MyMFG Plus — Features and How-To Guide
MyMFG Plus is a separate platform from MyMFG that provides agents with advanced contact management, automation, and communication tools. This article covers the most common tasks and questions related to MyMFG Plus features.
Contacts
How do I bulk upload contacts in MyMFG Plus?
To upload a list of contacts in bulk, follow these steps:
Navigate to the Contacts tab in the left-side navigation menu.
Click the Import Contacts button. The Import Contacts button looks like an arrow pointing out of a tray and is the 11th button in the row of small white buttons above the column names.
A popup will appear. Either drag and drop your .csv file into the upload area, or click Upload a File and select the .csv file you want to use. Click Next.
On the Map screen, confirm that each column from your file is matched to the correct contact field in MyMFG Plus. If a column is unmatched or matched incorrectly, use the selector under Contact Fields to assign the correct field. To exclude unmatched columns from the import, check the box labeled Do not import data in unmatched columns. Click Next.
On the Details screen, name the import or leave the default date as the name. To save the uploaded contacts as a Smart List, check the box labeled Create a list of contacts from the import. Confirm that all contacts have consented to be contacted, then click Submit. Contacts may take a few minutes to appear. Progress can be tracked under the Bulk Actions tab in the Contacts section.
Note: Only .csv files are supported. If your file is saved as an Excel or Google Sheets file, open it and save it as a .csv before uploading.
What are the advanced options when uploading contacts?
Before clicking Submit on the Details screen, click Advanced to access the following options:
What do you want to do with contacts in the .csv file? Choose one of three options:
Add New and Update Existing Contact Records — Adds new contacts and updates any contacts that already exist in MyMFG Plus.
Add New Contacts — Adds only new contacts and ignores any contacts that already exist.
Update Existing Contacts — Updates only existing contacts and ignores any contacts that are not already in MyMFG Plus.
Find Existing Contacts Based on (Primary) — Choose Email or Phone as the primary method MyMFG Plus uses to match uploaded contacts to existing records. If a match is not found, the contact is treated as a new contact. A second preference can be added by clicking Add Second Preference.
Do not update empty values for existing records — Leave this option checked to protect existing contact data. If unchecked, empty fields in the .csv file will overwrite and erase existing data in matching contact records.
Tags — Add tags to apply to all contacts in the import.
Add New Contacts to Workflow/Campaign — Select an automation workflow to enroll the imported contacts into.
What do I do if I accidentally upload duplicate contacts?
If duplicate contacts are created, navigate to the Contacts tab, select both duplicate records using the checkboxes to the left of their names, and merge them using the merge button. The merge button is the last button in the row of small white buttons above the contact columns.
How do I filter contacts in MyMFG Plus?
To filter your contacts list, follow these steps:
Navigate to the Contacts tab.
Click More Filters in the top right corner. A filter panel will open on the right side of the screen.
Select the field you want to filter by. The most commonly used filter is Tags. MyMFG Plus supports filtering by standard contact fields as well as any custom fields that have been created. Scroll through the filter list to view all available options.
Adjust the filter condition using one of the following options:
Is — Shows all contacts that match the filter value.
Is not — Shows all contacts that do not match the filter value.
Is empty — Shows all contacts where the filtered field contains no data.
Is not empty — Shows all contacts where the filtered field contains any data.
Any of — Shows all contacts that match at least one of multiple selected values.
Click Apply and close the filter panel to view the filtered contact list.
How do I use multiple filters at the same time?
After applying a filter, add a second filter and choose one of the following logic options:
And — Both filters must apply to the contact for the contact to appear in the results.
Or — At least one of the two filters must apply to the contact for the contact to appear in the results.
To edit an applied filter, click the pencil icon on the filter. To remove a single filter, click the trash icon. To remove all filters at once, click Clear All Filters.
How do I save a filtered contact list?
Before closing the filter panel, click Save as Smart List to save the filtered view as a Smart List. Smart Lists update dynamically and will always reflect all contacts that currently match the saved filter criteria.
Can I filter contacts in the Opportunities section?
Yes. Filters are also available in the Opportunities section. By default, the Opportunities view is filtered by Status set to Open. To remove or change filters in the Opportunities section, click the filter button located two positions to the left of the Add Opportunity button. Filters in the Opportunities section work the same way as in the Contacts section. Note that some pipeline stages extend off the right side of the screen and require horizontal scrolling to view in full.
How do I bulk add contacts to an automation in MyMFG Plus?
To add multiple contacts to an automation at the same time, follow these steps:
Navigate to the Contacts tab.
Select the contacts you want to add to the automation using one of the following methods:
Manually — Check the box to the left of each contact name individually.
Bulk — Check the box to the left of the Name column header to select all contacts on the current page. To select all contacts across all pages, check the box and then click Select all [number] records.
Filtered — Click More Filters in the top right corner, apply the filters needed, then return to the Contacts tab. Use the bulk select checkbox to the left of the Name column header, then click Select all [number] records.
Click the Add to Automation button. The Add to Automation button is a small robot head icon and is the third button in the row of white buttons at the top of the contacts list.
A confirmation popup will appear noting that larger contact lists and more complex automations may take longer to process. Click Ok, proceed.
Under Workflow, search for and select the automation you want to add the contacts to.
Under Action, enter a short description of what you are doing, such as "Bulk add to [automation name]."
Select one of the following delivery options:
Send all at once — Adds all selected contacts to the automation immediately.
Send all at scheduled time — Adds all selected contacts at a specific date and time in the future.
Add in drip mode — Adds contacts to the automation in batches over time. Configure the following drip settings:
Start On — The date and time to begin the drip.
Batch Quantity — How many contacts to add per batch.
Repeat After — How frequently each batch is added. Enter a number and select days, hours, minutes, or seconds.
Send On — The days of the week contacts are allowed to be added. All days are selected by default. Deselect any day to exclude it.
Process Between Hours (optional) — The time range during which contacts can be added each day.
Click Add to Automation. To monitor progress, go to the Bulk Actions tab in the Contacts section.
Automations
How do I edit an automation in MyMFG Plus?
To edit an existing automation, follow these steps:
Navigate to the Automation tab in the left-side navigation menu and locate the automation you want to edit.
Double-click the name of the automation to open the editing window.
To change the title of the automation, click the name displayed at the top center of the editing window and type the new name.
To edit a step in the automation, click once on the block you want to edit. Automation blocks are either triggers or actions:
Triggers appear at the beginning of an automation and define what causes the automation to start.
Actions define each step the automation takes after it is triggered.
Clicking a trigger or action block opens a detailed editing menu on the right side of the screen. The menu options change depending on the type of block selected. For example, a Send Email action allows you to edit the sender name, sender email, recipient email, subject line, email body, and any attachments.
When finished editing an action or trigger, click Save Action in the bottom right corner of the editing menu. Unsaved changes will be lost.
When finished editing the full automation, click Save in the top right corner of the editing window.
How do I turn an automation on or off?
To check whether an automation is active, look to the right of the automation name in the Automation tab. An active automation shows a status of Published. An inactive automation shows a status of Draft.
To publish a Draft automation, click the three dots to the right of the automation name and select Publish. The automation status can also be toggled between Draft and Published using the toggle in the top right corner of the automation editing window.
What are Custom Values in automations?
Custom Values are variables that automatically pull in information from a contact's record or the contact's assigned agent. Custom Values are identified by double curly braces on either side of the variable name, for example {{user.name}}. Do not remove Custom Values from automation steps.
Custom Values follow this structure:
The text before the period identifies the source of the information. The two most common sources are:
user — refers to the agent who owns the contact going through the automation.
contact — refers to the contact record itself.
The text after the period identifies the specific field being pulled. For example, name pulls the name field and email pulls the email address field.
Examples:
{{user.name}} — pulls the name of the contact's assigned agent.
{{contact.email}} — pulls the email address of the contact.
{{user.calendar_link}} — pulls the calendar link of the contact's assigned agent.
To add a Custom Value to an automation step, click the tag icon in the field where you want to insert the value. A searchable list of all available Custom Values will appear, including standard values and any custom fields that have been created.
Email Integration
How do I connect my Gmail or Outlook account to MyMFG Plus?
To sync your Gmail or Outlook email account with MyMFG Plus, follow these steps:
Navigate to Settings in the bottom left corner of the page.
Inside Settings, select the My Profile tab.
Scroll down to the Email (2-way sync) section. Select either Gmail or Outlook, then click Connect.
Follow the login and authorization instructions provided by your email provider.
Once the connection is complete, the email account will show a status of Connected.
The Email 2-way sync connects incoming and outgoing emails between MyMFG Plus and your personal email account so that all email activity is tracked in one place.
Tips & Tricks
For video walkthroughs of MyMFG Plus features, visit the MyMFG Plus Tips and Tricks library:
Need Help using your MyMFG+ Account?
MyMFG+ includes a 24/7 support chat bubble in the bottom-right corner of the platform — that's the fastest way to get help with technical issues or general questions.
Additional Resources
Contact Producer Support. Producer Support is available by phone at (888) 568-9649, by email at [email protected], or by chat directly from your account.