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    DocuMatix Processes and Procedures

     

    PROCESSES & PROCEDURES

    DOCUMATIX PRODUCT SUITE

     

     

     

    DOCUMATIX PRODUCT SUITE

     

     

    EMAIL MANAGER

    NAME

    DESCRIPTION

    WRITTEN PROCEDURES

    GETTING STARTED WITH EMAIL MANAGER

    This guide serves as your end-to-end resource for
    creating a new email within DocuMatix.

    CLICK TO OPEN

    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 DRAFT EMAILS

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

    CLICK TO OPEN

    MENU OPTIONS FOR SCHEDULED EMAILS

    This section allows for copying and demoting to occur to an email prior to launch.

    CLICK TO OPEN

    MENU OPTIONS FOR PUBLISHED EMAILS

    This section allows for copy/preview 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

    HOW TO DEMOTE AN EMAIL

    Learn to demote (stop) a standard or staggered email that has not yet been launched.

    CLICK TO OPEN

    HOW TO REPLACE A URL WITH LINKED TEXT

    Learn how to to replace the URL with linked text. For example: Instead of displaying a full URL with the location of a mid-year survey, the linked text will say “Click here for mid-year survey”.

    CLICK TO OPEN

    ADD A VARIABLE URL WITH PARTIAL MERGE FIELDS

    Learn how to to include a different URL in an email for varying recipients. The variable URLs will be located in the CSV file.

    CLICK TO OPEN

    ADD A VARIABLE URL LINK WITH FULL MERGE FIELDS

    Learn how to include a different URL in an email for varying recipients. The entire variable URLs will be located in the CSV file. For example: this process could be used when different loan officers have helped different customers, and the merge fields might be their signatures.

    CLICK TO OPEN

    HOW TO ACCESS EMAIL STATISTICS

    Use the Email Statistics option for quick reporting, including click through rates and click through open rates.

    CLICK TO OPEN

    HOW TO UPLOAD A CSV FILE

    Learn how to upload a CSV file for your email.

    CLICK TO OPEN

    HOW TO SCHEDULE AN EMAIL LAUNCH

    Learn how to schedule an email launch after the email has been built and the CSV file has been added.

    CLICK TO OPEN

     

     

    MARKETING PATH

    NAME

    DESCRIPTION

    WRITTEN PROCEDURES

    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

    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

    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

    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

    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

    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

    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

    DOD CONFIGURATION TOOL

    The configuration tool automates the DocuMatix On Demand process.

    CLICK TO OPEN

     

     

    TRIGGERED EMAILS AND OPERATIONAL TEXTS

    NAME

    DESCRIPTION

    WRITTEN PROCEDURES

    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

    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

    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

    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

    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

    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 Help Resources – Overview

    OVERVIEW

    The DocuMatix Digital Platform provides a full array of communication solutions; combining seven powerful tools into one intuitive interface. Communicating with customers is easy and effective and through the platform and several learning resources are available within the Client Portal to assist you:

    Getting Started Guide: This guide serves as your end-to-end resource for creating a new email within DocuMatix.

    Help Videos: Provide a visual learning approach allowing you to better understanding the build and management of the tools available within the DocuMatix Digital Platform.

    Step-by-Step Procedures: Designed for those who may prefer a written outline of the steps needed for a process.

    FAQ: provide quick answers and solutions to the most commonly asked questions when using the platform.