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Knowledgebase

Contacting Support Dashboard Email Contacts Your User Profile Your Company Profile Social Media Print Assets Landing Pages and Forms Websites External Site and Link Tracking Databases Playbooks PowerPoint Presentations eBooks Asset Reports Lead Scoring CRMs and Integrations Users, Groups and Roles Brand Management Mobile Apps, Widgets and Extensions Organizations Notifications MSP Advantage Personalization Smart list Templates Logging In and Managing Your Account Quick Links to Sales Team Help Lead Registration Request Video - Dashboard Video - Logging In Video - LinkedIn tool Video - Playbooks Video - Email Video - Lead Scoring Video - Contacts Video - Social Media Video - Landing Pages and Forms Video - Gallery Video - Reports SMS Video - Ebooks Opportunities Video-Managing Powerpoints Video-Managing Users Video- Website Management Video - Template and Asset Management Webinar Recordings Video - contacting support Fund Management Certifications Video - Certifications Best Practices Datto MarketNow New Support Desk Goto Webinar

Knowledgebase

Contacting Support How Can I Generate A Support Ticket? How can I call the support team? How can I Reach Online Chat Support? What are the general turn around times for service requests at the support desk? Rescheduling a monthly call What to do when you're too busy How to request changes to your Mindmatrix website How do I add another User to my MSP/IT Advantage company account?	Dashboard Dashboard Overview How does my Live Feed work? How do I use the Assets section of the Live Feed? How do i search for assets? How do I change the appearance of the dashboard for other users? How do I create an announcement for my entire company? How can I review my sales funnel to see what prospects I've converted? How do I customize my dashboard? How do I switch between accounts? What to be doing daily in the Mindmatrix platform
Email Why isn't my pasted HTML rendering correctly in the Mindmatrix software? How do I send an email? How do I create an email template? How do I add personalization to an email template? How do I view a usage report on an email template? How do I review reports on emails I send? How do I view comments and ratings and performance statistics on emails? How do I edit an email template? How do I view reports on my drip email campaigns? How do I send Mindmatrix emails through Gmail? How do I create an email AB test? How do I use the "Call to Action" feature? How to add borders to a HTML email template How to White List Mindmatrix Emails How should I select an email address to use in Mindmatrix? What can I do to decrease the likelihood my email will go to my contact's spam folder? How do I use the responsive email editor (Beta Release)? For Channel Program Admins: How to create a user email drip campaign How do I edit email templates in an email drip campaign? How do I view the content in an email drip campaign?	Contacts How do I make a list of contacts that filled out a form? How do I create custom fields? How do I edit contact information? How do I add filters to contacts? How do I create recipient lists? How do I view an Accounts report? How do I create a single contact? How do I send emails, texts, and other assets to individual contacts, accounts and group lists? How do I unsubscribe a contact? What are the best practices for adding a contact to the system? How do I export a list of bounced contacts? How do I share all of my contacts and contact reports with other users? What fields can be mapped from ConnectWise? How do I delete my hard bounce or unsubscribed contacts? Conversion of Contacts to Users Opportunity Ownership How to Customize Static Contact Fields The Partner Creation & Modification Process Assigning MDFs to Organizations How do I remove inactive contacts?
Your User Profile How to update your user profile in Mindmatrix How do I change or reset my password? How do I upload a headshot to my user profile?	Your Company Profile How to update your user profile in Mindmatrix How do I modify my company account information?
Social Media How to share your Facebook, Twitter, LinkedIn URLs How do I create a blog post? How do I activate or deactivate a social media/blog account? How do I launch a social media campaign on behalf of someone else? How do I edit a running blog drip? How do I edit a social drip campaign? How do I publish social media posts through the Chrome extension? How do I create a one off social media blast? How Do I Update My Website to Choose a Default Image for Social Posts? How to activate WordPress blog? How to view social media reports How to create a blog template? How to setup a Social Media Drip Key points to Consider Before You Start Your Social Media Ad Campaign	Print Assets How do I create a Print Template? How do I edit Page Settings to change general styling attributes such as background color or size and create wireframes? How do I add or edit images in a Print Template? How do I create a copy of an image or text box in a Print Template? How do I navigate between pages in a Print Template? How do I associate a database with a page in a Print Template and create entries using the Repeater? How do I add text and images to Print Templates? How do I restrict access to pages in a Print Template for Contacts/Sales Users? How do I configure and setup the Print Vendor? How do I share PDF's with user's or groups? How do I prepare print assets for co-branding and personalization?
Landing Pages and Forms How do I make form fields mandatory? How do I make a list of contacts that filled out a form? How do I retrieve iframe code for my website or a link to my landing page? How do I connect my landing page form to a print asset or web page? How do I add a new form to a landing page? How do I add an existing form to a different landing page? How do I create a form? How do I create a thank you message for a landing page form? How do I customize a landing page URL? How do I create a poll? How do I create a subdomain to use Mindmatrix landing pages? How can I personalize Mindmatrix landing page links with my own domain? How do I update SEO settings of landing pages? How do I change the form properties of a landing page that is already customized? How do I create a landing page? How do I use the HTML form option? How do I make my landing page mobile friendly? Security Updates for HTML based forms - August 2017 Use of Double Opt-in for forms How to I share landing pages with other users?	Websites How do I create a website template? How do I add a menu to a website template? How do I customize SEO options for websites or web templates? How do I view external website reports? How do I view comprehensive report of my website visits, including page visits?
External Site and Link Tracking How do I create a trackable link? How do I share web leads with other users? Why do my tracking links say .vg? Why isn't a contact website click adding scoring to their report? How do I create a tracking code for my website?	Databases How do I create a database? How do I add database records to a print piece?
Playbooks How do I organize assets for Playbooks? How do I use a Playbook? How to create Non-Contact Centric Internal Playbook How Do I Create a Contact-Centric Internal Playbook? How do I add contacts to a playbook? How do I create a Dataroom? How do I edit a pre-existing playbook? How do I add a "To-Do" reminder to a playbook? How to upload a banner in Internal Playbooks? Using the Hot Prospect Follow-Up Playbook How to Observe the Contact-centric Playbook Summary Report Linear Playbook Summary Widget How to view a Non-Contact Centric Playbook Report How to create a non-contact centric linear playbook How to view a Non-Contact Centric Linear Playbook Report	PowerPoint Presentations How do I create a PowerPoint template?
eBooks How do I create an Ebook?	Asset How do I upload multiple files? How do I upload multiple files to share with other users? How do I create filters or rename documents and images? How do I use filters? How do I upload and access my company's documents? How do I upload and access my company's images? How do I control what images a user can add to print collateral? How do I upload a Video to the video gallery? How do I upload and crop an image? How to narrow my search for specific assets and templates? How do I prepare print assets for personalization in Mindmatrix? How to send Multiple asset from asset search page How do I create a contract template? How do I send a contract to my contacts?
Reports How do I view a usage report on an email template? Overview of Reports How do I measure the effectiveness of my emails? How do I view reports on my drip email campaigns? How do I view user reports? How do I view external website reports? How do I export an asset report? How do I measure the effectiveness of my organizations How do I download my exported reports? How to check Social Drip Summary Report How to check Email Drip Summary report How to view external website report from “Reports”?	Lead Scoring How do I create a lead or user scoring model? (and other common questions) How do I create a lead scoring rule for a specific asset? How do I create a scoring rule for a contact attribute? How do I score based on depreciating activities? How do I score based on a fit model? CRM Push setting
CRMs and Integrations How do I integrate my Mindmatrix account to Gotowebinar? How does contact/lead syncing for CRMs work? How do I push an opportunity into my CRM? Answers to Popular Questions about CRM Integrations How do I check mapped fields in CRM integration? What fields can be mapped from ConnectWise? How do I push an opportunity to Salesforce? Integrating Hubspot CRM with Mindmatrix AMP Integrating Zoho CRM with Mindmatrix CRM source of truth setting Autotask API user permission settings CRM Push setting Opportunity First Import How do I add remote site settings to my Salesforce account? CRM TODO / activity Zoho CRM TODO / activity Autotask CRM TODO / activity Connectwise CRM TODO / activity salesforce	Users, Groups and Roles How do I add a user to the system? How do I setup a Role and Assign it to a group? How do I create a group? How do I share templates with users, groups, or companies? How do I share or unshare contacts with users or groups? How do I share PDF's with user's or groups? Outlining Roles in Mindmatrix Opportunity Ownership How to create and modify "Partner" How to import Users How Engagement status is calculated in User smart list How to convert a contact to a user
Brand Management How do I create a brand? How do I re-style a form using brand? How do I share a brand that I have created with others? How do I create my own content brand for emails? How do I create my own drag and drop features for email?	Mobile Apps, Widgets and Extensions How do I download the smart phone app? Yellowpages How do I send Mindmatrix emails through Gmail? How do I import contacts from Gmail? Where are My Recipient Lists in the LinkedIn Tool? Logging into Mindmatrix using the Gmail Extension How to change color setting for Quicklinks Widget?
Organizations How to create Organizations using Mindmatrix How to manage Organizations How do I assign a filter to an organization? How do I customize the Welcome page for other users? Assigning MDFs to Organizations How to lock the “Planning” tab in Organization How to assign the MDF to Organization Groups How to set up organization groups	Notifications How do I turn on smart list notifications? What to be doing daily in the Mindmatrix platform Mindmatrix Software Release Notes for December 2016 What notifications are set up by default in your account?
MSP Advantage Advantage or Concierge Only: How do I send contacts to support? How to request form code for your website How to request an email template or other custom asset How do I view all of the content available to me? How do I copy a template to make my own changes? What to be doing daily in the Mindmatrix platform What do I Need to Do to be Successful Using MSP Advantage Program? How do I Use My Service Hours and What Projects Are Included in My Hours? How to prepare for strategy consulting sessions "Now what?" - Resources for new users Rescheduling a monthly call	Personalization How do I personalize User/Contact/Company variables in an Asset? How do I add personalization to an email template? The Partner Creation & Modification Process How to Lock the Planning Tab within "Organization"
Smart list How do I create a smart list? How do I create a company smart list? Create smartlist ToDo notifications? How do I create a user Smartlist How do I filter contacts by origin For Channel Program Admins: How to create user smart lists based on user activity or usage How to Share Contacts Using a Smart List	Templates How do I make an email drip template? How do I share Templates With Users, Groups, or Companies? How do I share templates with users, groups, or companies? How do I sort through asset templates? How do I rate assets? How do I view reports for a print template? How do I copy email templates to make my own changes? How to add borders to a HTML email template How do I tag multiple templates with a filter Imported HTML only allows textual changes How do I add my custom HTML to an email template? (Beta Release) How to create Interactive Web Banner How do I create a contract template? How do I get an Email template approved?
Logging In and Managing Your Account How to log in How do I access Mindmatrix with "oAuth Single Sign In"?	Quick Links to Sales Team Help How do I send an email? How do I download the desktop widget? How can I review my sales funnel to see what prospects I've converted? How do I create a single contact? How do I send emails, texts, and other assets to individual contacts, accounts and group lists? Install and send email through outlook plugin
Lead Registration Request How to generate a Deal Registration Request	Video - Dashboard Navigating the Mindmatrix Dashboard
Video - Logging In How to log into Mindmatrix	Video - LinkedIn tool Video - How to download the Mindmatrix Chrome Extension
Video - Playbooks Video - How to create an External Playbook in Mindmatrix Video- How do I create an Internal Playbook?	Video - Email Video - How to send emails Video - How to send Mindmatrix email templates through Gmail and Outlook. Video - How to test an email campaign Video - How to create an email template Video - How to create an AB test Video - How to use the "Call to Action" feature
Video - Lead Scoring How to create a Lead Scoring Model in Mindmatrix How to create Lead Scoring Rules on the Mindmatrix An overview of Lead Scoring on the Mindmatrix platform	Video - Contacts How to import and export lists on the Mindmatrix platform Video - How to create a smartlist in Mindmatrix How to share contacts in Mindmatrix How to create custom fields in Mindmatrix How to use Filters on the Mindmatrix platform How to export a list of contacts from Mindmatrix Video - How to set up smartlist notifications in Mindmatrix Video - How to mark the status of a contact Video- How Do I Add a Contact
Video - Social Media How to create a social media campaign on the Mindmatrix platform Video - How do I sync my social Media Accounts with Mindmatrix	Video - Landing Pages and Forms How to create a web form in Mindmatrix
Video - Gallery How to manage collateral on the Mindmatrix Platform How to Manage PDFs in Mindmatrix	Video - Reports How to view email campaign reports in Mindmatrix
SMS How Do I View Reports on SMS Messages? How do I launch an SMS campaign? SMS Double Opt In - I added a contact, why can't they receive an SMS message?	Video - Ebooks How to create an ebook
Opportunities How do I create custom fields? How do I export an opportunity? How do I create an Opportunity? How do I setup opportunities in Mindmatrix with my own custom fields? How do I use the "Advanced Search" feature for opportunities How do I create an opportunity? How do I push an opportunity to Salesforce? How to Create Opportunity fields as two steps process How To Enable Advanced Search Notification For Opportunity How to register an Opportunity Using the Opportunity Step Process How to delete a particular Opportunity?	Video-Managing Powerpoints Video - How to manage Powerpoint presentations
Video-Managing Users Video - Creating Users, Roles, and Groups Video - How to manage permission levels at Mindmatrix	Video- Website Management Video- How do I create a web tracking code? Video - How to send Mindmatrix email templates through Gmail and Outlook.
Video - Template and Asset Management Video - How do I create a print template?	Webinar Recordings An introduction to Mindmatrix A Beginner's guide to Email Campaigns in Mindmatrix How to Succeed in the MSP Advantage Program A guide to Mindmatrix Emails A brief guide to playbook design Asset Management Webinar A Brief Guide to User Management Contact Management on the Mindmatrix Platform A Brief Guide to Landing Page Design Advanced Template Design in Midmatrix A Brief Guide to Social Media Campaigns
Video - contacting support Video - How do I order a customized Asset?	Fund Management How do I use the MDF feature?
Certifications How do I make a certification test? How to view Certification reports	Video - Certifications Video - How do I create a certification test
Best Practices What are the best practices for adding a contact to the system? How should I select an email address to use in Mindmatrix? How can I prevent my messages from getting caught in the spam filter? Sales Enablement Best Practices What to do when you're too busy Best practices for submitting contact lists to Mindmatrix How do I prepare print assets for co-branding and personalization? Is it okay to repeat the same image on social media? What is the difference between a recipient list and a smart list? 14 Ways To Make Your Website Both Functional And Visually Pleasing How To Get Followers To Your LinkedIn Business Page Preparing for your Business Assessment	Datto MarketNow How do I change my MarketNow account email address?
New Support Desk Sign Up to new ticket desk? How do I check my tickets at the new ticket desk? How do I submit a new ticket using the form?	Goto Webinar How to integrate GoToWebinar

What to be doing daily in the Mindmatrix platform

If you're new to Mindmatrix and are wondering what to be doing next, here are some tips to help you find success. - REVIEW DAILY NOTIFICATION EMAIL: Are there leads to follow up with? Any prospective new companies to find contact info for? What website ...

How to prepare for strategy consulting sessions

MSP Advantage and IT Advantage provides ongoing consultation for your marketing and sales strategy with a dedicated enablement consultant. To get the most value out of your scheduled sessions, here are a few ways you should prepare for each meeting. 1. ...

"Now what?" - Resources for new users

If you've recently joined your company's sales or marketing team, you're probably wondering where to begin. Here are some resources that can help you get started. Contact the support team at support@mindmatrix.net with any questions. CREATING YOUR ACCOU...

Rescheduling a monthly call

In order to be successful in the MSP Advantage and IT Advantage programs, you need to take advantage of more than just the software - it is also important to attend consulting sessions designed to help you improve your inbound lead generation. When custom...

How do I use the responsive email editor (Beta Release)?

RESPONSIVE EMAIL TEMPLATE EDITOR FEATURE: Along with the existing email template editor, users now have the option to switch to the new Responsive Email Template Editor for a mobile friendly output. WHO WILL BE USING THIS? This feature can be used...

I ran into an issue importing contacts, what should I do?

If you see an error message when importing your contact list, you should review your contacts for any data issues. 1. Check and make sure you have mapped fields. You should always map the email address field for example. 2. Check the contact spreadshe...

Why isn't a contact website click adding scoring to their report?

If a contact website click in email is not displaying in the external site report and has not generated a contact score, it could be due to the following: 1. After clicking on the link in the email, the contact could have closed the browser before the we...

How Do I Customize Input Value Options in a Form?

To customize input value options in a form, you should work from your web template, not the form template. RELATED ARTICLES: If you are confused about what this means, please read the following two articles: * How Can I Create A Form Template...

I Can't Edit Emails in the Media Editor! What Should I do?

If you are having trouble editing emails in the media editor, you may be experiencing problems due to a poor connection. Extended loading times accessing the email editor are usually indicators of: POOR INTERNET CONNECTION If you are on a wireless c...

I do not receive emails when I send them to myself or contacts at...

WHEN YOU SEND EMAILS FROM THE SOFTWARE YOU ARE SENDING FROM OUR REGISTERED MARKETING IP ADDRESSES. THINK OF THIS AS SENDING A LETTER FROM: YOURNAME WITH OUR ADDRESS TO: YOURNAME WITH OUR ADDRESS. THE RECIPIENT SERVER KNOWS THAT YOURNAME IS ASSOCIATED WITH...

What file types does Mindmatrix accept?

WHAT TYPES OF FILES DOES AMP ACCEPT? For the most up-to-date description of the file types accepted by AMP, please contact our support desk. Currently, the base file types we support are as follows: Document Gallery in AMP: *.pdf, *.txt, *.xml, *.csv...

How to setup Domain Signing with Mindmatrix

This document outlines what is needed to complete domain signing with Mindmatrix. Note - This change will only apply to users with the same domain address, EG: @domainexample.com To use the company's from domain for any company, you will need to f...

How to request form code for your website

Before you request the form, you will want to have the web page created onto which you will add the form. To request an integrated contact form, SUBMIT THE FOLLOWING INFORMATION IN A TICKET via email at support@mindmatrix.net or at https://helpdesk.mind...

How to request an email template or other custom asset

One of the great things about Mindmatrix programs is that you can request custom asset creation from the Mindmatrix services team. Whether you need an email sent to your customers, a registration page for your upcoming event, or another custom asset, our ...

How do I add contacts to a drip campaign?

Under Manage > Drip, select your campaign and click edit Select the lists you would like to add or single contacts. As soon as you add the contacts they will start in the drip. You can also add contacts from the contact page or dashboard to ...

How do I re-style a form using brand?

To create a custom form for brands, go to "Setup", and then "Asset Templates", then "Brand", and then click "Create". Choose "Theme Types" from the "Views" drop down menu. To add a new content field, click on the add icon in the upper right ha...

How do I create my own content brand for emails?

To create brand content for emails, open the brand creation window, and then in the "Views" drop down menu, click on "content types". To add a new content field, click on the add icon in the upper right hand corner of the screen. Give a name for conte...

How do I add a contact to a playbook from Salesforce?

Click on the Contact or Leads tab and select your contact or lead record you would like to add to your Playbook. For this tutorial we will choose leads. From there, click on the lead that you wish to add to a playbook. On the contact or lead's info pa...

How do I unsubscribe a contact?

* Unsubscribing contacts will remove them from your Daily Report for email opens and prevent them from receiving emails or text messages from you again. * Unsubscribing is the best way to ensure that a contact never receives an email from you again an...

How do I copy a template to make my own changes?

Since MSP Advantage Program templates are shared between all users, you must make your own copy to make unique edits. Click on Setup > Asset Templates and then click on the type of template you need to copy. Click Copy on the template. ...

Create smartlist ToDo notifications?

SMARTLIST TODO NOTIFICATIONS There are contact notifications and opportunity notifications. CONTACT TODO NOTIFICATION: To enable smart list notifications, go to "Connections", then "Lists", and then "Smart lists". From there, select the list that ...

How do I share all of my contacts and contact reports with other ...

* SHARING ALL CONTACTS WITH OTHER USERS To share an entire database of contacts with another user, create a smartlist for all of their contacts and share these contacts to the user via the sharing page. 1. CLICK CREATE IN THE SMART LIST SECTION UNDE...

How do I view which recipient list a contact is in?

To view lists a contact belongs to, first, click on a contact, under Connections > Contacts (this feature applies to all places a contact can be found, such as the connections section, the live feed, other lists, etc.). When the contact window opens, cl...

How do I update SEO settings of landing pages?

In the web template, click on "Settings". Click on Meta information. Update the page title, description, header and other SEO details: Click "Save".

How do I integrate my Mindmatrix account to Gotowebinar?

GOTOWEBINAR-MINDMATRIX INTEGRATION V 1.2 OVERVIEW You can now integrate GoToWebinar registrants with Mindmatrix The registrants get synced in Mindmatrix contact records as contacts. Hence, it eases contact database transfer between your GoToWebinar ac...

How do I export an opportunity?

You can export Opportunities into a .CSV file and find them under the Export Status page under "Connections". 1 .To start, click on the Opportunity under Manage, you would like to export and select the export button. 2. Navigate to Connections and cli...

How do I change the form properties of a landing page that is alr...

You can edit the form properties of an already customized form by editing it under Manage > Web > Landing Pages. 1. Click on the landing page you would like to edit. 2. Switch your View to Editor. 3. Click on Unlock this design. 4. Click on the fo...

How use the Mindmatrix Mobile App

PART ONE: HOW TO DOWNLOAD THE MOBILE APP Search for "Mindmatrix" on your mobile device's app store and then download the app titled "Mindmatrix AMP Tools v5". The app should now be accessible from your device. PART TWO: THE DASHBOARD In the Dashbo...

Video - How to send emails

Click here [https://www.youtube.com/watch?v=MWycEDulCEo&index=2&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy] to watch "How to Send and Review Emails" on the Mindamtrix Platform.

Video - How to manage Powerpoint presentations

Click here [https://www.youtube.com/watch?v=RXcRfvVLwe0&index=3&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy] to view "Managing Powerpoint presentations in Mindmatrix".

Video - How to create a website in Mindmatrix

To view to create a web template here [https://www.youtube.com/watch?v=Q8Eop-B1gpk&index=16&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy].

Video - How to send Mindmatrix email templates through Gmail and ...

To view "How to send a Mindmatrix email through gmail and Outlook" click here [https://www.youtube.com/watch?v=ueoPsqAcWSQ&index=19&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy].

Video - How to manage permission levels at Mindmatrix

To view how to change user permission levels, click here [https://www.youtube.com/watch?v=ueoPsqAcWSQ&index=19&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy].

Video- How do I create an Internal Playbook?

To view how to create an Internal Playbook, click here [https://www.youtube.com/watch?v=GGQokymvwsk].

Video - How to test an email campaign

To view how to test an email campaign click here. [https://www.youtube.com/watch?v=hg2DE1IB228]

Video - How to create an email template

How do I use the HTML form option?

The HTML form option will allow you to create customized forms using the Mindmatrix form. With the HTML form option you can - * Create customized form validation * Design responsive forms * Incorporate JavaScript to stylize or hide areas of your f...

Video - How to create an AB test

To see how to create an AB test click here. [https://www.youtube.com/watch?v=3viIl0enoMQ]

Video - How do I create a print template?

Video - How to review and rate assets

To see how to review and rate assets click here. [https://www.youtube.com/watch?v=M9mZPBoLkMs]

How do I create an Opportunity?

This article will detail how to create an opportunity in Mindmatrix. 1. Make sure your role has the appropriate opportunity permissions. Slide Opportunity up to the far right to use the opportunity feature. 2. Click on Manage > Opportunities and click...

How do I share web leads with other users?

* The Anonymous Web Leads section allows users to share real time web traffic information with other users. To access this feature go to "Setup" and then click on "Anonymous Sharing". * Toggle the "Share/Unshare" button to give/deny users access to y...

How do I measure the effectiveness of my templates?

* To view a report on your templates go to Reports > Collateral > Auto Template. * The "Automatic Templates Summary" measures the total number of contacts that have interacted with each user. You can use the drop down in the upper left hand corner to...

How do I use the "Call to Action" feature?

* To use the call to action feature in an email template, click on the "Smart object" tab and then click on the drag and drop the "Call to Action" button wherever you want it to appear on the email. * Once you place the "Call to Action" button, the c...

Video - How to use the "Call to Action" feature

Video - How to mark the status of a contact

Video - How to add or remove a contact from a campaign

How does contact/lead syncing for CRMs work?

This article will provide you with an overview of how contact and lead syncing works between Mindmatrix and your CRM. GENERAL POINTS * CRM integration is a bi-directional sync. * Only one CRM may be integrated with an Organization or Company acco...

How do I upload a Video to the video gallery?

1. To upload a video into Mindmatrix, click on Assets > Non Personalised Assets > Videos. 2. Then click on the blue "Upload" button. 3. Give your video a title and an embed link, and then click "Save". 4. Your video will appear in the Gallery.

How do I see anonymous contacts?

Anonymous contacts are unknown contacts who visit your website, social media links, or other online trackable collateral. Mindmatrix will attempt to record company details associated with an anonymous lead in order to enable you to follow up and identif...

How do I upload a headshot to my user profile?

Click on your user profile Click edit next to the Profile image option. Click upload to add an image from your desktop/file folders to Mindmatrix. Click or drag and drop the image you want to add into the gallery. Select your image so that it is h...

How do I upload and crop an image?

Click on your User Profile at the top left-hand corner of the screen. Click on the image gallery icon on the right-hand side. Click upload to add a new image from your desktop/file folders on your computer. Click or drag and drop the image you want ...

How do I share access to a Smart List?

Giving other users access to a Smart List allows administrators to automatically share contacts according to predefined criteria. To learn how to create a Smart List click here. [http://my.mindmatrix.net/index.php?/Knowledgebase/ViewKnowledgebase/Article/...

How do I import contacts from Gmail?

To use the Gmail pluggin, first make sure that the Mindmatrix Chrome extension is properly installed. For instructions on how to do this click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/445/221/how-do-i-use-the-desktop-widget-to-...

What are the general turn around times for service requests at th...

MSP ADVANTAGE MEMBERS Your MSP Advantage account comes with a base of 3 service hours for the Premiere package. As a part of this package, you can order the following items: * Modifications to existing landing pages. * Original emails with the con...

Video - How to send a ticket to support

Video - How do I order a customized Asset?

Video - How do I sync my social Media Accounts with Mindmatrix

How do I setup opportunities in Mindmatrix with my own custom fie...

The opportunities section allows users to keep track of engagements with potential customers. User can design their own opportunity folders to exclusively contain the information relevant to their engagement. To create a customized opportunity folder, go ...

How do I switch between accounts?

Please note: This feature is only available for Enterprise level customers. To switch between accounts go the icon on the upper left hand corner of the screen and click on the switch user button. In the "Switch User Menu," click on the account you wou...

What do I Need to Do to be Successful Using MSP Advantage Program...

MSP Advantage Program is a great tool to help companies grow their marketing and sales efforts. Our MSPs who have seen the most success follow these 4 items: * PATIENCE: Industry statistics show that lead nurturing takes time. THE AVERAGE COMPAN...

How do I Use My Service Hours and What Projects Are Included in M...

MINDMATRIX OFFERS PROGRAMS TO WORK WITH OUR CUSTOMERS EACH MONTH TO MAKE SURE THAT THEY ARE GROWING THEIR MARKETING EFFORTS THROUGH OUR MARKETING AND SALES CONCIERGE SERVICE. As part of your service agreement, you may be eligible to work with the Client...

A Beginner's guide to Email Campaigns in Mindmatrix

How should I select an email address to use in Mindmatrix?

Since Mindmatrix software uses marketing IPs to send emails, certain email addresses are banned for use to ensure the best delivery rate for your email campaigns. If you request a banned email address at the support desk, the request to update your acco...

How to Succeed in the MSP Advantage Program

How do I set up a Channel Partner Portal?

NOTE: You must be a super administrator customize your dashboard. If you do not have access to this section, check with your sales rep at billing@mindmatrix.net to upgrade your account. To customize your dashboard for Channel Partners, go to "Setup" and...

How do I launch a social media campaign on behalf of someone else...

To launch a social media campaign on behalf of another user, first go to "Manage", and then "Campaigns" and then select "Social Drip". Then select the campaign that you want to launch Then go to the "Views" drop down menu and select "Social Director" ...

How to narrow my search for specific assets and templates?

The "Asset Configuration Tool" helps you find the templates and assets most relevant to a particular user. To access this feature, go to "Setup" and then "Asset Management" and then click "Asset Configuration". Select the criteria that you would like ...

Where are My Recipient Lists in the LinkedIn Tool?

The LinkedIn Tool is a great way to gather new contacts to nurture in your campaigns. When you do your first search of the day, you may notice that when you click Recipient List to start finding new contacts, it may not show your recipient lists right a...

What can I do to decrease the likelihood my email will go to my c...

ASK CUSTOMERS TO WHITE LIST OUR IPS The best way to ensure your emails reach your contact's inbox is to white list our IPs. Ask your contacts to whitelist any IPs within spf.mindmatrix.net Mindmatrix IP Addresses to Whitelist: 63.174.23.0/24 206.21...

How do I push an opportunity into my CRM?

HOW TO PUSH OPPORTUNITIES WITH CONTACTS TO CRM STEP 1: Click to expand "VIEWS" and then click on "REPORT". STEP 2: Click on "PUSH TO CRM". NOTE: The Opportunities with Contacts can also be Auto Pushed depending on the Interest Level set for the c...

How do I integrate Mindmatrix with Redtail?

LINKING MINDMATRIX WITH REDTAIL * Log into your Mindmatrix account. * Click on the CRM session icon on the right-hand side. * Click login to activate. * Enter your Redtail credentials. IMPORTANT - Only administrators should activate the conne...

A guide to Mindmatrix Emails

A brief guide to playbook design

How do I make my landing page mobile friendly?

1. Follow these steps to create a new landing page template [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/524]. 2. Under Setup > Asset Management > Templates, find your landing page and click on the image thumbnail to access the editor...

How do I edit a pre-existing playbook?

In order to edit a playbook, go to Setup > Asset Management > Templates > Internal Playbook and then on click "Edit" hyperlink on the playbook you wish to edit. When you from here, you make all of the same modifications to a template that you could if y...

How do I edit a running blog drip?

To change the content of a blog drip go to Manage > Campaigns > Social Drip, and then select the blog drip that you wish to update. Then select the blog post that you wish to replace. To find a replacement blog post, click on the "Media" tab. To acc...

How do I edit a social drip campaign?

In order to edit a social drip campaign, go to Manage > Campaigns > Social Drip, and then select the social drip campaign which you want to edit. From there select the text that you want to edit. Enter yout message and the then click save. Use the v...

Asset Management Webinar

How do I access Mindmatrix with "oAuth Single Sign In"?

To sign into Mindmatrix via an oAuth Single Sign, enter your portal URL, (which will vary from user to user), into the web address bar. Then select the email account that you would like to use to sign in. If you have signed on using this method before...

If your CRM (or PSA) is integrated with your Mindmatrix account, you probably have a few questions. Here are a few things you should know about your integration with Mindmatrix: * Adding new contacts to Mindmatrix from your CRM You can add a new ...

How do I check mapped fields in CRM integration?

Whenever you add an additional field to your CRM you would like to sync, or experience an issue with data syncing from your CRM to Mindmatrix, the first thing you should do is verify that your fields are properly mapped. "Fields" refer to places in the ...

How do I export an asset report?

To export an item from the Asset Report to your hard drive, first, go to the "Reports" section and then select the "Asset Report". The select the report that you would like to export. Finally click on the export icon.

A Brief Guide to User Management

3 Stage Onboarding Plan - What to expect

Here's a rundown of our 3 stage onboarding process and what you can expect. For more details watch our video on what you can expect during the onboarding process. GET READY... Step 1 - Account setup - we're going to ask you for details we need to conf...

How do I make a certification test?

To make a certification test, go to Setup > Asset Management >Templates > Certification > then click on "Create". Give your templates a name and description and then click "next". Select the pixel size of your certification program and if you wish add...

Video - How do I create a certification test

Why aren't my emails sent through the software coming from my ema...

When you hover over your name on an email that you sent using the software, you will see that the email has come from an address like cmap@mmem11.com. You may wonder why it is showing this email address and not your own. We follow best practices for ema...

Video- How Do I Add a Contact

How do I tag multiple templates with a filter

In order to add a filter to multiple templates at once Go to Setup > Asset Management > Templates, make sure that your menu is set "list view". Then select the items that you want to tag and click on the "tag" icon. Finally, type in the filter you wi...

How do I add a "To-Do" reminder to a playbook?

To add a "To-Do" reminder to a playbook, go to the internal playbook section and then select a "contact-centric playbook" (e.i. a playbook with a green figure in the upper right-hand corner). To add a reminder to a specific step, click on the step's "To...

How do I use the "Advanced Search" feature for opportunities

To access the "Advanced Search" feature, first, go to the "opportunities menu" and then select "Advanced Search". From there, select "create search list". Give your list a name and description, and then click "Next" Select the criteria you wish to u...

Contact Management on the Mindmatrix Platform

What fields can be mapped from ConnectWise?

As you prepare for your CRM integration, you may be wondering which fields you can map from ConnectWise into Mindmatrix. Below is the complete list of ALL fields which can be synced between the platforms. * Address1 * Address2 * Caption * City ...

How do I view emails in a drip campaign?

To view emails in a drip campaign, begin by logging in to your Mindmatrix account, then navigating to: Manage > Campaigns > Drip (Nurturing). Once you are in the Drip Campaign section of the software, choose the campaign you wish to view and click the...

A Brief Guide to Landing Page Design

How do I create a user Smartlist

* User Smart Lists are great tools to dynamically segment users based on their attributes or actions. * You can also use smart lists to send notifications to other users or to yourself. * To create a smart list, go to the connections section of your...

Advanced Template Design in Midmatrix

How do I publish social media posts through the Chrome extension?

To send out a post via the Chrome extension, first, select the "amp" icon on your Chrome Browser toolbar. From there: 1) Select the "Social" Tab 2) Select the platforms and activate them you want to publish to. 3) Type in your message 4) Cl...

How do I filter contacts by origin

First, start the process of setting up a smart list, up to the point where you reach the "conditions tab". For instructions on how to do that, click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/356#gsc.tab=0]. When you reached th...

How do I create a one off social media blast?

HOW TO CREATE SOCIAL ONE OFF STEP 1: Click to expand "COMMUNICATE" and then click on "SOCIAL". STEP 2: Click on "CREATE". STEP 3: ACTIVATE the social sites. If they are already activated, then select the page or wall where the message needs to be pub...

A Brief Guide to Social Media Campaigns

How can I prevent my messages from getting caught in the spam fil...

How can I avoid getting caught up in the spam filter? * Keep your subjects lines short (staying between 10 to 30 characters is considered a best practice). * Avoid special characters such as dollar signs. * Avoid abbreviations and improper grammar...

Sales Enablement Best Practices

The businesses that are most successful in MSP Advantage are all performing these activities to convert leads. If you want to see maximum success, these are foolproof steps you should be following: * START NOW. As soon as you get a notification that t...

How do I create an opportunity?

HOW TO CREATE OPPORTUNITY STEP 1: Click to expand "SETUP", then select "CUSTOM FIELDS" and then select "OPPORTUNITY" to create an Opportunity folder. STEP 2: Click on "CREATE". NOTE: We can add, change and delete the opportunities folder. STEP 3: I...

How do I push an opportunity to Salesforce?

HOW TO PUSH AN OPPORTUNITY TO SALESFORCE STEP 3: GO TO SETUP> CRM >CRM STEP 4: Click on the "CONFIGURE BUTTON" STEP 4: Login to sales force. STEP 5: Use the dropdown to select the items to import. STEP 21: Click on "MAP FIELDS". STEP 5: In th...

How do I measure the effectiveness of my organizations

For an overview of how your organizations are performing, go the "Report" section and then select "Organizations". This will give you a breakdown of the resources and performance of each organization in your group.

How do I delete my hard bounce or unsubscribed contacts?

Because Mindmatrix needs to keep a record of contacts who hard bounce or unsubscribe in order to remain in compliance with the CAN SPAM act, MINDMATRIX DOES NOT DELETE HARD BOUNCES OR UNSUBSCRIBES. This prevents sending emails to them again if they are un...

How do I assign a filter to an organization?

Channel Managers can now assign filters to organizations to help them better organize their channel partners by expertise, location and industry. As of August 2016, his feature will support the upcoming Channel Locator. 1. To set filters for your Channe...

Imported HTML only allows textual changes

Users can now make only textual changes to email templates/media that have been created using the 'Import Design' option. WHY HAS THIS BEEN DONE? 'Smart Objects' and 'Brand' in the email editor are only compatible with a specific HMTL structure. This ...

Outlining Roles in Mindmatrix

This article will describe the differences between roles in Mindmatrix. This article is meant to be used in reference with the following articles: 1. Adding Users to Mindmatrix [http://my.mindmatrix.net/staff/index.php?/Knowledgebase/ViewKnowledgebase/A...

Logging into Mindmatrix using the Gmail Extension

THIS DOCUMENT WILL DETAIL A FIX IF YOU ARE RECEIVING AN "INVALID GMAIL CREDENTIALS" ERROR AFTER ATTEMPTING TO LOGIN TO MINDMATRIX WITH YOUR GMAIL USERNAME AND PASSWORD. 1. Users will have to login into Mindmatrix account and then activate their Gmail ac...

Integrating Hubspot CRM with Mindmatrix AMP

CRM INTEGRATION Integration with some CRMs exist to support bidirectional sync Contacts This document details how to complete a Hubspot integration with the Mindmatrix AMP Platform. The document is split into 2 parts, Part 1: Integration, and Part...

What to do when you're too busy

DON’T HAVE TIME TO COMPLETE THIS MONTH’S ACTION ITEMS? WE CAN HELP. We know you have a lot of responsibilities, and sometimes marketing falls lower on your list of to-dos. We want to help you succeed! Here are some tasks we can perform for you so you ca...

Integrating Zoho CRM with Mindmatrix

ZOHO CRM INTEGRATION This document details how to complete a Zoho integration with the Mindmatrix. 1. To integrate Zoho CRM with your AMP account, select "CRM and Add-ons" from the Set-up tab within Mindmatrix AMP. 2. Click on "Configure" 3. Enter...

Best practices for submitting contact lists to Mindmatrix

Whether you are submitting a list of contacts to Mindmatrix for the first time, or updating an existing list that was imported in the past, there are best practices you should follow to see the best results from your marketing and sales efforts. * > ...

How to request changes to your Mindmatrix website

Once your new website by Mindmatrix is launched, you can request changes on a monthly basis. YOUR WEBSITE CHANGES WILL BE PUBLISHED AROUND 30 DAYS OF YOUR INITIAL REQUEST. Escalated timelines may be requested, but please note that the Mindmatrix team ...

How do I prepare print assets for personalization in Mindmatrix?

This guide details how to prepare documents for personalization in Mindmatrix.

Conversion of Contacts to Users

CONVERSION OF CONTACTS TO USERS FEATURE: This feature outlines the process of converting any contact into a user. On conversion, the contact receives a link to the install and the login credentials via email. WHO WILL BE USING THIS? This feature i...

Opportunity Ownership

OPPORTUNITY OWNERSHIP FEATURE: Earlier users could only share opportunity records with other users. This restricted them from having certain rights over the opportunity record. Opportunity ownership allows users to assign complete ownership of opportu...

Using the Hot Prospect Follow-Up Playbook

USING THE HOT PROSPECT FOLLOW-UP PLAYBOOK The Hot Prospect Follow-Up Playbook, available in the MSP Advantage and IT Advantage programs, provides you with a step-by-step process for following up with sales-ready leads. The playbook includes personalized...

Scheduling Emails

SCHEDULING EMAILS Having the ability to schedule an email for a later date and time saves you valuable time in the follow up process. If you want to follow up with an out-of-office prospect in a week, for example, you can write and schedule the email no...

Mindmatrix Software Release Notes for December 2016

MINDMATRIX _Software Release Notes_ for DECEMBER 2016 ===_NEW FEATURES_=== * Drip campaigns for users now available. * "Opportunity Ownership" functionality roll-out. ===_EXISTING FEATURE UPDATES_=== * New drop-down to show all, owned, and sh...

How do I prepare print assets for co-branding and personalization...

Please click the attachment to download the article.

How Do I Update My Website to Choose a Default Image for Social P...

HOW DO I UPDATE MY WEBSITE TO CHOOSE A DEFAULT IMAGE FOR SOCIAL POSTS? SOFTWARE FUNCTION This article provides admin users with information regarding updates to your website that will optimize it for social posting. If you have Wordpress, you are able...

How do I customize the Welcome page for other users?

Customizing the welcome page is a great way to personalize the experience your users see the first time they log into Mindmatrix. View the attached article to learn more.

How to Customize Static Contact Fields

HOW TO CUSTOMIZE STATIC CONTACT FIELDS FEATURE: This feature allows users to customize the fields that are provided by default. This means users can now have only those fields that are relevant to their business model. WHO WILL BE USING THIS? This...

The Partner Creation & Modification Process

THE PARTNER CREATION AND MODIFICATION PROCESS FEATURE: This feature enables users within a company to interact with each other and have access to create smart list, drip, scoring, reporting etc. for users based on their Internal and External activitie...

How to Lock the Planning Tab within "Organization"

How to Lock the Planning Tab within "Organization" FEATURE: This feature allows the User to lock the "Planning" tab of Organizations once the revenue targets are set for the period. The User can unlock it for next period time or for adjustments. WHO ...

Assigning MDFs to Organizations

Assigning MDFs to Organizations FEATURE: This enhancement allows users to assign MDFs to multiple Organizations/Organization Groups. WHO WILL BE USING THIS? This enhancement will be used by Users who have permission to create MDF Fund Plan. BENEF...

How do I download my exported reports?

How do I download my exported reports? FEATURE: You may download multiple reports you export from Mindmatrix. WHO WILL BE USING THIS? Marketing managers and Channel Managers in particular; but any users who wish to log a history of reports in Mindm...

How do I edit email campaigns in an already setup email drip (BET...

How do I edit an email in an already setup email drip campaign? [https://cache.amp.vg/content.amp.vg/ebook/dra9pi9l0ke68] FEATURE: If you have been allowed access by your marketing or asset administrator in Mindmatrix, you may now easily update and ch...

Why do my tracking links say .vg?

Sometimes you'll see links with .ly, .gl, .me or other domain names. Many link tracking or link shortening services have unique links specific to their offering. Mindmatrix uses .vg at the end of our tracking links because all of our installs have .vg a...

Outlook Plugin Installation & User Guide

Outlook Plugin Installation & User Guide [https://cache.amp.vg/content.amp.vg/file/c0jutp8mfjfnq/outlook_plugin_installation_and_user_guide.pdf]

For Channel Program Admins: How to create user smart lists based ...

If you are a channel manager or admin in a Mindmatrix Channel Program, you will be using the user smart lists to identify your top and lowest performing partners and send them user email campaigns to encourage further adoption of your program and tools in...

Is it okay to repeat the same image on social media?

Social media is a great place to engage with current clients and increase prospect interest about your business. Images and videos tend to increase social media engagement, but is it okay to have posts go to the same asset or have posts with the same imag...

For Channel Program Admins: How to create a user email drip campa...

If you are a channel manager, marketer or admin in a Mindmatrix Channel Program, you will want to engage with the users in your portal to encourage adoption in addition to sending ongoing communication for training, onboarding, and more. _Note: If you a...

Security Updates for HTML based forms - August 2017

ANNOUNCING ENHANCED SECURITY OPTIONS FOR HTML BASED FORMS AUGUST 2017 We are happy to announce the release of new security options for forms in Mindmatrix. These updates will reduce the number of spam form fills experienced by some customers. HOW DOES...

What is the difference between a recipient list and a smart list?

WHAT IS THE DIFFERENCE BETWEEN A RECIPIENT LIST AND A SMART LIST? RECIPIENT LISTS A recipient list is a grouping of contacts where contacts may not need to have same characteristics in their contact records. Often times a recipient list will be added w...

How do I add my custom HTML to an email template? (Beta Release)

HOW DO I ADD MY OWN CUSTOM HTML TO AN EMAIL TEMPLATE? FEATURE: You can use the HTML smart object to add your own HTML to email templates. WHO WILL BE USING THIS? Marketing team members who create templates for their companies. BE...

How do I edit email templates in an email drip campaign?

Go to Manage>Campaigns>Drip (Nurturing). Next, click on the "Edit" link for the campaign you would like to edit. **Please note that if you are going to make changes to a drip campaign that you will need to pause the drip. To pause the drip, click on t...

How do I view the content in an email drip campaign?

How to view social media reports

SOCIAL MEDIA DRIP CAMPAIGN REPORTS After you have started your social drip campaigns you will want to review their progress. You can do this by going to "Reports" then "Social". Under "Social" you will see a variety of options and each subcategory will ...

How can regular blog and social posts increase web traffic and vi...

Social Media Optimization (SMO) is the answer ( kind of). First, we need to define the term. According to Sprout Social, "Social Media Optimization is essentially using social media as a catalyst to grow your company's online presence." Simply said a st...

How to create Interactive Web Banner

FEATURE: This feature allows users to create interactive banners that can be used for internal (AMP pages such as the dashboard, internal playbooks & welcome page) and external (assets created in AMP such as web, landing pages, data room etc.) pages W...

How does Smart list condition Email not opened work?

To get a list of all contacts who never opened an email, go to Connections tab, then click on "inactive" filter on the bottom left. This will give you a full list of contacts who did not open emails or participate in AMP generated marketing. The Smart l...

How to use Leaderboard: Organizations widget

FEATURE: This widget will provide the Admin User (e.g. Channel Manager) to view the progress and status of Organizations he/she has access to. WHO WILL BE USING THIS? This widget will be used by Admin Users (can be added to any Dashboard) but will b...

How to record and save a contact offline activity by User

FEATURE: This feature allows the User to record and save any offline activity (not from AMP) done for a contact like "Met at Starbucks", "Made a phone call". WHO WILL BE USING THIS? This feature will be used by all the Users. BENEFITS: This will...

How to accept or reject Routed Leads.

FEATURE: This feature allows the User to either accept or reject the Lead assigned to him/her using lead routing. WHO WILL BE USING THIS? This feature will be used by all the Users. BENEFITS: This will help the sales user to either accept the le...

How to Observe the Contact-centric Playbook Summary Report

FEATURE: This feature will provide the User to observe the contact-centric playbooks of all the Users he/she has access to. WHO WILL BE USING THIS? This report will provide information of contact-centric playbooks of all the Users for whom the logge...

Use of Double Opt-in for forms

FEATURE: The double opt-in process includes two steps. In step 1, a potential subscriber fills out and submits your online form. In step 2, they'll receive a confirmation email and click a link to verify their email address, which is added to your conta...

How to use Leaderboard: Users widget

FEATURE: This widget will provide the Admin User (e.g. Sales Manager) to view the progress and status of all other Users he has permission to. WHO WILL BE USING THIS? This widget will be used by Admin Users (can be added to any Dashboard) but will b...

How to view external website report from “Reports”?

Goto Report > External Tracking > Sites See the detailed Report of the Website Visits, such as total visits, unique visits and the pages which the contacts have visited. You can click on the number of contacts in order to know the detail of the contacts...

How to change color setting for Quicklinks Widget?

Goto Setup > Dashboard > Add Widget. (Only available for Super Admins) Add "QuickLinks" to your Dashboard and click on "Save". For both designs of "Quicklinks" widget provide the option to set colors. Once the gear icon is clicked it will open the m...

How to integrate GoToWebinar

FEATURE: This feature allows integrating GoToWebinar with AMP and fetching all the Webinars along with the contacts associated with each of them. WHO WILL BE USING THIS? This will be configured for a company to provide Users to integrate AMP with th...

How to setup a Social Media Drip

1. Goto Manage > Campaigns > Social Drip 2. Click on the setup button on the social drip campaign. 3. Give the proper drip version name to the social drip and click "Next". 4. Select the social sites and the page on which you want to publish the pos...

How do I create lead routing rules?

HOW DO I CREATE LEAD ROUTING RULES? FEATURE: Admins with lead routing access under the Setup tab may create lead pools in the lead routing section. These pools will allow the automatic assignment of leads which users may accept or reject. ...

How do I review lead routing reports?

FEATURE: Admins with lead routing access under the Setup tab may create lead pools in the lead routing section. These pools will allow the automatic assignment of leads which users may accept or reject. Admins, as well as users with lead...

Create a ConnectWise API Member

CREATE A CONNECTWISE API MEMBER Video Link [https://youtu.be/Klh32LunaGw] Create a new ConnectWise API Member to authenticate with AMP. CREATING A MEMBER In your ConnectWise account, navigate to SYSTEM > MEMBERS, then click the API MEMBERS tab. C...

How to submit a ticket for Creating Email Drip Campaign

Scroll to the end to download the steps in Word Document. KEY ITEMS TO CONFIRM BEFORE SETTING UP A DRIP CAMPAIGN: * What kind of asset is being created? * Email template: * The team can create a custom one, or you can choose a premade template f...

Key points to Consider Before You Start Your Social Media Ad Camp...

Social Ad Campaigns, Where Do I Start? Here are a few things to consider before hitting "Go" on your social media paid ad campaign: * What is my budget? * Who is my audience? * What type of content sees the best results? * Why is this the best ...

Preparing for your Business Assessment

As part of your orientation, your consultant will have a discussion with you about your business. This will help our team to identify your specific goals and needs, so that we can best direct you in using the program to achieve results. Here are some qu...

How To Submit A Ticket To Create A One-off Email Blast

For another resource to help you request a customized asset from our team, click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/324#gsc.tab=0&gsc.sort]. Key items to confirm when submitting a ticket for an asset creation such as an ...

What notifications are set up by default in your account?

All notifications will come via email unless specified otherwise in your user profile. You have the ability to choose from an email notification or SMS text message, or both if desired. Email notifications are set by default in the user profile when your ...

How do I add a contact to a recipient list?

To add a contact to a recipient list, first go to Connections>Contacts. Next, click on the contact you would like to add to the recipient list. Then, click on the Views button and select Lists. Finally, choose "All" under the folder and add the cont...

How do I capture consent of leads before or after adding them to ...

HOW DO I CAPTURE CONSENT OF LEADS BEFORE OR AFTER ADDING THEM TO MINDMATRIX? FEATURE: Using an email campaign and capturing consent of leads or contacts before or after adding them to Mindmatrix. WHO WILL BE USING THIS? Marketing managers an...

How do I stop an email drip campaign?

HOW DO I STOP AN EMAIL DRIP CAMPAIGN? FEATURE: Email drip campaigns are a series of emails that can be played (running), scheduled, or stopped. WHO WILL BE USING THIS? Marketing managers and Channel Managers in particular; but any user...

Linear Playbook Summary Widget

LINEAR PLAYBOOK SUMMARY WIDGET IS FOR CHANNEL MANAGERS TO KEEP TRACK OF HOW THE PARTNER USERS ARE USING THE LINEAR PLAYBOOK AND CHECK WHICH STAGES OF THE PLAYBOOK EACH PARTNER USER IS IN AND REVIEW THE STATUS OF USERS IN EACH STEP. THE DIFFERENT OPTIONS...

How do I make another user the owner of a single contact and how ...

First, go to Connections>Contacts Next, click on the contact you would like to reassign ownership of Then, click on the "Views" icon and choose "Sharing" Finally, you can select the new owner. There will be a green "current owner" icon by the user. ...

CRM TODO / activity Connectwise

Reference this article to get started with TODO notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 [http://my.mindmatrix.net/index.php?/Knowledgebase/Articl...

CRM TODO / activity salesforce

What is Twilio Call and how it is used in Playbook?

FEATURE: This feature allows the User who has Twilio integrated with AMP to call contact based on call script from the playbook and also play pre-recorded voice message for a voice-call reply. WHO WILL BE USING THIS? This feature will be used by the...

How do I create a contract template?

HOW DO I CREATE A CONTRACT TEMPLATE? _This article details how to use the following module(s): _ FACILITATION CONTRACTS Allows configuration of print templates to create contracts which can be sent to Contacts in the system. _Who would use t...

How do I send a contract to my contacts?

HOW DO I SEND A CONTRACT TO MY CONTACTS? _This article details how to use the following module(s):_ FACILITATION CONTRACTS Allows configuration of print templates to create contracts which can be sent to Contacts in the system. _Who woul...

How to setup Mindmatrix inside of Twilio

HOW TO SETUP MINDMATRIX INSIDE OF TWILIO _This article details how to use the following module(s):_ INTEGRATION TWILIO INTEGRATION Utilize Twilio software from within Mindmatrix Interface Skill level: (Intermediate, Expert) Approximat...

How do I send an email to users?

* To send an email, first go to Communicate, then Email. * Select the "User" tab to send an email to other Mindmatrix users. * To create a new email, click "Compose". * When the window to compose your email pops up, you have two option...

How to view a Non-Contact Centric Playbook Report

Non contact centric playbook usage report can be pulled by going to Reports > Asset Report. Select the Internal playbook option in the drop down menu. This will show us all the playbooks present in the user account. If we click on the numbers next to th...

How to configure the asset search page tabs

Go to Setup>Asset Management>Asset Configuration Next select the tab "Asset Search Configuration" To create a new tab, click "Add Tab" Enter the name of the tab and click on the check icon Add any filters you would like to associate with the tab a...

How to import Users

HOW TO IMPORT USERS: We can add multiple users by importing a list of users. Following are the steps with the attached screenshots: 1) Goto Setup > User Management > Import Users: 2) Click on Import and Please note it should be CSV or TXT files only...

How do I create a tracking code for my website?

1. Click on Manage > External Tracking > External Sites 2. Click "Create" 3. Enter the address of your website. 4. Copy and paste your finished code between the tags of your website. If you have a PHP based website, paste the code into...

How do I create user recipient lists?

To create a user recipient list, click on Connections>Lists Select the "User Recipient Lists" folder, then click on the "Create" button. Enter in the "Name", "Description" and add any "Filters" needed to your Recipient List. When you are complete wi...

How to view Certification reports

To view the reports of Certification quizzes, you can goto Setup > Asset Management > Templates. In the Folders section, select "Certification" Then, click on "Report" button, on the respective Certification Template This will show you the count of ...

How to create filter categories

Go to Setup>Asset Management>Filter Management>Filter Category. Click Create Category Button. Give Category Name and Description > Click Next Add the respective filters to that category by clicking "add" button next to the filters > Click Finish

How to view, manage and delete filters

Go to Setup>Asset Management>Filter Management>Filter Management. It will show the Filters applied to Templates, Files and Unused Filters along with the count of the assets to which the respective filter is assigned. You can click on the number to see t...

How To Submit Deal Registration Request

In order to register a lead, please go to Manage > Deal Registration Request. Click Create Deal Request button on the left side. Enter the details of the contact/Deal and hit the "Save" button Your Deal is created and you will receive a notification...

How to approve a new deal?

In order to approve a deal, please go to Manage > Deal Registration Approval. Select "Request for Approval" folder on the left side It will give you the list of the deals that have been generated by the users and you can click on "Approve" to approve ...

How to confirm a deal to an opportunity?

In order to confirm a deal to an opportunity, please goto Manage > Deal Registration Request Select the Approved Deals folder Click on the "Opportunity" button followed by the approved deal Select the Opportunity Type and hit the Save button You c...

How do I share drip campaigns to other users?

* To share a template with users, groups, or companies, first click on Setup > Asset Management > Drip Templates. * Choose the List View option. * Select the drip campaigns you would like to share by selecting the check boxes and then ...

How to I start an email drip campaign?

Go to Manage>Campaigns>Drip (Nurturing) to start a new campaign. Click on the "RUNNING" section to see which campaigns are already playing. Click on the "STOPPED" section to see which campaigns are not playing yet, but have already been custom...

How do I change delays in a drip campaign?

To changes the delays in a drip campaign, begin by logging in to your Mindmatrix account, then navigating to: Manage > Campaigns > Drip (Nurturing). Once you are in the Drip Campaign section of the software, choose the campaign you wish to view and cl...

How to I share landing pages with other users?

First, go to Setup>Asset Management>Templates. Next, search for your landing page or select "Web" to view all. Then, select List View and choose the landing pages you would like to share. Once you've selected the landing pages, you would like to share...

How to I access landing page reports?

Go to Reports>Web>Landing Page Reports In the Top Successful Landing Pages & Stats, you can see your top performing landing pages and the number of views the page received. * Total pages shows the total number of landing pages created * Active pa...

How to set up organization groups

To create an Organization group under a Company, please goto Setup > User Management > Organization Group. Click Create Button Fill the details, Info, and Description and click "Next" Click on "Not Added" folder and Add the Organizations which belong...

Mindmatrix - Release Notes

This page lists the release notes from every production version of Mindmatrix and includes release notes for platform releases, feature releases, and bug fix releases. These release notes provide information on the features and improvements in each releas...

How to create a non-contact centric linear playbook

OVERVIEW Internal Playbooks enable admins to create detailed yet easy to understand procedures to be used in training sales users. The Non-Contact Internal playbook is tailored for outlining internal company procedures. * To create a template sele...

How do I preview an email drip campaign?

First, Go to Manage>Campaigns>Drip (Lead Nurturing). Next, select Templates under Folder. Then, click the Preview link on the campaign you would like to view. Finally, select the different nodes of the campaign to review. If you would like to set up...

How Engagement status is calculated in User smart list

How Engagement status is calculated in User smart list _ACTIVECONTACTSTATUS_ : count = active contact count created by user in its company and who opened any email activity Date = latest activity done by any active contact created by user in its comp...

How to view a Non-Contact Centric Linear Playbook Report

Non-contact-centricLinear playbook usage report can be pulled by going to Reports > Asset Report. Select the Internal playbook option in the drop-down menu. This will show us all the playbooks present in the user account. If we click on the numbers next...

How to convert a contact to a user

How to register an Opportunity Using the Opportunity Step Process

OPPORTUNITY RECORDS IN A STEP PROCESS FEATURE: This feature will make it possible for the Company to use the Opportunity creation process in "Step" process with 3 steps involving registering, associating contacts and closure of the Opportunity. WHO ...

Why my Emails are going to Spam

WHY MY EMAILS ARE GOING TO SPAM It's always unfortunate when an email goes to spam. This is, however, something that can occasionally happen for a few different reasons. While we follow best practices in email setup to avoid this as much as possible, the...

How do I get an Email template approved?

If the user has admin privileges and/or their role has the "Template Approval" permissions on, they will be able to create a new template and select this option: If the "Needs Approval" box is selected, when a user tries to send the email, it will be se...

How to delete a particular Opportunity?

1. Go to Manage > Opportunities. 2. Search for the desired "Opportunity Name". 3. Select the checkbox in front of the Opportunity record. 4. Click on the bin icon to delete the Opportunity record. Note: Only the creator can delete a particular Opp...

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