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 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 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 I organize the customer data within a customer's profile?
1. Click on the "Customers" tab on the left-hand side. 2. Click on any customer. 3. Click on the "organize" button on the left side of the customer profile. 4. Customize the data displayed in 3 ways: - Click on the "eye" icon next to each data ...
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 separate a group of my customers by quantity?
1. Click the 'Customers' tab on the left-hand side of the dashboard. 2. Click the magnifying glass in the top left-hand corner of the page. 3. Click on the # of Results to the right of the "Reputation" button at the top of the page, and then sele...
How do I search for a specific customer from my list?
1. Click the 'Customers' tab on the left-hand side of the dashboard. 2. Click the magnifying glass in the top left-hand corner of the page. 3. In the search bar, type the name or exact number (11 digits with a preceding 1) of the customer and hit ...
How can I bulk edit my customers?
1. If needed, filter your customer list to select the desired group that you wish to edit. 2. Select the entire group of my customers by clicking the checkbox at the top of the column, next to the column header 'Last Contact'. 3. Click the blue d...
How can I cancel future pending message templates?
Bulk - All Future Messages for Selected Customers 1. Click on the 'Customers' tab on the left-hand side of the dashboard. 2. Select the customers that you would like to cancel pending messages for by clicking the checkbox to the left of their name...
How do I send a digital gift card?
1. Click on the 'Customers' tab on the left-hand side of the dashboard. 2. Click on the customer you wish to send a gift card to. 3. Click on the 'Interactions' tab at the top of the page. 4. At the bottom of the page within the text response fie...
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...
How do I export the information of my customers?
1. Select the desired customers by clicking the checkbox next to their name. If you'd like to export the entire list, click the checkbox at the top of the column. (You can also use the filtering options to specific lists of customers and select on...
