General
How is my Mindmatrix account prepared to manage CASL requirements?
For users sending emails from Canada, Mindmatrix software comes with multiple features to help you remain compliant. To learn more about CASL click here. Double opt-in for landing pages You can enable double opt-in for landing pages by setting up the ...
How do I create groups and sub-groups of Contact fields?
Introduction: This guide details the process for creating groups and sub-groups for contact or deal fields. This enhancement allows for a more organized and hierarchical structuring of contact information. Access Contact Custom Fields: In the setup ...
How do I view the Lead Routing Report?
Feature: This will provide a detailed report on the routed leads to the Lead Routing creator. Who will be using this? This will be used by Users who have Lead Routing enabled and created in their account. Benefits: This will provide details and ...
How do I revert one or more "Leads" back to 'Contact' status?
Navigating to your Leads page: Go to Connections > Contacts. 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 ...
How do I mark a Contact as a Lead?
Navigating to your Contacts page: Go to Connections > Contacts. 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 ...
How can I create a list of users that unsubscribed from a particular email?
You should review the conditions in the smart list for available options. In the list section, click on Create. Follow the creation wizard. Under the filter for the list, select: Selected collateral: Email Collateral type: Media (any) or (specific) ...
How do I use the upgraded contact report?
After May 25, 2023 Mindmatrix will release an additional update to Mindmatrix Bridge that will include an upgraded contact activity report. You can access this report by clicking on any contact in Mindmatrix and navigating to the report section. The ...
How to Import Contact Offline Activity Records
Part One: Formatting a TXT or CSV File for Upload The .txt or .csv file containing the contact activity records should have columns for some or all of the following information categories: Column Title: Email Column Entry Format : Contact email ...
How do I adjust the Interest Level rating of a Contact through the Summary dashboard widget?
This feature is unique to MSP Advantage user accounts. For more information about the layout and features of the MSP Advantage portal dashboard, see How do I use the MSP Advantage Dashboard? For instructions on how to edit a Contact’s Interest Level ...
How do I add custom localization translations for custom Contact data entry fields?
Feature: This feature can be used by all the super admin users or who have access to the Custom Fields option under the setup tab. It provides the ability to update the custom field according to the default language selected by the user under the ...
Differentiate between Hard bounces, Soft bounces and Unsubscribed
Definitions: Hard bounces: Email addresses which either do not exist or are invalid. Emails sent to these addresses were not able to be delivered. Examples of these can be incorrectly entered emails (Aelx@domain.com), domains that do not exist ...
How do I delete contacts?
There are two ways to delete contacts from your account. Method A (Deleting a single Contact entry): Method B (Deleting one or more Contacts): Method C (Bulk Deleting Contacts): The bulk delete functionality has been enhanced. Earlier, only contacts ...
How do I read a contact activity report?
How to access a report: 1. Go to Connections > select Contacts. 2. Select the contact that you would like to review. 3. Select More > Report Report Page Breakdown: Contact Report Sections: A. Contact information summary B. Admin actions C. Activity ...
How do I resolve errors when importing contact lists?
If you see an error message when importing your contact list, you should review your contacts for any data issues. 1. Check and make sure you have mapped fields. You should always map the email address field for example. 2. Check the contact ...
How do I add contacts to a drip campaign?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. There are three ways to add contacts to a drip campaign: 1. Adding contacts from the ...
How do I change the owner of a contact?
To change the Owner of a contact that was created or imported by another User, you can use the Sharing function. This will both share that contact with the User and assign them Owner privileges, including editing and deleting that contact. Learn ...
How do I accept or reject routed leads?
Learn how to create lead routing rules here: How do I create lead routing rules? This feature allows the User to either accept or reject the Lead assigned to him/her using lead routing to help a sales User to either Accept the lead assigned (or) ...
How do I record a contact offline activity?
Feature: This feature allows the User to record and save any offline activity (not from AMP) done for a contact like “Met at Starbucks”, or “Made a phone call”. Process: Go to "Connections" > select "Contacts". Select the contact entry that you would ...
How do I remove inactive contacts?
Posted by The Team at Mindmatrix on 07 July 2017 04:56 PM What is an inactive contact? An inactive contact is a contact that has never opened an email. A contact can be considered inactive for a few reasons: The contact has not opened an email The ...
How do I add one or more contacts to email blast, drip campaign, or sales playbook?
To manually send communications to individual contacts, go to Connection > Contacts. Select the contacts that you wish to reach out to and then click on the vertical ellipses at the top right hand corner of the screen. This menu will display a ...
How do I assign search filter tags to a single contact?
Go to Connections > Contacts Select the contact that wish to assign a filter to. Click on the "More" drop-down menu and select "Filters" You can assign a search filter by manually typing in the filter name or making a selection from the drop-down ...
How do I edit contact information?
Go to Connections > Contacts. Select the Contact entry that you wish to edit. By default this will open the "Info" section of Contact page. You can also reach this section manually by clicking on the "More" drop down menu and selecting "Info". ...
How do I create custom data entry fields for Contact entries?
Custom data entry fields will allow you to record even more data about your contacts. They can be used in your forms and updated from your CRM. Accessing the Contact data entry field editor: To start, click on Setup > Custom Fields, then choose ...
How do I revert all custom Contact tabs and static data entry fields to back the default configuration?
Feature: This feature allows a User to reset all custom static contact fields and tabs within a Company back to the default configuration of three static tabs (Info, Address, and Preferences) and their corresponding data entry fields. Who will be ...
How do I export contacts, lists, and accounts?
Posted by The Team at Mindmatrix on 09 September 2015 05:42 AM Exporting contacts into an excel file Step 1: Go to Connections>Contacts Step 2: Select the contacts that you wish to export using check boxes on the left had side of the page. (Note, you ...
How do I filter contacts by origin?
First, start the process of setting up a smart list, up to the point where you reach the "conditions tab". For instructions on how to do that, click here. When you reached the conditions tab, (the second step in creating a smart list), go to the ...