General
Implementation of Hotspot and Data Room Objects in Web Templates
Introduction: The following guide outlines the steps for implementing Hotspot and Data Room objects in a web template. These new features allow for enhanced interaction within web templates, providing a more dynamic and engaging user experience. ...
Implementing Color-Based Categorization for Assigned Filters
Introduction: This guide provides a detailed explanation of how to implement color-based categorization for assigned filters. This feature enhances the visibility and management of filters by assigning specific colors to different types of filters, ...
How do I add hotspots to web banners?
This feature is designed to offer comprehensive descriptions of individual product components. Refer to the detailed article to create a web banner here: How do I create a web banner? The hotspot feature can be used within image objects in the web ...
How to create different assets from the All folder?
Introduction: In this comprehensive guide, we will walk you through the enhanced functionality of the create button for all folders, allowing users to seamlessly generate various asset types within the All folder. This enhancement provides a ...
How can I quickly send any asset to a contact?
In Mindmatrix, you can send an asset easily to a contact by using the quick-send feature available on the asset thumbnail. First, navigate to your asset gallery. You may need to search to find and select the content you wish to send. Select a ...
How do I add FAQ/KnowledgeBase templates to the "View Assets" page?
Go to “Setup” > “Asset Configuration” > “Asset Search Configuration” Select a tab, click on the "KnowledgeBase/FAQs" checkbox, and then click "Save" Make sure that the search filter tags of any Knowledgebase/KB templates that you wish to appear match ...
What features are included in the new user experience for the asset library?
Starting the week of February 27th, Mindmatrix team is introducing updated asset library views for most users of Mindmatrix software. When you visit this updated page view, you'll gain access to the: Updated thumbnail view Updated card view ...
How do I share multiple asset templates at once with Users, Groups, and/or Organizations?
If you'd like to learn about sharing a single asset, you can do so here: How do I share a single asset template with Users, Groups, and/or Organizations? Go to Setup, Asset Management, and Templates. Note: this may be under a different part of your ...
How do I View My Asset Library?
Your asset library contains many pre-constructed content packs ranging from Emails to Blog Posts to Playbooks to help enable your sales and marketing teams. You also have the ability to create and upload your own content that can be used within the ...
How do I create or view the new version of a template?
Template versioning feature allows you to see the most recent edits/updates to a template. You can save a new version or view previous versions. To create a new version of a template, make edits and then under Save, click "Save as Version". Here, you ...
How do I configure asset recommendation for a 'Step-Layout' Opportunity record?
This feature enables the user to customize the asset recommendation engine for a given Opportunity record format. This feature can be accessed by the Super Admins. To begin with, first, the fields needed to be selected on which the search will be ...
How do I co-brand a print template?
Accessing the print template editor Setup > Asset Management > Templates Print > "Create" or select a print template thumbnail card to edit. For more information on how to create a new print template, visit this article. Co-branding an image Method 1 ...
How do I setup asset configuration tabs and categories?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Asset Configuration will set up the search features in Assets > View Assets page. How ...
How do I create a search filter category?
To create filter categories Go to Setup > Asset Management > Filter Management > Filter Category. Select between Solutions, Organizations, Products, Assets or LMS and click on the Create Category button. Enter a Category Name and use the dropdown ...
How do I submit a work order to Mindmatrix to create an asset?
Submitting a Custom Work Order: Below you’ll find our general guidelines and policies for submitting custom work orders to Support using your Concierge Hours. To learn more about Concierge Hours and what projects are included, go to our article: What ...
How do I sort for and search for templates?
To view all templates currently available to you, go to “Setup”, then “Asset Management”, and then “Templates”. Template Gallery Search Controls: A. Sort by Template type B. View all templates/user bookmarked templates/user archived templates C. ...
How do I tag multiple templates with a filter?
In order to add a filter to multiple templates at once Go to Setup > Asset Management > Templates. Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant ...
How do I create a Dataroom?
Datarooms are professional-looking collections of trackable assets that users can send to potential customers. To create a data room, go to “Setup”, then “Asset Management”, and “Templates”. Select “data room” under the dropdown and click on create. ...
How do I share a single asset template with Users, Groups, and/or Organizations?
If you'd like to learn about sharing multiple assets at once, you can do so here: How do I share multiple asset templates at once with Users, Groups, and/or Organizations? Go to Setup, Asset Management, and Templates. Hover over the template you'd ...
How do I select and send multiple assets from the asset search page?
This feature allows the User to select multiple assets across different tabs of asset search page and send them together in single email. Note: A User cannot select Email templates, Questionnaire (Input) templates and Database / Opportunity based ...