MatrixMaxx Q&A Session – May 15, 2024

New Support Center Introduction (Timestamp 00:00:15 – 00:02:18)

• Summary: Janna shares her screen and introduces the new support center, highlighting the new features, such as the announcement pop-up, the help center widget, and the updated dashboard layout.

Support Center Navigation and Features (Timestamp 00:02:18 – 00:06:14)

• Summary: Janna explains the new URL structure for the support center, the improved visual design, larger fonts, easier navigation, and the central focus on the search function. She also introduces the new “Matrix Max 101 and FAQs” content page.

Content and FAQs in the Support Center (Timestamp 00:06:14 – 00:07:03)

• Summary: Janna discusses the linked articles and videos for getting started and the frequently referenced articles collection. She emphasizes the importance of user feedback for adding new FAQs or guides.

Recording and Transcript of Sessions (Timestamp 00:07:03 – 00:07:32)

• Summary: Janna mentions that the recordings and transcripts of the sessions, along with timestamped summaries, will be available in the support center. She acknowledges some current issues with media uploads.

Recent Articles and Updates (Timestamp 00:07:32 – 00:07:57)

• Summary: Janna highlights the listing of recent articles, the inclusion of both creation and last updated dates, and mentions the patch notes from the previous day.

Q&A Session – Meetings and Zoom Integration (Timestamp 00:07:57 – 00:08:16)

• Summary: Janna transitions to the main Q&A session, starting with questions from Hannah about meetings and Zoom integration.

Setting Up Zoom Meetings with MatrixMaxx (Timestamp 00:08:16 – 00:14:44)

• Summary: Janna explains how to set up a simple registration for a Zoom meeting through MatrixMaxx, including authorization by email domain, the member organization setup, and the basics of setting up a virtual meeting.

Member Verification and Registration Process (Timestamp 00:14:44 – 00:18:23)

• Summary: Janna discusses the process of verifying members, the options for allowing users to join member organizations, and the importance of logging in to MatrixMaxx for registration. She also explains the roadmap for future improvements.

Creating a Profile and Logging In (Timestamp 00:18:23 – 00:22:25)

• Summary: Janna describes the process for creating a profile, resetting passwords, and the integrated system that tracks user activities and meeting registrations.

Wrap-Up on Registration and Login Requirements (Timestamp: 00:22:25 – 00:22:30)

• Summary: Janna reiterates the need for users to log in through MatrixMaxx to complete registrations and mentions future enhancements to streamline the process.

Linking to Login and Registration Pages (Timestamp 00:22:30 – 00:23:29)

• Summary: Hannah asks about providing a link for users to log in and register. Janna explains how to set up the public registration page link in MatrixMaxx and how to include it in emails or link it from a CMS page.

Importing Zoom Registrations into MatrixMaxx (Timestamp 00:23:29 – 00:25:56)

• Summary: Janna discusses the option of importing Zoom registrations into MatrixMaxx using the importer function. She details the process of importing data from a spreadsheet, ensuring emails are included, and matching existing database entries.

Creating and Managing Import Lists (Timestamp 00:25:56 – 00:28:11)

• Summary: Janna explains how the imported contacts are organized into lists within MatrixMaxx, and how these lists can be used to stamp activities for tracking purposes. She also describes how to use the bulk activity stamper to log these activities for reporting.

Tracking Activities and Importing Data (Timestamp 00:28:11 – 00:32:17)

• Summary: Hannah inquires about tracking activities and the visibility of imported data. Janna clarifies how imported contacts and activities are displayed and managed within MatrixMaxx, including using lists and reports to track attendance and participation.

MatrixMaxx-Zoom Integration Roadmap (Timestamp 00:32:17 – 00:33:43)

• Summary: Janna mentions that while direct integration with Zoom is not yet available, it is on the roadmap. She encourages users to look forward to future updates that will make the integration process more seamless.

Manual Exclusions and Change History (Timestamp 00:33:43 – 00:37:20)

• Summary: Hannah raises a concern about manually excluded members and the lack of history for some exclusions. Janna suggests checking the change history report and adding comments to records for future reference when exclusions are made.

Managing Member Communication Preferences (Timestamp 00:37:20 – 00:41:10)

• Summary: Hannah discusses the challenge of managing communication preferences when member organizations leave. Janna provides tips on using exclusion criteria for lists and manually updating mailing list subscriptions to ensure non-members are not included in communications.

Archiving Meetings (Timestamp 00:41:10 – 00:42:17)

• Summary: Janna introduces the new feature of archiving meetings, which functions as a soft delete. This feature allows users to remove meetings from view while maintaining data integrity, addressing client frustrations with deleting meetings.