Tekmatix Help Articles
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How to Manage AI Bot Channel Assignments in Tekmatix
Learn how AI Bot Channel Management in Tekmatix lets you assign bots by channel, account and contact tags for smarter automated conversations. ...more
Conversation AI
July 14, 2026•5 min read
How to Manage Calendar Roles & Permissions Across Meetings, Services & Rentals in Tekmatix
Manage staff access with granular roles and permissions across Meetings, Services and Rentals in Tekmatix for greater security and flexibility. ...more
Calendars
July 14, 2026•2 min read
How to Download Certificates and Badges in Tekmatix
Download Tekmatix certificates and badges as PDF, PNG or JPG files for professional printing, websites, emails and easy social media sharing. ...more
Workflow Triggers ,Certificates
July 14, 2026•3 min read
How to Automate Client Portal File Uploads with Workflows in Tekmatix
Automatically trigger Tekmatix workflows when clients upload files through the Client Portal to streamline reviews, onboarding and approvals. ...more
Client Portal
July 14, 2026•6 min read
How to Manage Contacts Faster in the Tekmatix Mobile App
Discover the latest Tekmatix mobile contacts enhancements with faster navigation, redesigned contact profiles, smart lists, inline editing, quick actions, advanced filters, and improved contact manage... ...more
Contacts ,Mobile App
July 14, 2026•4 min read
How to Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
Latest Blog Posts
How to Manage AI Bot Channel Assignments in Tekmatix
Learn how AI Bot Channel Management in Tekmatix lets you assign bots by channel, account and contact tags for smarter automated conversations. ...more
Conversation AI
July 14, 2026•5 min read
How to Manage Calendar Roles & Permissions Across Meetings, Services & Rentals in Tekmatix
Manage staff access with granular roles and permissions across Meetings, Services and Rentals in Tekmatix for greater security and flexibility. ...more
Calendars
July 14, 2026•2 min read
How to Download Certificates and Badges in Tekmatix
Download Tekmatix certificates and badges as PDF, PNG or JPG files for professional printing, websites, emails and easy social media sharing. ...more
Workflow Triggers ,Certificates
July 14, 2026•3 min read
How to Automate Client Portal File Uploads with Workflows in Tekmatix
Automatically trigger Tekmatix workflows when clients upload files through the Client Portal to streamline reviews, onboarding and approvals. ...more
Client Portal
July 14, 2026•6 min read
How to Manage Contacts Faster in the Tekmatix Mobile App
Discover the latest Tekmatix mobile contacts enhancements with faster navigation, redesigned contact profiles, smart lists, inline editing, quick actions, advanced filters, and improved contact manage... ...more
Contacts ,Mobile App
July 14, 2026•4 min read
How to Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
Marketing
How To Use the SEO Heatmap in Tekmatix to Improve Local Search Visibility
Learn how to use the SEO Heatmap in Tekmatix to analyze local search rankings, identify weak service areas, and improve your local SEO strategy with data-driven insights. ...more
Marketing
February 06, 2026•3 min read
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix
Learn how to automate workflows, track engagement, manage unsubscribe preferences, and personalize email and SMS campaigns using Trigger Links in Tekmatix. Includes step-by-step instructions and a rea... ...more
Email ,Workflow Triggers &Marketing
December 19, 2025•4 min read
How To Boost Conversions with Recurring Countdown Timers in Tekmatix
Learn how to use Recurring Countdown Timers in Tekmatix to automate urgency, drive engagement, and save time. Perfect for recurring sales, webinars, and subscription renewals. ...more
Marketing
October 27, 2025•5 min read
How To Use Brand Voice Integration in Content AI for Consistent, On-Brand Messaging
Learn how to use Brand Voice Integration in Tekmatix Content AI to create consistent, personalized, and on-brand content across emails, blogs, websites, and social posts. ...more
Blogs ,Email Builder Social Planner Marketing &AI
October 14, 2025•3 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 Use the SEO Heatmap in Tekmatix to Improve Local Search Visibility
Learn how to use the SEO Heatmap in Tekmatix to analyze local search rankings, identify weak service areas, and improve your local SEO strategy with data-driven insights. ...more
Marketing
February 06, 2026•3 min read
How To Use Audience Segments in Tekmatix for Smarter Google Ads Targeting
Learn how to create and apply Audience Segments in Tekmatix for Google Ads. Target website visitors, customers, and lookalike audiences to improve CTR, conversions, and campaign ROI. ...more
Marketing ,Ad Manager
January 07, 2026•4 min read
How To Automate, Track, and Personalize Campaigns Using Trigger Links in Tekmatix
Learn how to automate workflows, track engagement, manage unsubscribe preferences, and personalize email and SMS campaigns using Trigger Links in Tekmatix. Includes step-by-step instructions and a rea... ...more
Email ,Workflow Triggers &Marketing
December 19, 2025•4 min read
How To Boost Conversions with Recurring Countdown Timers in Tekmatix
Learn how to use Recurring Countdown Timers in Tekmatix to automate urgency, drive engagement, and save time. Perfect for recurring sales, webinars, and subscription renewals. ...more
Marketing
October 27, 2025•5 min read
How To Use Brand Voice Integration in Content AI for Consistent, On-Brand Messaging
Learn how to use Brand Voice Integration in Tekmatix Content AI to create consistent, personalized, and on-brand content across emails, blogs, websites, and social posts. ...more
Blogs ,Email Builder Social Planner Marketing &AI
October 14, 2025•3 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
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 Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
New SEO Subscription Management Improvements in Tekmatix
Learn about the new SEO subscription management improvements in TekMatix, including guided cancellations, scheduled cancellations, SEO fix retention options, and enhanced subscription control. ...more
SEO
June 14, 2026•1 min read
How To Quickly Duplicate Form & Survey Elements Using Tekmatix Element & Slide Cloning
Learn how to use Tekmatix Element & Slide Cloning to duplicate form and survey elements or entire slides. Save time, maintain style consistency, and streamline multi-step surveys. ...more
Survey ,Form &Quiz Builder
April 17, 2026•3 min read
How To Use Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
How To Use Typeform Integration in Tekmatix Workflows
Learn how to use Tekmatix Typeform integration to automate workflows. Instantly process form submissions, update contacts, create tasks, and notify your team for faster, error-free onboarding and foll... ...more
Integrations ,Form
February 06, 2026•3 min read
How To Build High-Converting Funnels and Websites Faster Using Tekmatix AI
Learn how to use Funnels & Websites AI in Tekmatix to create high-converting pages faster using AI without losing manual control or SEO flexibility. ...more
Funnels ,Funnels and Websites AI &Tekmatix AI
January 17, 2026•5 min read
How to Enable Two-Step Checkout in Tekmatix Store Builder
Discover Tekmatix's new Two-Step Checkout feature. Collect customer contact and shipping details before payment, reduce checkout friction, and create a smoother purchasing experience. ...more
Workflow Triggers ,E-commerce
July 10, 2026•3 min read
New SEO Subscription Management Improvements in Tekmatix
Learn about the new SEO subscription management improvements in TekMatix, including guided cancellations, scheduled cancellations, SEO fix retention options, and enhanced subscription control. ...more
SEO
June 14, 2026•1 min read
How To Quickly Duplicate Form & Survey Elements Using Tekmatix Element & Slide Cloning
Learn how to use Tekmatix Element & Slide Cloning to duplicate form and survey elements or entire slides. Save time, maintain style consistency, and streamline multi-step surveys. ...more
Survey ,Form &Quiz Builder
April 17, 2026•3 min read
How To Use Webinar Video Analytics to Maximize Engagement and Conversions
Learn how to use Tekmatix Webinar Video Analytics to track attendee behavior, optimize content, boost engagement, and maximize conversions for live, on-demand, and recurring webinars. ...more
Webinars
February 06, 2026•4 min read
How To Use Typeform Integration in Tekmatix Workflows
Learn how to use Tekmatix Typeform integration to automate workflows. Instantly process form submissions, update contacts, create tasks, and notify your team for faster, error-free onboarding and foll... ...more
Integrations ,Form
February 06, 2026•3 min read
How To Build High-Converting Funnels and Websites Faster Using Tekmatix AI
Learn how to use Funnels & Websites AI in Tekmatix to create high-converting pages faster using AI without losing manual control or SEO flexibility. ...more
Funnels ,Funnels and Websites AI &Tekmatix AI
January 17, 2026•5 min read
