What is erxes?

Close your eyes and imagine this: a Marketing Automation tool that’s intuitive to use, has all the bells and whistles, is fairly priced, and you’re supported 24/7 by a team of real people. OK, now open your eyes to see erxes.

erxes is a marketing automation software designed to help people of all skill levels create personalized and professional campaigns. Connect with your audience on a human level using the latest features like automation, landing pages, segmentation, tagging, predesigned templates and more!

How does erxes work with Hyperise?

erxes uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

1. Copy the image code in Hyperise
2. Edit your message in erxes, switch to HTML view
3. Paste the image code into the HTML code from Step 1

erxes Integration Details

What can you do with erxes and the Hyperise Integration?

erxes makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• There's no sweeter name than your own, add First Name personalization to your images with erxes.
• Using business Email passed from erxes, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Use the prospects Job Title in your personalizations, with data passed from erxes.

erxes Frequently Asked Questions

Question: What is Erxes?

Answer: Erxes is revolutionizing customer service through its community-driven ecosystem. Erxes helps you attract and engage more customers while giving you high lead conversion with our powerful features, including marketing automation, sales integration, web chat and inbound call routing to help get your messages across every time!

Question: How do I create a Knowledge Base?

Answer: Know your knowledgebase inside and out. The word ‘knowledge base’ refers to the main object you use on a regular basis, such as an encyclopedia or dictionary. It can also refer to other types of databases that store information for easy retrieval later by people who know how it is organized, such as telephone numbers in our rolodexes. Knowledge Base is a part of your widget section where you address common concerns, questions, or objections that customers have. To get started with this amazing feature click ‘KnowledgeBase - Add Knowledge Base’ to see all the options!

Question: How do I set up engage prompts in the erxes Messenger?

Answer: You can set up engagement prompts with our Engage feature. Here’s your step by step guide... Create and set up your erxes Messenger then add it to a Channel. Go to the Engage section and choose ‘Visitor Auto Message’, then set rules for when you want this message displayed. You can always leave it blank so that they’re shown at all times or select specific days of the week like every Wednesday if there are special offers going then; just make sure you schedule them as soon as possible because once an event has passed, these messages won’t be sent out any more! Compose your message in real-time using the text boxes provided.

Question: How do I display an FAQ or a form inside the Messenger?

Answer: Now that you have set up a Messenger, there are some fantastic features to explore. You can display information from your knowledgebase in an easy-to-reach popup over the chat window with just two clicks. This is ideal for setting appointments and answering important questions quickly without having to leave the conversation! Go to Settings > Integrations Settings > App Store. Then click on the Messenger to edit an existing one (or ‘Add’ to create a new messenger). From the dropdown menu choose the messenger you want to edit and click on the pencil icon to edit. Go to the last slide in the messenger settings, ‘Add Ons’. Choose from the options - Any of these must be under the same Brand: Choose the knowledgebase you want to display. Only one knowledgebase can be displayed. Choose as many popups you want to display. Add any websites you wish to display. Lastly, Click Save.

Question: How do I change the logo size in the chat bubble?

Answer: You can increase the size of your logo in Messenger by adding a line of code to an existing script. You can change the background-size up to 56px, but default is 20px. First find your brand ID (Settings/AppStore and click on Messengers) then open that dropdown menu and select Install Script from it; now copy the modified code and set your preferred logo background size in px.

Question: What is Skill Based Routing?

Answer: Skill-based routing is a quick and easy way to work with different languages! A great thing about skill based routing in the Erxes Messenger app, for example, is that you can assign members of your team automatically according to their skills. For instance if one operator speaks German while another only deals with people who speak French then it’s possible within this system limit conversations by language type using Skills Types - so there are no mistakes or misunderstandings when assigning ops. Why not take advantage of Skill Based Routing?

Question: How can team staff communicate with each other, to discuss ideas within different threads?

Answer: Tick the check box named ‘Internal note’ in the messaging field and mention (by typing @) team members to communicate with. Notifications will be sent to your teammates! These discussion threads are only visible between you, your co-workers, and other people who have been mentioned as part of the thread. It enables teams to continue discussing customer-related topics further without interfering with their work flow or any outside distractions like email notifications.

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