Onboarding
- 01 : Welcome to Openprise (2min Video)
- 02 : Data Essentials (3min Video)
- 03 : Openprise User Interface (3min Video)
- 04 : Tags (5min Video)
- 05 : Data Sources - Systems (4min Video)
- 06 : Data Sources - Files (5min Video)
Getting Started
Use Cases
- Attribution - High Level (6min Video)
- Attribution (6min Video)
- Company Hierarchies (7min Video)
- Creating and Using Address Blocks (4min Video)
- Custom Segmentation (10min Video)
- Dedupe CRM (7min Video)
Task Templates - Generic Tasks
- Aggregate by Task Template (7min Video)
- Append Task Template (6min Video)
- Assign Value to Range Task Template(11min Video)
- Change Text Capitalization Task Template (8min Video)
- Classification and Tagging Task Template (7min Video)
- Combine Attributes Task Template (7min Video)
Task Templates - Data Type Specific Tasks
- Append Company Details Task Template (6min Video)
- Append Lead or Contact Details Task Template (6min Video)
- Change Attribute Type Task Template (5min Video)
- Company Name Clean-up Task Template (6min Video)
- Date and Time Normalization Task Template (5min Video)
- Email Address Format Fix Task Template (5min Video)
Task Templates - System Specific Tasks
- Lead to Account Matching Task Template (9min Video)
- Marketo Custom Activities Task Template (4min Video)
- Marketo Manage List Members Task Template (4min Video)
- Marketo Merge Leads Task Template (5min Video)
- Marketo Submit Form Task Template (4min Video)
- Microsoft Dynamics Close Opportunity Task Template (5min Video)
App Factory
- Welcome to App Factory (2min Video)
- How to Enable and Manage App Factory (3min Video)
- How to Build a Search App (6min Video)
- How to Build a Form App (8min Video)
- How to Build a List Loading App (9min Video)
- Give user access to data when the user has no system access (7min Video)
Analytics
- Analytics (9min Video)
- Line Chart (6min Video)
- Pie Chart (6min Video)
- Stacked Column Chart (7min Video)
- Bar Chart (6min Video)
- Rank Chart (5min Video)