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...
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...
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 "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...
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.
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 the con...
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 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...
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 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...
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...
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...
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.
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 ...
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...
Please click the attachment to download the article.
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...
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?
_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?
_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
_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...
* 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...
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...
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:
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...
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...
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...
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 ...
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
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...
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...
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 ...
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...
* 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 ...
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...
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...
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...
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...
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...
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...
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...
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
_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...
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...
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 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
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...
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...
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...