First things first. Don’t panic! Your Mothernode Contacts were NOT deleted and everything is OK! This is what happened. Once you install the Mothernode Add-in for Microsoft Outlook your Outlook will connect to your Mothernode Account (see Outlook setup instructions for more details). Upon connecting to your Mothernode Account two new folders […]
Mothernode CRM Updates – May 2018 (Release 20181a)
Release Notes May 2018 (Release 20181a) Date: May 28, 2018 IMPORTANT: There is a significant update to Mothernode CRM Lead Capture Forms. Customers using lead capture forms on their website, blogs or landing pages, should check to make sure your forms are displaying correctly. We don’t anticipate disruptions, but cannot account for […]
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This article is originally made available by Mailgun and is relevant to Mothernode customers and their email Marketing.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
Mothernode email marketing event definitions
When using Mothernode’s email marketing features for mass emailing or lead nurture sequences, Mothernode will report back delivery and read information for all emails sent. Mothernode uses event definitions to inform the user of what happened to the email(s) sent, so users can take further action if necessary. The following definitions […]