TekMatix Help Articles

Afilliates / Appointment

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

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Blogs / Calendars / Campaign

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Course / CRM / Chat Widget

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Compliance / Custom Fields

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

Back to Home

Dashboard / Domain

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Email Builder / Email Deliverability

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Form / Funnels

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Google My Business / Integrations

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Invoices / LC Email / LC Phone

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Memberships Area

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Opportunities & Pipeline / Payment

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Reputation Management / Review Request

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Settings / SMS / SMTP Providers

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

Website / WordPress / Workflow

How To Switch Form Types in the Tekmatix Builder

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, 20252 min read

How To Filter Workflow Actions Based on T&C Agreement in Tekmatix

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, 20252 min read

How To Collect Payments or Donations Using Forms in Tekmatix

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, 20253 min read

Back to Home

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