MatrixMaxx Q&A Session – April 17, 2024 – MatrixMaxx Support Center

Dashboard Customization and Upcoming Changes (Timestamp: 00:00:20 – 00:01:59)

Summary: Janna discusses the upcoming 24.1 release which includes a change to the dashboard. Specifically, announcements and patch notes widgets will be removed and relocated to enhance dashboard real estate. She emphasizes user customization of the dashboard, including adding and rearranging widgets to better fit individual needs.

Summary: Janna demonstrates how to customize dashboard widgets in detail, including adding new widgets, resizing, and repositioning them. She highlights the introduction of some fun and useful widgets, like animal cams and meeting summaries, and the ability to make layout adjustments.

Summary: At this point, Janna opens the floor to questions about the dashboard customization, though no specific questions are shown in the transcript until later.

Summary: Wendy inquires about adding bulk emails to a Listserv list. Janna explains the use of the individual importer tool in MatrixMaxx, demonstrating how to import multiple contacts at once and automatically generate a list from the import. This feature also ensures that newly added individuals receive emails sent to the original list.

Summary: Wendy asks about allowing registrants to make meeting transfers or substitutions through their profiles. Janna clarifies that such actions can only be handled on the admin side of MatrixMaxx due to potential complications with substitutions and transfers.

Summary: The discussion concludes with Wendy addressing frequent user errors in title changes within their profiles and proposing a character limit on titles to prevent overly long entries that disrupt formatting. Janna and Wendy discuss possible character limits and the implications for different clients.

Summary: Wendy discusses the difficulties in crafting custom report queries, specifically aiming to track registrations for multiple meetings within a certain timeframe and ensuring all necessary data is included in one list. Janna provides a live demonstration on how to use advanced search features and customize exports in MatrixMaxx to meet specific reporting needs, including selecting and exporting specific data fields such as names, company names, and states.

Summary: Andrea expresses challenges in generating accurate reports for organizations that did not renew in 2024, getting incorrect data from the system. Janna troubleshoots this by adjusting search parameters and explores multiple ways to refine the search to ensure accuracy. They discuss the importance of correctly setting search criteria to capture all relevant data, such as including or excluding sub-companies and handling membership statuses correctly.

Summary: Carol inquires about the possibility of automatically transferring a portion of a refund from one attendee to another. Janna explains that this process remains manual. She advises on how to handle this scenario using checks as placeholders in the system to record the refund amount and apply it to future attendees when needed.

Summary: Michael asks how to segregate mailing lists between regular and associate members for targeted communications. Janna advises creating separate lists for each member category and possibly a combined list for communications intended for all.

Summary: Andrea discusses best practices for merging records, particularly focusing on maintaining the membership record that holds the most current or comprehensive information. Janna confirms that it is best to keep the record with the active membership and explains how merged records can integrate information from both sources effectively.

Summary: Wendy raises an issue with hyperlink formatting in confirmation emails, where URLs are not displayed as clickable links. Janna walks through potential solutions to ensure that links are correctly formatted using HTML tags in the email templates, offering to test and adjust settings directly in Wendy’s system.