Pre-Conference Trainings

Beyond the dozens of sessions, keynotes and networking events built into the Simpleview Summit, there are also a variety of optional pre-conference trainings available to you. These half and full day sessions include hands on time and lunch from 12 to 1pm.

All Pre-conference Activities will take place on Monday, April 3rd, 2017.

Simpleview CRM Basics for New Users

Monday, April 3rd from 10am to 3pm
Lunch included

Join the Simpleview CRM Team for a basic overview of the essential tools and capabilities of your CRM system. If you're a new Simpleview CRM user, then this is the course for you!

Topics covered during new user training include:

  • Logging in and managing/customizing individual settings
  • Utilizing different user groups, such as Member/Partner, Sales, and Consumer
  • Managing your to-do items and tracking your completed tasks
  • Accessing the Community Forums and KnowledgeBase
  • Using core database cleanup/maintenance tools and reports
  • Reviewing records such as Accounts, Contacts, Leads, Listings and more
We recommend bringing a laptop computer to follow along with the session and take notes throughout it.

    Simpleview CRM Refresher for Experienced Users (SOLD OUT)

    Monday, April 3rd from 10am to 3pm
    Lunch included

    Learn how to incorporate CRM best practices into your day-to-day operations during this refresher-level training. This session is for the more experienced CRM user who wants to focus on best practices for system usage and data management. Topics covered during the refresher session include:

    • Best practices for configuring fields and managing data within the system
    • Time saving techniques for data entry, report building and system management
    • Admin functions including the setting of individual user security roles, creating user-defined fields, rules setup and user re-assignment
    • Creating advanced searches; building searches with multiple filter groups, as well as using status history filters
    • Advanced reporting; creating custom reports from scratch
    We recommend bringing a laptop computer to follow along with the session and take notes throughout it.

        Simpleview CMS 101: Everything You Need to Get Started (and Be Awesome)

        Monday, April 3rd from 10am to 3pm
        Lunch included

        The new Simpleview CMS equips tourism industry professionals with new tools to create, manage and maintain their website's content. Whether you are a current or prospective user of this system, join us for this session to gain a keen understanding of the CMS and its features from top to bottom.

        Attendees of this hands-on session will hone CMS skills including: 

        • Developing page content with the CMS Page Builder
        • Assigning tasks to other CMS users
        • Managing assets - images, documents and videos - in the Asset Library
        • Creating press releases and blog posts in the Public Relations Module
        • Examining and editing code files in the Code Editor

        Plan ahead! Those attending this session will need to bring a laptop computer. Class size will be kept intentionally small to provide as much hands-on time with the instructor and the CMS as possible, so space is limited.

          How Digital Marketing Can Define, Test and Shape the User's Experience

          Monday, April 3rd from 10am to 3pm
          Lunch included 

          There's more to optimizing your online presence than just picking the right keyword. Usability studies help webmasters understand the user's experience. This includes, but is not limited to, navigation architecture, page content order and even the colors and images used in a call to action. In this class you will learn what UX tactics work for DMO sites and how to improve your user's experience with simple tools already at your disposal. Upon the completion of this course you will have a specific action plan ready to execute on your site.

          Key learning objectives that will be covered in this session: 

          • What the heck Google wants 
          • Key ranking factors in 2017
          • How to turn keyword research into engaging content
          • "Panda Proofing" your content
          • Designing layouts encourage engagement
          • Leveraging mobile traffic
          • UX tactics for DMO sites


            Please contact Megan George - our Events & Marketing Manager - with any questions about selecting your Pre-conference Activities. 

            More training than ever before

            Expect over 80 presentations combined with trainings, roundtables and demos. Topics will range from how developers can customize the new Simpleview CMS, to creating an advertising program for your DMO, to CRM tips and tricks, email insights, and SEO best practices. You will have the chance to design your own Summit experience, with the opportunity to switch between roundtables and trainings if you desire.