ContactBuilder Training

ContactBuilder offers a variety of formats of training sessions, from group face-to-face sessions to bitesize, personal webcast training.

Sessions can be catered easily to your specific requirements, across a number of ContactBuilder user profiles, including:


  • How to upload developments/plots
  • Uploading HTML adverts
  • Building email segments
  • Sending HTML emails
  • How to effectively cleanse data

Sales advisers

  • Creating tasks and interactions
  • Logging phone calls
  • Sales progression features
  • Sending bulk emails
  • Bulk-completing set tasks
  • Refresher one-to-one for existing users

Sales managers

  • Adding/removing system users
  • Correctly assigning user levels/privileges
  • Monitoring tasks/interactions across multiple sites
  • Master the reporting suite


  • Raising tickets
  • Assigning contractors
  • Sharing important documents
  • Monitoring tickets
  • Keep all parties up to date

You may be able to apply for a training grant through CITB, visit their website for more details

Feedback from our clients

“What did you find most useful about the training session?”

  • “We were able to cover the topics and questions that the team wanted to cover which meant it was really relevant to everyone”
  • “Covered all points, feel ready to use ContactBuilder due to the practical elements of the training.”
  • “The whole session, just knowing how to navigate round site and access certain topics”
  • “Clear, concise training”
  • “All of it!”

Meet our trainer

Meet our trainer extraordinaire, Susannah Simmons here

Arrange training

For any skill level or any number of users, be it one-to-one or group sessions, complete the form below to arrange expert training for any ContactBuilder requirements.

ContactBuilder works the way you do