The Magic Matrix has a variety of features that require user setup. The sections in this guide provide a resource to access the most important functions:

If you don's see the Magic Matrix within the "Sales" section of the menu, you will need to enable it first.

From the navigation menu, go to the 'System Settings' under the 'Settings'.

Use the search bar in the top right-hand corner to search for 'Magic Matrix' or click here.

Click 'Enable' to add the Magic Matrix to your CRM.

The Magic Matrix allows you to target customers that may not be aware of certain product categories. By default, product categories will be imported from your Inventory Management/Accounting/ERP system. If you'd prefer to have different categories for the Magic Matrix then you can manage them as detailed below.

Please note: on your first connection to the CRM, we will make 30 Magic Matrix categories based off your Product categories. This is not synced or updated, it is a one time import that occurs to get you started.

In the navigation menu, select 'Settings' then 'System Settings'. Search for Magic Matrix or click here.

From here, select 'Click to Configure' to open the categories configuration area.

Once the Magic Matrix is enabled you can edit existing categories or add new ones. To edit existing categories, use the text box to make changes to names or mark them as obsolete/in use.

You can set the Max Transaction Age in Months per Category. By default the Max Transaction Age is 12 months which means if a customer bought a Product in that Magic Matrix category 6 months ago they will show as brought. Although if the customer has purchased from that category 14 months ago then they will no longer show as bought but as 'Unaware'. This is to define how old a transaction can be for the purchase to be considered 'Bought' in the Matrix.

To learn more about the Magic Matrix stages such as 'Bought', click here!

Please Note: If you change the Max Transaction Age you will need to wait for the overnight refresh for the change to be applied.

To add new Magic Matrix categories, select the plus icon in the top right-hand corner of the screen, type in your category name, then click 'Create'.

Now that you've created your Magic Matrix Category, it's time to assign a product to that created category. You can use the Global Search located at the top of the CRM to search for any product.

Once you've found the product you wish to assign to the Magic Matrix, click on the Magic Matrix Category button, located in the Categorisation section. This will provide you with a drop-down list of Product Categories, where you can then select your desired Magic Matrix Category.

Categories that you've set up in your connected Inventory Management/Accounting system may not be ones you wish to use in your Magic Matrix. This can easily be changed using our Bulk Updater tool to filter by category on the Product Items Report and then bulk updating your fields.

In the navigation menu, select Items under the Product menu or click here. This will take you to a Report containing all of products.

Click the three dots in the top right-hand corner and select 'Filters' then 'Add Filters'.

Find Category, then tick 'Description'.

Next, click 'Continue' at the bottom - you've now added a new filter option to your Report. This is where you can then type in the category that you'd like to filter by.

Once your Report has been filtered to show the category that you'd like to change the Magic Matrix category for, you can then perform your bulk action. If you wish to update all of these products, then tick 'Select All'. If not, then simply tick the boxes against the relevant products.

Once you've selected your products, click 'Choose Action'.

Then, click 'Update Fields' to perform the change.

You'll then be able to update certain fields. Remember to select 'Show More' next to Product Item to expand the list.

Scroll down until you find 'Magic Matrix Category' and tick this box.

You'll then have the option to select the Magic Matrix category you wish to assign the selected products to. Finally, click 'Update'.

Now that you have Magic Matrix categories configured and correctly set on Products you are ready to start using the Magic Matrix! Check out this guide here for help on how to use it.

Not yet familiar with the Magic Matrix? Click here to learn more!