Journeys
How do I view the Journeys summary report?
Go to "Reports">"Playbooks"> "Journeys". 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 ...
How do I create a Journey?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Overview Internal Playbooks enable admins to create detailed yet easy to understand ...
How to View the Sales Playbook Summary Report
Go to "Reports", open the "Playbooks" drop-down, and then select "Sales Playbooks". The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the ...
How do I add a "To-Do" reminder to a playbook?
For more information about Sales Playbooks from a user perspective, see How do I use a Playbook? Setting a “To-Do” reminder in a sales playbook (contact-wise view) Select a step from the steps drop-down menu Enter a Date and Time, and then click ...
How do I edit a pre-existing playbook or journey?
For more information on the Bridge platform's playbook template editors, see How Do I Create a Sales Playbook?, ... How to set up a Marketing Campaign Playbook, or... How to create a (onboarding) journey?. It is only possible to make changes to a ...
How do I add contacts to a Sales Playbook?
For more information about Sales Playbooks from a user perspective, see How do I use a Playbook? Adding Contacts to Sales Playbook (Stepwise-Wise View): Click on the "Add/Remove Contacts" button. 'Add Contact(s) to Sales Playbook' options: A. Dynamic ...
How do I use a Playbook?
Overview: This article describes how to use the playbook feature. Select the ‘Playbook’ tab. select the playbook you would like to view. You can sort the contact list based on due date, email and score. Use the ‘Search for records’ field to find ...
How do I organize assets for Playbooks or Journeys?
To more easily find related assets for a Playbook or Journey, multiple asset types can be added to steps by filter. Steps: Start by setting up a Playbook template Learn more about setting up Playbook templates How to set up a Marketing Campaign ...