Patch Retention Help Center

Getting Started with Patch

Learn the basics of using Patch, including account setup, contacts, segments, messages, and the core tools your team needs to launch successfully.

Troubleshooting & FAQs

Find answers to common questions, known issues, and step-by-step fixes for problems you may run into while using Patch.

Email Deliverability

Guides to help you protect email deliverability, reduce bounces, manage opt-ins, clean up contacts, and send email to the right audience in Patch.

Automations

Build and manage automated customer journeys using triggers, filters, delays, messages, field updates, and other workflow actions in Patch.

Retention Marketing Tools

Learn how to use Patch tools like Blasts, SmartLinks, Forms, Keywords, TextChat, SmartOffers, Loyalty, Kiosks, and Messenger to engage and retain customers.

Analytics & Insights

Understand your dashboards, reports, customer activity, message performance, revenue attribution, subscriber growth, and retention metrics in Patch.

Settings

Manage account settings, email and SMS settings, fields, templates, groups, billing, integrations, message usage, API access, and personal profile settings.

Integrations

Learn how Patch connects with third-party systems, syncs customer and event data, supports integration-specific fields, and powers targeted messages and automations.