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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.
Messenger: Two-Way SMS Communication
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?
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
Contacts (CRM)
- How to Bulk Update Contacts in Patch
- 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
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
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
SMS & Email Marketing Blasts
SMS/MMS Messaging
Loyalty & Rewards Program
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