Tekmatix Help Articles
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Can Students Download My Course Videos in Tekmatix?
Can students download your course videos in Tekmatix? This guide shows you how to control video download permissions, keep your IP as safe as possible, and attach downloadable files in your lessons. F... ...more
Course ,Course Creation
May 30, 2025•2 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
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
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How to Top Up Your Credit and Wallet in Tekmatix (So Your CampaignsDon’t Stop!)
Learn how to top up your Tekmatix wallet so your emails, SMS, AI tools, and automations never stop. Avoid campaign interruptions with this quick step-by-step setup guide! ...more
SMS ,Settings Email & SMTP Account Set Up &AI
May 28, 2025•3 min read
Latest Blog Posts
Can Students Download My Course Videos in Tekmatix?
Can students download your course videos in Tekmatix? This guide shows you how to control video download permissions, keep your IP as safe as possible, and attach downloadable files in your lessons. F... ...more
Course ,Course Creation
May 30, 2025•2 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
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
The Smart Way To Manage, Organise, Filter and Search Your Workflows: The 'Workflows Smart Lists' Feature
Learn how to use Workflow Smart Lists in Tekmatix to instantly filter, organise, and audit your automations. This step-by-step guide shows you how to create dynamic views based on status, triggers, an... ...more
Workflow Actions ,Workflow Guides &Workflow Triggers
May 28, 2025•5 min read
How to Top Up Your Credit and Wallet in Tekmatix (So Your CampaignsDon’t Stop!)
Learn how to top up your Tekmatix wallet so your emails, SMS, AI tools, and automations never stop. Avoid campaign interruptions with this quick step-by-step setup guide! ...more
SMS ,Settings Email & SMTP Account Set Up &AI
May 28, 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 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 & Sell Products Through Surveys in Tekmatix
Whether you’re accepting donations, selling products, or charging for services, this feature streamlines transactions within your surveys, making it easier to engage and monetize your audience. ...more
Payment ,Survey &Funnels and Websites
May 22, 2025•2 min read
How To Optimize Image Dimensions for Mobile and Desktop Views in Tekmatix
Tailor your visuals to ensure they look professional and responsive on both mobile and desktop views with Tekmatix's advanced image dimension settings! ...more
Funnels ,Website &Funnels and Websites
May 22, 2025•3 min read
How To Set Up a Second Website Domain and Connect It to Your Courses on Tekmatix
How To Set Up a Second Website Domain and Connect It to Your Courses on Tekmatix ...more
Domain ,Website
May 12, 2025•1 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 & Sell Products Through Surveys in Tekmatix
Whether you’re accepting donations, selling products, or charging for services, this feature streamlines transactions within your surveys, making it easier to engage and monetize your audience. ...more
Payment ,Survey &Funnels and Websites
May 22, 2025•2 min read
How To Optimize Image Dimensions for Mobile and Desktop Views in Tekmatix
Tailor your visuals to ensure they look professional and responsive on both mobile and desktop views with Tekmatix's advanced image dimension settings! ...more
Funnels ,Website &Funnels and Websites
May 22, 2025•3 min read
How To Set Up a Second Website Domain and Connect It to Your Courses on Tekmatix
How To Set Up a Second Website Domain and Connect It to Your Courses on Tekmatix ...more
Domain ,Website
May 12, 2025•1 min read
