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Matrix Monday tip: Two great shortcuts to sort your Active Email+ clients!

March 14, 2011  |  by Anne

At a glance, you can see exactly who of your clients is visiting their Email+!  Enjoy less clicks and even less scrolling to find out which of your clients are active and which are not!

To start, pull up your full contact list by selecting “Contacts” under “My Matrix.”  With one click of  “Last email+ Visit,” all of your contacts with automatically sort by their chronological order, most recent to least recent. Those that have never visiting their Email+ will also sort as “never,” and can be a good indicator of whether or not it’s time to resend an auto email or give your clients a quick ring.

Another great shortcut to view your active Email+ visitors is to select “Auto Emails” under my Matrix and select “Last Email+ View.”  Your auto emails will automatically sort in order of status: Active, Awaiting Activation, or Disabled.

Posted in Blog, Matrix, Training

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