution with your colleagues
• Work in the Task Inbox

Part 1: Contributor Materials

Part 2: Full User Materials

Contributor Materials

The contributor user is the heart of the Aprimo ecosystem.  These users are utilizing the configurations made by the System Administrators (Full Users) and driven by your company's business model  

Below are just a few introductory lessons into using Aprimo Productivity module as a contributor.

Learn how to get around with Unified Navigation! Providing a single point of access to all Aprimo features, enhancing user experience and productivity.

Unified Navigation Video Training (duration ~27 min)

Take advantage of using List Views in Aprimo to quickly access data important to you

List Views (duration ~ 10 min)

Task List (Master) (Duration ~ 4min)

Learn how to use the start a new Work request.

My Work Requests (duration ~5 min)
Use a work request form for new assets (duration ~ 9 min)
Use work request form for previously created assets (duration ~ 5 min)

Learn how to track project statuses with Project Overview.

Project Overview (duration ~5 min)

Learn how to manage your Aprimo Tasks.

Task Inbox (duration ~13 min)
Complete a Work Task (duration ~6 min)
Complete Review Tasks with the Annotation Viewer (duration ~6 min)
Complete a Re-Reversioning Task (duration ~5 min)

Reassign Tasks (duration ~ 8 min)

Learn about other collaboration tools like Agile Board, Chat Boards and Out of Office delegates.  

Agile Board (duration ~5 min)

Chat Board (duration ~12 min)

Out of Office (duration ~ 3 min)

Full User materials

Full Users in Aprimo are the power users who manage and control the major operations. They are the owners of Activities and Budgets, manage projects, and run the campaign analytics. With their extensive access and capabilities, Full Users are essential in driving the strategic initiatives and ensuring the success of marketing campaigns. In the materials below, learn what additional capabilities Full Users have on top of the above Contributor ones.

Learn how Programs provide a structured way to group and manage related marketing activities, enabling efficient tracking, reporting, and analysis of marketing campaigns.

Creating a Program (duration ~ 6 min)

Learn how Activities allow you to plan, manage, and execute individual tasks within a marketing campaign, providing a detailed view of progress, and performance metrics.

Creating an Activity (duration ~ 5 min)

Activity - Expand Menu Options (duration ~ 9 min)

Activity - Other Tabs (duration ~ 7 min)