Getting StartedQuick Start Guide
Quick Start Guide
5 min readUp to date
Get up and running with MarketrixAI in under 15 minutes. Follow these five steps to import your first contacts, set up a pipeline, and send your first campaign.
1
Create your account and start your trial
Click Start Free Trial on the homepage. Enter your work email and create a password. Your 14-day trial begins immediately, no credit card required.
2
Import your contacts
Go to CRM → Contacts → Import. Upload a CSV file with your existing contacts. Map the columns (First Name, Last Name, Email, Company) and click Import. MarketrixAI will deduplicate and enrich the records automatically.
3
Set up your deal pipeline
Go to CRM → Pipeline. The default pipeline has five stages: Lead → Qualified → Proposal → Negotiation → Closed Won. Drag and drop deals between stages, or create a custom pipeline that matches your sales process.
4
Create your first campaign
Go to Campaigns → New Campaign. Choose a template or start from scratch. Add your email sequence (up to 10 steps), set delays between steps, and select your audience segment. Click Activate to start sending.
5
Enrich your contacts
Go to Data Enrichment → Bulk Enrich. Select the contacts you want to enrich, choose your enrichment depth (Email Only, Company Profile, or Full Contact), and click Enrich. Results appear within 30 seconds.
Pro tip
Connect your Gmail or Outlook account in Settings → Integrations to automatically log email replies as activities on your contact records.
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