Patch Retention Help Center
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Retention Marketing Tools
Getting Started with Patch
General Settings
Contacts
Reports
Troubleshooting & FAQs
FAQs
Troubleshooting
Analytics & Insights
Dashboards
Recency, Frequency, Monetary Analysis (RFM)
Reports
Integrations
PlayByPoint
CourtReserve
Rezdy
BookNow
Pixel
widgets
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
Automations
Roller Integration
Settings
Segments
Back to home
Patch Retention Help Center
Retention Marketing Tools
Getting Started with Patch
General Settings
Contacts
Reports
Troubleshooting & FAQs
FAQs
Troubleshooting
Analytics & Insights
Dashboards
Recency, Frequency, Monetary Analysis (RFM)
Reports
Integrations
PlayByPoint
CourtReserve
Rezdy
BookNow
Pixel
widgets
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
Automations
Roller Integration
Settings
Segments
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
How To Schedule a Message in Messenger
Using the Messenger Tool
See more
SmartOptions
SmartLinks Page Overview
How do I add SmartLinks in my email?
How to Create a SmartOffer
How to use Patch SmartLinks
How do I make changes to an offer?
SmartText Overview
SmartOffers Main View
How to manually create a Google Review SmartLink
What is a SmartOffer?
Setting Up Branded SmartLinks
How do I include the amount of Loyalty Cash in my message?
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
Waivers Step 3: Success Page - Configure Post-Submission Experience
Waiver Builder 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?
Waivers Editor – Step 4: Data Field Values & Authentication
How to Embed Your Patch Waiver Using an iFrame
See more
Contacts (CRM)
Contact Profile - Activity Tab
Find Duplicate Contacts/Merge Contacts
How to Delete Contacts in Patch
How to Access and Manage Your Contact Profiles on Patch
Filtering Contacts - Main View
Contacts Main View
Search for a Contact
How to Export Contacts
How to manually add a Contact
Contact Profile - Offers Tab
Contact Profile - Waivers Tab
Customer Profile
How to Ban a Phone Number from Your Patch Account
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
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 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 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
How to create a referral program in Patch
Shopify 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
Automations Wizards: How to create a birthday text
Configuring the Message Reply Automation Block
Shopify Abandoned Cart Automation
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
Automations: Double Opt-In Block
Shopify Shipping Blocks - Triggers & Automations
How to create an RFM based Customer Journey
Create Order - Action Block Automations (Shopify)
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
How to Use the Patch 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: Overview and How to Set-Up
SMS Content Editor Overview
SMS Messaging Overview
SMS Regulations and Spam-Blocked Keywords for Patch Clients
See more
Loyalty & Rewards Program
Installing the Loyalty Cash Widget
Overview of the Rewards Widget with SmartOffers
Patch Loyalty & Rewards Settings
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: How to set up the settings for each form detail option
Forms - Step 3: Success
Forms - Step 1: Logo, Form Styling, and Button Styling
Installing a Form in WordPress using the HTML Embed Option
Patch Forms Overview
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
How to Set Up the Patch TextChat Widget
Email Messaging
Email Messaging Overview
Email Editor Overview
Automations
How do I set up an Abandoned Cart Automation for Shopify?
Roller Integration
How to set up the Roller Abandoned Cart Automation
