General.
How to create an Approval Process for a Product Database?
Introduction: The Approval Process for the Product Database or Custom Object allows for a structured review and approval flow to ensure that only authorized and verified entries are added or modified. This guide explains how to implement and ...
How do I order an in-product survey from Mindmatrix?
You can order in-product surveys with Mindmatrix that are counted against your service hours. Surveys are limited to 3 questions per survey. Surveys take 3-5 business days to setup for approval. Submit finalized copy for surveys. You are allowed up ...
Customizing Your Portal Settings: A Guide for Super Admins
Introduction As a Super Admin, you have the power to customize the portal settings, ensuring a seamless and visually appealing experience for your users. In this comprehensive guide, we will delve into the various aspects of configuring the portal ...
How to create a Partner Locator?
To activate the Partner Locator feature for your portal, please submit a ticket to support@mindmatrix.net. Once the Partner Locator is enabled, proceed to the Setup section and click on Partner Locator or visit this URL - #manage/marketplace. Within ...
How to create Organization field-based Goals?
Submit a request to support@mindmatrix.net to enable the Organization field based Goals option in your portal. Once you get the Organization Goals access follow the below steps to create an Organization Goal for your Organization: 1. Navigate to ...
How do I export the Filter Management report?
The filter management report can used to export the usage of assets assigned with a particular filter. Navigate to Setup > Asset Management > Filter Management > Filter Management Click on the count under the "Assigned Assets Used" or "Usage" column ...
How to create a Solution Management?
Feature: The Solution Management feature is designed to facilitate the sharing of solutions among various vendors within the company. This functionality supports many-to-many interactions between Solution Providers and different Vendors within the ...
How do I create an Email Drip Campaign?
Email Drip Campaigns are set-up to deliver pre-selected emails to select contacts on a continuous, pre-determined basis. Contacts added to email campaigns will always start from the first event. To add Contacts and start Drips, go to the Manage tab, ...
How do I Convert a Deal Into an Opportunity?
To convert a deal to an opportunity, go to “Manage” > “Deal Registration” > “Deal Registration Request” Click on the “Approved Deals” tab, find the deal that you wish to edit, and click on the opportunity button. Select the Opportunity Type and hit ...
How do I Submit a Deal Registration Request?
1. Click on the Manage tab, then Deal Registration, and Deal Registration Request. Under, Deal Registration Request, select “Create Deal Request”. Note: this may be under a different part of your navigation bar depending on your settings and ...
How do I rate assets?
If you wish to leave a rating or comment on an asset, you first need to find it in the asset gallery. You can reach this part of the platform by going to the “Assets” tab and selecting one of the subfolders, or selecting “Setup”, then “Asset ...
How do I add a search filter to one or more assets?
To tag an asset with a filter, go to “Setup” > “Asset Management” > “Templates”. Use the button in the upper right-hand corner of the menu to put your gallery into "list" view. Next, select the assets that you want to tag. Click on the vertical ...
How do I share a document with fellow users?
Accessing the Document Gallery First, find the asset that you want to share in the document gallery. Depending on your setup, you can access this gallery by selecting “Assets” > “Non-Personalized Assets” > “Documents” or “Setup” > “Asset Management” ...
How do I access and share my company's videos?
Accessing Videos To view all documents currently stored on your Mindmatrix software, go to “Assets” > “Non-Personalized Assets” > "Videos". In the Video Gallery section, you can view all documents available to you. You can choose the layout of your ...
How do I upload and access my company's images?
For information on how to upload new images to your gallery, see: How do I upload one or more files to my Image or Document Galleries? To view all images currently stored on the platform, go to “Assets” > “Non-Personalized Assets” > "Images". In the ...
How do I upload and access my company's documents?
For information on how to upload new documents to your gallery, see: How do I upload one or more files to my Image or Document Galleries? To access the Documents Gallery, go to “Assets” > “Non-Personalized Assets” > "Documents". In the Document ...
How do I configure User, Contact and/or Asset scoring?
Lead scoring refers to the metrics you use to determine how interested a potential customer is in your product or service. Creating a lead scoring model is a two-part process. First, you must create your scoring rules, and then you use those scoring ...
What are Concierge Hours, how do I use my Concierge Hours, and what projects are included?
Concierge Hours: As part of your service agreement, you may be eligible to work with the Client Services team on various projects related to your marketing efforts. Work orders can include drip campaigns, email templates, landing pages, etc. To learn ...
How do I create FAQ/KnowledgeBase templates?
To create an FAQ/KnowledgeBase template go to “Setup” > “Asset Management” > “Templates”. On the “Templates” page, click on the drop-down button and select "FAQ/KnowledgeBase", and then click "Create". On the “Info” step, add a name, description, and ...
How do I use the Campaign Management System?
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 and customization. Contact your platform ...
How can I prepare contacts for CCPA or other privacy acts?
Make sure that you familiarize yourself with any privacy acts impacting the region of contacts you send marketing emails. Certain privacy acts such as CCPA or GDPR are based on the residency of the contacts you market, and not the physical location ...
California's Consumer Privacy Act and Mindmatrix
Getting Started: Preparing for California’s Consumer Privacy Act enforcement Starting in January 2020, the California Consumer Privacy Act (CCPA) goes into effect. In this article, review your responsibilities as a client of Mindmatrix and as a ...
How are software releases managed?
We release regular software updates that cover enhancements to our software as well as solutions to address bugs and updates. The following article details what you can expect out of our release note process. What is a global release? A global ...
Why aren't my emails sent through the software coming from my email address?
Why aren't my emails sent through the software coming from my email address? When you hover over your name on an email that you sent using the software, you will see that the email has come from an address like cmap@mmem11.com. You may wonder why it ...
What areas can I white label in the Mindmatrix platform?
White labeling Mindmatrix software is available for Enterprise clients only and includes an additional fee. Below are areas of the Mindmatrix platform available for white labeling: Login URL This is the link used by users to log into the software. It ...
Search criteria in Mindmatrix
Mindmatrix search boxes support the following: Exact phrase Use quotes to display results with an exact phrase such as: Search criteria: "John Doe" Displays only items with the exact phrase "John Doe" And + Or When space is included, it will ...
How do I participate in a beta release and what should I expect?
Beta releases are great ways to access new features from Mindmatrix before they are widely available to our entire client base. What is a beta release? Beta releases include new functionality or features introduced to Mindmatrix software that ...
Yellowpages
Posted by The Team at Mindmatrix on 10 October 2014 09:59 AM The Yellowpages Tool will help you identify likely prospects based on criteria defined by you. Reach out to your consultant for the URL. The ‘Query Parameter’ dropdown contains few ...
Mindmatrix Software Releases
This page lists the release notes from every production version of Mindmatrix since February of 2018. These notes include: general platform updates, feature releases, and bug fixes. These release notes provide information on the functionality and ...
How do I check my tickets in the Mindmatrix helpdesk?
Login at https://helpdesk.mindmatrix.net/ Note: If you need to sign up for the Mindmatrix helpdesk to login, follow the instructions here. Go to the "My Area" section to view your open tickets. Click on the ticket name to see the latest reply from ...
How do I sign up for the Mindmatrix Helpdesk?
Check your tickets at the Mindmatrix helpdesk here: https://helpdesk.mindmatrix.net/ To create a user account in our helpdesk, click on "New user? Sign Up" and sign up using your information. Once you sign up, you will receive an email with a ...