Getting started guide
Step by step setup for domains, channels, and your first automations.
Help Center
These are the most common questions we hear from clients. If you need anything else, reach out. We are ready to help.
Top questions new customers ask.
AELESTRA is an all-in-one marketing platform that combines CRM, websites, messaging, bookings, reviews, loyalty, and ecommerce with automation.
We serve small and mid-size businesses and multi-location brands that want modern tools without juggling multiple vendors or logins.
Yes. Book a live demo, then start a trial to validate your use case and KPIs before upgrading.
We assist with contacts, pipelines, websites, calendars, product catalogs, and review sources to launch quickly and cleanly.
We use encryption in transit and at rest, role-based access, backups, and monitored cloud infrastructure with strict access controls.
Yes. You can publish content and reply to customers in English, French, Arabic, and Turkish across features.
Dashboards cover campaigns, conversations, bookings, reviews, revenue, and location rollups with clear trend insights.
Yes. AI assists with review replies, chat answers, content drafting, and automations configured to your brand guidelines.
Yes. Manage locations, permissions, pooled assets, and consolidated analytics while keeping local context intact.
Use our Contact page or book a session. Response times and onboarding options vary by plan.
Start quickly with guided onboarding.
Create your workspace, connect your domain and channels, add users, then follow the onboarding checklist for the first wins.
Yes. Import CSV with fields, tags, and consent. Map columns and validate before finalizing to keep data clean.
We provide step-by-step DNS guidance for email authentication and domain connections for websites and tracking links.
Authorize GBP from Integrations to sync reviews and messages where available and manage replies centrally.
Yes. Recreate core flows using templates and blocks, then point DNS to launch with minimal downtime.
Yes. Live onboarding plus workshops by role such as marketing, sales, and service to speed adoption.
Get ready-made emails, automations, review invites, booking flows, and page sections that are optimized for conversion and speed.
Most accounts launch essentials in days. Timelines depend on integrations, content availability, and approval cycles.
Use staging pages and internal segments for test sends and flows before going live to customers.
Yes. Manage brand assets, domains, and permissions separately while sharing templates where appropriate.
Plans, payments, and invoices.
Plans scale by contacts, users, and advanced modules such as AI, loyalty, ecommerce, and automations. See the Pricing page for details.
Yes. Activate a trial after your demo to validate outcomes and fit before upgrading to a paid plan.
We support major cards and supported wallets through our gateways. Invoices include taxes based on your region.
Change plans anytime from billing settings. Adjustments are prorated according to your term and usage.
Yes. Add users as your team grows. Billing updates automatically to reflect the change.
Usage beyond plan limits may incur overages for sends or contacts. Use the usage meter for clarity.
Refunds are handled case by case according to our terms. Contact billing support if something is not correct with your account.
Yes. Monthly and annual options are available. Annual terms offer savings for long-term users.
For eligible accounts and jurisdictions, we can review purchase order arrangements. Contact sales for details.
Cancel anytime before renewal in billing settings to avoid future charges. Data retention policies apply after cancellation.
Protection, storage, and compliance basics.
We use encryption in transit and at rest, RBAC, audited access, and cloud hardening practices to reduce risk across the stack.
We use reputable cloud providers. Some services support regional routing based on account configuration and local laws.
Yes. Routine backups and recovery procedures are in place to minimize downtime and data loss risk.
Yes. Assign granular roles per user and per location to control data visibility and actions.
Consent is tracked at the contact level. Opt-outs and preferences are honored across email, SMS, and chat messaging.
We retain data for operational needs. After cancellation, we purge within a defined window unless law requires otherwise.
Yes. Export contacts, conversations, and reports from settings. You can also request additional exports from support.
We can review reasonable NDA or DPA requests that align with our security program and obligations.
Two-factor authentication is supported. For SSO options, speak with our team about your requirements.
We operate with privacy by design practices. Confirm specific regulatory needs with your counsel for your industry.
Connect your stack and move quickly.
Google Business Profile, Facebook, Instagram, WhatsApp, Stripe, and more. Webhooks support custom workflows.
We provide options for common integrations and automation. Ask about advanced access for your use case.
Yes. Recreate layouts and content, connect your domain, and maintain SEO fundamentals during the transition.
Yes. Sync external calendars with buffer times and availability windows to reduce double booking.
Upload CSV catalogs with variants, pricing, and stock. Map fields and validate before publishing.
We connect to sources where permitted to reference historical reviews and unify reply workflows moving forward.
We rebuild key automations using AELESTRA triggers, delays, and conditions for cleaner and faster performance.
Migrations are planned to avoid disruptions. DNS cutovers are scheduled during low traffic windows.
Yes. Use staging and test data to validate connections before you switch production traffic.
Yes. Trigger external systems on events such as new lead, booking created, order paid, or review received.
Pipelines, segmentation, and roles.
Yes. Track deals by stage with activities, tasks, notes, and automated follow ups to speed conversions.
Create segments by tags, behavior, purchase history, location, and engagement to target with relevance.
Yes. Add fields for your processes and use them in forms, filters, and automations across the platform.
Use routing rules by source, location, or workload to auto assign owners and set SLA tasks.
All conversations sync to the contact record, including email, SMS, chat, and notes, for a complete timeline.
Yes. Create tasks with due dates, reminders, and automation hooks to keep follow ups on time.
Yes. Limit data by location and role, or grant rollup access for brand managers and leadership.
Yes. Stage changes can start emails, tasks, webhooks, or document sends to move work forward.
Use duplicate detection and merging to keep records accurate and reporting reliable.
Yes. Export contacts, deals, and activities when you need external analysis or archival copies.
Templates, automation, and deliverability.
Yes. Use modern templates for promotions, newsletters, reminders, and transactional updates in minutes.
Create visual workflows for welcome, nurture, reactivation, and post purchase sequences with delays and conditions.
We guide you on SPF, DKIM, DMARC, list hygiene, and warm up to maximize inbox placement and sender reputation.
Yes. Two way SMS is logged in the conversation timeline with opt in, opt out, and consent status tracked.
Test subject lines, content blocks, and send times. Pick winners automatically or manually based on goals.
Yes. Personalize messages by segment, behavior, and product data for higher relevance and conversions.
Limits depend on plan and compliance policies. We help you scale responsibly to protect sender reputation.
Yes. Send receipts, password resets, booking confirmations, and order updates with reliable delivery.
Yes. Send by recipient time zone or use smart send windows to improve engagement rates.
Delivered, opens, clicks, bounces, spam reports, reply rate, and attributed revenue give a complete view.
Builder, domains, speed, and SEO.
Yes. Build pages and funnels with blocks, then refine spacing and typography for a modern look.
Connect custom domains with SSL. We guide DNS so pages and tracking work properly from day one.
Yes. Publish content in English, French, Arabic, and Turkish with language aware menus and links.
Write, schedule, and categorize posts. Built in SEO fields and clean markup support search visibility.
Set titles, meta, and schema where needed. Compress media and link internally to strengthen topical authority.
Use optimized images, lazy loading, and minimal scripts. The builder outputs lean, fast experiences.
Yes. Add forms, sticky CTAs, exit offers, and thank you flows that sync contacts into the CRM instantly.
Use custom code blocks for pixels, chat widgets, maps, and reviews while keeping performance healthy.
Use draft and publish patterns to preview changes safely before pushing updates to production.
Yes. Capture UTM and source data to attribute conversions across pages, campaigns, and channels.
Online scheduling and reminders.
Yes. Offer services and staff with availability windows, buffers, and confirmations to reduce no shows.
Collect deposits or full payments through supported gateways. Customize policies by service or staff.
Yes. Two way sync with buffer times ensures accurate availability and fewer double bookings.
Send email and SMS reminders, confirmations, and follow ups to keep attendance high and feedback flowing.
Yes. Offer group sessions with capacity controls, waitlists, and roster management where applicable.
Yes. Role based access lets staff set hours, breaks, and services while admins manage brand standards.
Define policies and cutoffs. Automated messages update customers and free slots for new bookings.
Yes. Add custom fields and forms to capture details that sync to CRM profiles for better service.
Yes. Take deposits, upsell add ons, and reconcile payments in reports alongside attendance trends.
Enable waitlists for full slots. Auto notify customers if spots open to improve utilization.
Request, monitor, and reply at scale.
Manage replies for Google, Facebook, TripAdvisor, Yelp, OpenTable, Trustpilot, G2, Capterra, and more from one inbox.
Use tone rules and templates. AI drafts with your voice and values for consistent responses.
Yes. Sensitive reviews can require approval while routine ones auto post using star based logic and delays.
Yes. Respond in the customer language while keeping your brand tone consistent across regions.
Trigger internal alerts and assign owners for recovery workflows with due dates and notes.
Yes. Append consistent signatures or disclaimers to each reply to reinforce identity and care standards.
Yes. Monitor response times, reply rate, and rating trends to improve service quality.
Yes. Automate invites after purchases or visits with smart timing and links to preferred platforms.
AI surfaces themes and sentiment so you can fix issues quickly and celebrate wins publicly.
Yes. Compare locations, track improvement, and roll up to brand level insights for leadership.
Lead capture and instant answers.
Paste the snippet before the closing body tag or enable it from the builder settings to start chatting instantly.
Yes. Train using your content. AI handles routine questions and hands off complex topics to humans.
All messages and consent status log to the contact record for full context across channels and teams.
Yes. Use rules by business hours, keywords, or VIP tags to assign owners and SLAs automatically.
Yes. Match brand colors, set suggested prompts, and choose capture fields for higher quality leads.
Where enabled, customers can attach files and forms that sync to the CRM for review and follow up.
Yes. Start workflows based on intents, tags, or completion of prompts and capture forms.
Yes. Search by contact, keyword, tag, or outcome to learn and improve your service quickly.
Trigger nudges on exit intent or inactivity to re engage visitors and recover abandoned sessions.
Yes. Enable chat on landing pages and funnels to capture leads at every step of the journey.
Points, tiers, and automated perks.
Yes. Award points for purchases, bookings, reviews, and referrals with expiry and bonus rules.
Yes. Build tiers such as Silver, Gold, and VIP with escalating perks and targeted communications.
Enroll via checkout, chat, forms, or invites. Membership status syncs to CRM profiles automatically.
Yes. Target segments with exclusive offers, birthday rewards, and early access campaigns across channels.
Yes. Track accrual and redemptions across ecommerce and service locations for a unified view.
Use fraud checks, cooldowns, and approval rules for high value rewards and referral bonuses.
Yes. Display balances in emails, account pages, or the chat widget with real time updates.
Yes. Build campaigns and automations by points, tier, recency, spend, and predicted lifetime value.
Track enrollments, redemptions, breakage, and incremental revenue influenced by loyalty mechanics.
Yes. Freeze accrual or redemption during policy changes while preserving member data and tier status.
Catalogs, checkout, taxes, and subscriptions.
Yes. Build product pages with variants, add ons, carts, secure checkout, and order tracking.
We support major gateways and wallets. Enable 3D Secure where applicable for stronger fraud protection at checkout.
Yes. Offer recurring plans, free trials, and proration rules with automated billing reminders and dunning.
Configure regions, rates, and shipping rules. Show tax inclusive pricing where required by local law.
Yes. Automations recover carts through email and SMS with personalized links and optional incentives.
Yes. Deliver digital goods with secure links, download limits, and license messages where needed.
Track stock and variants. Get low stock alerts and hide out of stock items automatically if chosen.
Yes. Create bundles and upsells. Track performance per bundle for margin and average order value insights.
Yes. Issue codes, gift balances, and segment specific offers with redemption tracking and fraud checks.
Yes. Send branded order confirmations, receipts, and renewal notices with links for customer self service.
Contracts, approvals, and storage.
Yes. Generate branded agreements, send for eSignature, track status, and store signed copies securely in one place.
We use eSignature standards recognized in many regions. Check local regulations for your specific use case.
Yes. Trigger documents from pipeline stages, form submissions, or bookings to speed onboarding and sales.
Create templates with fillable fields and clauses. Merge data from the CRM to minimize manual editing.
Yes. Add multiple signers with order rules, reminders, and audit trails for compliance and clarity.
Signed documents are stored securely with access controls and retention policies aligned to your account.
Yes. Mobile friendly signing ensures high completion rates with clear steps and confirmations.
Where enabled, include exhibits or supporting files and maintain version history for transparency.
Yes. Automatic reminders and expiry dates keep deals moving and provide a clear audit trail.
Yes. Download completed agreements anytime or sync to external storage according to your process.
Lead capture and feedback at scale.
Yes. Create multi step forms, quizzes, and surveys with progress indicators and conditional logic to improve completion rates.
All submissions create or update CRM profiles with tags, scores, and consent status automatically.
Yes. Assign points and show results instantly. Trigger automations by score or selected outcomes.
Use bot checks, honeypots, and double opt in to keep data quality high and compliant.
Yes. Embed on AELESTRA pages or external sites with responsive iframes and style controls for brand fit.
Enable uploads where needed with size limits and secure handling policies that match your region.
Yes. Run NPS or CSAT and route detractors to recovery workflows using alerts and tasks.
Yes. Show confirmation, send receipts, and redirect to targeted pages or offers after submission.
Yes. Prefill via links and cookies to reduce friction for returning visitors and existing customers.
See views, starts, completions, and drop off by step. Improve forms using data driven changes.
Need more help
Talk to a specialist, open a ticket, or explore resources that speed up your launch.
Step by step setup for domains, channels, and your first automations.
How plans work, receipts, taxes, and upgrading during your term.
Import contacts, websites, calendars, and automations with best practices.
Check uptime and incident history when something feels off.
High converting emails, automations, pages, and review requests.
Tell us what would help your workflow and we will review it with the team.
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