How do I log in?
Simply follow the steps in this video to login!
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 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 create an SMS (Text) message?
SMS (Text) Messaging 1. Click "SMS Message" on the left side of the message. 2. Click into the text box and type your intended message. 3. If needed, click "Attach a Link" below the text box to select a specific message type. Tips and tricks: - T...
How do I create an email message?
Email Messaging 1. Click "Email Message" on the left-hand side of the message. 2. Type your subject line. 3. Type the body of your email message. 4. If needed, click "Attach a Link" below the text box to select a specific message type. Tips and tr...
How do I create a ringless voicemail message?
Ringless Voicemail 1. Click "Voicemail Drop" on the left side of the message. 2. Click on the microphone button to start and end the recording. (It will require you to record for at least 5 seconds.) 3. Click the play button to hear your message. ...
How do I create a pen-written letter?
1. Click "Pen-Written Mail" on the left side of the message. 2. Select your desired font by hovering your cursor over the text box and using the arrows to switch between fonts. 3. Click into the text box and type your desired message. 4. Using the...
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...
I've finished my template, how do I send it? (Single & Bulk)
Single 1. Click 'Start Messaging' in the top left corner. 2. Select or create the template that you'd like to send. 3. Within the 'To:' field of your selected template, type the First Name of the customer and hit "Enter" on your keyboard. Select t...
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 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 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 can I filter and select a specific group of my customers?
1. From the "Customers" page, click on the magnifying glass in the top left-hand corner. 2. Browse through the Customer Info, Interaction, Lead Gen, & Reputation tabs to find your desired filters. 3. Once your desired filters have been select, hit...
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...
How do I get started with referrals?
1. Input the incentives for the referrers and the referrals on the "Referrals" page. - Click "Lead Gen" on the left-hand sidebar. - Click "Referrals". - On the referrals page, type your incentives into the two boxes entitled, "Reward for New Re...
What does the entire referral process look like, from all vantage points?
1. Referrals are created and sent to the customers by the Revetize user. - Go to the 'Lead Gen' tab, then to the 'Referrals' page. Set the incentives for the referrer and the referral. - Create your message and attach the referral link. 2. The cus...
How do I set up a loyalty program?
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 ...
