The following are YouTube playlists that contain all of our guided video overviews on how to use the different features within your Portal and Website Editor. These videos are general overviews on how to use the iMatrix platform to its fullest extent!
Portal Applications
Dashboard Analytics and Form Leads - This video explains how to use the Dashboard Analytics, Performance Tracking, and Lead Tracking applications in the iMatrix Portal Admin. This includes how to: understand the traffic coming in through your iMatrix website, find your new clients or leads, and both create and update forms.
User and Email Management - This video explains how to use the User and Email Management application in the iMatrix Portal Admin. This includes how to: add new users and email addresses, change user permissions, and create forwarding email addresses.
Reputation Management - This four part series will explain how to use the Reputation Management application in the iMatrix Portal Admin.
Blog Overview - This video explains how to use the Blog application in the iMatrix Portal Admin. This includes how to: create a blog post, add an image, format text, edit meta information, and schedule a post.
User and Email Management - This video explains how to use the User and Email Management application in the iMatrix Portal Admin. This includes how to: add new users and email addresses, change user permissions, and create forwarding email addresses.
Client Communication - This video explains how to use the Patient and Client Communication applications in the iMatrix Portal Admin. This includes how to use the: Surveys, Contacts, Cards, Newsletters, and Professional Content applications.
Digital Forms - This video explains how to customize our online Digital Forms.
Website Editor
This 40 min recorded webinar explains how to use the Website Editor in the iMatrix Portal Admin. This includes how to: navigate around the editor, make changes to your page content, and use different modules.