Monarch - Using the Matrix Activity Contact

Setting Up for Email Activity Types

The Email activity type should be reserved to capture and save emails that you send to your contacts. To use this activity type, you will not actually create an activity. The activity will be created for you, and the email contents saved in Monarch, when you send the email through your email system. To successfully use this feature, you need to ensure that you save your personal Matrix Activity vCard to your email’s electronic address book. Note: You will only complete this step once.

To save your personal Matrix Activity vCard:

1. Click My Profile, located in the drop-down menu under your name in the upper right-hand corner.

2. Click the Integration tab.

3. In the Matrix Activity Email area, click the Download vCard button. The Matrix_Activity.vcf file will be downloaded into your computer.

4. If you are using Outlook as your default email, please click on the downloaded file. The Outlook window below will show. Click "Save & Close" button. This will add the Matrix Activity as one of the contacts in your Outlook. 

If you are using Gmail, please do not open click on the downlaod files at this point. Please follow the below steps:

• Log into your gmail account and click on the Google apps icon on the right top of the screen and select Contacts.

•       On the Contacts page, please click Import.

•        Click Select file. Browse to the appropriate folder location, and then choose the Matrix_Activity.vcf file that you downloaded from Matrix (on step#3). Click Import button.

Notes:

- If you are using other types of email, click on the downloaded file. The prompt should show on the screen and please save Matrix Activity as a contact in your electronic address book. The prompts that you receive on the screen may vary depending on the browser that you are using. However, when clicking the download file and the prompt doesn't show up, you can simple copy the Matrix Activitly email address as shown below and add it into your contact email.

- It is highly recommended that Contacts are first added/imported into Matrix prior to using this function. This will allow the Matrix Activity contact to quickly find the matching email in Matrix and archive it accordingly with the correct Contact information.

Use the Email Activity Function:

Once you have saved your personal Matrix Activity vCard to your electronic address book, using the functionality is very easy.

When you send the email, Matrix will review the address(es) of the email recipient(s), and create the activity for you. If the contact is already in Matrix, the activity will be listed as Completed under your activities and will also show on the contact page. 

If an address does not match any contacts in Matrix, then that contact will not be added to the Email activity. However, the activity will still be listed as a Complete Email activity on your Activity List. You can go back to the activity and edit it to add the Contact information as needed.

Notes: