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NCR Customer Connect Web Tutorial Video Series

The NCR Customer Connect web training series will cover logging into your Customer Connect account for the first time and creating and sending emails.

Video 1: Getting Started


This video discusses the welcome email, user account information, how to reset your password and getting started with Customer Connect for new users.

Video 2: Exploring the Dashboard

This video covers the functionality of the dashboard, and introduction to the layout of the Customer Connect interface, and links to helpful resource articles.

Video 3: Exploring the Results Tab

This video discusses built in Customer Connect contact, campaign, links and business reporting.

Video 4: Exploring the Manage Tab


This video demonstrates how to upload contact lists and images, set defaults, custom variables, and where to find the HTML code for setting up a subscribe link on your website.

Video 5, part 1: Creating New Campaigns and Emails

This video covers how to create and name new emails and campaigns, and how to change emails specific default settings.

Video 5, part 2: Editing Email Recipients Under Step 4 of the Campaigns Tab

This video discusses how to the built in segmentation features for using segment defaults and how to set up your own custom segment.

Video 5, part 3: Choosing and Editing Templates

This video discusses how to choose a stock and existing templates and how to edit a template using the built in text editor.

Video 5, part 4: Scheduling and Sending Your Email


This video discusses how to check email spam results, send a test email, and how to send a onetime "send now" or "send later" email, as well as how to set up a recurring or "set and forget" email.

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