DocuMatix Help Resources – Processes & Procedures

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

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

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

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.

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

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

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

This section allows for copy/preview functionality and reporting.

Here, emails can be archived or deleted permanently.

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

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

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.

Learn how to build triggered emails with ExecuTrax integration.

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

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”.

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

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.

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

Learn how to upload a CSV file for your email.

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

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

Learn how to create a web poll from scratch.

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

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

Instructions on publishing a PURL.

The configuration tool automates the DocuMatix On Demand process.

Instructions on creating an event based, triggered email.

Instructions on creating an event based, triggered operational text.

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

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

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

Learn how to create marketing text messages effectively.

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

Learn how to easily generate reporting for text messaging efforts.

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

Learn how to view email campaign launch history.