Knowledge

This post outlines the steps to upload rewards for activities that occur outside of Magentrix....

In order to better manage the access of your portal users to Magentrix. We have introduced the Magentrix Portal User Options for Salesforce to enable your internal Salesforce users. With this feature, you can manage your portal users through their Salesforce contact without having to log in to Magentrix as an administrator....

The Magentrix package for Salesforce installs new components and attributes. For some features to be enabled, you will need to manually make changes in your Salesforce instance....

Co-branded templates for each collateral file must be uploaded for co-branding to be inserted. Templates must have elements with specific properties to allow an optimized output of co-branded assets. This guide will show how to create co-branded templates in Microsoft Word and Adobe Acrobat....

Zapier supported applications can be leveraged to set up “Zaps” between Magentrix and external applications. In many situations, a Zap can take upwards of 15 minutes to trigger. In situations where a workflow needs to be triggered instantaneously, Zapier webhooks can be leveraged so that follow-up actions are triggered immediately....