MSP Advantage
How do I get help with my action items every month?
This article is for MSP Advantage and Concierge clients of Mindmatrix. Our support team can help you get the most out of your account each month. Review the article below for suggestions. Don’t have time to complete this month’s action items? We can ...
How should I submit a ticket for creating an email drip campaign?
Scroll to the end to the end of this article to copy the steps into a Word Document. Posted by The Team at Mindmatrix on 19 April 2018 05:49 PM Key items to confirm before setting up a drip campaign: What kind of asset is being created? Email ...
What are the daily tasks I can complete in my Mindmatrix account?
As an MSP Advantage or Concierge program member, there are many activities you can complete to get the most out of the Mindmatrix software. Below is a shortlist of activities you can follow. If you are a Channel Manager, consider deploying these ...
How to be Successful Using MSP Advantage Program
Posted by The Team at Mindmatrix on 18 February 2016 11:40 AM MSP Advantage Program is a great tool to help companies grow their marketing and sales efforts. Our MSPs who have seen the most success follow these 4 items: Patience: Industry ...
How do I copy a template to make my own changes?
Since some templates are shared between all Users, you will often be required to make your own copy to make unique edits. Click on Setup > Asset Templates Click Copy on the template you'd like to make a duplicate of for your own use and edits Then ...
How do I access the Asset Template gallery?
As an MSP Advantage, MarketNow Concierge or IT Advantage client, you have access to pre-created content in your account that you can customize on your own, or work with support to utilize. This article details how you can find these ready-made assets ...
How to request an email template or other custom asset
One of the great things about Mindmatrix programs is that you can request custom asset creation from the Mindmatrix services team. Whether you need an email sent to your customers, a registration page for your upcoming event, or another custom asset, ...
How to request form code for your website
Posted by The Team at Mindmatrix on 29 October 2014 10:41 AM Before you request the form, you will want to have the web page created onto which you will add the form. To request an integrated contact form, submit the following information in a ...
How do I send contacts to support? (Advantage or Concierge Only)
IMPORTANT NOTICE FOR USERS CLEANING THEIR LISTS FOR GDPR COMPLIANCE. Please click here to read an additional article on best practices. To ensure that your contacts are imported properly, please follow these guidelines when submitting your contacts ...
How do I reschedule a monthly call?
In order to be successful in the programs with Mindmatrix, you need to take advantage of more than just the software - it is also important to attend consulting sessions designed to help you meet your goals. When customers miss monthly calls, they ...
How to prepare for strategy consulting sessions
MSP Advantage and IT Advantage provides ongoing consultation for your marketing and sales strategy with a dedicated enablement consultant. To get the most value out of your scheduled sessions, here are a few ways you should prepare for each meeting. ...