How to Get Started - Resources for new users

How to Get Started - Resources for new users

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 with any questions.

Posted by The Team at Mindmatrix on 16 March 2016 02:12 PM

Creating your account

Next Step: Email to create a new user account. Include the following information for the new user:

  • The URL your company uses to log in to Mindmatrix (ie:
  • Your name
  • Your email
  • Your title
  • Your company
  • Any contacts or assets that should be shared with your new account.

You will receive an email with your Mindmatrix login credentials once your account has been set up.

In your first call with your consultant, you will review the account together to set up contact and asset sharing and activity notifications.

Updating your profile details

Your profile details will be used in the signature line of your email campaigns. Please review your user profile to be sure it reflects the contact details you would like to use.

Next steps:

  1. Reset your password
  2. Review your profile details

Getting Started

Each MSP Advantage Program customer works with a Marketing and Sales Enablement Consultant once each month to ensure they are making progress on their marketing and sales goals.  

It is advised that you schedule a one-time, complimentary, 1-hour call in addition to your monthly consulting call; this will allow you to receive a one-on-one overview of the software, so that you can ask any questions and get assistance on how to best use the software based on your role at the company. Your consultant is a great resource to help you get the most out of MSP Advantage Program.

Tracking your emails (MSP Advantage)

Once you have logged in to your Mindmatrix account, install the Outlook plugin to start sending tracked emails. You can find download links in the Quick Links area of your dashboard.

Next Step: Install the Outlook plugin

Adding your contacts

Compile a list of your contacts and identify whether they are a prospect, a managed service customer or an hourly/break-fix customer. Send these lists to the support team to be imported into your account.  You can refer to this Knowledgebase article which details how to submit contacts for import.

Next steps:

  1. Label your prospects, managed service customers and hourly customers. Include name and email address, along with any important marketing info.
  2. Send contact list(s) as a .csv file to to be imported into your account.

Starting your email marketing drip campaign

A marketing drip campaign is a long-term educational campaign of emails sent every 2 weeks. It serves to nurture and warm up your contacts. There are multiple campaigns to choose from in your account.

Next step: Notify to begin playing your marketing campaign to prospects and upsell customers.

Starting your social media/blog drip campaigns

Drip campaigns for your social media and blog will help to nurture your leads and engage new prospects. We recommend posting daily or every 2 days. The Quick Start Social Drip campaign is a good place to start your social media nurturing efforts.

Next steps:

  1. Activate your social media/blog channels
  2. Notify to complete setup and play social/blog drip

Contacting Support

You can access the Mindmatrix Help Desk at Here you can submit and monitor the status of tickets.

Getting Started

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