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help.erxes.io
2. Frequently asked questions

2. Frequently asked questions

Detailed articles for each and every erxes features, how it can be effectively used.

81 articles

Automation

6 articles

[Automation] [EN]23 Jun 2022
Basics of the Automation featureThis article outlines the very basic concepts of the automation feature.23 Nov 2021
How to set automation enrollment criteria?Set enrollment criteria to automatically enroll records in the automation when they meet specific filters.23 Nov 2021
How to enable Automation feature for team members?22 Nov 2021
How to add a Score when Contact Conversation is taggedLearn how to change contact Score if a Conversation is tagged with a specific tag with Automation.18 Nov 2021
How to change the Contact state from a Lead into a Customer with AutomationLearn how to change contact state to Customer based on Deal Card's stage.18 Nov 2021

Booking

1 article

How to implement the booking system from erxes on your website?This guide will show you how to implement and integrate your website with erxes’ booking system to capture leads and create a smooth customer journey for future residents.3 Jun 2022

Campaigns

4 articles

[Campaign] [EN]21 Jun 2022
Email Marketing: strategy & best practiceHow and why to create an editorial calendar for email marketing19 Apr 2022
CampaignsStart converting your prospects into potential customers through Email, Messenger, SMS or more interactions to drive them to a successful close.26 Aug 2021
How to create drip emails with Campaign and Segment features?In this article, we'll cover the onboarding and lead nurturing drip campaigns.16 Aug 2021

Contacts

3 articles

[Contact] [EN]19 Jun 2022
Contact DatabaseThe "Contact Database" section is where all of the information regarding the customers and companies you have accumulated over time.9 Nov 2021
Creating ContactsLearn how to create contacts and keep track of all your customers and companies9 Nov 2021

Forms

2 articles

[Form] [EN]20 Jun 2022
FormsTurn regular visitors into qualified pop ups by capturing them with a customizable landing page, forms, pop-up or embed placements.20 Sept 2021

General

16 articles

What is the Age and Code of the card type plugin?30 Jan 2023
How to deactivate the ads block?29 Apr 2022
Add-ons for self-hosted users25 Jan 2022
How can I use the mobile app?Yes, our mobile apps are available both on Apple Store and Play Store as "erxes - Growth Marketing."13 Oct 2021
Is language selection available for user interface?Yes, language selection is available.13 Oct 2021
How to verify your client emailsThis guide shows you how to verify all of your client emails to optimize campaign performance.17 Aug 2021
How to create your Custom Property for Utmost Business Agility on erxes?This article will explain the steps to create your Custom Property and how it can be used for many ways.9 Aug 2021
How to set up a custom domain as part of your Company Branding add-on?This article contains provider-specific instructions for changing the DNS settings of your Serving Domain to point to erxes servers.16 Jul 2021
Do you work with enterprises or larger organizations?We sure do!13 May 2021
What counts toward my limits?Here are the details on each individual feature and how its limits are counted.13 May 2021
How to create custom properties and what is it used for?This article will explain the role of Custom Properties and its different uses cases on erxes.9 Mar 2021
Are permission access levels adjustable for different users?Yes, it's totally possible.5 Nov 2020
What kind of statistic reports erxes can generate?Reports can be processed by different filters, ie. by time duration, different platforms and brands.1 Jul 2020
How can team staffs communicate with each other, to discuss under different threads?Tick the check box named "Internal note" in messaging field and Mention(by typing @) team members to communicate with. Notifications will be sent to team members.29 Jun 2020
Does erxes offer API?5 Jun 2020
How do I change my passwordYou can change your password at any time.1 May 2020

Growth Hacking

1 article

[Growth Hacking] [EN]21 Jun 2022

Integrations

12 articles

How to install erxes scripts on my website?This article outlines the script installation process.17 Jul 2021
AWS SESThis is about how to integrate your AWS SES in order to do email campaign16 Jul 2021
CallProThe article will explain how to connect your CallPro number and getting data in erxes.16 Jul 2021
BotpressThis article will explain about Botpress Integration16 Jul 2021
IMAPThis article will explain how to integrate your Gmail email address and send emails.16 Jul 2021
Facebook Messenger16 Jul 2021
Facebook Post16 Jul 2021
What are the provider-specific IMAP server and port details?This article contains details on IMAP settings of different email providers.18 May 2021
How to set up Botpress integration on erxes?This article will explain the features of the erxes chatbot features using BotPress13 May 2021
How to use webhooks using Integromat (Incoming)This article will give specific directions on creating incoming webhooks for erxes.13 May 2021
How to set up erxes webhooks?In this article, we'll discuss how to set up your incoming and outgoing webhooks.13 May 2021
How to use webhooks with Integromat (Outgoing)This article will give specific directions on creating outgoing webhooks for erxes.13 May 2021

Knowledgebase

2 articles

[Knowledge Base] [EN]21 Jun 2022
Knowledge BaseKnowledge Base is a real-time and two-way help center. Educate both your customers and staff by creating a help center related to your brands, products, and services to reach a higher level of satisfaction.9 Nov 2021

Login

3 articles

I created a profile in erxes and have not used it, how do i delete it?5 Apr 2023
how can i delete my account5 Apr 2023
I'm having issues logging to erxes. I tried resetting the password but I'm not getting any resent password link.This is where you know what you do when you can't login to your erxes account.28 Mar 2023

Messenger

9 articles

How to Install a Business Messenger on a website31 Jul 2024
How to use a business messenger to track users on a website31 Jul 2024
How to use the Skill Based Routing?This article will explain the steps to use the Skill Based Routing13 May 2021
How do I set up engage prompts in the erxes Messenger?You can set it up with our Engage feature. Read on for the step by step guide.13 May 2021
How do I display an FAQ or a form inside the Messenger?This article will show you how to add a knowledgebase, popups or embed a website to the existing erxes Messenger.13 May 2021
How to set up erxes Messenger?Step by step guide on how to set your very own erxes Messenger13 May 2021
How to set up the erxes Messenger?Step by step guide how to set up your erxes Messenger13 May 2021
How to change the position of your messenger?This article will show you how to position the messenger on the left side.13 May 2021
How to change logo size in chat bubble?By inserting a line of code in the script you can increase the size of your logo.13 May 2021

On-going Settings

5 articles

1. Customize your Growth Hacking9 Nov 2021
2. Segment your contacts9 Nov 2021
3. Prepare content templates9 Nov 2021
5. Customize your reports9 Nov 2021
4. Automate with campaigns16 Jul 2021

Property

2 articles

[Property] [Location]10 Jun 2022
[Property] [Object list]10 Jun 2022

SMS

2 articles

Phone Number VerificationsStatus definitions of phone number verifications13 May 2021
How do I send SMS from erxes?In this article you will learn all the steps required to successfully send SMS to your contacts.13 May 2021

Sales Pipeline

5 articles

[Sales Pipeline] [EN]20 Jun 2022
Sales PipelineEasy and clear sales funnels allow you to control your sales pipeline from one responsive field by precisely analyzing your progress and determining your next best move for success.9 Nov 2021
How to set Auto Campaigns for a Pipeline with Segments?In this article, you'll learn about how to set automatic emails to be sent according a pipeline stage.16 Jul 2021
Sales Pipeline ConversionHow does the Sales Pipeline Conversion work?13 May 2021
How to set up your Pipeline based on your Business Needs?This article will explain the optimal way to create Sales Board & Pipeline on erxes.13 May 2021

Segments

3 articles

How to segment and filters contacts in the Pipelines?If you wish to filter contacts associated in a deal/ticket/task card, you can create a segment for it.12 Oct 2021
How to use the Segments feature for email sequences?Learn how to effectively setup email sequences with erxes segments.16 Jul 2021
How to manage your tasks like a pro with Card Properties and Segments?In this article, we'll cover card property and segmentation practices for better task management.13 May 2021

Team Inbox

2 articles

[Team Inbox] [EN]20 Jun 2022
1. Team Inbox9 Nov 2021

Tickets

3 articles

Raising support tickets30 Mar 2023
What is Gantt?11 May 2022
TicketsA tool for creating your client/customer's inquiries in a well organized manner.9 Nov 2021

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