DocuMatix Help Resources

PROCESSES & PROCEDURES

CLICK A MENU OPTION BELOW

DASHBOARD

NAME

DESCRIPTION

HELP VIDEO

DASHBOARD AND MENUS

An overview of the dashboard and menus within DocuMatix.

ACCOUNT SETTINGS

The Account Settings section controls the basic system administration setup and controls.

DASHBOARD

NAME

DESCRIPTION

HELP VIDEO

DASHBOARD AND MENUS

An overview of the dashboard and menus within DocuMatix.

ACCOUNT SETTINGS

The Account Settings section controls the basic system administration setup and controls.

DOCUMATIX PRODUCT SUITE

EMAIL MANAGER

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EMAIL USING A TEMPLATE

Learn how to create an email with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

CREATING AN EMAIL USING A LAYOUT

Learn how to create an email with pre-built layout and design elements that do not include content.

CLICK TO OPEN

CREATING AN EMAIL FROM SCRATCH

Learn how to create an email from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

ACCESSING SAVED TEMPLATES

Saved templates consist of emails previously created from scratch, a template or layout that have been saved for future use.

CLICK TO OPEN

MENU OPTIONS FOR DEFINING EMAILS

All of the options necessary to advance an email from design to launch are located here.

CLICK TO OPEN

MENU OPTIONS FOR PUBLISHED EMAILS

This section allows for final edits to occur to an email prior to launch, along with copy/save functionality and reporting.

CLICK TO OPEN

MENU OPTIONS FOR COMPLETED EMAILS

Here, emails can be archived or deleted permanently.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS USING A TEMPLATE

Learn how to create a triggered email with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS USING A LAYOUT

Learn how to create a triggered email with pre-built layout and design elements that do not include content.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS FROM SCRATCH

Learn how to create a triggered email from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

MARKETING PATH

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM A TEMPLATE

Learn how to create an email to use for a marketing path with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM A LAYOUT

Learn how to create an email to use for a marketing path with pre-built layout and design elements that do not include content.

CLICK TO OPEN

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM SCRATCH

Learn how to create an email to use for a marketing path from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

BUILDING A MARKETING PATH

Learn how to connected a series of emails together by rules to create a marketing path that’s data driven or behavior based.

CLICK TO OPEN

EVENTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EVENT

Creating an event in DocuMatix automates the collection and reporting process of registration information.

CLICK TO OPEN

ADDING AN EVENT SESSION

Setting up an event follows a concept similar to that of a college course, where classes for the course can be offered on multiple days and at multiple times or places. So, an event always needs to have at least one session created for it.

CLICK TO OPEN

PUBLISHING AN EVENT

Publishing an event will begin the collection process of the registration information and allow for reporting.

CLICK TO OPEN

DOCUMENT RACK

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

ADDING DOCUMENTS TO DOCUMENT RACK

Learn how to add PDF content to the centralized storage hub called Document Rack.

CLICK TO OPEN

WEB FORMS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A WEB FORM

Learn how to create a form containing a series of questions for analysis or use in various campaigns.

CLICK TO OPEN

PUBLISHING A WEB FORM

Publishing a web form will begin the collection process of the data to allow for analysis and use in campaigns.

CLICK TO OPEN

SURVEYS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A SURVEY

Learn how to create a questionnaire to collect data for analysis or use in various campaigns.

CLICK TO OPEN

PUBLISHING A SURVEY

Publishing a survey will begin the collection process of the data to allow for analysis and use in campaigns.

CLICK TO OPEN

WEB POLLS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A WEB POLL FROM A TEMPLATE

Learn how to create a web poll with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

CREATING A WEB POLL FROM SCRATCH

Learn how to create a web poll from scratch.

CLICK TO OPEN

PUBLISHING A WEB POLL

Publishing a web poll will begin the collection process of the data collected allow for analysis and use in campaigns.

CLICK TO OPEN

PURLS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A PURL

Learn how to create a personalized URL (PURL) Landing Page to enhance direct mail or email marketing effotts.

CLICK TO OPEN

PUBLISHING A PURL

Instructions on publishing a PURL.

CLICK TO OPEN

DOCUMATIX ON DEMAND

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

DOD CONFIGURATION TOOL

The configuration tool automates the DocuMatix On Demand process.

CLICK TO OPEN

TRIGGERED EMAILS AND OPERATIONAL TEXTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

HOW TO CREATE A TRIGGERED EMAIL

Instructions on creating an event based, triggered email.

CLICK TO OPEN

HOW TO CREATE A TRIGGERED OPERATIONAL TEXT

Instructions on creating an event based, triggered operational text.

CLICK TO OPEN

MARKETING AUTOMATION

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

HOW TO CREATE A MARKETING AUTOMATION

Learn how to create a series of triggered emails that automatically launch in a particular sequence.

CLICK TO OPEN

WEBTRAX

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

SETTING UP AND AUTOMATING WEBTRAX

Tracking website activity is easy with WebTrax. Learn how to set up and automate the process.

CLICK TO OPEN

ACTIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN ACTIONS AUTOMATION

Learn how to create a series of triggered emails that automatically launch based on data points and/or behavioral actions.

CLICK TO OPEN

DOCUMATIX TEXT MESSAGING

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

OPT-IN MARKETING TEXT MESSAGING

Learn how to create marketing text messages effectively.

CLICK TO OPEN

MANAGING TEXT MESSAGING OPT-OUT LIST

Managing the opt-out list for text messaging efforts can be accomplished in just a few clicks.

CLICK TO OPEN

TEXT MESSAGING REPORTING

Learn how to easily generate reporting for text messaging efforts.

CLICK TO OPEN

COMMLINK

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

SEARCHING IN COMMLINK

Learn how to search for communications that have been deployed via direct or email marketing efforts.

CLICK TO OPEN

UNSUBSCRIBE

Understanding the unsubscribe feature within CommLink.

CLICK TO OPEN

EMAIL LAUNCH HISTORY

Learn how to view email campaign launch history.

CLICK TO OPEN

CHANGE PASSWORD

Instructions for changing user passwords.

CLICK TO OPEN

DocuMatix Processes & Procedures

PROCESSES & PROCEDURES

CLICK A MENU OPTION BELOW

DASHBOARD

NAME

DESCRIPTION

HELP VIDEO

DASHBOARD AND MENUS

An overview of the dashboard and menus within DocuMatix.

CLICK TO PLAY

ACCOUNT SETTINGS

The Account Settings section controls the basic system administration setup and controls.

CLICK TO PLAY

DASHBOARD

NAME

DESCRIPTION

HELP VIDEO

DASHBOARD AND MENUS

An overview of the dashboard and menus within DocuMatix.

CLICK TO PLAY

ACCOUNT SETTINGS

The Account Settings section controls the basic system administration setup and controls.

CLICK TO PLAY

DOCUMATIX PRODUCT SUITE

EMAIL MANAGER

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EMAIL USING A TEMPLATE

Learn how to create an email with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN
CLICK TO PLAY

CREATING AN EMAIL USING A LAYOUT

Learn how to create an email with pre-built layout and design elements that do not include content.

CLICK TO OPEN

CREATING AN EMAIL FROM SCRATCH

Learn how to create an email from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

ACCESSING SAVED TEMPLATES

Saved templates consist of emails previously created from scratch, a template or layout that have been saved for future use.

CLICK TO OPEN

MENU OPTIONS FOR DEFINING EMAILS

All of the options necessary to advance an email from design to launch are located here.

CLICK TO OPEN

MENU OPTIONS FOR PUBLISHED EMAILS

This section allows for final edits to occur to an email prior to launch, along with copy/save functionality and reporting.

CLICK TO OPEN

MENU OPTIONS FOR COMPLETED EMAILS

Here, emails can be archived or deleted permanently.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS USING A TEMPLATE

Learn how to create a triggered email with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS USING A LAYOUT

Learn how to create a triggered email with pre-built layout and design elements that do not include content.

CLICK TO OPEN

BUILDING TRIGGERED EMAILS FROM SCRATCH

Learn how to create a triggered email from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

MARKETING PATH

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM A TEMPLATE

Learn how to create an email to use for a marketing path with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM A LAYOUT

Learn how to create an email to use for a marketing path with pre-built layout and design elements that do not include content.

CLICK TO OPEN

CREATING AN EMAIL TO USE FOR A MARKETING PATH FROM SCRATCH

Learn how to create an email to use for a marketing path from scratch; allowing for the flexibility to place any cell type available within a blank email along with free-form content.

CLICK TO OPEN

BUILDING A MARKETING PATH

Learn how to connected a series of emails together by rules to create a marketing path that’s data driven or behavior based.

CLICK TO OPEN

EVENTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN EVENT

Creating an event in DocuMatix automates the collection and reporting process of registration information.

CLICK TO OPEN
CLICK TO PLAY

ADDING AN EVENT SESSION

Setting up an event follows a concept similar to that of a college course, where classes for the course can be offered on multiple days and at multiple times or places. So, an event always needs to have at least one session created for it.

CLICK TO OPEN
CLICK TO PLAY

PUBLISHING AN EVENT

Publishing an event will begin the collection process of the registration information and allow for reporting.

CLICK TO OPEN

DOCUMENT RACK

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

ADDING DOCUMENTS TO DOCUMENT RACK

Learn how to add PDF content to the centralized storage hub called Document Rack.

CLICK TO OPEN
CLICK TO PLAY

WEB FORMS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A WEB FORM

Learn how to create a form containing a series of questions for analysis or use in various campaigns.

CLICK TO OPEN
CLICK TO PLAY

PUBLISHING A WEB FORM

Publishing a web form will begin the collection process of the data to allow for analysis and use in campaigns.

CLICK TO OPEN

SURVEYS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A SURVEY

Learn how to create a questionnaire to collect data for analysis or use in various campaigns.

CLICK TO OPEN
CLICK TO PLAY

PUBLISHING A SURVEY

Publishing a survey will begin the collection process of the data to allow for analysis and use in campaigns.

CLICK TO OPEN

WEB POLLS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A WEB POLL FROM A TEMPLATE

Learn how to create a web poll with pre-built layout and design elements that include content. All templates can be changed and updated.

CLICK TO OPEN
CLICK TO PLAY

CREATING A WEB POLL FROM SCRATCH

Learn how to create a web poll from scratch.

CLICK TO OPEN

PUBLISHING A WEB POLL

Publishing a web poll will begin the collection process of the data collected allow for analysis and use in campaigns.

CLICK TO OPEN

PURLS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING A PURL

Learn how to create a personalized URL (PURL) Landing Page to enhance direct mail or email marketing effotts.

CLICK TO OPEN
CLICK TO PLAY

PUBLISHING A PURL

Instructions on publishing a PURL.

CLICK TO OPEN

DOCUMATIX ON DEMAND

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

DOD CONFIGURATION TOOL

The configuration tool automates the DocuMatix On Demand process.

CLICK TO OPEN
CLICK TO PLAY

TRIGGERED EMAILS AND OPERATIONAL TEXTS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

HOW TO CREATE A TRIGGERED EMAIL

Instructions on creating an event based, triggered email.

CLICK TO OPEN
CLICK TO PLAY

HOW TO CREATE A TRIGGERED OPERATIONAL TEXT

Instructions on creating an event based, triggered operational text.

CLICK TO OPEN
CLICK TO PLAY

MARKETING AUTOMATION

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

HOW TO CREATE A MARKETING AUTOMATION

Learn how to create a series of triggered emails that automatically launch in a particular sequence.

CLICK TO OPEN
CLICK TO PLAY

WEBTRAX

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

SETTING UP AND AUTOMATING WEBTRAX

Tracking website activity is easy with WebTrax. Learn how to set up and automate the process.

CLICK TO OPEN
CLICK TO PLAY

ACTIONS

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

CREATING AN ACTIONS AUTOMATION

Learn how to create a series of triggered emails that automatically launch based on data points and/or behavioral actions.

CLICK TO OPEN
CLICK TO PLAY

DOCUMATIX TEXT MESSAGING

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

OPT-IN MARKETING TEXT MESSAGING

Learn how to create marketing text messages effectively.

CLICK TO OPEN
CLICK TO PLAY

MANAGING TEXT MESSAGING OPT-OUT LIST

Managing the opt-out list for text messaging efforts can be accomplished in just a few clicks.

CLICK TO OPEN

TEXT MESSAGING REPORTING

Learn how to easily generate reporting for text messaging efforts.

CLICK TO OPEN

COMMLINK

NAME

DESCRIPTION

WRITTEN PROCEDURES

HELP VIDEO

SEARCHING IN COMMLINK

Learn how to search for communications that have been deployed via direct or email marketing efforts.

CLICK TO OPEN
CLICK TO PLAY

UNSUBSCRIBE

Understanding the unsubscribe feature within CommLink.

CLICK TO OPEN

EMAIL LAUNCH HISTORY

Learn how to view email campaign launch history.

CLICK TO OPEN

CHANGE PASSWORD

Instructions for changing user passwords.

CLICK TO OPEN