Tekmatix Help Articles
Love your help
Use the search bar below to find help guides and articles for using Tekmatix
Use the search bar below to look for help articles you need.
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
Latest Blog Posts
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
Marketing
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
CRM
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
Join The TekMatix Newsletter
Get sent regular tech and business growth tips.
Web Design
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Introducing Global Magic Links & Enhancements in Tekmatix
Tekmatix continues to elevate user experience with the introduction of Global Magic Links, offering a seamless way to grant learners access to membership portals—without relying on course-specific triggers. This enhancement makes client portals and memberships more accessible and discoverable, regardless of the product or niche.
Additionally, with new navigation improvements, users can find and revisit content faster than ever before.
Let’s explore these updates in detail!
What are Global Magic Links?
Global Magic Links provide an easy way to generate contact-level login links for membership and client portals. Unlike previous methods that required course-specific triggers, this new approach offers:
Greater Flexibility: Apply login links across any email or workflow, not just course-specific actions.
Seamless Access: Learners can log in effortlessly from various points, reducing friction in the user experience.
Improved Discoverability: Membership areas and portals are now easier to access, no matter the niche or product type.
With Global Magic Links, businesses can now provide a more streamlined and user-friendly login experience for their members and clients.
Where Can You Use Global Magic Links?
This feature integrates seamlessly across multiple areas in Tekmatix, allowing you to add contact-level login links with ease.
Workflow Email Actions
How to use:
Navigate to Automated Workflows → Workflows.
Create a new workflow or open an existing one.
Add an email action, then select Client Portal Contact Custom Values to insert the login link.
Custom Email Templates
How to use:
Go to Marketing & Emails → Emails → Templates
Open an email template and insert login links using Membership Contacts Custom Values
Contact Emails & Smartlists
How to use:
Open Contacts → Contact Details → Email.
Choose Client Portal Contact Custom Values to send personalized access links to contacts.
These integrations make it effortless to share login links through automated workflows, email templates, and direct communication.
Additional Enhancements: Smarter Navigation for a Faster Experience
Along with Global Magic Links, Tekmatix has also introduced a new and improved search bar, designed to boost efficiency and accessibility.
New Search Bar in Navigation
Now positioned centrally in the navigation bar for easier access.
Lazy loading technology ensures it loads only when, improving platform performance.
Recent searches feature allows users to quickly revisit previous queries, saving time and effort.
With these enhancements, finding and managing content is faster than ever!
Why These Updates Matter
Improves User Experience: Login links are now easier to access, making client and membership portals more seamless.
Saves Time: No need for course-specific triggers, apply login links anywhere in workflows or emails.
Enhances Search and Navigation: Quickly locate and revisit searches, improving workflow efficiency.
These updates ensure smoother access, better organization, and a more intuitive user experience.
Get Started with Global Magic Links Today!
With Global Magic Links and enhanced search functionality, Tekmatix makes it easier than ever to manage memberships, automate access, and streamline workflows.
Start using these features today and enhance your client experience!
