Use the search bar below to find help guides and articles for using Tekmatix
Learn how to create engaging quizzes using Tekmatix Quiz Builder with our step-by-step guide. Discover tips, features, and best practices to build effective online quizzes easily. ...more
Quiz Builder
July 02, 2025•11 min read
Learn how to automatically promote affiliates to higher-tier campaigns in Tekmatix based on their performance. Reward top performers with better commissions and perks — no manual tracking required. ...more
Affiliate Manager ,Affiliate
June 28, 2025•3 min read
Learn how to manage course email notifications and upload custom video thumbnails to improve engagement and student satisfaction. ...more
Course ,Client Portal &Funnels and Websites
June 28, 2025•2 min read
Learn how to integrate Stripe, PayPal, NMI, or Authorize.net in Tekmatix to manage product sales and affiliate payouts. Follow simple steps to set a default gateway and start accepting payments throug... ...more
Integrations ,Payment &Affiliate Manager
June 28, 2025•2 min read
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
Plan, schedule, and manage Instagram Stories with Tekmatix’s Social Planner. Save time, boost engagement, and streamline your marketing with this powerful automation tool. ...more
Social Planner ,Social Media
June 28, 2025•2 min read
Learn how to create engaging quizzes using Tekmatix Quiz Builder with our step-by-step guide. Discover tips, features, and best practices to build effective online quizzes easily. ...more
Quiz Builder
July 02, 2025•11 min read
Learn how to automatically promote affiliates to higher-tier campaigns in Tekmatix based on their performance. Reward top performers with better commissions and perks — no manual tracking required. ...more
Affiliate Manager ,Affiliate
June 28, 2025•3 min read
Learn how to manage course email notifications and upload custom video thumbnails to improve engagement and student satisfaction. ...more
Course ,Client Portal &Funnels and Websites
June 28, 2025•2 min read
Learn how to integrate Stripe, PayPal, NMI, or Authorize.net in Tekmatix to manage product sales and affiliate payouts. Follow simple steps to set a default gateway and start accepting payments throug... ...more
Integrations ,Payment &Affiliate Manager
June 28, 2025•2 min read
Automate post-sale follow-ups for your affiliates in Tekmatix using the New Affiliate Sale trigger. Send emails, tag contacts, or remind affiliates to submit details—automatically. ...more
Affiliate ,Workflow Guides
June 28, 2025•2 min read
Plan, schedule, and manage Instagram Stories with Tekmatix’s Social Planner. Save time, boost engagement, and streamline your marketing with this powerful automation tool. ...more
Social Planner ,Social Media
June 28, 2025•2 min read
How to add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
Streamline your workflows by connecting Google Drive with Tekmatix Media Storage, centralizing your file management, and enhancing productivity. ...more
Course Creation ,Client Portal Communities Site Builder Quiz Builder &Marketing
April 03, 2025•2 min read
How to Automate Facebook & Instagram Comment Replies with TekMatix ...more
Social Media ,Marketing
March 17, 2025•2 min read
Automate & Close More Sales with a Custom Sales Pipeline in TekMatix 💡 1️⃣ Set Up Your Custom Sales Pipeline Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name... ...more
Marketing
March 06, 2025•1 min read
Launch a Professional Website in Less Than a Day in Tekmatix ...more
Marketing
February 21, 2025•2 min read
How to add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
Streamline your workflows by connecting Google Drive with Tekmatix Media Storage, centralizing your file management, and enhancing productivity. ...more
Course Creation ,Client Portal Communities Site Builder Quiz Builder &Marketing
April 03, 2025•2 min read
How to Automate Facebook & Instagram Comment Replies with TekMatix ...more
Social Media ,Marketing
March 17, 2025•2 min read
Automate & Close More Sales with a Custom Sales Pipeline in TekMatix 💡 1️⃣ Set Up Your Custom Sales Pipeline Navigate to Opportunities → Add Pipeline → Create New Pipeline. Give your pipeline a name... ...more
Marketing
March 06, 2025•1 min read
Launch a Professional Website in Less Than a Day in Tekmatix ...more
Marketing
February 21, 2025•2 min read
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
Learn how to use Tekmatix CRM's inbox features to tag team members, send internal notifications, and manage client communication efficiently—without your clients seeing internal notes. Perfect for tea... ...more
CRM ,Tracking &Inbox
May 29, 2025•1 min read
Discover 13 critical red flags to avoid when choosing a CRM or business platform. Learn how to protect your business with the right software and ensure long-term success with these expert insights on ... ...more
CRM
May 21, 2025•16 min read
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
How To Automate Facebook and Google Review Management with Workflow Triggers ...more
CRM ,Reputation Management and Reviews &Social Media
November 20, 2024•2 min read
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
Learn how to use contact scoring and engagement points in Tekmatix to identify hot leads, trigger automation, and personalise campaigns. A step-by-step guide to supercharging your sales and segmentati... ...more
CRM ,Opportunities & Pipeline &Workflow Actions
May 30, 2025•5 min read
Learn how to use Tekmatix CRM's inbox features to tag team members, send internal notifications, and manage client communication efficiently—without your clients seeing internal notes. Perfect for tea... ...more
CRM ,Tracking &Inbox
May 29, 2025•1 min read
Discover 13 critical red flags to avoid when choosing a CRM or business platform. Learn how to protect your business with the right software and ensure long-term success with these expert insights on ... ...more
CRM
May 21, 2025•16 min read
How to Validate Email Contacts and Create Smart Lists in Your CRM: A Step-by-Step Guide ...more
CRM ,Email &Contacts
March 10, 2025•1 min read
How To Automate Facebook and Google Review Management with Workflow Triggers ...more
CRM ,Reputation Management and Reviews &Social Media
November 20, 2024•2 min read
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
Collect fixed or flexible payments—including donations—directly within forms using the Payment element. Set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, an... ...more
Payment ,Form
June 14, 2025•3 min read
The enhanced Tekmatix QR Code Builder now supports dynamic redirection types—letting you guide users directly to your forms, funnels, surveys, quizzes, payment pages, and even WhatsApp chats—all with ... ...more
Website ,Funnels and Websites
June 12, 2025•2 min read
Want to reuse your favorite email designs from another tool? Now you can seamlessly import email templates from any platform into Tekmatix using a simple and smart workflow. ...more
Email Builder ,Email
June 12, 2025•2 min read
How to add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to loop in team members or stakeholders on email communications—without creating extra workflows or manual forwards? Now you can use CC (Carbon Copy) and BCC (Blind Carbon Copy) fields in your Te... ...more
Email Builder ,Email Deliverability &Email
May 22, 2025•2 min read
With the new Inline Editing feature, you can now edit your forms, surveys, and quizzes directly inside the builder preview—no need to open a settings panel or dig through menus. Just click, type, and ... ...more
Survey ,Form Funnels and Websites &Quiz Builder
May 22, 2025•3 min read
Collect fixed or flexible payments—including donations—directly within forms using the Payment element. Set up payment-enabled forms, customize suggested amounts, enable user-defined contributions, an... ...more
Payment ,Form
June 14, 2025•3 min read
The enhanced Tekmatix QR Code Builder now supports dynamic redirection types—letting you guide users directly to your forms, funnels, surveys, quizzes, payment pages, and even WhatsApp chats—all with ... ...more
Website ,Funnels and Websites
June 12, 2025•2 min read
Want to reuse your favorite email designs from another tool? Now you can seamlessly import email templates from any platform into Tekmatix using a simple and smart workflow. ...more
Email Builder ,Email
June 12, 2025•2 min read
How to add your logos, colours, fonts and branding to your Tekmatix account for easy brand consistency when making web pages, emails and other features in Tekmatix. ...more
Email Builder ,Funnels and Websites &Marketing
May 29, 2025•8 min read
Want to loop in team members or stakeholders on email communications—without creating extra workflows or manual forwards? Now you can use CC (Carbon Copy) and BCC (Blind Carbon Copy) fields in your Te... ...more
Email Builder ,Email Deliverability &Email
May 22, 2025•2 min read
With the new Inline Editing feature, you can now edit your forms, surveys, and quizzes directly inside the builder preview—no need to open a settings panel or dig through menus. Just click, type, and ... ...more
Survey ,Form Funnels and Websites &Quiz Builder
May 22, 2025•3 min read