Frequently Asked Questions

Yes. Sellxora provides sales and CRM workflows for keeping leads, contacts, opportunities, notes, activity, and follow-up context together. CRM availability and limits depend on the Marketing or related product access configured for the account.

The Marketing and CRM area supports contact management, lists, tags, scoring and related workflows, campaign or automation features where enabled, email configuration, and invoice tools. Use the module navigation to open the specific feature and confirm that the required subscription is active.

A contact is the person record. A list groups contacts for a purpose such as a newsletter or campaign, while a tag describes a characteristic or event such as “buyer” or “abandoned cart”. Where integrations are enabled, Ecommerce and Creator events can update contacts, lists, and tags without exposing another account’s records.

Open the Marketing email settings, provide the required configuration, save it, and use the preview or test flow before sending campaigns. Ecommerce may have its own store-email settings, so a store can configure outgoing order messages without assuming that every Marketing feature is unlocked.

Use the CRM invoice area to create, edit, preview, and manage invoices using the available templates and branding settings. Configure reusable company information and logo details in invoice branding rather than entering them from scratch every time. Review the invoice status and customer details before sending or exporting it.

Yes, where the configured contact workflow supports the memberships. Keep one accurate contact record per person where possible, then use lists for audience or subscription contexts and tags for flexible attributes, events, or workflow states. Always preserve consent and unsubscribe status when changing memberships.

Supported automations can respond to events such as a contact entering a list, a purchase, an abandoned cart, or another configured trigger. Define the audience, consent behavior, message, timing, conditions, and exit rules, then test the workflow before activating it.

Yes, where campaign scheduling is enabled. Prepare the audience and message, review consent and unsubscribe behavior, send a test where available, and then activate or schedule the campaign. Monitor delivery, bounce, unsubscribe, and failure information after it runs.