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Knowledgebase : Email
Managing Email Drip Campaigns
How do I make an email drip template?
How do I set up and play a drip campaign?
How do I set a date and time for an email in a drip campaign?
How do I use the system event to move a contact to a send event, update their record, send a to do task or remove them from a drip?
How do I update an email in a drip campaign that is already running?
How do I test a drip campaign?
How do I add contacts to a drip campaign?
How can I see the results of the contacts in a running email drip campaign?
How do I view emails in a drip campaign?
How do I edit email campaigns in an already setup email drip (BETA) ?
For Channel Program Admins: How to create a user email drip campaign
How to submit a ticket for Creating Email Drip Campaign
How do I stop an email drip campaign?
How do I share drip campaigns to other users?
How do I change delays in a drip campaign?
Email HTML
How to use “HTML Code” smart object in Email Editor
Email Editor
How to lock for cells in Email Template Editor
  

How to White List Mindmatrix Emails
You can add the following IP Addresses to your white list to ensure delivery from our email servers. (The 0/29 value indicates a range from 0-29) 63.174.23.0/24 [http://63.174.23.0/24] 206.210.87.0/29 [http://206.210.87.0/29] 206.210.87.8/29 [http...
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...
Why isn't my pasted HTML rendering correctly in the Mindmatrix so...
You must use caution when pasting HTML from one design editor to another and the Mindmatrix software is no exception. If you are using a program, such as Dreamweaver, to generate the HTML- there are some best practices to use when pasting that code into t...
How do I send an email?
* To send an email, first go to Communicate, then Email.   * To create a new email, click "Compose".   * When the window to compose your email pops up, you have two options for creating your email: use a template or create your own email.   ...
How do I create an email template?
* To create a template, click on Setup, then ASSET MANAGEMENT > TEMPLATES > EMAIL > CREATE. * Hit "Go" on the window that opens, you do not need to select "Yes" * Type in the name of the email template, write a description, and give the email temp...
How do I add personalization to an email template?
* In the email template editor, click on the which is under Insert tab, which is our field chooser. For information on how to access the template editor, click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/367/178/how-do-i-sen...
How do I view a usage report on an email template?
* A usage report will show you how many of employees are using the email templates created in the Setup section. * To access a usage report click on Setup, then select ASSET MANAGEMENT, THEN Templates and then select "Email". * Check the usage and ...
How do I review reports on emails I send?
* Mindmatrix allows you to use a variety of metrics to measure the effectiveness of your emails, the most important of which is condensed into an easy to digest report. To view, these reports click on "Communicate" and then select "Email".   * Sele...
How do I view comments and ratings and performance statistics on ...
* The comments and rating sections will help you to measure how much users like or dislike a particular template. To access these menus, click on "Setup", then click on "Asset Management," then "Templates", and then select "Email".   * To view the ...
How do I edit an email template?
TO EDIT AN EMAIL TEMPLATE FIRST CLICK ON CLICK ON “SETUP,” THEN CLICK ON “ASSET MANAGEMENT”,  THEN CLICK ON “TEMPLATES”,  THEN SELECT “EMAIL”, AND THEN CLICK ON THE EMAIL TEMPLATE THAT YOU WISH TO EDIT.  TO SEE HOW THE EMAIL TEMPLATE CURRENTLY LOOKS TO ...
How do I view reports on my drip email campaigns?
There are three ways to access the reports on your drip email campaigns. The most straightforward method is to go to "Reports", then "Drip Campaign".     From there, click on the campaign that you would like to examine.     This will open up a...
How do I send Mindmatrix emails through Gmail?
SENDING OUT EMAILS FROM MINDMATRIX USING YOUR GMAIL ACCOUNT Users can send Mindmatrix emails through their Gmail account, (as in the email will use a Mindmatrix template, but will appear to have come from Gmail), however, this will only work if the email...
How do I create an email AB test?
In an email AB test, a user sends off two versions of an email that have only one difference between them in order to test which version is more effective. To create an A/B test, go to "Reports" and then communicate, and then create an A/B test. Give ...
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...
How to add borders to a HTML email template
Prior HTML knowledge is required to add borders to your HTML template. Below are steps to add a border to your HTML email template. * Open your Setup -> Asset Management -> Templates -> Email -> open your email template. * With your email template...
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...
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...
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...
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?
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 to use “HTML Code” smart object in Email Editor
FEATURE: This feature allows the User to use HTML snippets while creating Email template in Editor. WHO WILL BE USING THIS? This feature will be used by all the Users who have access to Setup > Asset Management > Templates. BENEFITS: This will p...
How to lock for cells in Email Template Editor
FEATURE: This feature allows the User to "lock position" (i.e. cannot move the cell or split it) and/or "lock content" (i.e. cannot change text or image, nor can copy the content) for cell in email template creation. These cells will be locked for any U...
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...
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...