Connect with Allocadia’s Training & Enablement Team

Ask Us Anything!

Allocadia’s Expert Hours are live drop-in sessions that give you access to an expert on our team who can answer your questions and provide you with best practice advice. It is also an opportunity to meet fellow Allocadia users and learn how others are optimizing their use of Allocadia.

If you have some questions about Allocadia or would like to optimize your Allocadia usage, Allocadia Expert Hour sessions are for you.

Allocadia Expert hours are:

  • Available to anyone with an Allocadia login
  • No cost, just drop in and ask an expert
  • Held once a month
Expert Hour Recordings
Upcoming Expert Hours

Tuesday, May 7th, 2019 – [Admin Hours] User Management

11am EDT/ 8am PDT

Allocadia is a permission based Marketing Performance Management tool. Your users will only be able to do and see what they have been given permission to. Join Allocadia’s Training & Enablement team to learn about our five default user roles, how the hierarchy affects user permissions, and how to maintain user licenses.

PLEASE NOTE – This session is for Administrators only.

For the best audio please use your computer to dial in.

Tuesday, May 14th, 2019 – [Expert Hours] Tracking the Health of your Budget

10am EDT/ 7am PDT
Are you sure that you are reporting all of your marketing spend? Is your team tracking all of the details required for reporting? Or are you only seeing partial data? If you don’t know the answer to these questions come join Jef Cracklen, from our Training & Enablement team, to learn about Allocadia’s Health Check, where you can learn if your team is compliance, and what to do if it’s not.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

Thursday, May 16th, 2019 – [Expert Hours] Tracking the Health of your Budget

6pm EDT/ 3pm PDT
Are you sure that you are reporting all of your marketing spend? Is your team tracking all of the details required for reporting? Or are you only seeing partial data? If you don’t know the answer to these questions come join Jef Cracklen, from our Training & Enablement team, to learn about Allocadia’s Health Check, where you can learn if your team is compliance, and what to do if it’s not.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

Tuesday, June 4th, 2019 – [Admin Hours] Basics of Insights/Analytics

11am EDT/ 8am PDT

Welcome to Allocadia’s community-based System Admin training session. In this session, we will focus on the basic skills of managing Allocadia’s reporting, from building reports to creating dashboards within GoodData. This is a generic session as each organization has a unique configuration of Allocadia’s insights.

PLEASE NOTE – This session is for System Administrators who have edit access to the Analytics tab. To confirm you have access please click on the Analytics (or Insights) tab and look for the Edit button next to the Refresh button.

For the best audio please use your computer to dial in.

Tuesday, June 18th, 2019 – [Expert Hours] Working with Multiple Currencies

6pm EDT/ 3pm PDT
 Do you work for a global organization? Are you asked to track your marketing spend using one currency, but are receiving quotes and invoices from vendors in alternate currencies? Are you tracking or calculating the exchange in a separate spreadsheet? Join Jef Cracklen, from our Training & Enablement team, to learn how to manage spend inputs in multiple currencies in Allocadia, seeing both the Activity Plan amount and local currency amount in one view.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

Tuesday, June 20th, 2019 – [Expert Hours] Working with Multiple Currencies

10am EDT/ 7am PDT
 Do you work for a global organization? Are you asked to track your marketing spend using one currency, but are receiving quotes and invoices from vendors in alternate currencies? Are you tracking or calculating the exchange in a separate spreadsheet? Join Jef Cracklen, from our Training & Enablement team, to learn how to manage spend inputs in multiple currencies in Allocadia, seeing both the Activity Plan amount and local currency amount in one view.
In advance of the training session test the compatibility of your system at https://www.readytalk.com/rt/test-computer.php. When performing the test, you must allow pop-ups.
 
For the best audio please use your computer to dial in.

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