How do I activate my imported searches from Tempo and Fusion?

Your Tempo and Fusion searches and contacts are now in Matrix. These searches have not been activated, so you will need to turn them into Auto Emails (prospecting) and attach them to your clients. We strongly encourage everyone to verify their searches' criteria has imported correctly before activating your searches by comparing them to Tempo or Fusion, depending on what you were using.
To activate your saved searches:
Hover over My Matrix
Click Saved Searches
Click your Saved Search name you want to activate
Click "Settings"

Verify the "Contact" field is correct
Click "Turn this Saved Search into an Auto Email" at the top

Add your subject line
Verify the Message is what you wish to send out
Verify your schedule
Click Save

You can also remove the (Imported) from the title if you so desire.


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