Step-by-step guidance on how to get started using Spektrix
Welcome to Spektrix!
We're so glad you're here. When you join Spektrix, you don't just get access to software: you gain a partner dedicated to supporting your success. The first step in that journey is making sure your team has what you need to get up and running with all of the functionality and resources at your fingertips.
This resource is a step-by-step guide to the essential tools that will help you get the most from Spektrix.
PS: All of our training, including events, workshops and consultancy, is included at no extra charge. We never want any barriers between you and getting the most out of your Spektrix system.
We've got two ways to explore the training resources that will teach you foundational skills.
A. Learning paths are step-by-step programs of training courses that will help you gain confidence in a specific work area. Here's the full list of learning paths available to you:
B. If you'd like to chose your own adventure and explore all the different modalities of training resources we offer, you can access them all on our  Training page .
2. Join: Connect with peers on the Community
You've already got a head start on step two because, welcome, you are currently on the Spektrix Community! If you haven't yet, become a member for full Community access. This will allow you to view all forums, events, and resources, and even message fellow Spektrix users to connect, ask questions, and share expertise.
3. Find answers: Introducing your new best friend, the Support Centre
Did you know that there's a comprehensive online library of step-by-step guidance on how everything works in Spektrix? Bookmark and explore the Support Centre, your first stop for any questions on how to do things in Spektrix.
Pro tip: use ctrl + F on any Support Centre article to navigate right to the information you need.
4. Explore Data: Reporting & Segmentation
One of the biggest benefits of a unified CRM is the fact that all of your data lives in one place. Through reporting, gain insights into customer behavior that will enable you to make smart, data-driven decisions. Through segmentation, target offers and messages to the right customers at the right time.
At Spektrix, we take support very seriously. We want you to get the full value of the sophisticated technology at your fingertips, and to do that, you need to know how to use it! Our Support team is entirely in-house and dedicated to your success. We have multiple ways to ask for help:
