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New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Smarter Custom Object Automation with New Workflow Actions in Tekmatix Tekmatix now makes managing custom object records easier than ever with three new workflow actions: Create, Update, and Clear Ass... ...more
Workflow
September 11, 2025•3 min read
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Unlock Effortless Access with Global Magic Links in Tekmatix Tekmatix introduces Global Magic Links—revolutionizing how users access membership and client portals. No more course-specific triggers! No... ...more
Memberships ,Client Portal
September 11, 2025•2 min read
How to Share Your Tekmatix Blog Posts on Social Media With One Click
Easily share your blog posts across social media with Tekmatix’s new social sharing feature. Amplify your content, boost engagement, and spark conversations—all with a simple click! ...more
Blogs
September 11, 2025•2 min read
How to Bulk Delete Posts in Tekmatix Social Planner
Tekmatix now lets you bulk delete posts in the Social Planner and via Public APIs! Save time, clean up content effortlessly, and streamline workflows with this powerful update. Manage posts manually o... ...more
Social Planner
September 11, 2025•3 min read
How to Block Spam Calls and Identify Unknown Callers With Tekmatix Number Intelligence
Block spam calls, identify unknown U.S. callers, and validate numbers before sending SMS with Number Intelligence in Tekmatix—smarter, more efficient communication made easy. ...more
Phone
September 11, 2025•2 min read
How to Track Viewed Estimates and Automate Follow-Ups in Tekmatix
Tekmatix’s latest update makes managing estimates smarter! Track viewed estimates with new filters, auto-import product descriptions, prevent skipped invoice numbers, and add more detailed description... ...more
Invoices
September 11, 2025•2 min read
Latest Blog Posts
New Workflow Actions in Tekmatix: Manage Associated Custom Object Records
Smarter Custom Object Automation with New Workflow Actions in Tekmatix Tekmatix now makes managing custom object records easier than ever with three new workflow actions: Create, Update, and Clear Ass... ...more
Workflow
September 11, 2025•3 min read
How to Use Global Magic Links in Tekmatix for Seamless Membership Access
Unlock Effortless Access with Global Magic Links in Tekmatix Tekmatix introduces Global Magic Links—revolutionizing how users access membership and client portals. No more course-specific triggers! No... ...more
Memberships ,Client Portal
September 11, 2025•2 min read
How to Share Your Tekmatix Blog Posts on Social Media With One Click
Easily share your blog posts across social media with Tekmatix’s new social sharing feature. Amplify your content, boost engagement, and spark conversations—all with a simple click! ...more
Blogs
September 11, 2025•2 min read
How to Bulk Delete Posts in Tekmatix Social Planner
Tekmatix now lets you bulk delete posts in the Social Planner and via Public APIs! Save time, clean up content effortlessly, and streamline workflows with this powerful update. Manage posts manually o... ...more
Social Planner
September 11, 2025•3 min read
How to Block Spam Calls and Identify Unknown Callers With Tekmatix Number Intelligence
Block spam calls, identify unknown U.S. callers, and validate numbers before sending SMS with Number Intelligence in Tekmatix—smarter, more efficient communication made easy. ...more
Phone
September 11, 2025•2 min read
How to Track Viewed Estimates and Automate Follow-Ups in Tekmatix
Tekmatix’s latest update makes managing estimates smarter! Track viewed estimates with new filters, auto-import product descriptions, prevent skipped invoice numbers, and add more detailed description... ...more
Invoices
September 11, 2025•2 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 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 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 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 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
