Admin/Manager Training
Learn how to manage your organization's Sendoso instance. Included here are five courses that will teach all the basics for a Sendoso manager.
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Create an AccountDescription:
This material has been specially curated for new Admin/Manager users in Sendoso. After completing the five courses below, you will be fully trained to manage your organization's Sendoso instance. Each of the courses listed focuses on a distinct competency in Sendoso.
Estimated Time: 3.25 hours
Course Objectives:
- Recall how to navigate the Sendoso platform, use the Send Tracker, and describe Sendoso send types
- Install the Sendoso Chrome Extension
- Explain how to add to your account balance, add funding sources, and set spending limits
- Remember how to add new users, create new teams, and assign touches to those teams
- Articulate the different send types available in Sendoso and the steps that each send type requires
- Explain how to label inventory to be stored in Sendoso's Fulfillment Centers and how to choose the correct Fulfillment Center for your inventory
Managing Sendoso
Learn how to navigate the platform, use the chrome extension, explain your sending options, and track your sends.
19 min
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Managing Account Balance
Learn how to add to your balance in Sendoso, create funding sources, assign budget limits to users or teams, and print invoices
35 min
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Managing Teams & Users
Learn how how to add new users, create teams, and assign touches to those teams.
26 min
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Managing Campaign Creation
Learn how to create Campaigns and manage the various options that come with different Campaigns.
46 min
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Managing Inventory and Fulfillment Centers
Learn how to add your own custom inventory to Sendoso and store in one of our fulfillment centers.
48 min
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Sendoso Admin/Manager Assessment
After you have completed the five courses in Sendoso Admin/Manager learning path take this assessment to earn your certificate of completion.
25 min
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