erxes plugin
Growth Hacking
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Made by Erxes

Growth Hacking is a field in which all ideas to either improve a project or marketing and those who prefer an idea can give their opinions and judge by points.


Growth Hacking is the first plugin to be developed based on the idea that it is important to store team members' ideas. The ideal home for marketing, creativity, sales, support folks, product warriors, data wizards, design artists, innovation souls, CRO specialists. This plugin provides many Growth Hacking templates for you to choose from. You can go one step further and create custom fields and questionnaires, ensuring you get the data you need to push your business forward.

Growth hacking is a platform where all ideas related to the improvement of a project or other core activity can be recorded, competed with, and given the opportunity to give feedback to those who prefer a particular idea.


Integrate own ideas

Manage your to-do list by allowing you to filter most of the views by Companies, Customers, Priorities, Team Members, Labels, and Due Dates.

Check daily basis

If you and your team members do the following activities on a daily basis, conclude that you are using this module very well.

  • Visibility
  • Template
  • Vote
  • Scoring type (ICE, RICE, PIE scoring model)
  • Metric
  • Card
  • Filter
  • View type

Less cost and  more cost

The big difference is the emphasis on accomplishing all this as quickly and inexpensively as possible with the experimentation method, which validates the hypotheses. Growth hacking attempts to discover doors to growth with less cost and more speed.

However, do not assume that hacks work like magic! You need to invest in tools that allow you to perform experiments and automation, and assemble teams to find the best solutions. So, what do you need to practice growth hacking? We can summarize the fundamental parts of this process as follows:

  • Objective: clearly define the goal of growth hacking.
  • Hypothesis: develop hypotheses based on the know-how and intuition of your professionals.
  • Experiments: conduct tests to prove the hypothesis’s efficiency.
  • Tools: use testing, analytics, and automation tools.

The Growth Hacking plugin is available at erxes marketplace for all users when you get started with erxes. It comes with Growth Hacking plugin for free as it’s one of the core plugins erxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install the growth hacking plugin after installing the erxes XOS.

💻 SaaS clients, when you sign-up for erxes growth hacking plugin will be there already, so just go along with this guideline to get started with this plugin.


The Growth Hacking can be found on the left-hand side of the screen when you enter erxes. Unlike other plugins, you should select a separate Growth Hacking template to make your journey flawless, which will be placed on the plugins bar visible.

Step one. Create new growth hacking templates

  1. To create a template, go to the green highlighted field named “Create a new growth hacking” located in the upper right
  2. Give a name and description depending on the purpose you are doing it, and give the name of the stages according to the information that should be entered.

Step two Create a form

  1. Create the form by clicking on the green icon on the right side of the Stage.
  2. You can customize your forms with the given field types.

If you are struggling to differentiate the given options, click here to learn more.


Your template will not be saved until the green Form icon on the right side of the Stage turns blue. In other words, a form must be entered on each stage.

Step three. Add project

After you have saved your created templates, go to the Growth Hacking plugin -> Growth hacking templates on the left-hand side of the screen when you enter erxes. This section allows you to view your templates at the same time and check your whole progress.

  1. Go to Create a campaign in the upper left corner
  2. Add projects in a created campaign.
  • Enter the name and description of your ongoing project
  • From the given scoring types, choose the one that suits you by carefully reading the explanations written for each one(optional)
  • Enter the start and close date
  • Decide whether it is visible only to the person and you or to the public.
  • Choose from pre-made templates

Step four. Add experiment

When you go to the main Growth hacking plugin, you will see the added projects, and when you click on it, you will see all the stages. Now it is time to start putting experiments on the stages. The best feature is that you can manually move your experiments between stagesв. For example, when a new intern has been employed. 

home NOTE

If your project has a general structure, it can be a growth hacking template. For example, the first stage is general, any member can come in and write new ideas, etc.

Completed forms can be scored.

Click on the number in the upper right corner to rate the idea

  • Impact: How effective is it?
  • Confidence: how confident are you?
  • Ease: how easy it is to do
  • Reach: People to reach
  • Effort: how much effort is required
  • Potential: how possible
  • Importance: how important it is

Description of characters

  • Due date: End date
  • Priority: Indicates the importance of the card
  • Vote: Vote
  • Labels: A visible part that can be marked on the card and can be distinguished later
  • Checklist: You can enter many things planned to be done on the card and check off what you have done
  • Watch: If the change on the card is reported in the notification section, leave it as normal, if you don't see the notification, click on it, and there will be a line in the middle of the eye image.
  • Copy: Copy the card once again with everything inside
  • Archive: The card can be archived and hidden from view, and in case of deletion, click the delete button
  1. Assign to: Select a team member
  • Description: Section where the additional description can be entered
  • Upload the attachment: Upload images and files
  1. In the current section on the right, it is possible to enter the information that needs to be answered only for that stage.
  2. Activity: It is possible to see all the movements entered and exited on that card
  3. Notes: View only marked items on the card

Step five. View in filtered ways

Filter and view archives among cards

You can filter your card by clicking on the Show menu. Explanation of available names

  • Filter by created members: Filter by created members
  • Filter by priority: Filter by priority
  • Filter by labels: Filter by label
  • Filter by team members: Filter by team members
  • Choose companies: Judge by company
  • Choose customers: Judge by customer
  • Date range: Enter the court date range
  • Assigned to me: The judge assigned to me
  • Due tomorrow: Tasks to be completed tomorrow
  • Due next week: Tasks due next week

When viewing archived cards, select Archived items.

Also, you can view your cards following ways:

Board view

  • Your ideas will go through several steps, from creation to implementation and evaluation. Board view allows you to see your workflow in its current condition and plan out the next steps.

Priority matrix view

  • This view allows you to evaluate ideas. choose from the least effort/highest performance view and many others. 

Weighted scoring view

  • Evaluate the success percentage of your ideas by implementing an ICE/RICE/PIE scoring model. This will allow you to choose the highest payoff ideas to implement.

Funnel view

  • There are 6 (Awareness, Acquisition, Activation, Retention, Referral, Revenue) steps presented in the customers' journey. Every idea should pertain to one or a number of those six steps. Funnel view will allow you to see each experiment mapped to each stage in the customer journey - allowing you to match your ideas to your key customer journey pinch points.

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