Personalization
How to use the Company Colors?
The colors added to the Company profile can be applied to Asset templates, serving as a palette for users during asset personalization and facilitating company-level branding. This ensures that elements like print templates with specific color ...
How to personalize a landing page with opportunity data?
To create a landing page go to set up > Asset management > Templates Select “Web” as the template type on the right. Click the “Create” button to create the web template. This will bring up the personalization menu. If you wish to turn your ...
How do I use the Automation Manager?
The Automation Manager feature enables you to create workflows that will automate several functions within the platform. If you don't have this feature currently enabled, you can request it at support@mindmatrix.net. 1. To begin setup, navigate to ...
Why does my asset, file or drip display the message, "Restricted"?
When editing or clicking directly on a Drip or asset, you may sometimes see this pop-up... ...this means that you cannot edit this file directly, as it's a Master Template. To make your own editable copy of the Master Template, select "Copy" when the ...
How do I add personalization to an email template?
Personalization is a powerful tool that can be used across assets within Mindmatrix. Insert codes to automatically show data from fields within a user's profile, organization, or company. How can you access personalization? In the email template ...