How to View the Marketing Playbook Summary Report
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.
Go to "Reports", open the "Playbooks" drop-down, and then select "Marketing Playbooks".
The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the chart as well as the User list.
Click on a bar entry to view the performance of an individual playbook.
To view the progress of individual users, click on the hyperlinked numbers.
Related Articles
How do I view the Journeys summary report?
Go to "Reports">"Playbooks"> "Journeys". Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings ...
How to View the Sales Playbook Summary Report
Go to "Reports", open the "Playbooks" drop-down, and then select "Sales Playbooks". The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the ...
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 ...
Dashboard Overview: Corporate Marketing
Below is a diagram of the standard layout for the Bridge platform's "Corporate Marketing Persona" Dashboard. Corporate Marketing Persona Dashboard Widgets (Part One): A. Feed - activity as it happens. Here you can immediately see when contacts click ...
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 ...