02.3 yammer training-guide

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?