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Liaison

Outcomes-Specific Training

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To support your continued growth and mastery of Liaison Outcomes, we're hosting a series of webinars. These sessions will cover a range of topics designed to help you maximize the benefits of the CRM. To be notified of upcoming webinars and registration information, you can sign up using this form.

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Upcoming and Completed Webinars

Webinar Topics  
Getting Started with Outcomes

During this introductory webinar, we’ll provide an overview of what you can accomplish in Outcomes. After walking you through how to navigate the software, we’ll give you the basics on some of its primary features. If you’re just getting started, or if you need a refresher, this session will help you feel more confident using Outcomes.

Agenda:

  • What is Outcomes?
  • Logging in
  • Navigating the Software
  • Understanding Contacts and Applications
  • Working with Roles
  •  Overview of Key Tools: Segments and Phases

February 18, 2025, 1:00 PM ET

Organizing Your Applications with Segments in Outcomes

During this webinar, we’ll show you how to use the Segments feature to organize your applications or contacts. You’ll learn how to perform batch actions, like emailing or setting decisions, on several applications at once. This session will help you get more organized in Outcomes.

  • Working with the Applications Grid
  • Creating Application Segments
  • Performing Batch Actions
  • Creating Contact Segments
  • Using Segments with Other Features

 

March 13, 2025 3:00 PM ET

Establishing Your Application Process in Outcomes

During this webinar, we’ll help you get started with making your application process work in Outcomes. We’ll explain how to use Phases, which will help you manage your applications throughout the cycle.

  • What are Phases?
  • Configuring Phases
  • Working with Automations and Workflows
  • Assigning Applications

 

April 15, 2025 3:00 PM ET

Getting Started with the Marketing Features in Outcomes

During this webinar, we’ll give you an overview of the Marketing features in Outcomes. We’ll show you how to engage and communicate with your applicants through email, text, and voice message campaigns. You’ll also learn how to track engagement and optimize your outreach process.

  • What are the Marketing Features in Outcomes?
  • Creating Campaigns
  • Tracking Engagement

May 6, 2025 3:00 PM ET

More sessions coming soon!    

 

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