Introduction to roles and permissions

Invite a member

Invite an admin

Change roles and permissions

Delete a member

Delete an admin

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

Key Features

Where to go for help?

Terminology

Overview

Add business settings

Getting started

Setting up your brand

Initial setup

Intro to Layerise

Activate campaigns when your customers are ready to buy 

Customer centric marketing campaigns

Introduction to Distribution

Product specific QR codes

Other distribution techniques

QR code checklist

Access QR code

One QR code for all Products

Track scans

Integrate Layerise on your website

Distribution

Build your first campaign

Introduction to SMS campaigns

Setup SMS sender ID

Overview of SMS campaigns

SMS supported countries

SMS campaigns

Add shop link

Introduction to shop

Shop

Marketing

View customer specific feedback

Specific customer search

View customer specific warranty

View customer engagement

Delete a customer

Search customers

Customers

Unlock customer-centric measurements and improve your ROI.

Introduction to Insights

Overview of Insights

Visitor to customer conversion rate

Introduction to Registration Score

Conversion rate

Ease of Registration

Average time to registration

Average sessions to registration

Average actions to registration

Registration Score

Introduction to customer persona

Customer persona

Registrations overtime

Gender

Product

Sessions

Visitor to customer funnel

Page views

Visitors

Countries

UTM campaigns

UTM Sources

SMS Campaigns

Introduction to reports

Reports

Introduction to Feedback

Review article feedback

Review product ratings

Promote ratings and feedback

Feedback

Insights

Automate your after-sales activities in Layerise

Automate your workflows in Layerise

Create a team

Delete a team

Introduction to teams

Invite a member to a team

Teams

Set up email notifications for a team

Create a Warranty Rule

Introduction to rules

Create a Chat Rule

Rules

View all customer lists

Create a customer list

Introduction to customer lists

Customer lists

Create Form / Select a Premade Form

Overview of Forms

Introduction to Forms

Edit a template 

Connect Form to Product

Disconnect Form from a Product

Forms

Automation

Leverage data and insights to drive business efficiency

Introduction to Layerise data export

Introduction to Apps

Set up Zendesk Chat

Zendesk Chat

Set up Gorgias

Gorgias

Set up Re:amaze

Re:amaze

Set up Layerise + Mailchimp Zap

Set up Layerise + Active Campaign Zap

Set up Layerise + Klaviyo Zap

Set up Zapier

Zapier

Getting started with Layerise API

Layerise API

Set up Zendesk Tickets

Zendesk Tickets

Apps

Manage conversation, warranties and claims

From digital manual to after-sales experience

Overview of Conversations

File types you can share on chat

Assign a conversation to a team

Add a private note to a conversation

Assign a conversation to a member

Upload a file to a conversation

Share a link to Assistant's content

Transfer a conversation to Zendesk

Close a conversation

Check content read by customer

Set your response time

Disable Conversations

Introduction to conversations

Conversations

Remove notifications for warranty requests

Set up an approval flow

Bulk archive warranties

Reject a warranty request

Archive a warranty

Approve a warranty request

Request more information for a warranty request

Introduction to Warranties

Bulk approve/reject warranty requests

Set up notifications for warranty requests

Create a warranty

Warranty

Service

Set up and manage your subscription and billing

Plans and features

Download invoice as PDF

Upgrade subscription

Update payment method

Legal organisation name

Update legal email

Cancel subscription

View usage

View payment history

Change billing email

Legal address

VAT number / organisation number

Managing your subscription

Billing

Create and execute user-friendly Assistants in your after-sales customer experience

Introduction to Layerise

Add SKU & EAN number

Create a Product

Change registration flow

Change Product name

Change Product description

Change Product image

Add serial number

Archive a Product

Connect a Product with an Assistant

Change Product category

Locked components (Require registration)

Style an article with Components

Archive a story

Connect an article from the Library

Add an article to a story's "learn more"

Import a story

Insert admonitions in an article

Supported browsers

Create a story

Preview Assistant

Create a category

Create an article

Connect an Assistant with a Product

Archive an Assistant

Supported Countries

Supported languages

Add a new language

Add media components to an article

Archive an article

Introduction to Components

Supported device resolutions

Introduction to Home and Collections

Create an Assistant

Add a warranty component to an Assistant

Creating an Assistant 

Introduction to advanced components

Advanced components

Library

Help | Roles & permissions

Roles & permissions

Learn how to safely manage your members' permissions in the platform.

Have a question?

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