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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 ...
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. ...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
You can integrate your website's contact forms with Mindmatrix so that new contacts are added to the system to receive marketing emails and to track engagement. To request an integrated contact form, SUBMIT THE FOLLOWING INFORMATION IN A TICKET via emai...
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 ...
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 ...
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...
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...
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...
* 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...
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.    ...
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 ...
* 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...
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...
In the web template, click on "Settings". Click on Meta information. Update the page title, description, header and other SEO details: Click "Save".
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...
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...
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...
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...
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.
Click here [https://www.youtube.com/watch?v=RXcRfvVLwe0&index=3&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy] to view "Managing Powerpoint presentations in Mindmatrix".
To view to create a web template here [https://www.youtube.com/watch?v=Q8Eop-B1gpk&index=16&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy].
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].
To view how to change user permission levels, click here [https://www.youtube.com/watch?v=ueoPsqAcWSQ&index=19&list=PL_TZrt5YQk2ZRG3OpU2Ku03gM67rS7fFy].
To view how to create an Internal Playbook, click here [https://www.youtube.com/watch?v=GGQokymvwsk].
To view how to test an email campaign click here. [https://www.youtube.com/watch?v=hg2DE1IB228]
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...
To see how to create an AB test click here. [https://www.youtube.com/watch?v=3viIl0enoMQ]
To see how to review and rate assets click here. [https://www.youtube.com/watch?v=M9mZPBoLkMs]
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...
* 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...
* 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...
* To use the call to action feature in an email template, click on the "insert 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 ...
1. Click on Manage > External Tracking > Sites 2. Click on the create button. 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 ...
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...
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.
1. To create a social preset message, go to brands then select "Social Preset Messages" 2. Click on the blue "Create" button. 3. Give your message a name, the type in the content of your message, and then click "Save". 4. To add a preset message to ...
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...
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...
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 ...
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/...
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-...
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 content...
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 ...
Please note: This feature is only available for Enterprise level customers. To switch between accounts go your username on the upper left hand corner of the screen and click on user profile. In the "Switch User Menu," click on the account you would li...
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...
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...
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...
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...
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" ...
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 ...
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...
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 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...
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...
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...
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...
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...
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...
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 ...
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 ...
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.
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...
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...
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...
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...
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...
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...
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 ...
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...
* 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...
To send out a post via the Chrome extension, first, select the "amp" icon on your LinkedIn page or in your Chrome Browser tool bar. From there: 1) Select the "Social" Tab 2) Select the platforms you want to publish to. 3) Type in your message ...
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 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...
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...
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 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 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...
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.
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...
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...
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 ...
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...
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...
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 2: Pushing Contacts. Both are required to complete the integration process. PART 1: INTEGRATI...
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...
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...
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. * > ...
Once your new website by Mindmatrix is launched, you can request changes on a monthly basis. You receive up to 3 hours of production time per month to implement changes to your website. Unused time does not roll over. WHAT KIND OF CHANGES CAN I REQUEST?...
This guide details how to prepare documents for personalization in Mindmatrix.
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 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 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 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 ===_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...
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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...
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 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 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" 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 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? 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 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...
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 [https://cache.amp.vg/content.amp.vg/file/c0jutp8mfjfnq/outlook_plugin_installation_and_user_guide.pdf]
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...
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...
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...
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? 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 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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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? 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. ...
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 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...
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...
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 ...
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...
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 ...
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 ...
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 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? 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 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...
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. ...
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...
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...
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