How can I create automated responses based off of the feedback my customers give?
1. Click "Start Messaging" in the top left-hand corner. 2. Click "Create New". 3. Select either SMS Message or Email Message on the left side of the message. 4. Click "Attach a Link" below the text box and select Private Feedback - SMS Response. (...
How do I add new customers?
One At a Time 1. Click the plus button in the top right-hand corner of the "Customers" page. 2. Select "Single". 3. Insert the desired information and click "Create". Via Spreadsheet 1. Click the plus button in the top right-hand corner of the c...
How do I edit the information of my customers?
One By One1. From the "Customers" page, click on the desired customer.2. Highlight the undesired information, delete it, and then re-type the new information.4. Click away to save the updated information.Bulk Editing1. From the "Customers" page, c...
How do I reply to customers that have responded?
Replying to Customers On the Desktop 1. From the customer list, click on the customer that you wish to respond to. 2. At the top of the customer profile page, click on the "Interactions" tab. 3. Once you've clicked on the "Interactions" tab, you w...
How do I know if a customer has responded?
Desktop -There will be a red notification bubble next to the "Customers" tab that will have the number of customer replies. -On the "Customers" page, those who have responded will populate at the top of the list with a similar red notification bu...
How can a customer be unsubscribed from SMS messaging?
By the Revetize User1. From the customer list, click on the customer you wish to unsubscribe.2. Click "Unsubscribe" next to the customer's phone number. (WARNING: This cannot be undone unless the customer texts "Start" to your phone number.) By th...
What is the difference between cadence, calendar & variable timing?
Cadence Timing Cadence timing works in reference to the time of clicking "Send". You decide when the message will be sent by adjusting the number of days, hours, or seconds it will take for the message to actually send after clicking the send bu...
How do I edit the timing for when my message is sent out?
Switching between Cadence, Calendar & Variable Timing 1. Click "Cadence" just below and to the right of your message title. 2. From the drop-down box, select your desired timing type. Cadence 1. Insert the number of days, hours, or seconds you in...
How do I create a new template?
Getting a Message Template Started1. Click "Start Messaging" in the top left-hand corner.2. Click "Create New".3. Highlight the template title above the message (E.g. Template 9), delete it, and then type in your desired message title.
How do I add another user to my account?
1. Click "Settings" at the bottom of the sidebar on the left side. 2. Select the "Users" tab. 3. Click "Create New User" in the top left-hand corner. 4. Type the first name, last name, and email (will be used as the username) of the user. 5. If d...
How can I integrate Revetize with my CRM, POS, or other software?
1. Click "Settings" near the bottom of the left-hand sidebar. 2. Select the "Integrations" tab. 3. Choose your preferred integration and then follow the provided steps to connect with Revetize! *Email support@revetize.com with any needed help in ...
How do the credits work?
Credit UsageWe generally give each Revetize client 15 free credits per month. These credits are used up as you send out messages to your customers. These credits DO NOT roll over to the next month. Here is the breakdown for the credit value of eac...
How can I use the 'Custom' fields to organize my customers?
You can tie a number of different customer data fields back into your messaging. Following is a list of what can be used, these have to be spelled exactly as shown here or they will not work properly. Insert (Exactly) in Template Message Output ...
How do I log in?
Simply follow the steps in this video to login!
How do I change my password?
1. Click 'Settings' on the left-hand sidebar. 2. Click on the 'Personal' tab. 3. Click "Change Password" just above the blue 'Save' button. 4. Follow the prompts to update your password and then save.
How can I (or another user on my account) reset my password if it's been forgotten?
1. Go to revetize.com 2. Click "Login". 3. Click "Forgot Password". 4. Type in the email of the user trying to log-in and click "Send". 5. The user will receive an email that will allow them to reset their password.
How can I check if a specific message template has been sent out?
1. Click on the 'Customers' tab on the left-hand side of the dashboard. 2. Click on the magnifying glass. 3. Under the 'Interaction' section, select the message you would like to check from the drop-down box below the 'Has (Ever) Been Sent Templat...
How can I sort my customer list? (I.e. alphabetically, by last contact date...)
1. Click on the column header 'Last Contact' to change the organization of the list. There are 2 types of organization that the list will rotate through: - Most Recent Contact Date - Least Recent Contact Date 2. Click on the column header 'Custome...
