Introduction to roles and permissions

Invite a member

Lite users

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

Where to go for help?

Terminology

Key Features

Overview

Setting up your brand

Getting started

Add business settings

Initial setup

Overview of the Brand Home

Sort product list

Make it your own

Set Registration Benefits

Introduction to Brand Home

Registration card

Set Registration Flow on the Brand Home

Brand Home

Intro to Layerise

Activate campaigns when your customers are ready to buy 

Customer centric marketing campaigns

QR code checklist

Introduction to Distribution

Access QR code

Web Widget

One QR code for all Products

Product specific QR codes

Other distribution techniques

Track scans

Distribution

Overview of SMS campaigns

SMS supported countries

Introduction to SMS campaigns

Setup SMS sender ID

Build your first campaign

SMS campaigns

Introduction to shop

Add shop link

Shop

Marketing

Introduction to Customers 

Introduction to customer registration

Standard registration form

Customer registration

Specific customer search

Delete a customer

Claimed and open status

View customer specific feedback

Update customer information

View customer specific warranty

Filteration on customers page

View customer engagement

Delete Product registration

Contact customers

Manage customers

Metrics calculation

View Purchase Intent Score for all customers

Introduction to Purchase Intent Score

Purchase Intent Scoring Technique

View purchase intent for an individual customer

Purchase Intent Score

Customers

Unlock customer-centric measurements and improve your ROI.

Overview of Insights

Introduction to Insights

Visitor to customer conversion rate

Average sessions to registration

Average actions to registration

Conversion rate

Ease of Registration

Average time to registration

Introduction to Registration Score

Registration Score

Introduction to customer persona

Customer persona

Visitors

Page views

Forms Reports

Content Reports

Product

Gender

Registrations overtime

Sessions

Visitor to customer funnel

Countries

Introduction to reports

UTM campaigns

SMS Campaigns

UTM Sources

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

Delete a team

Create a team

Introduction to teams

Invite a member to a team

Teams

Set up email notifications for a team

Create a Warranty Rule

Create a Chat Rule

Introduction to rules

Rules

Create a customer list

Introduction to Active Lists

Name a Static List

Create an Active List

Edit a List

Introduction to Static lists

View all customer lists

Static Lists vs. Active Lists

Create a Static List

Introduction to customer lists

Delete a List

Customer lists

Introduction to Forms

Connect Form to Product

Default Form

Create Form

Disconnect Form from a Product

Overview of Forms

Edit a template 

Forms

Disconnect diary from product

Connect diary to product

Introduction to Diaries

Edit a template

Use a diary form template

Diaries

Connecting Assistants to Products with Geofencing

Introduction to Geofencing

Selecting countries on Assistants

Geofencing

Automation

Leverage data and insights to drive business efficiency

Introduction to Layerise data export

Introduction to Apps

Set up Re:amaze

Re:amaze

Set up Gorgias

Gorgias

Getting started with Layerise API

Layerise API

Set up Layerise + Active Campaign Zap

Set up Layerise + Klaviyo Zap

Set up Layerise + Mailchimp Zap

Set up Zapier

Zapier

Set up Zendesk Tickets

Zendesk Tickets

Apply custom event ‘Registration Complete’ on GTM

How does it work?

Google Tag Manager

Set up Zendesk Chat

Zendesk Chat

Apps

Manage conversation, warranties and claims

From digital manual to after-sales experience

Check content read by customer

Transfer a conversation to Zendesk

Set your response time

Assign a conversation to a member

Introduction to conversations

Overview of Conversations

Share a link to Assistant's content

Close a conversation

File types you can share on chat

Disable Conversations

Assign a conversation to a team

Upload a file to a conversation

Add a private note to a conversation

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

Managing your subscription

Billing

Help | Roles & permissions

Roles & permissions

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

Have a question?

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