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Yammer training guide facilitator s notes

Yammer Training Guide– Facilitator’s Notes


This 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.



{Presenter Name} — {Company Name}



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

Introduction to ESN

Technology is evolving

Technology is evolving…

Communication is the same

Social is driving a new way of doing business

Social is driving a new way of doing business.

Organizations see a 20%to25%boost in productivity with social technologies such as Yammer.

Source: McKinsey, The Social Economy

Sound familiar

Sound familiar?

I’m new to the company. Where can I find…?

Who’s handling this account?

Who can help me with this project?

Does anyone have experience with….

What are common objections from prospects?

Who’s going to the conference?

What’s our protocol for engaging with…

Anyone know a good tax lawyer?

Where can I find the latest travel policy information?

The competition’s up to this. What do we do?

That s where yammer fits in

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 y ou to

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

Navigate Yammer Features

Key yammer spaces

Key Yammer Spaces









Home feed

Home Feed


Review your company’s usage policy

Be sure to select the right group when posting

Choose from Top, All, & Following

Inbox messages

Inbox Messages


Create a conversation

  • See:

  • Announcements

  • @mentions/ cc’s

  • Conversations you’ve joined or followed

  • Private Messages




  • See everything

  • Your Groups




  • View Bookmarked conversations

  • See your conversations & content

  • Bio & profile

Yammer notifications

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

Getting Started

Please log in to yammer

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

Forgot your Password?

  • Go to www.Yammer.com to log-in

Click Forgot Password

Yammer will email you a reset link

Complete your profile

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

Set Email Notifications

Select when Yammer emails you

Set group notifications

Set Group Notifications

Select group messages you’d like sent to you via email

Guide to groups

Guide to Groups

Yammer training guide facilitator s notes











Groups let you get work done

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 w ithin a group

What Lives Within a Group?

View all Conversations, Files, & Notes posted to the group.

View all the members of the Group.


Quickly access Files, Notes or Links.

Identify groups to join

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

Join Groups

Click Groups to search existing Groups in the network.

Browse Groups in the AllGroups tab or see suggested groups to join in the Suggested tab.

Create a group for your team

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

Group Admin Privileges

Populate the Group’s Info Tab


Make Announcementsto send a message to all Group members



  • 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

Group Admin Settings

Update the Group Image, Name, and Description

Manage Group Members and Admins

Change the Group’s Privacy Settings


Start conversations in groups

Start Conversations in Groups

Think about which group is most relevant for the post.

Share an Updateor 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

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

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

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.

Always Reply



Add Context

Keep the pulse alive

Keep the Pulse Alive

Share updates on projects to provide transparency into activities.

Ensure members understandwhat to post and whereto 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 g roups

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 groups

Public Groups

What’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 groups

Private Groups

What’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

Start Conversations

Search before you post

Search Before You Post

Type 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 groups1

Start Conversations in Groups

Navigate 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 person

Reply to the Appropriate Person

Notify 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

Work with Conversations

Attach Files and Notes to your messages

Like a message to acknowledge it, like it or say thank you

Shareto cross-post the conversation to another Group or in a Private Message

Work with conversations1

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

Add Topics to Conversations

Select More > Add Topic

Reply with a #hashtag

Post different types of messages

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

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 Keyboard Shortcuts

Use these shortcuts to use Yammer even faster!

Type question mark (?) [Shift] + [/] to show these shortcuts


Create a Note and share on your network for reference

Hide conversations

Hide Conversations

Keep your My Feed free of irrelevant conversations

Hover over the thread starter to see the X, and select it to hide conversation

If you are later @mentioned in the thread, the conversation will appear in your Inbox again

Translate conversations

Translate Conversations

Communicate without barriers

Click translate to change the message to your Yammer UI language

Collaboration tools

Collaboration Tools

Create notes

Create Notes

Create a Note from the appropriate group


View edit notes

View & Edit Notes

Edit this Note to add your comments, ideas and questions

Use Rich Text formatting


Invite others to collaborate

Link content people within a note

Link Content & People within a Note


Related content is the new subfolder

Related Content is the New Subfolder

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

Add & View Files

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

Collaborate with Files

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

Upload New Versions of Files

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

Yammer & Email

Reply to email notifications

Reply to Email Notifications

Reply to incoming Yammer emails to post your messages to Yammer

When emailing to yammer

When Emailing to Yammer…

End your message with - - to prevent your signature from posting to Yammer

Start group conversations via email

Start Group Conversations via Email

Navigate to the group you want to email

Scroll down to access options


Yam Tip: Save the email address to your contacts.

Include p eople not on yammer

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

Continue the Conversation on Yammer

Forward your email as normal, with the group email address in the “to” section

Email chain becomes a PDF attachment

Going mobile

Going Mobile

Install the yammer mobile app

Install the Yammer Mobile App

  • Visit your mobile device’s App marketplace and install the Yammer app

Windows Phone 8



Log in to yammer

Log In to Yammer

  • Enter your user name and password to access your Yammer Network


Windows Phone 8


Keep up with the conversation

Keep up with the Conversation

  • Use the mobile app to view conversations across your various networks and groups



Windows Phone 8

Share photos

Share Photos

  • Upload new or existing photos to your group from your mobile device

Click the Camera icon

Add a new post

Mobile inbox

Mobile Inbox

Sort by Read or Unread messages

Send Private Messages

Search messages you’re a part of

Browse the network

Browse the Network

See Top Conversations

Stay in touch with Groups

What to share on yammer

What to Share on Yammer

Consider what to share

Consider What to Share

Start 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

Sharing may be caring, but beware of the overshare!

What about non work related conversations

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

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, shareand collaborate on the YCN

    Get Yammer Certified




  • Login