Patch Retention Help Center
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Retention Marketing Tools
Getting Started with Patch
General Settings
Contacts
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
Settings
Segments
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Patch Retention Help Center
Retention Marketing Tools
Getting Started with Patch
General Settings
Contacts
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
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
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 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
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
Step 3: Success Page - Configure Post-Submission Experience
Waiver Builder Step 2: Settings - Customize Waiver Content and Completion Options
Promoting Your Digital Waivers: A Comprehensive Guide
Where to find your Waiver's SmartLink
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
How to Delete Contacts in Patch
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
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
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 Editor: Page Settings - Design Tab
Kiosk Main View - Data Table Overview
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 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
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
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
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
How to use Segments 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 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 2: Design
Installing a Form in WordPress using the HTML Embed Option
Patch Forms Overview
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
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?
