How do I send contacts to support? (Advantage or Concierge Only)

How do I send contacts to support? (Advantage or Concierge Only)

Posted by The Team at Mindmatrix on 28 July 2014 01:13 PM

IMPORTANT NOTICE FOR USERS CLEANING THEIR LISTS FOR GDPR COMPLIANCE. 

Please click here to read an additional article on best practices.

To ensure that your contacts are imported properly, please follow these guidelines when submitting your contacts to the Mindmatrix support team: 

1. Please use the linked templates to deliver your contacts. If there are custom fields in your account- simply add that column to your saved sheet. If you would like additional fields added- please include that in the email to support. 

Customer Spreadsheet: This is for your Managed Services Customers. 

Upselling Spreadsheet: These contacts are treated as prospects and will be placed in the Inquiry/Marketing Drip. They include any contact you have previously done business with but they are not a contracted/recurring revenue client for your business. 

Prospects: These contacts will be placed in the Inquiry/Marketing Drip. 

2. Please submit your contacts by attaching CSV files to an email addressed to support@mindmatrix.net. Please do not send your contacts to your specialist. 

3. Always send only new or updated contacts. 

    • Related Articles

    • What are the general turn around times for service requests at the support desk?

      Turnaround Time Estimates: Below you’ll find our general guidelines and policies for submitting custom work orders to Support using your Concierge Hours. Work orders can include drip campaigns, email templates, landing pages, etc. To learn how to ...
    • How do I import Contacts?

      Before you begin, please make sure that your contact lists are in a CSV using one of the templates here: How do I send contacts to support? (Advantage or Concierge Only). Once you have your CSV saved, you are ready to import contacts.  Importing ...
    • What are Concierge Hours and which projects are included?

      Concierge Hours: As part of your service agreement, you may be eligible to work with the Client Services team on various projects related to your marketing efforts. Work orders can include drip campaigns, email templates, landing pages, etc. To learn ...
    • How to be Successful Using MSP Advantage Program

      Posted by The Team at Mindmatrix on 18 February 2016 11:40 AM 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 ...
    • How to send a one-off email to contacts?

      1. Click on Campaigns > Email > Email Sends.  Once the page has loaded, select "Compose" If you are a Corporate User in the Channel or Enterprise program, you can further select, “Contacts” to send an email to leads, or “Users” to send an email to ...