Overview of Activities and Activity Stamping (00:00:03)
- Discussed the automatic activity stamping feature in MatrixMaxx for activities and communications.
- Demonstrated manual activity stamping for tracking non-MatrixMaxx activities (e.g., award nominations).
- Walkthrough of customizing categories and types for activities under the Admin section.
- Demonstrated searching for activities using the Activity Search feature or Individual Query Builder for generating mailing lists.
Bulk Activity Stamping and Communication Tagging (00:06:52)
- Bulk activity stamping is possible using the Bulk Activity Stamper for individuals already on a mailing list.
- A request to enable bulk stamping for custom-selected individuals was noted as a potential enhancement.
Attendee Substitution Summary Report (00:07:54)
- Addressed a request to display the most recent substitutions at the top of the report.
- Confirmed that the change is technically feasible and will be explored further.
CRM Funnel and Communication Metrics (00:24:24)
- Discussion of improving CRM reports to better reflect communication statistics, such as average time spent in each phase and communication frequency.
- MatrixMaxx team acknowledged this as an enhancement for future consideration.
URL Builder for Event Tracking (00:32:08)
- Explained how to use the MatrixMaxx URL Builder to create tracking URLs for marketing campaigns.
- The builder creates links that pass through a MatrixMaxx page to set cookies and track registrations.
- Discussed customization options and integration with external web pages.
Meetings Module Overview (00:41:07)
- Detailed explanation of setting up meetings in MatrixMaxx, including calendar publishing and obtaining direct URLs.
- Demonstrated examples of live meeting pages, including simple registration and group registration workflows.
- Reviewed customization options for meeting microsites and registration pages.
Customizing Meeting Types and Committees (00:52:30)
- Clarified that committee options are tied to existing committees in MatrixMaxx.
- Meeting type customizations require administrative adjustments by MatrixMaxx support.
Microsite Design and Color Customizations (00:54:27)
- Demonstrated how to customize microsite colors, including setting background and accent colors to match branding.
- Discussed aligning the width of microsite banners for optimal display.
Reporting on Committee Membership Changes (00:56:20)
- Demonstrated the “Committee Role Search” feature to query committee participation over specific timeframes.
- Provided guidance on exporting data to identify members who have left a committee.