How to customize record statuses

Throughout various Mothernode workflows, record statuses are used to guide transactions through different phases of the sales and order fulfillment processes. These statuses are used to indicate where records are within the delivery process and alert users to certain types of activities. For example, when an Order is COMPLETE, it lets […]

ConstructConnect CRM Integration

Mothernode CRM lets ConstructConnect customers conveniently receive or import information from their ConstructConnect Account into their leads and opportunities. You must be a ConstructConnect Insight Customer in order to use these features. For more information about ConstructConnect and their plans, contact a ConstructConnect representative. For instructions on how to export project […]

Creating user lists in records

Mothernode customers that have many users within their organization will want to reduce the total number of users who may be assigned to certain transactions or customer accounts. By default, all users appear in selection lists, but Mothernode Administrators can customize these list to only include relevant users in the selection. […]

Migrating Salesforce.com Data to Mothernode CRM

This article is for Salesforce.com customers who want to import their existing Salesforce data into Mothernode CRM. This feature is available in all editions of Mothernode CRM, including Mothernode CRM Trial Accounts. Users must have access to their Salesforce.com account and have the necessary access rights to export their Salesforce […]

Building dynamic email signatures

When creating standard emails to use within a Mothernode Marketing sequence customers will often want to personalize the email by adding a signature. This, of course, can be done but if the email template will be used by multiple users when emailing their contacts, then a dynamic signature is the […]

Email Content: Best Practices

This article is originally made available by Mailgun and is relevant to Mothernode customers and their email Marketing.   There are a few tricks to remember about content besides the mantra of ‘sending something people want’. Personalize your emails to each recipient. Ideally, the content should reflect recipient’s specific interests […]

Mothernode and Mailing Lists

Many email service providers (ESPs) monitor bounce rates and will take action if bounce rates increase too much. A hard bounce rate of 5% or above is enough to cause most ESPs to reach out or take action to restrict your sending, although some allow as high as 8% hard bounces. The […]