02.3 yammer training-guide
Post on 15-Jul-2015
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TRANSCRIPT
Yammer
Workshop conducted by
Insight Education and Instructional Services
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
Introduction to ESN
Technology is evolving…
Communication is the same
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
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?
That’s where Yammer fits in!Yammer is the private and secure enterprise social network through which everyone
in the domain [perlis.edu.my] can connect, collaborate and coordinate.
Yammer makes work:
• Real-time
• Social
• Mobile
• Collaborative
• Contextual
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
Navigate Yammer
Features
Key Yammer Spaces1 Home Inbox
2
3Groups
4 Profiles
Home Feed1
Be sure to select the
right group when
posting
Choose from Top, All,
& Following
Review your
company’s usage
policy
Inbox Messages2
See:
• Announcements
• @mentions/ cc’s
• Conversations
you’ve joined or
followed
• Private Messages
Create a conversation
Groups
See everything
3
Your Groups
Profiles
See your
conversations &
content
Bio & profile
View Bookmarked
conversations
4
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
Getting Started
Please Log In to Yammer• Go to www.Yammer.com to log-in
Select Log In
Type your work email
& Yammer Password
Click Log In
Forgot your Password?• Go to www.Yammer.com to log-in
Click Forgot Password
Yammer will email you
a reset link
Complete your Profile
Click Edit Profile
Add your Job Title,
Department and Location,
include your Expertise
[ ]Yam Tip: Everything on your
profile is searchable!
Set Email Notifications
Select when Yammer
emails you
Set Group Notifications
Select group messages you’d
like sent to you via email
Guide to Groups
Department
TEAM
Project Career
HR
OfficeProducts
Interests
IT
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.
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.
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
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.
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
Group Admin Privileges
Make Announcements to
send a message to all
Group members
Populate the Group’s Info
Tab
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.
Group Admin Settings
Update the Group
Image, Name, and
Description
Manage Group
Members and
Admins
Change the Group’s
Privacy Settings
Start Conversations in GroupsThink 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.
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.
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.
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
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.
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.
Public GroupsWhat’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.
Private GroupsWhat’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.
Start Conversations
Search Before You PostType 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
Start Conversations in GroupsNavigate 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
Reply to the Appropriate PersonNotify specific people as a cc: or an
FYI
Reply to a specific person within a
thread by clicking the Reply link
beneath the message
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
Work with Conversations
Click the More button to see
additional options
Only you and a Network or Group
Admin can delete your post
Add Topics to Conversations
Select More > Add
Topic
Reply with a #hashtag
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
Bookmark Important Conversations• Save conversations for quick reference later
To add a Bookmark, select
More > Bookmark
View your Bookmarks
from your Profile
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
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
Translate Conversations• Communicate without barriers
Click translate to change the message to
your Yammer UI language
Collaboration Tools
Create Notes
Create a Note from the
appropriate group
View & Edit NotesEdit this Note to add your
comments, ideas and
questions
Use Rich Text
formatting
Invite others to
collaborate
Link Content & People within a Note
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
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
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
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
Yammer & Email
Reply to Email Notifications
Reply to incoming Yammer
emails to post your
messages to Yammer
When Emailing to Yammer…
End your message with - - to
prevent your signature from
posting to Yammer
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
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.
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
Going Mobile
Install the Yammer Mobile App• Visit your mobile device’s App marketplace and install the Yammer app
Windows Phone 8 Android iOS
Log In to Yammer• Enter your user name and password to access your Yammer Network
Windows Phone 8 Android iOS
Keep up with the Conversation• Use the mobile app to view conversations across your various networks and groups
Windows Phone 8 Android iOS
Share Photos• Upload new or existing photos to your group from your mobile device
Click the
Camera
icon
Add a new
post
Mobile Inbox
Search messages
you’re a part of
Sort by Read or
Unread messages Send Private
Messages
Browse the Network
Stay in touch with
Groups
See Top
Conversations
What to Share on
Yammer
Consider What to ShareStart 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
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
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
https://about.yammer.com/certifications/
Questions?
top related