Using MatrixMaxx to Track Award Nominations and Recipients (00:00:51 to 00:10:23):
- Introduction to using MatrixMaxx for award tracking
- Adding custom activity types in MatrixMaxx
- Demonstrating how to add custom categories and types
- Showing how to add award nominees and recipients
- Using the organization query builder to search for award activities
- Addressing questions about Max-generated activities and potential enhancements
Tracking Participation in MatrixMaxx (00:11:27 – 00:15:49):
- Discussion on methods to track participation, including using meetings in MatrixMaxx and bulk uploading registrations from external products.
- Exploring options such as manual stamping of activities and bulk activity stamping for efficiency.
- Considerations for integrating Zoom Meeting downloads with MatrixMaxx for better reporting.
Generating Downloadable Rosters of Committee Members (00:20:39 – 00:24:44):
- Exploring available reports in MatrixMaxx for committee participation and organization participation.
- Options for exporting participation reports to Word or Google documents.
- Discussion on enhancement requests for downloadable rosters in Excel format.
Implementing Changes Following DMARC Policy (00:25:02 – 00:29:27):
- Highlighting the importance of monitoring delivery reports and addressing email bounces promptly.
- Exploring potential process changes and training needs following the organization’s implementation of the new DMARC policy.
- Discussion on facilitating member updates and data maintenance in MatrixMaxx, including considerations for member engagement with the Matrix website.
Bulk Email Template Creation (00:29:28 – 00:33:15):
- Janna Marks explains how to add template emails for bulk emailing via event registration.
- She demonstrates how to navigate to custom email templates and create new ones for specific event categories.
- Janna also shows how to use variables to personalize emails.
- It’s mentioned that scheduling emails is not currently available, but adding PDF attachments for invoices is possible.
Inferred Addresses (00:36:45 – 00:46:10):
- Rob asks about inferred addresses and how they are determined.
Editing Events after a Registration is Submitted (00:36:45 – 00:46:10):
- Various troubleshooting questions are discussed, including the ability for registrants to add events after registration and payment.
QR Code Creation for Registration (00:46:10 – 00:48:22):
- Wendy asks about creating QR codes for individuals to download and create a profile in the system.
- Janna elaborates on the process of generating QR codes from URLs.
Creating Mailing List and Email List of Registrants (00:51:04 – 00:55:39):
- Janna demonstrates the process of creating a mailing list and email list for a specific meeting.
- Janna explains how to add criteria for the mailing list based on interactions and meeting registrations.
Sending Meeting Invites through Matrix (00:56:33 – 00:57:49):
- Janna explains how to send meeting invites through Matrix and addresses related inquiries.
Enabling RSVP Function (00:57:49 – 00:59:56):
- The RSVP function is explained, and Janna demonstrates how to enable it for meetings.
Concluding Remarks (01:00:16 – 01:00:44):
- Janna concludes the session with gratitude for the questions and invites suggestions for future training sessions.