Tekmatix Help Articles
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How To Insert or Edit Background Images in Your Website or Funnels
Learn how to insert and edit background images in your Tekmatix websites and funnels without blurry or stretched results. Discover the best image sizes, Canva setup tips, and step-by-step instructions... ...more
Funnels and Websites
September 26, 2025•3 min read
How To Monitor and Manage SMS Restrictions in Tekmatix
Learn how to view and manage SMS restrictions in Tekmatix. Track violations, carrier filtering errors, opt-out warnings, and improve message deliverability with built-in reporting tools. ...more
SMS ,Phone
September 25, 2025•2 min read
How To Purchase Domains Directly from Funnels, Websites, Stores, and Webinars in Tekmatix
Learn how to instantly purchase a domain directly from your funnel, website, store, or webinar settings in Tekmatix. A faster way to go live without leaving your builder. ...more
Domain ,Funnels and Websites &Stores
September 25, 2025•2 min read
How To Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Streamline Team Scheduling with Collective Bookings in Tekmatix
Using Collective Bookings isn’t just about scheduling — it’s about making teamwork smoother and client interactions more professional, Seamless Scheduling, and Professional Client Experience. ...more
Calendar & Scheduling ,Calendars
September 25, 2025•2 min read
How To Use Expanded Opportunity Values in Tekmatix to Improve Sales Tracking
Discover Tekmatix’s Expanded Opportunity Values—new fields, sorting, exporting, and customizable views that help you track deals, spot bottlenecks, and close sales faster. ...more
Opportunities ,Reporting
September 25, 2025•3 min read
Latest Blog Posts
How To Insert or Edit Background Images in Your Website or Funnels
Learn how to insert and edit background images in your Tekmatix websites and funnels without blurry or stretched results. Discover the best image sizes, Canva setup tips, and step-by-step instructions... ...more
Funnels and Websites
September 26, 2025•3 min read
How To Monitor and Manage SMS Restrictions in Tekmatix
Learn how to view and manage SMS restrictions in Tekmatix. Track violations, carrier filtering errors, opt-out warnings, and improve message deliverability with built-in reporting tools. ...more
SMS ,Phone
September 25, 2025•2 min read
How To Purchase Domains Directly from Funnels, Websites, Stores, and Webinars in Tekmatix
Learn how to instantly purchase a domain directly from your funnel, website, store, or webinar settings in Tekmatix. A faster way to go live without leaving your builder. ...more
Domain ,Funnels and Websites &Stores
September 25, 2025•2 min read
How To Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Streamline Team Scheduling with Collective Bookings in Tekmatix
Using Collective Bookings isn’t just about scheduling — it’s about making teamwork smoother and client interactions more professional, Seamless Scheduling, and Professional Client Experience. ...more
Calendar & Scheduling ,Calendars
September 25, 2025•2 min read
How To Use Expanded Opportunity Values in Tekmatix to Improve Sales Tracking
Discover Tekmatix’s Expanded Opportunity Values—new fields, sorting, exporting, and customizable views that help you track deals, spot bottlenecks, and close sales faster. ...more
Opportunities ,Reporting
September 25, 2025•3 min read
Marketing
PROFESSIONAL SPEAKERS - Here’s What All 7-Figure Speakers Have in Their Tech-Stack
Build a high-performing speaking business with proven tools for websites, funnels, email, CRM, AI, and AV—plus the workflows that tie it all together. ...more
Business tips ,Marketing &Mindset
August 11, 2025•5 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
PROFESSIONAL SPEAKERS - Here’s What All 7-Figure Speakers Have in Their Tech-Stack
Build a high-performing speaking business with proven tools for websites, funnels, email, CRM, AI, and AV—plus the workflows that tie it all together. ...more
Business tips ,Marketing &Mindset
August 11, 2025•5 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
CRM
How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data
We've enhanced contact merging with smarter, more intuitive features! Retain additional emails and phone numbers, manage DND preferences, and enjoy an improved UX. Enable this in Labs now and streamli... ...more
CRM
September 11, 2025•3 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
How to Use the New Contact Merge Feature to Clean Up Your CRM Without Losing Data
We've enhanced contact merging with smarter, more intuitive features! Retain additional emails and phone numbers, manage DND preferences, and enjoy an improved UX. Enable this in Labs now and streamli... ...more
CRM
September 11, 2025•3 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
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Web Design
How To Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Create Engaging Photo Galleries in Tekmatix Funnels and Websites
Easily create stunning, responsive photo galleries in Tekmatix funnels and websites. With customizable layouts, lightbox effects, lazy loading, and watermark options, you can showcase your visuals in ... ...more
Funnels ,Website
September 25, 2025•3 min read
How To Use Tekmatix AutoComplete Address for Faster, More Accurate Forms
The new AutoComplete Address feature in Forms and Surveys makes filling out address fields faster and easier by using Google Places APIs for smart suggestions. Agencies can manage settings and costs f... ...more
Form
September 11, 2025•2 min read
How To Switch Form Types in the Tekmatix Builder
Learn how to switch form types without losing settings in Tekmatix. Compare modal, inline, or slide-in forms seamlessly and save time during customization. ...more
Email Builder ,Funnels Form Email &Funnels and Websites
August 17, 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 Install Your Tekmatix Web Chat Widget on a Shopify Website
Learn how to add the Tekmatix live chat widget to your Shopify site using a simple embed code. Step-by-step instructions for better customer engagement. ...more
Chat Widget ,Stores
September 25, 2025•2 min read
How To Create Engaging Photo Galleries in Tekmatix Funnels and Websites
Easily create stunning, responsive photo galleries in Tekmatix funnels and websites. With customizable layouts, lightbox effects, lazy loading, and watermark options, you can showcase your visuals in ... ...more
Funnels ,Website
September 25, 2025•3 min read
How To Use Tekmatix AutoComplete Address for Faster, More Accurate Forms
The new AutoComplete Address feature in Forms and Surveys makes filling out address fields faster and easier by using Google Places APIs for smart suggestions. Agencies can manage settings and costs f... ...more
Form
September 11, 2025•2 min read
How To Switch Form Types in the Tekmatix Builder
Learn how to switch form types without losing settings in Tekmatix. Compare modal, inline, or slide-in forms seamlessly and save time during customization. ...more
Email Builder ,Funnels Form Email &Funnels and Websites
August 17, 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
