Support Team
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Recent activity by Support Team-
Importing Reviews on the Broker Portal
If you have reviews on Google or Facebook, you can easily import this onto effi using our bulk import function. Reviews from other platforms or websites will require a manual upload by filling ou...
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Does Effi store my card or debit account details?
Effi complies with the banking code practice and all card and debit account information is securely held by a trusted third party.
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What is Effi's 2-way calendar sync?
Effi's 2-way calendar sync feature allows you to create highly-customisable scheduling pages so your customers and colleagues can easily view and book in meetings with you without having to ask wh...
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Which payment methods do you accept?
We accept most domestic cards and bank direct debits for both monthly or annual payments. We do not charge an additional processing fee of any kind.
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Will my data be safe?
Protecting your data is central to everything we do. We use state-of-the-art encryption for all data, whether at rest or in transit over public networks, to ensure maximum uptime and safety of your...
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Does Effi issue a tax invoice?
Following your first payment Effi will issue you with a tax invoice. If you choose to pay monthly Effi will automatically debit your chosen account and email you a tax invoice. If you chose to pay ...
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Can I migrate my current ActiveCampaign email marketing account to Effi?
Effi is please to offer a powerful first party interaction into ActiveCampaign! If you would like to connect your existing ActiveCampaign account to the Effi CRM, please follow the below steps. ...
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Introduction to the Email Automation Feature
NOTE: Effi lite does not include email automation and electronic bank statement collection. If you have any questions or suggestions, you can contact us at support@effi.com.au.
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Day 1: Setting up your profile on the Broker Portal
Hi! Welcome to day 1 of the onboarding course! Over the next 7 days, we will demonstrate the key features of the software and will show you how you can improve efficiency and grow your busin...
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Day 2: Grow your business with Effi
Welcome to day 2 of the onboarding course! Today, we will cover the following topics: Syncing your calendar Setting your availability Onboarding your brokers Purchasing qualified ...