Yammer Training Guide– Facilitator’s Notes

PurposeThis presentation provides an overview of Yammer to help new users get started. This is meant to be a slide library, so please pick and pull what is appropriate for your audience. Update the text in green to reflect your network. Add screenshots of your network to build familiarity with Yammer. Check the Notes sections for more information.

Note: Review Yaminar video channel for more Yammer information.

As you begin, it may help to get an assessment of the room and your audience’s familiarity with social media and technology. Questions to consider:• How many of your audience are on Facebook? On LinkedIn? On Twitter? • What about social media for the workplace? Not only is social media now a dominant form of communication, but enterprise software is finally catching up to consumer web. Yammer’s goal is to bring that convenience and utility into the workplace, to help improve the way people and companies work, collaborate and coordinate.

Yammer{Presenter Name} — {Company Name}

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 business.

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 [COMPANY] employees 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 NotificationsInbox 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

Culture

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?

Culture

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

Culture

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

Culture

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

CultureMake 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

Culture

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

ShareAlways 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

Culture

Create a Note from the appropriate group

View & Edit Notes

Culture

Edit this Note to add your comments, ideas and questions

Use Rich Text formatting

Invite others to collaborate

Link Content & People within a Note

Culture

Related Content is the New Subfolder

57

Culture

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

Culture

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

Sharing may be caring, but beware of the overshare!

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?