General
How do I hide the contacts and user activities report?
Introduction: Managing contact and user activity reports is vital for organizations to maintain control and ensure compliance with policies. The ability to conceal contact and user activity reports is crucial for organizations to manage data ...
How do I view a contact's lead report?
Contact Reports let a User see how a contact, or lead, is performing - including Activities (emails opened/received, websites visited, landing pages filled out), Interest Level Scores and other related Sales data. Navigate to My Database > Contacts ...
How do I create a Web A/B test?
Feature: This is to test the performance of multiple landing pages and see which content is popular among the contacts and get more click rates. 1) To create a Web A/B test, go to "Reports" > Web > Web A/B test. 2) Click on the “Create” button to ...
How do I read Daily Reports?
Daily Reports: The system can be set to email a user daily reports summarizing the account performance for that day. The type of report generated depends upon the persona assigned to the role of the user. Understanding the Daily Report Parts of the ...
How do I view a report on the best time of day to send emails?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Feature: The Best Time of Sending report has been added to the Email Summary Report to ...
How do I download my exported reports?
A User can choose to download select reports in CSV or PDF formats from inside their portal. Reports that have been selected to export and download can be found under the, Export Status, option in your navigation menu. Note: this may be under a ...
How do I View User Reports?
To view user reports, go to Reports > Users. This section also allows admins to see summary stats for each User entry, such as the number of contacts a user has reached out to, how many assets a user has created, or how many times a contact has ...