Tekmatix Help Articles
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How To Customize Your Course Experience Using the New Theme Customizer in Tekmatix
Tailor your course layout—from logo to sidebars—without writing a single line of code. Whether you're designing a sales course, wellness workshop, or client onboarding program, this tool gives you ful... ...more
Course
June 21, 2025•3 min read
How To Set Up an Affiliate Campaign in Tekmatix to Boost Sales & Grow Your Network
Create multi-tier campaigns, set custom commissions, and track referrals with ease. This step-by-step guide will help you launch your campaign smoothly and empower others to promote your offers while ... ...more
Affiliate Manager ,Affiliate
June 21, 2025•3 min read
How To Customize Your Dashboard with Widgets in Tekmatix
A well-organized dashboard can give your business a clear edge. Whether you need to track sales performance, lead conversions, or campaign activity, custom dashboard widgets in Tekmatix help you visua... ...more
Dashboard
June 21, 2025•3 min read
How To Set Up a Funnel with Multiple Currencies in Tekmatix
Make your funnels more global by letting users choose their preferred currency before checking out. ...more
Payment ,Funnels and Websites
June 21, 2025•3 min read
How To Use LinkedIn Analytics in Tekmatix Social Planner
Tekmatix now makes it easier than ever with LinkedIn analytics integrated into your Social Planner Statistics. This new addition helps you measure engagement, post reach, and impressions—all in one pl... ...more
Social Planner
June 21, 2025•2 min read
How To Trigger Automated Workflows in Tekmatix Conversation AI
Learn how to trigger automated workflows in Tekmatix AI Conversations based on user input. Streamline customer interactions and improve efficiency with this smart automation guide. ...more
Conversation AI
June 21, 2025•3 min read
Latest Blog Posts
How To Customize Your Course Experience Using the New Theme Customizer in Tekmatix
Tailor your course layout—from logo to sidebars—without writing a single line of code. Whether you're designing a sales course, wellness workshop, or client onboarding program, this tool gives you ful... ...more
Course
June 21, 2025•3 min read
How To Set Up an Affiliate Campaign in Tekmatix to Boost Sales & Grow Your Network
Create multi-tier campaigns, set custom commissions, and track referrals with ease. This step-by-step guide will help you launch your campaign smoothly and empower others to promote your offers while ... ...more
Affiliate Manager ,Affiliate
June 21, 2025•3 min read
How To Customize Your Dashboard with Widgets in Tekmatix
A well-organized dashboard can give your business a clear edge. Whether you need to track sales performance, lead conversions, or campaign activity, custom dashboard widgets in Tekmatix help you visua... ...more
Dashboard
June 21, 2025•3 min read
How To Set Up a Funnel with Multiple Currencies in Tekmatix
Make your funnels more global by letting users choose their preferred currency before checking out. ...more
Payment ,Funnels and Websites
June 21, 2025•3 min read
How To Use LinkedIn Analytics in Tekmatix Social Planner
Tekmatix now makes it easier than ever with LinkedIn analytics integrated into your Social Planner Statistics. This new addition helps you measure engagement, post reach, and impressions—all in one pl... ...more
Social Planner
June 21, 2025•2 min read
How To Trigger Automated Workflows in Tekmatix Conversation AI
Learn how to trigger automated workflows in Tekmatix AI Conversations based on user input. Streamline customer interactions and improve efficiency with this smart automation guide. ...more
Conversation AI
June 21, 2025•3 min read
Marketing
How to Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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?
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
How To Integrate Google Drive with Tekmatix Media Storage
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
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
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
Launch a Professional Website in Less Than a Day in Tekmatix ...more
Marketing
February 21, 2025•2 min read
How to Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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?
Want to look booked solid—even when you’re not? ...more
Marketing
April 28, 2025•1 min read
How To Integrate Google Drive with Tekmatix Media Storage
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
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
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
Launch a Professional Website in Less Than a Day in Tekmatix ...more
Marketing
February 21, 2025•2 min read
CRM
Lead Scoring and Contact Engagement Scoring in Tekmatix
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
Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records
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
13 CRITICAL RED FLAGS You MUST Check BEFORE Picking a CRM or Software For Your Business
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
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
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
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
Lead Scoring and Contact Engagement Scoring in Tekmatix
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
Internal Notifications, Team Comments on Client Records, Tag Staff Members in Mentions on Client Records
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
13 CRITICAL RED FLAGS You MUST Check BEFORE Picking a CRM or Software For Your Business
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
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
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
Tekmatix Celebrates 2 Years and Wins SaaSpreneur Platinum Award ...more
CRM ,Company
November 08, 2024•6 min read
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Web Design
How To Collect Payments or Donations Using Forms in Tekmatix
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
How To Use QR Codes to Instantly Redirect to Funnels, Forms, Payments & More in Tekmatix
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
How To Import Email Templates from Any Platform into the Tekmatix Code Editor
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 Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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
How To Use CC and BCC in Tekmatix Email Actions: Expand Your Outreach with Better Communication Control
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
How To Instantly Edit Forms with Tekmatix Inline Editing: A Faster Way to Build Forms, Surveys & Quizzes
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
How To Collect Payments or Donations Using Forms in Tekmatix
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
How To Use QR Codes to Instantly Redirect to Funnels, Forms, Payments & More in Tekmatix
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
How To Import Email Templates from Any Platform into the Tekmatix Code Editor
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 Set Up Your Brand Kit, Brand Board and Brand Voice in Tekmatix
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
How To Use CC and BCC in Tekmatix Email Actions: Expand Your Outreach with Better Communication Control
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
How To Instantly Edit Forms with Tekmatix Inline Editing: A Faster Way to Build Forms, Surveys & Quizzes
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
