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How do I embed an asset into a playbook or journey?
Embedding assets into playbooks or journeys is a great way to make your steps more visually pleasing and more interactive. Follow these steps to add a single asset to a playbook by embedding it. For more information on how to access and use playbook ...
How do I prepare to create my own playbooks in Mindmatrix?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. In Mindmatrix, playbooks can be used to guide users through step processes within the ...
How do I disable to-do notifications from an onboarding playbook?
In Mindmatrix, 'to do' notifications are recorded tasks that users may complete. They can also be sent to users via email or pushed to a recipient user's CRM if their CRM is integrated with Mindmatrix and able to receive tasks associated with ...
How do I add contacts to a Sales Playbook?
For more information about Sales Playbooks from a user perspective, see How do I use a Playbook? Adding Contacts to Sales Playbook (Stepwise-Wise View): Click on the "Add/Remove Contacts" button. 'Add Contact(s) to Sales Playbook' options: A. Dynamic ...
How do I set up a Marketing Campaign Playbook?
A note on Playbooks: Playbooks enable admins to create training materials and document multi-phase, processes step-by-step. There are three types of playbook available on the Mindmatrix platform: Sales Playbooks - For creating sales process playbooks ...