GET YOUR MONEYMIND SET UP
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Everything you need to know to get started and use MoneyMind's extensive features.
All it takes is 7 minutes!​​
START
Manage Account
Go to Manage Account to set up your account settings, users, privacy policy & brand.
0.52 Minutes (Less than a minute)
GET LEADS
Lead Generation
Get more leads by setting up your Embed Links for your website, QR Code or EDM.
ADD & SEND
Add Contact & Send Profile
Add a contact, select & order sections, send a profile, and schedule to send profile.
1.03 Minutes
BULK PROFILES
Send Bulk Profiles
Send profiles to all of your clients or send profiles to selected filtered clients.
1.06 Minutes
SEGMENT & FILTER
Segment & Filter Clients
Filter & segment clients based on any or a combination of behavioural traits.
0.57 Minutes (Less than a minute)
CLIENT DATA
Import & Export Data
Import & export data via excel spreadsheet.
2.07 Minutes
