Branding

Add an icon

Add a logo

SMS authentication

Add a cover image

Brand color (Add/change)

Change name

Change the slug of a workspace

Custom domain

Custom Fonts

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

Sort product list

Registration card

Introduction to Brand Home

Overview of the Brand Home

Make it your own

Set Registration Flow on the Brand Home

Set Registration Benefits

Brand Home

Intro to Layerise

Activate campaigns when your customers are ready to buy 

Customer centric marketing campaigns

Add shop link

Introduction to shop

Shop

Web Widget

Access QR code

Other distribution techniques

Track scans

One QR code for all Products

QR code checklist

Introduction to Distribution

Product specific QR codes

Distribution

Introduction to SMS campaigns

Setup SMS sender ID

Overview of SMS campaigns

Build your first campaign

SMS supported countries

SMS campaigns

Marketing

Introduction to Customers 

Introduction to customer registration

Standard registration form

Customer registration

Contact customers

Claimed and open status

Filteration on customers page

Delete Product registration

Specific customer search

Update customer information

Delete a customer

View customer specific warranty

View customer specific feedback

View customer engagement

Manage customers

Purchase Intent Scoring Technique

Metrics calculation

View purchase intent for an individual customer

View Purchase Intent Score for all customers

Introduction to Purchase Intent Score

Purchase Intent Score

Customers

Unlock customer-centric measurements and improve your ROI.

Introduction to Insights

Overview of Insights

Introduction to Registration Score

Conversion rate

Ease of Registration

Average time to registration

Average sessions to registration

Average actions to registration

Visitor to customer conversion rate

Registration Score

Introduction to customer persona

Customer persona

Introduction to reports

Gender

Registrations overtime

Product

Sessions

Visitor to customer funnel

Page views

Visitors

Countries

UTM campaigns

UTM Sources

SMS Campaigns

Content Reports

Forms Reports

Reports

Introduction to Feedback

Review product ratings

Review article feedback

Promote ratings and feedback

Feedback

Insights

Automate your after-sales activities in Layerise

Automate your workflows in Layerise

Introduction to teams

Invite a member to a team

Delete a team

Create a team

Teams

Introduction to rules

Create a Chat Rule

Create a Warranty Rule

Set up email notifications for a team

Rules

Create a customer list

View all customer lists

Edit a List

Name a Static List

Create an Active List

Create a Static List

Introduction to Static lists

Delete a List

Introduction to Active Lists

Introduction to customer lists

Static Lists vs. Active Lists

Customer lists

Introduction to Forms

Edit a template 

Connect Form to Product

Disconnect Form from a Product

Create Form

Overview of Forms

Default Form

Forms

Selecting countries on Assistants

Connecting Assistants to Products with Geofencing

Introduction to Geofencing

Geofencing

Use a diary form template

Disconnect diary from product

Introduction to Diaries

Connect diary to product

Edit a template

Diaries

Automation

Leverage data and insights to drive business efficiency

Introduction to Apps

Introduction to Layerise data export

Set up Zendesk Chat

Zendesk Chat

Set up Gorgias

Gorgias

Set up Re:amaze

Re:amaze

Getting started with Layerise API

Layerise API

Set up Zapier

Set up Layerise + Klaviyo Zap

Set up Layerise + Active Campaign Zap

Set up Layerise + Mailchimp Zap

Zapier

Set up Zendesk Tickets

Zendesk Tickets

Apps

Manage conversation, warranties and claims

From digital manual to after-sales experience

Disable Conversations

Set your response time

Introduction to conversations

File types you can share on chat

Assign a conversation to a team

Assign a conversation to a member

Add a private note to a conversation

Upload a file to a conversation

Check content read by customer

Share a link to Assistant's content

Close a conversation

Overview of Conversations

Transfer a conversation to Zendesk

Conversations

Set up an approval flow

Bulk archive warranties

Archive a warranty

Reject a warranty request

Create a warranty

Remove notifications for warranty requests

Approve a warranty request

Request more information for a warranty request

Bulk approve/reject warranty requests

Introduction to Warranties

Set up notifications for warranty requests

Warranty

Service

Set up and manage your subscription and billing

Plans and features

View usage

Upgrade subscription

View payment history

Managing your subscription

Billing

Help | Setting up a workspace

Setting up a workspace

This collection of guides will take you through setting up your workspace and personalizing it to meet brand and communication guidelines.

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