Tekmatix Help Articles
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How To Review and Edit Crawled Website Data for Bot Training in Tekmatix
Learn how to review and edit scraped website content used in Conversation AI bot training. Make updates, ensure accuracy, and retrain your Tekmatix bot in seconds. ...more
Conversation AI
July 12, 2025•2 min read
How To Set Up Recurring Calendar Appointments in Tekmatix
Automate your scheduling process with recurring appointments in Tekmatix. Learn how to set them up, manage booking rules, and adjust triggers with ease. ...more
Calendar & Scheduling ,Calendars
July 12, 2025•3 min read
How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix
Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more
Contacts
July 12, 2025•2 min read
How To Manage Calendar Connections Across Your Team in Tekmatix
Learn how to manage calendar integrations across your team in Tekmatix. Easily view, add, or update calendar connections for any staff member—no location access required. ...more
Calendar & Scheduling ,Calendars
July 12, 2025•2 min read
How to Maximize Social Media Engagement Using the ‘Best Time to Post’ Feature in Tekmatix
Learn how to use Tekmatix’s Best Time to Post feature inside the Social Planner. Boost engagement and maximize visibility by scheduling posts at peak audience times. ...more
Social Planner
July 12, 2025•3 min read
How To Add Processing Charges or Additional Fees to Customer Payments in Tekmatix
Learn how to enable and customize processing fees on Tekmatix invoices, funnels, forms, and more. Step-by-step setup to help you recover costs and ensure billing transparency. ...more
Payment
July 12, 2025•3 min read
Latest Blog Posts
How To Review and Edit Crawled Website Data for Bot Training in Tekmatix
Learn how to review and edit scraped website content used in Conversation AI bot training. Make updates, ensure accuracy, and retrain your Tekmatix bot in seconds. ...more
Conversation AI
July 12, 2025•2 min read
How To Set Up Recurring Calendar Appointments in Tekmatix
Automate your scheduling process with recurring appointments in Tekmatix. Learn how to set them up, manage booking rules, and adjust triggers with ease. ...more
Calendar & Scheduling ,Calendars
July 12, 2025•3 min read
How To Recover Deleted Contacts and Undo Bulk Deletions in Tekmatix
Easily recover deleted contacts or reverse bulk deletions in Tekmatix. Restore leads, tasks, and conversations in just a few clicks—before they're lost forever! ...more
Contacts
July 12, 2025•2 min read
How To Manage Calendar Connections Across Your Team in Tekmatix
Learn how to manage calendar integrations across your team in Tekmatix. Easily view, add, or update calendar connections for any staff member—no location access required. ...more
Calendar & Scheduling ,Calendars
July 12, 2025•2 min read
How to Maximize Social Media Engagement Using the ‘Best Time to Post’ Feature in Tekmatix
Learn how to use Tekmatix’s Best Time to Post feature inside the Social Planner. Boost engagement and maximize visibility by scheduling posts at peak audience times. ...more
Social Planner
July 12, 2025•3 min read
How To Add Processing Charges or Additional Fees to Customer Payments in Tekmatix
Learn how to enable and customize processing fees on Tekmatix invoices, funnels, forms, and more. Step-by-step setup to help you recover costs and ensure billing transparency. ...more
Payment
July 12, 2025•3 min read
Marketing
How To Create Your Brand Voice in Tekmatix Using Just a URL or Text
Quickly create your brand voice in Tekmatix using a website URL or text. Save time, ensure brand consistency, and edit tone effortlessly with one click. ...more
Marketing
July 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
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
How To Create Your Brand Voice in Tekmatix Using Just a URL or Text
Quickly create your brand voice in Tekmatix using a website URL or text. Save time, ensure brand consistency, and edit tone effortlessly with one click. ...more
Marketing
July 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
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
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 Filter Workflow Actions Based on T&C Agreement in Tekmatix
Learn how to segment workflow actions based on user agreement to terms and conditions for forms, surveys, and quizzes. ...more
Workflow ,Survey Form Workflow Actions Workflow Guides &Quiz Builder
July 12, 2025•2 min read
How To Use Universal Sections to Keep Your Tekmatix Funnels & Websites Consistent — With Just One Edit!
Learn how to use Universal Sections in Tekmatix to sync headers, footers, and CTAs across all pages—save time and keep your branding consistent. ...more
Funnels and Websites ,Site Builder
July 12, 2025•3 min read
How To Re-Engage Email Contacts Using the “Resend to Unopened” Feature in Tekmatix
Learn how to use Tekmatix’s Resend to Unopened feature for RSS to boost engagement and automate follow-ups with ease. ...more
Blogs ,Email Builder Email Deliverability &Email
July 12, 2025•2 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 Filter Workflow Actions Based on T&C Agreement in Tekmatix
Learn how to segment workflow actions based on user agreement to terms and conditions for forms, surveys, and quizzes. ...more
Workflow ,Survey Form Workflow Actions Workflow Guides &Quiz Builder
July 12, 2025•2 min read
How To Use Universal Sections to Keep Your Tekmatix Funnels & Websites Consistent — With Just One Edit!
Learn how to use Universal Sections in Tekmatix to sync headers, footers, and CTAs across all pages—save time and keep your branding consistent. ...more
Funnels and Websites ,Site Builder
July 12, 2025•3 min read
How To Re-Engage Email Contacts Using the “Resend to Unopened” Feature in Tekmatix
Learn how to use Tekmatix’s Resend to Unopened feature for RSS to boost engagement and automate follow-ups with ease. ...more
Blogs ,Email Builder Email Deliverability &Email
July 12, 2025•2 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
