Set up Gorgias

Follow our step-by-step guide and setup your business for Layerise

Terminology

Where to go for help?

Key Features

Overview

Setting up your brand

Getting started

Add business settings

Initial setup

Registration card

Sort product list

Set Registration Flow on the Brand Home

Set Registration Benefits

Overview of the Brand Home

Make it your own

Introduction to Brand Home

Brand Home

Intro to Layerise

Activate campaigns when your customers are ready to buy 

Customer centric marketing campaigns

Product specific QR codes

Introduction to Distribution

Track scans

Other distribution techniques

QR code checklist

One QR code for all Products

Access QR code

Web Widget

Distribution

Build your first campaign

Setup SMS sender ID

SMS supported countries

Overview of SMS campaigns

Introduction to SMS campaigns

SMS campaigns

Introduction to shop

Add shop link

Shop

Marketing

Introduction to Customers 

Introduction to customer registration

Standard registration form

Customer registration

View customer engagement

View customer specific warranty

Specific customer search

View customer specific feedback

Delete a customer

Filteration on customers page

Delete Product registration

Update customer information

Claimed and open status

Contact customers

Manage customers

View purchase intent for an individual customer

Introduction to Purchase Intent Score

View Purchase Intent Score for all customers

Metrics calculation

Purchase Intent Scoring Technique

Purchase Intent Score

Customers

Unlock customer-centric measurements and improve your ROI.

Overview of Insights

Introduction to Insights

Average actions to registration

Average sessions to registration

Average time to registration

Ease of Registration

Visitor to customer conversion rate

Conversion rate

Introduction to Registration Score

Registration Score

Introduction to customer persona

Customer persona

Forms Reports

Content Reports

SMS Campaigns

UTM Sources

UTM campaigns

Countries

Registrations overtime

Gender

Visitors

Page views

Visitor to customer funnel

Sessions

Product

Introduction to reports

Reports

Review article feedback

Review product ratings

Introduction to Feedback

Promote ratings and feedback

Feedback

Insights

Automate your after-sales activities in Layerise

Automate your workflows in Layerise

Create a team

Introduction to teams

Invite a member to a team

Delete a team

Teams

Set up email notifications for a team

Create a Warranty Rule

Create a Chat Rule

Introduction to rules

Rules

View all customer lists

Create a customer list

Delete a List

Create a Static List

Name a Static List

Edit a List

Introduction to Static lists

Static Lists vs. Active Lists

Create an Active List

Introduction to customer lists

Introduction to Active Lists

Customer lists

Default Form

Overview of Forms

Disconnect Form from a Product

Connect Form to Product

Edit a template 

Introduction to Forms

Create Form

Forms

Connect diary to product

Disconnect diary from product

Introduction to Diaries

Use a diary form template

Edit a template

Diaries

Introduction to Geofencing

Selecting countries on Assistants

Connecting Assistants to Products with Geofencing

Geofencing

Automation

Leverage data and insights to drive business efficiency

Introduction to Layerise data export

Introduction to Apps

Set up Re:amaze

Re:amaze

Gorgias

Getting started with Layerise API

Layerise API

Set up Layerise + Klaviyo Zap

Set up Layerise + Active Campaign Zap

Set up Zapier

Set up Layerise + Mailchimp Zap

Zapier

Set up Zendesk Tickets

Zendesk Tickets

How does it work?

Apply custom event ‘Registration Complete’ on GTM

Google Tag Manager

Set up Zendesk Chat

Zendesk Chat

Apps

Manage conversation, warranties and claims

From digital manual to after-sales experience

Close a conversation

Transfer a conversation to Zendesk

Share a link to Assistant's content

Check content read by customer

Upload a file to a conversation

Add a private note to a conversation

Assign a conversation to a member

Assign a conversation to a team

Overview of Conversations

File types you can share on chat

Introduction to conversations

Disable Conversations

Set your response time

Conversations

Request more information for a warranty request

Approve a warranty request

Set up notifications for warranty requests

Bulk approve/reject warranty requests

Introduction to Warranties

Create a warranty

Archive a warranty

Reject a warranty request

Remove notifications for warranty requests

Bulk archive warranties

Set up an approval flow

Warranty

Service

Set up and manage your subscription and billing

Plans and features

VAT number / organisation number

Legal address

Update legal email

Legal organisation name

Download invoice as PDF

Upgrade subscription

Update payment method

Cancel subscription

Change billing email

View payment history

Managing your subscription

Billing

Help | Gorgias

Gorgias

Connect your existing chat provider with Layerise - and keep your Customer Support Team working out of one inbox.

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