Sales & Marketing

Keep orders organized and customer support seamless. Learn how to track orders, manage tickets, and deliver top-notch support.

Order Management

Performing Bulk Actions on Multiple Orders
Downloading and Printing Order Invoices
Configuring Discounts and Taxes on Orders
Adding or Updating Shipping Addresses
Marking Orders as Completearking Orders as Complete
Deleting an Unneeded Order
How to Editing Order Details
Exporting Orders for Reporting
Searching and Filtering Your Orders List
How to Create a New Order in Laywork

Support Tickets

Configuring Ticket Priorities and SLAs
Setting Up and Managing Ticket Groups
Assigning Tickets to Agents or Groups
Exporting Ticket Data for Analysis
Filtering and Searching Tickets
Customizing Your Public Ticket Form
How to Submit a New Support Ticket
Enabling Round Robin Ticket Assignment
Using Reply Templates for Faster Responses
Closing, Archiving, and Deleting Tickets
Integrating Support Tickets with Email
Monitoring Ticket SLA Compliance
Escalating a Ticket to Higher Support Tier
Reopening a Closed Ticket
Adding Internal Notes to a Ticket
Setting Ticket Visibility Rules
Configuring Ticket Channels
Defining Ticket Types
Creating and Managing Ticket Groups
Managing Ticket Agents

Goal Management

Troubleshooting Common Goal‑Management Issues
Editing or Deleting an Existing Objective
Configuring Notification Settings for Objectives
Managing Key Results Metrics
Customizing Goal Type Settings
Scheduling and Managing 1:1 Meetings
Generating and Downloading OKR Score Reports
Interpreting Your Performance Dashboard
Adding Key Results to an Objective
How to Create and Configure an Objective

Biolinks

Deleting and Archiving Biolink Pages
Adding Custom CSS to Your Biolink
Localizing Your Biolink for Multiple Languages
Scheduling Biolink Availability
How to Embed Social Media Feeds in Your Biolink
Troubleshooting Common Biolink Issues
Analyzing Biolink Performance
Integrating Payment Blocks
Best Practices for Biolink Design
Optimizing Biolink SEO Settings
Securing Your Biolink with Protection Settings
Adding and Managing Blocks
Customizing Biolink Themes
How to Create a Biolink Page
Introduction to Biolinks

Letter

How to Customize Default Variables List
How to Search and Filter Your Letter Library
How to Bulk‑Generate Letters for Multiple Recipients
How to Delete Unneeded Letters or Templates
How to Edit an Existing Generated Letter
How to Preview, Download & Print Letters
How to Adjust Letter Spacing Settings
How to Insert Dynamic Variables into Your Letter
How to Manage Letter Templates
How to Create a New Letter

QR Code

How to Generate a New QR Code
Choosing the Right QR Code Type
Adding and Adjusting a Logo in Your QR Code
Embedding QR Codes into Marketing Materials
Deleting Unused QR Codes
Editing an Existing QR Code
Downloading QR Codes in Multiple Formats
Viewing and Previewing an Existing QR Code
Searching and Filtering Your QR Codes List
Customizing QR Code Design Settings