MatrixMaxx Monthly Q&A Sessions – MatrixMaxx Support Center

NOTE: Due to changes in industry practices, Discussion lists that are mentioned in this article are no longer available in MatrixMaxx.

Each month, MatrixMaxx hosts an open Q&A Session for clients to ask support questions. Below find the recordings of each session.

April 23, 2025

Topics Include:

Committees Best Practices
Removing lists from privilege groups
Visibility of meeting fees
Deleting old custom reports
Exporting store purchases

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View Recording for April 23, 2025

March 20, 2025

Topics Include:

Overview of WWW Maxx-powered pages
Meeting Registration Date Ranges
Valid domains for organizations when individuals are creating new profiles

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View Recording for March 20, 2025

February 19, 2025

Topics Include:

Customizing activity categories and types
Querying active member organizations
Committee member management and committee roster

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View Recording for February 19, 2025

January 23, 2025

Topics Include:

Activity Stamping and Searching
URL Builder and Event Tracking
WWW Side Meeting Registration Forms
Microsite Creation

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View Recording for January 23, 2025

December 12, 2024

Topics Include:

Coupon Set-up, Including Sponsorship Custom Coupons
Searching and Deceased Contacts
Editing Demographic Options

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View Recording for December 12, 2024

October 15, 2024

Topics Include:

Searching in MatrixMaxx using Regular Expressions
Deleting Custom Reports
Attendee Exports

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View Recording for October 15, 2024

September 17, 2024

Topics Include:

Adding Meeting Documents
Attendee Substitutions
Guest and Companion Fields for Meetings

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View Recording for September 17, 2024

August 14, 2024

Topics Include:

List Criteria Best Practices
Unique List Situations and Examples
Handling Inactive Members on Lists
Dues Reports and Renewal Tracking

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View Recording for August 14, 2024

July 16, 2024

Topics Include:

Account Manager Function
Excluding Records with No Email from a List
Finding New Members in a Particular Membership Year
Adding a “Save the Date” to the Calendar

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View Recording for July 16, 2024

June 12, 2024

Topics Include:

MatrixMaxx CRM Module 10-Minute Training
Badge Printing
Searching for Organizations who have not registered for a meeting.

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View Recoding for June 12, 2024

May 15, 2024

Topics Include:

The newly redesigned MatrixMaxx Support Center
Strategies for meeting happening in Zoom
Managing Communications Lists when a member leaves
New ability to archive a meeting

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View Recording for May 15, 2024

APRIL 17, 2024

Topics Include:

Customizing your MatrixMaxx Dashboard
Adding individuals in bulk to a list
Getting a report of meeting attendance for a certain year
Reporting on who has not renewed for the current year

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View Recording for April 17, 2024

March 19, 2024

Topics Include:

Printing custom rosters from the Advance Individual Search
Adding messages for meeting with closed registration
Data cleanup strategies and tools
Obtaining a final event attendance list without no shows

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View Recording for March 19, 2024

February 15, 2024

Topics Include:

Tracking Awards via Activity Stamps in MatrixMaxx
Viewing Committee and List Participations by Company
Bulk Email Template Creation
Editing Events for a Meeting Registration after it is Submitted
QR Code Creation
Creating an Email list of Meeting Registrants

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View Recording for February 15, 2024

January 17, 2024

Topics Include:

Email and Deliverability
Searching for Organizations by Expirations Date
Batch Export File
Finding Previously Generated Reports

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View Recording for January 17, 2024

December 7, 2023

Topics Include:

Committee engagement report and Committee roles report
Badge Printing
QR Codes on Badges and Event Attendance
Emailing people on a Meeting Wait List
Setting up Meeting Contacts
Bulk Emails for Meeting Registrations
Manually Changing a Membership Expiration Date
Coupons on Intranet

View Recording for December 7, 2023

October 18, 2023

View Recording for October 19, 2023

September 19, 2023

View Recording for September 19, 2023

August 16, 2023

Topics Include:

Conference Registration – Members that are on both a large (full-membership) List & a smaller Individual List are given multiple registration rates that match the different lists they are on. Is there a way to limit their registration options to only a particular list?
Trying to get an overview of suppliers and how much they pay in total.
Participation reports
Dev site link and getting fresh data brought down.
Help center and what you can find there
Exporting company demographics for meeting registrants
Seeing committee list settings
Setting who can use coupons

View Recording for August 16, 2023

July 19, 2023

Topics Include:

Coupons
Applying Discounts
Breaking Membership Payments into multiple invoices

View Recording for July 19, 2023

June 21st, 2023

Topics discussed, in order:

Changing roles on a committee and maintain history
Meeting registration fees for events
New List Activity Display
www page list from intranet

May 16th, 2023

Topics discussed, in order:

Is there a link to send to users to re-register to mailing list?
Is there a report that will show how many attendees attend meeting year after year?
How to upload meeting documents? – Timestamp 9:20
Once a substitution is made for meeting, can they login and revise answers to questions?
How to incorporate imbedded URL links in the setup of the classic website?

View recording for May 16th 2023

April 19th, 2023

Topics discussed, in order:

Can SiteAdmins revise Membership Invoices?
Demo – How to provide FREE registration for zoom webinar
Demo – How to set up a NEW mailing list – Timestamp 13:00
Demo – Surveys – Timestamp 30:25
How to add links/documents to meetings?
Demo – Printable Rosters – Timestamp 45:35

View recording for April 19th, 2023

March 16th, 2023

View recording for March 16th, 2023

February 23rd, 2023

Topics discussed, in order:

Create a second mailing list to customize the setting for committee list
Meeting Maxx settings embedded streaming video
Adding documents to Microsite Meeting
Add options to demographics
Checklist for meeting setup

View recording for Feb 23rd, 2023

January 18th, 2023

Topics discussed, in order:

What to do when a staff member leaves
Create Custom Reports
Widgets
API’s

View recording for Jan 18th, 2023

December 8, 2022

Topics discussed, in order:

Special rate for registration dependent on job function (Lists)
Is there a way to test registration before going live
Impersonation (help article)
Invoices – edit custom settings via Admin
Simultaneous events (select organization)
Bulk Stamp for no-show’s to a meeting
Day Rate registrant fee – only able to show to Day Rate users
Steps to troubleshooting Email List posts

View recording for December 8th, 2022

October 19, 2022

Topics discussed, in order:

Changes in Meeting Summary/Executive Summary Report
Can we trigger the update to happen sooner than 24 hours when cleaning up Lists?
Question about Billing Module, what is it?
Can Primary Contact, while registering staff for conference, edit staff’s titles and addresses?
How would we allow a member to prepay for a meeting, when meeting is not yet scheduled in Maxx?
Users can reset their own password on www side
Importer overview
MatrixMouse discussion
Merging 2 users with same data

View recording for October 19, 2022

September 30, 2022

Topics discussed, in order:

Unsubmitted registrations
Coupon codes – can they be set to a number of times to be used?
1. Coupon codes – why can’t we offer a fixed amount? Due to multiple line items use % discount
Meeting details consistency on fields for formatting Microsites
How to set a hotel link for classic meeting form
Is there a report for ‘no shows’ for a meeting?
How to clean up records with organizations with similar names
Customizing your Dashboard
Fee Code (one day only) speaker, how to determine which day they will attend

View recording for September 20, 2022

August 11, 2022

View recording for August 11, 2022

July 19, 2022

Topics discussed, in order:

Meeting Refund – Can the refund be used for a future event?
Where does a Company’s logo display?
When changing a registration from paid to free, how do we process refund?
MeetingMaxx trouble shooting, checklist for open registration

View recording for July 19, 2022

June 23, 2022

Overview of 22.2

View recording for June 23, 2022

May 24, 2022

Topics discussed, in order:

Tagging people in lists and setting demographics
Refund/retained earning fee
Credit for future meeting
Registration forms for events, how to modify fields (copy previous meeting and make edits)
assistant using their email address to enter, mark where should detailed confirmation emails to both – Attendee and coordinator

View recording for May 24th, 2022

April 21, 2022

Topics discussed, in order:

How can we make the Bio for the Directory shorter?
For registration how can we delete the companion text?
All attendees report option
Request enhancement – add a field to display role
What is the best way to apply a registration refund?
Report for total number of registrations on www side
Bill search – add invoice date to results
Allowing a deposit to reserve a space at yearly meeting

View recording for April 21st, 2022

March 24th, 2022

Topics discussed, in order:

Post embedded streaming video (MyMatrixMaxx)
Processing credit card – What does a ‘declined’ validation message mean? ANSWER: this is not MatrixMaxx; this is the gateway/processor declining the credit card. The ‘solution’ is to contact the user/cardholder to get an alternate payment method.
Issuing a refund for registration
Intro to Matrix Maxx video
Waitlist to create a registrant for meeting
List of attendees via email (sending survey)
MatrixMouse notifications overview
Featured product

View recording for March 24th, 2022

February 24th, 2022

Topics discussed, in order:

Invoice Information Demographic field where is it displayed?
Committee page, Board of Directors and reformatting profile images
Payment processing choices
Badge Builder Demo
Generating a report of attendees for upcoming meetings
Where to find unsubmitted meeting registrations
How to capture only attendees who showed up for meetings
How to set up Dashboard

View recording for February 24th, 2022

January 20th, 2022

Topics discussed, in order:

Organization Participation Report
Walk up registration and individual badge printing
Registration transferred instead of issuing a refund
How to process a mail in check for electronic product
Advanced Individual Search Reports
Query Builder – for meetings
Managing privilege groups (access)

View recording for January 20th, 2022

December 9th, 2021

View recording for December 21, 2021

October 21st, 2021

View recording for October 21, 2021

September 16th, 2021

View recording for September 16, 2021

August 24th, 2021

View recording for August 24th, 2021

July 22nd, 2021

View recording for July 22nd, 2021

May 18th, 2021

View recording for May 18th, 2021

April 21st, 2021

View recording for April 21st, 2021

February 18th, 2021

View recording for February 18th, 2021

January 19th, 2021

View recording for January 19th, 2021

December 2nd, 2020

View recording for December 2nd, 2020

October 22, 2020

View recording for October 22, 2020

September 24, 2020

View recording September 24, 2020

August 20, 2020

View recording for August 20, 2020

July 23, 2020

View recording for July 23, 2020

June 25, 2020

View recording for June 25, 2020

May 20, 2020

View recording for May 20, 2020

April 16, 2020

View recording for April 16, 2020

March 18, 2020

View recording for March 18, 2020

February 20, 2020

View recording for February 20, 2020

November 20, 2019

View recording for November 20, 2019

MyMeetingMaxx Documents available only to meeting registrants
Committee members only documents
Organization membership application bulk e-mails

October 23, 2019

View recording for October 23, 2019

Using Meeting Events for simple Sponsorship signups
1-click Meeting Set-up
Editing Bottom Blurb text on invoices

September 25, 2019

View recording for September 25, 2019

How to setup a meeting with multiple sub events across multiple months
How to make custom rosters using the Advance Individual Search

August 28, 2019

View recording for August 28, 2019

Badge Builder
Finding companies where no one has registered for meetings
Company sort field
Changing “MatrixMouse” image

July 24, 2019

View recording for July 24, 2019

Meeting set-up troubleshooting
List troubleshooting

May 29, 2019

View recording for May 29, 2019

Organization Type – can they add options themselves.
Advocacy Tour
Nonmember vs. inactive
Search button on quick search – (we are flipping the order of these fields in the 19.1.1 patch)
How to find the WWW pages that are available to you and your organization.
Using WWW Committee Description to add some text at the top of the roster

April 25, 2019

View recording for April 25, 2019

Quick Search in in updated design
“MatrixMouse” Notifications and Insights
Meeting “No Shows”
Organization Logos
Editing Association address on invoices
Meeting Group Discount Options
General design refresh feedback

March 27, 2019

View recording for March 27, 2019

February 27, 2019

View recording for February 27, 2019

November 27, 2018

Topics:

Tracking source codes for meeting registration using UTM codes or Marketing codes in the URL.
Finding Membership amounts paid per individual over the past few years
Individual Query Builder and what it can do
How to edit Activity Options for stamping your own activities
Editing the association address on invoices in MatrixMaxx
How to set access for attendee only meeting rosters
Access Levels and your CMS

View recording for November 27, 2018

October 24, 2018

Topics:

Making an old meeting no longer find-able by Google and other search engines.
A walk through of a complex use case for Meeting registration fees using ‘Buy One, Get One’ deals and lists with both inclusion and exclusion criteria.
Available setting for preventing a registrant for signing up to two events that take place at the same time.
Impersonating a Member or non Site Admin association Staff person to be able to see what a page looks like as them.

View Recording for October 24, 2018