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This article is originally made available by Mailgun and is relevant to Mothernode customers and their email Marketing.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 […]
Adding Title Images to Event Pages
Performing Batch Updates
Batch Update is a powerful, time-saving function that enables the updating of a specific field across multiple records with just one single action. Common examples include, but are not limited to, re-assignment of numerous customer accounts from a former account representative to a new one, or updating record status for […]
Viewing Skipped Records
When importing customers and contacts into Mothernode CRM, by default duplicate records will be skipped based on a select criteria. For example, when importing contacts, by default Mothernode CRM will check for duplicates based on first name, last name and email address. Once the import is complete, Mothernode will log […]
Undoing Imports
In the event that you made a mistake when importing your data and need to remove the imported records, in either customers, contacts, vendors or leads and opportunities, you can undo your imports via the Import Log. The import log records all of the imports performed throughout various modules and […]