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02.3 yammer training-guide


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Yammer Info Guide

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02.3 yammer training-guide

  1. 1. Yammer Workshop conducted by Insight Education and Instructional Services
  2. 2. Agenda • Understand the importance of ESN • Successfully navigate Yammer to find information • Understand how to get started on Yammer • Follow group best practices • Effectively engage in conversations • Collaborate on content in Yammer • Use Yammer on your mobile device • Know what to share and where to share it
  3. 3. Introduction to ESN
  4. 4. Technology is evolving… Communication is the same
  5. 5. Social is driving a new way of doing our work. Organizations see a 20% to 25% boost in productivity with social technologies such as Yammer. Source: McKinsey, The Social Economy
  6. 6. Sound familiar? Who can help me with this project? What are common objections from prospects? Does anyone have experience with…. Who’s going to the conference? I’m new to the company. Where can I find…? Where can I find the latest travel policy information? Anyone know a good tax lawyer? What’s our protocol for engaging with… The competition’s up to this. What do we do? Who’s handling this account?
  7. 7. That’s where Yammer fits in! Yammer is the private and secure enterprise social network through which everyone in the domain [] can connect, collaborate and coordinate. Yammer makes work: • Real-time • Social • Mobile • Collaborative • Contextual
  8. 8. Yammer helps you to… • Ask questions and find answers faster • Save time by sharing great projects and preventing duplicate work • Meet colleagues with similar interests and relevant expertise • Share news and announcements with the people who need to know • Discuss major decisions and prepare for change • Gather opinions and ideas from across the company • Coordinate work for projects and teams • Gain visibility and insight on what’s happening, and where • Introduce new hires and get them up to speed quickly • Discover valuable information that can help you get more done • Stay connected on-the-go with Yammer mobile apps
  9. 9. Navigate Yammer Features
  10. 10. Key Yammer Spaces 1 Home Inbox 2 3 Groups 4 Profiles
  11. 11. Home Feed1 Be sure to select the right group when posting Choose from Top, All, & Following Review your company’s usage policy
  12. 12. Inbox Messages2 See: • Announcements • @mentions/ cc’s • Conversations you’ve joined or followed • Private Messages Create a conversation
  13. 13. Groups See everything 3 Your Groups
  14. 14. Profiles See your conversations & content Bio & profile View Bookmarked conversations 4
  15. 15. Yammer Notifications Inbox notifications • Replies to conversations you started and joined • Private Messages • @mentions • +Add people to notify • Announcements General notifications • People Like your message • Votes on your Polls • Invitations to collaborate on a Note • New versions of Files and Notes Network notifications • Sum of Inbox and General Notifications from External Networks Group notifications • The number of unread messages in that group since the last time you visited
  16. 16. Getting Started
  17. 17. Please Log In to Yammer • Go to to log-in Select Log In Type your work email & Yammer Password Click Log In
  18. 18. Forgot your Password? • Go to to log-in Click Forgot Password Yammer will email you a reset link
  19. 19. Complete your Profile Click Edit Profile Add your Job Title, Department and Location, include your Expertise [ ]Yam Tip: Everything on your profile is searchable!
  20. 20. Set Email Notifications Select when Yammer emails you
  21. 21. Set Group Notifications Select group messages you’d like sent to you via email
  22. 22. Guide to Groups
  23. 23. Department TEAM Project Career HR Office Products Interests IT
  24. 24. Groups Let You Get Work Done Groups host conversations, files, notes, and can be created around a team, department, task, or project. Join groups to participate in conversations, collaborate on files, and stay aware of what’s going on.
  25. 25. What Lives Within a Group? View all Conversations, Files, & Notes posted to the group. Quickly access Files, Notes or Links. View all the members of the Group.
  26. 26. Identify Groups to Join Join groups that your colleagues are creating Join groups in which your colleagues are having conversations that are relevant to you Browse for groups
  27. 27. Join Groups Browse Groups in the All Groups tab or see suggested groups to join in the Suggested tab. Click Groups to search existing Groups in the network.
  28. 28. Create a Group for Your Team Click the to create a new group Add a group name Specify who should use the group and why Select Public or Private
  29. 29. Group Admin Privileges Make Announcements to send a message to all Group members Populate the Group’s Info Tab
  30. 30. Announcements • Network Admins can make an Announcement to any group, including All Company. • Group Admins can make an Announcement to their group. • Group members see the Announcement at the top of the Home Feed and in their Inbox. • All Company Announcements generate an email to all network members.
  31. 31. Group Admin Settings Update the Group Image, Name, and Description Manage Group Members and Admins Change the Group’s Privacy Settings
  32. 32. Start Conversations in Groups Think about which group is most relevant for the post. Share an Update or post another kind of message, like a Poll or Praise. @mention colleagues within the message to send it to their Yammer Inbox.
  33. 33. Before you create a group… • Ensure there is not already a relevant group that meets your purpose. • Make certain that you can clearly articulate the purpose of the group and measure its success. • Identify a person/team to oversee the group’s strategy, content and membership.
  34. 34. Set the Tone • Document the goals, expectations, purpose and roles within the group. • Illustrate that the group is a place for collaborative sharing among all members. • Encourage participation from all members through @mentioning. • Welcome new members and ask for them to provide an update upon joining.
  35. 35. Nurture your Group • Never leave a post un-answered! • Upload Files and Notes to add context. • Use Announcements for important updates. • Use Notes to capture key conversation points. • Share relevant posts to your group. Add Context@mention Share Always Reply
  36. 36. Keep the Pulse Alive • Share updates on projects to provide transparency into activities. • Ensure members understand what to post and where to post it. • Mine the group for relevant and insightful conversations to share with others. • Cross-pollinate useful information as much as possible. • Refresh and update group content on a regular basis. • If a group becomes stale, do not delete it! Consolidate the relevant content to another active group and mark the old group as inactive.
  37. 37. Successful Groups • Have a clear purpose. • Tackle a real business challenge with measurable outcomes. • Have a logical name, description and info tab. • Enable discovery and collaboration across teams. • Demonstrate value for participating employees. • Have leadership endorsement and participation. • Have supporting resources and training materials. • Plan & execute engagement events. • Effectively transition email based conversations to the group.
  38. 38. Public Groups What’s a Public Group? Working in a Public Group is like working in a conference room with all glass walls and an open door. Any employee in your Network can see conversations, Files and Notes in a Public Group. Engagement Tip: Use Public Groups as the default. Create a Private Group only when necessary.
  39. 39. Private Groups What’s a Private Group? Working in a Private Group is like working in a traditional conference room with a closed door. Only employees who have been added as Members can see conversations, Files and Notes in a Private Group. Collaboration Tip: If your team starts out in a Private Group, discuss switching to a Public Group every few months.
  40. 40. Start Conversations
  41. 41. Search Before You Post Type your query in the search bar and select an auto result… …or press Enter and see full results Use Advanced Search to search within a specific group or between a date range
  42. 42. Start Conversations in Groups Navigate to a Group Start typing in the Share something with this group box @mention colleagues within the message to add the conversation to their Yammer Inbox
  43. 43. Reply to the Appropriate Person Notify specific people as a cc: or an FYI Reply to a specific person within a thread by clicking the Reply link beneath the message
  44. 44. Work with Conversations Attach Files and Notes to your messages Like a message to acknowledge it, like it or say thank you Share to cross-post the conversation to another Group or in a Private Message
  45. 45. Work with Conversations Click the More button to see additional options Only you and a Network or Group Admin can delete your post
  46. 46. Add Topics to Conversations Select More > Add Topic Reply with a #hashtag
  47. 47. Post Different Types of Messages Polls allow you to quickly get anonymous feedback on up to 10 choices Praise allows you to recognize your colleagues for going above and beyond with different badges Announcements are for Admins only and go into the inbox of every group member ensuring the update is not missed
  48. 48. Bookmark Important Conversations • Save conversations for quick reference later To add a Bookmark, select More > Bookmark View your Bookmarks from your Profile
  49. 49. Use Keyboard Shortcuts • Use these shortcuts to use Yammer even faster! YAMMER TIP: Create a Note and share on your network for reference Type question mark (?) [Shift] + [/] to show these shortcuts
  50. 50. Hide Conversations • Keep your My Feed free of irrelevant conversations If you are later @mentioned in the thread, the conversation will appear in your Inbox again Hover over the thread starter to see the X, and select it to hide conversation
  51. 51. Translate Conversations • Communicate without barriers Click translate to change the message to your Yammer UI language
  52. 52. Collaboration Tools
  53. 53. Create Notes Create a Note from the appropriate group
  54. 54. View & Edit Notes Edit this Note to add your comments, ideas and questions Use Rich Text formatting Invite others to collaborate
  55. 55. Link Content & People within a Note
  56. 56. Related Content is the New Subfolder 57 Use Related Content to connect Notes, Files, and Links instead of subfolders Link to another Note or a File to automatically connect all as Related Content
  57. 57. Add & View Files 58 Use the Paperclip to attach a File or Note to your post Hover over a File or Note to Preview it, Follow it, Share it, or Go to it
  58. 58. Collaborate with Files 59 View full screen, email, or download files Add and Reply to in-line comments Add Related Files and Notes from other groups
  59. 59. Upload New Versions of Files 60 Upload a New Version of a file Mark a file as Official if you are the Group Admin View the Version History of a file
  60. 60. Yammer & Email
  61. 61. Reply to Email Notifications Reply to incoming Yammer emails to post your messages to Yammer
  62. 62. When Emailing to Yammer… End your message with - - to prevent your signature from posting to Yammer
  63. 63. Start Group Conversations via Email Scroll down to access options [ ]Yam Tip: Save the email address to your contacts. Navigate to the group you want to email
  64. 64. Include People not on Yammer Add your colleagues email address to your message [ ]Yam Tip: People not on Yammer can reply to your email and post messages to Yammer.
  65. 65. Continue the Conversation on Yammer Email chain becomes a PDF attachment Forward your email as normal, with the group email address in the “to” section
  66. 66. Going Mobile
  67. 67. Install the Yammer Mobile App • Visit your mobile device’s App marketplace and install the Yammer app Windows Phone 8 Android iOS
  68. 68. Log In to Yammer • Enter your user name and password to access your Yammer Network Windows Phone 8 Android iOS
  69. 69. Keep up with the Conversation • Use the mobile app to view conversations across your various networks and groups Windows Phone 8 Android iOS
  70. 70. Share Photos • Upload new or existing photos to your group from your mobile device Click the Camera icon Add a new post
  71. 71. Mobile Inbox Search messages you’re a part of Sort by Read or Unread messages Send Private Messages
  72. 72. Browse the Network Stay in touch with Groups See Top Conversations
  73. 73. What to Share on Yammer
  74. 74. Consider What to Share Start conversations by sharing what you’re working on • Questions and requests for help • Replies offering assistance • Great ideas and constructive suggestions • Updates on teamwork and projects • Interesting articles about trends or factors affecting the business • Useful information that’s relevant • Inappropriate jokes or derogatory criticisms • Anything that violates your company’s Usage Policy • Anything you would not feel comfortable sharing with your manager • Anything you would not feel comfortable sharing with your mother
  75. 75. What About Non Work-Related Conversations? • Create a Group where non-work related conversations can take place Great for water cooler conversations Keeps non-work related discussions where they need to be Users can choose whether or not to follow this Group’s activity
  76. 76. What’s next? Start your Yammer experience!  Create a “Yammer 101” Group on your network.  View, download and share content from the Success Site to your “Yammer 101” Group  Review and use resources, such as: • New User Checklist • Ready Set Go • Yaminars  Post, share and collaborate on the YCN  Get Yammer Certified
  77. 77. Questions?