Train your Bynder End Users

Congratulations on completing Onboarding! Now it's time to launch Bynder to your organization and train your users. Training users is essential for your DAM launch. We recommend ongoing training, especially since Bynder releases new functionality every six weeks.

Our customers see the best adoption when a mix of training methods is used, such as:

  • Live Training Sessions: In-person or virtual, instructor-led sessions
  • Pre-recorded Videos: Comprehensive training videos
  • Short How-tos: Quick instructional videos
  • Written Guides: Detailed written instructions and guides
  • Peer-to-Peer Training: Sharing tips, tricks, and best practices through info-sharing sessions
  • Recaps and Quizzes: Recap sessions to review key points and quizzes to test knowledge and reflect on what was discussed during training

What Your Users Need To Know

The topics for your training will vary depending on the type of user (light vs. regular) and the specific features and functionality being used. Below are the recommended training topics with reference links.

Download the outline

If you're interested in learning more about something mentioned in the outline that isn't currently enabled in your account, please contact your Customer Success Manager for more information and any associated costs.

Introduction

  • Definition and purpose of DAM
    • What is DAM?
    • Why is DAM important?
  • Importance of Bynder in your organization (based on the use case or team)
    • How Bynder fits into your organization’s digital infrastructure/ecosystems
    • Key benefits of using Bynder
  • Use cases for using Bynder
    • Examples of how different teams will use Bynder
    • How Bynder works with your integrated systems, if applicable
  • Available resources & contact information:
    • Share resources like the Bynder Knowledge Base and additional training materials you’ve created
    • Provide contact details for the Bynder admin(s) for questions or assistance
    • Explain how users can use the support and feedback forms set up within your DAM or existing channels like Teams or Slack for assistance or to share feedback, if applicable.

Getting Started

  • Accessing Bynder
  • Navigation & Homepage Overview
    • Homepage overview
    • Main menu and navigation review
    • Share files that don’t/shouldn’t live in the DAM using Bynder Express, if applicable
    • Highlight key sections: Asset Bank, Upload, Collections, Settings, etc

Example Video:

Searching

Downloading

  • Previewing Assets: asset detail view
    • How to preview assets before downloading
    • Asset detail page review
  • Downloading assets
    • Steps for downloading (or requesting permission to download) assets
    • Available formats and resolutions (derivatives) available to download

Example Video:

Sharing Assets & Collections

  • Sharing with Bynder Users vs. Non-Users
    • Methods for sharing assets with internal and external users (link vs. email)
    • Sharing permissions (view vs. download vs. manage)
  • Collection Use Cases
    • How to create and use collections
    • Scenarios for using collections effectively

The following actions have more advanced permissions associated with them. Learn more about permissions here.

Uploading and Managing Assets

Metaproperties and Tagging

Example Video:

Additional Modules

Training Best Practices

  • Group Similar Users:
    • Schedule training sessions for users with similar use cases, permission profiles, modules, or groups.
    • Tailor the content to the group's specific needs using relevant examples.
  • Flexible Scheduling:
    • Offer multiple training sessions at different times to accommodate various schedules and time zones.
    • Whenever possible, opt for in-person or live training sessions to foster engagement.
  • Record and Share Sessions:
    • Record training sessions, Q&A sessions, and other relevant meetings.
    • Upload these recordings, documentation, and how-to videos to the DAM. This will help users become familiar with the platform and provide a readily accessible resource.
  • Encourage Interaction:
    • Promote active participation and questions during training.
    • Include live exercises throughout the training so users can practice what they learned.
    • Survey users before and after sessions to gather feedback for tailoring future training to their needs.
  • Periodic Walk-in Sessions:
    • Host monthly or quarterly walk-in training sessions to demonstrate Bynder functionalities and provide updates on new features.
    • Include live Q&A sessions and gather feedback on the current setup.
  • Create Short How-to Videos:
    • Develop short videos on common tasks like uploading, searching, and downloading, or use existing Bynder videos.
  • Promote ongoing collaboration:
    • Encourage your team to meet and share ideas outside of formal training settings.
  • Support and Contact Information:
    • Ensure end users know to contact the DAM Administrators with questions, concerns, or issues and have the admin contact information readily available.
    • Adding support and feedback forms to the portal or using existing channels like Teams or Slack makes it easy for end users to contact the team and provide feedback or suggestions.
    • If further assistance is needed, portal admins can submit a Bynder support ticket for technical issues.
    • If admins have questions about portal usage or best practices, they can contact their Customer Success resource or consult the Bynder Community.

Training Resources

While we recommend tailoring the training sessions to your team's specific use cases and familiar language that resonates with your users, we also offer generic training resources to use as a basis to build. These can be shared with your team or used as a foundation to customize your training materials.

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