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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.
General Settings
- Account Settings - Main View
- Account Settings - Account Details
- How To Import a Contact List
- Account Settings - Web Push Notifications
- Using Email Snippets in Patch Retention
- Patch Templates: Overview, How to Create, and more
- Account Settings - Email Settings
- What's the difference between a shared and a dedicated sending domain?
- How do I add a dedicated sending domain?
- What to do when your domain won't verify
- How do I add an email address or alias for my sending domain?
- Account Settings - Message Usage
- Account Settings - Dashboard Settings (RFM and more)
- How to add a payment method to my Patch account
- How to Add an additional User/Admin To Your Account
- How To Add the Patch Pixel Script Tag to the Shopify Theme Code
- How to reset my password
- Account Settings - Personal Profile
- Managing Email Alias Relationships in Parent/Child Accounts
- How to create an API Key
- Marketing Consent from Shopify to Patch
- Account Settings - Loyalty
- Account Settings - SMS Settings
- Account Settings - File Manager
- Account Settings - General Fields (Account Level)
- Adding Admins / Setting up limited admins
- Account Settings - Billing Overview
- What are Contact or Customer Inclusions?
- Account Settings - Shopify
- Enable Notifications for Patch Messenger on Your Mac
- Understanding the SmartOffers Dashboard Card