TekMatix Blog & Help Articles

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Workflow Builder: Quick Access Sidebar Toggle

Workflow Builder: Quick Access Sidebar Toggle

Navigate faster inside Tekmatix Workflow Builder with the new integrated sidebar. Access tools, pages, and features without leaving your workflow, improving productivity and streamlining automation bu... ...more

Workflow ,Automations

July 09, 20262 min read

Improved Validation & Error Handling for Meta ad campaigns

Improved Validation & Error Handling for Meta ad campaigns

Tekmatix now provides enhanced validation and error handling for Meta campaigns. Catch setup issues before publishing, fix errors faster, and reduce failed campaign submissions with smarter campaign v... ...more

Campaign

July 09, 20262 min read

Smarter Workflow Branching with Opportunity Owners & Followers

Smarter Workflow Branching with Opportunity Owners & Followers

Build smarter automations with Opportunity Owners and Opportunity Followers in Tekmatix workflow conditions. Route leads, trigger actions, and personalise workflows based on opportunity assignments. ...more

Workflow ,Workflow Triggers

July 09, 20262 min read

Take Control of Your Xero Contact Sync in Tekmatix

Take Control of Your Xero Contact Sync in Tekmatix

Take full control of your Xero contact sync in Tekmatix. Choose which contacts to import, filter by contact groups, and separate suppliers from customers for a cleaner CRM. ...more

Payment ,Invoices

July 09, 20263 min read

Tekmatix Rentals Calendar Sync Update: More Accurate Imported Booking Availability

Tekmatix Rentals Calendar Sync Update: More Accurate Imported Booking Availability

Track where your contacts come from with the new Source Grouping feature in Tekmatix Dashboards and Reports. Analyse lead sources, compare marketing channels, and make smarter business decisions. ...more

Calendars

July 08, 20262 min read

How to Track Google Ads Performance in Tekmatix Dashboards

How to Track Google Ads Performance in Tekmatix Dashboards

Monitor Google Ads performance directly inside Tekmatix with 11 powerful dashboard widgets. Track clicks, impressions, conversions, ad spend, CPC, ROAS, and custom metrics all from one central reporti... ...more

Dashboard ,Reporting

July 01, 20264 min read

How to Check Email Campaign Performance on the Tekmatix Mobile App

How to Check Email Campaign Performance on the Tekmatix Mobile App

Checking your email campaign performance is now easier than ever with the updated Tekmatix mobile app. Learn how to search campaigns, preview emails, and review delivery, open, click, and recipient st... ...more

Campaign ,Mobile App

July 01, 20264 min read

How to Recover an Expired Domain in Tekmatix

How to Recover an Expired Domain in Tekmatix

Tekmatix users can now renew or recover expired domains directly inside the platform, with extended grace periods, clear recovery flows and in-product payment. ...more

Domain

July 01, 20264 min read

How to Send YouTube Videos in Tekmatix Emails with Clickable Previews

How to Send YouTube Videos in Tekmatix Emails with Clickable Previews

YouTube previews now display correctly in emails sent from Tekmatix Conversations, giving recipients a clickable video thumbnail that opens in a new tab. ...more

Conversations

July 01, 20263 min read

How to Retry Failed Social Media Posts in Tekmatix Social Planner

How to Retry Failed Social Media Posts in Tekmatix Social Planner

Tekmatix Social Planner now lets you retry or reschedule failed social media posts without cloning or recreating content, helping you keep campaigns running smoothly. ...more

Social Planner

July 01, 20262 min read

How to Create Meta Special Ad Category Campaigns in Tekmatix

How to Create Meta Special Ad Category Campaigns in Tekmatix

Create Meta Special Ad Category campaigns with confidence using Tekmatix Ad Manager. Get compliance guidance, audience targeting warnings, one-click fixes, and real-time recommendations before publish... ...more

Social Media

June 29, 20263 min read

More Flexibility, More Control: New Contact Record Customisation Features in Tekmatix

More Flexibility, More Control: New Contact Record Customisation Features in Tekmatix

Discover the latest Tekmatix Contact Record enhancements, including resizable panels, custom contact cards, flexible tag placement, custom tabs, dynamic tab improvements, and advanced layout personali... ...more

Contacts

June 23, 20263 min read

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