Patch Retention Help Center
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Retention Marketing Tools
FAQs
Getting started
Integrations
PlayByPoint
CourtReserve
Settings
Retention Marketing Tools
Messenger: Two-Way SMS Communication
SmartOptions
Digital Waivers
Contacts (CRM)
Kiosks
Customer Journey Campaigns (Automations)
SMS & Email Marketing Blasts
SMS/MMS Messaging
Loyalty & Rewards Program
Forms
TextChat Widget
Email Messaging
Troubleshooting & FAQs
FAQs
Troubleshooting
Getting Started with Patch
General Settings
Analytics & Insights
Dashboards
Recency, Frequency, Monetary Analysis (RFM)
Reports
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Patch Retention Help Center
Retention Marketing Tools
FAQs
Getting started
Integrations
PlayByPoint
CourtReserve
Settings
Retention Marketing Tools
Messenger: Two-Way SMS Communication
SmartOptions
Digital Waivers
Contacts (CRM)
Kiosks
Customer Journey Campaigns (Automations)
SMS & Email Marketing Blasts
SMS/MMS Messaging
Loyalty & Rewards Program
Forms
TextChat Widget
Email Messaging
Troubleshooting & FAQs
FAQs
Troubleshooting
Getting Started with Patch
General Settings
Analytics & Insights
Dashboards
Recency, Frequency, Monetary Analysis (RFM)
Reports
Retention Marketing Tools
Messenger: Two-Way SMS Communication
Installing Messenger on your Android device
How to create a Quick Reply
How to Use Messenger to Streamline Your Customer Communication
Installing Messenger on your iPhone device
Messenger - Incoming Email Replies
How To Schedule a Message in Messenger
How to Add Text Messaging to Your Instagram Profile
Messenger Overview
See more
SmartOptions
SmartLinks Main View
How do I add SmartLinks in my email?
How to Create a SmartOffer
SmartLinks
How do I make changes to an offer?
SmartText
SmartOffers Main View
How to manually create a Google Review SmartLink
What is a SmartOffer?
Setting Up Branded SmartLinks
See more
Digital Waivers
How to Review and Use Data from the Waivers Dashboard Card
Step 5: Installation - Share and Distribute Your Waiver
How to Access a Contact's Signed Waivers in Patch
Step 3: Success Page - Configure Post-Submission Experience
Step 2: Settings - Customize Waiver Content and Completion Options
Where to find your Waiver's SmartLink
Promoting Your Digital Waivers: A Comprehensive Guide
How to Edit an Existing Waiver in Patch Retention
Step 1: Document - Build Your Waiver
How to Build a Digital Waiver in Patch: A Step-by-Step Guide
Patch Retention's Guide to Launching Waivers
How do I change the format of 'Today's Date' on my Waiver?
How Do I Send a Waiver to a Contact?
Step 4: Advanced - Fine-Tune Data Handling and Security
How to Embed Your Patch Waiver Using an iFrame
See more
Contacts (CRM)
Contact Profile - Activity Tab
Find Duplicate Contacts/Merge Contacts
Delete Contacts
How to Access and Manage Your Contact Profiles on Patch
Filtering Contacts - Main View
Contacts Main View: Your CRM Hub in Patch
Contact Profile - Automations
Select a Contact(s)
Contact Profile - Orders Tab
Search for a Contact
Contact Profile - Loyalty Tab
How to Export Contacts
Export Contacts
How to manually add a Contact
Contact Profile - Offers Tab
Contact Profile - Waivers Tab
Filters (Customer Segmentation & Conditional Logic)
Customer Profile
How to Ban a Phone Number from Your Patch Account
Contact Profile - Discount Codes
See more
Kiosks
Adding a Video Page to Your Kiosk Flow
Kiosk Editor: Page Settings - Page Tab
Adding a Splash Page to Your Kiosk Flow
Adding an HTML Page to Your Kiosk Flow
Adding a Welcome Page to Your Kiosk Flow
Kiosk Web App Will Not Install on iOS
Reloading the Kiosk Web App or data from your changes
The Kiosk Won't Recognize My Customers
Adding a Message Page to Your Kiosk Flow
How to Install the Patch Kiosk Web App on iOS
Kiosk Web App Installation - Simplified Steps
Kiosk Main View - Data Table Overview
Kiosk Editor: Page Settings - Design Tab
Kiosk Web App - Design Guidelines
How to push updates / deploy changes to your Kiosk devices
How to Adjust a Contact Profile from the Kiosk device
How to create a Kiosk Flow for a Gun Range
Adding a Camera Page to Your Kiosk Flow
How to Install the Patch Kiosk Web App on an Android device
What do I do if my Kiosk Web App freezes?
Adding a Chance Page to Your Kiosk Flow
Adding an Offers Page to Your Kiosk Flow
Kiosk Editor Overview
Tools Dashboard: Kiosks
Kiosks Editor - Flow Settings
Adding a Selection Page to Your Kiosk Flow
Kiosks Main View - Devices Page Overview
Adding a Fields Page to Your Kiosk Flow
How to Edit an Existing Kiosk Flow
Kiosk Editor: Page Settings - Advanced Tab
Adding a Waivers Kiosk Page to Your Kiosk Flow
How to create a Kiosk Flow - General Flow
See more
Customer Journey Campaigns (Automations)
Automation Canvas - Customer Journeys
Automation Performance Stats - Customer Journeys
How to create a referral program in Patch
Discount Code Block - Automations
Automations Main View (Customer Journeys)
Use Case: Enhancing Customer Engagement through Surveys and Gamification with the Message Reply Block
Utilizing the HTTP Action Block in Patch Automations
Create a Birthday Text (Using Automations/Wizard)
Configuring the Message Reply Automation Block
Abandoned Cart - Customer Journey (Automations)
Use Case: Streamlining Event Registration with the Message Reply Block
Message Reply Automation Block Overview
Automation Wizard - Customer Journeys
How to Create a Google Review Automation
Comments on Blocks in Automations
Automated Customer Journey - Winback Campaign
Use Case: Ensuring Marketing Compliance at the Gun Range with the Message Reply Block
Double Opt-In Block
Shopify Shipping Blocks - Triggers & Automations
How to create an RFM based Customer Journey
Create Order - Action Block Automations
Use Case: Enhancing Retail Customer Experience with Instant Feedback via the Message Reply Block
How to Setup a Review Automation After a Chat Has Completed
Automation Action Blocks - Customer Journeys
Automation Trigger Blocks - Customer Journeys
How to Create an Age-Gating Automation Flow
See more
SMS & Email Marketing Blasts
SMS/MMS Content Editor
SMS & Email Blasts Overview
Overview: Navigating Your Patch Blasts List
SMS/MMS Messaging
How to add an SMS link to your website
Auto-Replies
SMS Content Editor Overview
SMS Messaging Overview
How to use Filters to Send a Blast
SMS Regulations and Spam-Blocked Keywords for Patch Clients
See more
Loyalty & Rewards Program
Installing the Loyalty Cash Widget
Overview of the Rewards Widget w/SmartOffers
Loyalty & Rewards Overview
Loyalty Settings
Ways to Earn - User-Generated Content
Setting Up Patch’s Loyalty Cash Widget: A Step-by-Step Guide
See more
Forms
Forms - Step 1: Details
Forms - Step 3: Success
Forms - Step 2: Design
Patch Forms Overview
Installing a Form in WordPress using the HTML Embed Option
How to embed a Patch Form using the HTML ID into your Shopify site
Installing Newsletter Signup Form in the Footer of your Shopify site
Forms - Step 4: Advanced
Installing a Popup on Specific Pages of Your Website with Patch Forms
Installing a Form in Shopify using the HTML Embed Option
Understanding and Utilizing Patch Forms Reporting
Forms: Automatic Installation
See more
TextChat Widget
Enhancing Customer Engagement with the TextChat Widget
How to upgrade to TextChat 2.0
Email Messaging
Email Messaging Overview
Email Editor Overview
