Digital Waivers
- How to Embed Your Patch Waiver Using an iFrame
- Patch Retention's Guide to Launching Waivers
- How to Access a Contact's Signed Waivers in Patch
- Where to find your Waiver's SmartLink
- How Do I Send a Waiver to a Contact?
- How to Review and Use Data from the Waivers Dashboard Card
Forms
- Installing a Popup on Specific Pages of Your Website with Patch Forms
- Understanding and Utilizing Patch Forms Reporting
- 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
- Installing a Form in WordPress using the HTML Embed Option
- Installing a Form in Shopify using the HTML Embed Option
Kiosks
- Kiosk Web App Installation - Simplified Steps
- How to create a Kiosk Flow for a Gun Range
- How to Install the Patch Kiosk Web App on an Android device
- Adding a Video Page to Your Kiosk Flow
- Adding a Camera Page to Your Kiosk Flow
- Adding a Waivers Kiosk Page to Your Kiosk Flow
SmartOptions
- How to Create a SmartOffer
- What is a SmartOffer?
- How do I make changes to an offer?
- Setting Up Branded SmartLinks
- How to manually create a Google Review SmartLink
- How do I add SmartLinks in my email?
Contacts (CRM)
- How to Access and Manage Your Contact Profiles on Patch
- How to Export Contacts
- Contact Profile - Waivers Tab
- Contact Profile - Orders Tab
- Contact Profile - Offers Tab
- Filters (Customer Segmentation & Conditional Logic)
Customer Journey Campaigns (Automations)
- How to Create an Age-Gating Automation Flow
- Use Case: Enhancing Customer Engagement through Surveys and Gamification with the Message Reply Block
- Use Case: Streamlining Event Registration with the Message Reply Block
- Use Case: Enhancing Retail Customer Experience with Instant Feedback via the Message Reply Block
- Use Case: Ensuring Marketing Compliance at the Gun Range with the Message Reply Block
- Configuring the Message Reply Automation Block
Loyalty & Rewards Program
SMS & Email Marketing Blasts
TextChat Widget
Messenger: Two-Way SMS Communication
- Installing Messenger on your Android device
- Installing Messenger on your iPhone device
- Messenger - Incoming Email Replies
- How to Use Messenger to Streamline Your Customer Communication
- How To Schedule a Message in Messenger
- How to create a Quick Reply