Structure & Process 7

• Structure Overview
• Process Checklist
• All About Contacts
• Customizing Reward Programs
• Communicating with Contacts

View all 7

Products & Features 7

• Login and Navigation
• View Screens
• Color Settings
• Image Manipulation
• Tablet Integration

View all 7

Settings Tab 7

• Overview of Settings Tab
• Application Settings
• Email Settings
• SMS Settings
• Email/SMS Credit Settings

View all 7

Business Tab 6

• Business Tab Overview
• View Business
• Create a Business
• View Reward Program
• Create a Reward Program

View all 6

Users Tab 6

• Users Tab Overview
• View User Accounts
• Create a User Account
• View User Roles
• Create a User Role

View all 6

Forms Tab 7

• Forms Overview
• View Website Forms
• Create a Website Form - Email Sign-Up
• Create a Website Form - SMS Sign-Up
• Create a Website Form - Account Profile

View all 7

My Account Tab 9

• My Account Overview
• Account Settings
• Location Settings
• Manage Offers
• Sender Profiles

View all 9

Contact Lists Tab 7

• Contact Lists Overview
• View Contact Lists
• Create a Contact List
• View Custom Fields
• Create a Custom Field

View all 7

Contacts Tab 11

• Contacts Overview
• View All Contacts
• Search Contacts (TBD)
• Add a Contact
• Add or Remove Member Offer (TBD)

View all 11

Template Tab 6

• Template Overview
• View Custom Email/SMS Templates
• Create a Custom Template
• View Built-In Email Templates
• Add a Built-In Template

View all 6

Broadcast Tab 7

• Broadcast Overview
• View Email/SMS Campaigns
• Create an Email/SMS Campaign
• Copy an Email/SMS Campaign
• Send an Email/SMS Campaign

View all 7

Surveys Tab 7

• Surveys Overview
• View Surveys
• Create a Survey
• Survey Results
• Browse Responses

View all 7

Autoresponders Tab 5

• Autoresponders Overview
• View Autoresponders
• Create an Autoresponder
• View Triggers
• Create a Trigger

Statistics Tab 6

• Email/SMS Campaign Statistics (TBD)
• Autoresponder Statistics (TBD)
• Trigger Statistics (TBD)
• Contact List Statistics (TBD)
• User Account Statistics (TBD)

View all 6

Transactions Tab 6

• Transactions Overview
• View Transactions
• Post Transactions
• Export Transaction Data
• Import Transaction Data

View all 6

Profile 2.0 6

• Profile 2.0 Overview
• Profile 2.0 Setup
• Profile 2.0 Site Structure
• Profile 2.0 Color Settings
• Profile 2.0 Image Files

View all 6

Global Rules & Misc. 1

• MailStyler

Affiliate Key Points 1

• Getting Started - Resellers

Customizations 4

• Are customizations to the software available?
• Can I use my own email template or create one?
• Can the business owner brand web kiosk forms?
• Point of Sale (POS) Compatibility List & Integrations

How-to Questions 4

• How do I add members?
• How do I send an email?
• How do I send an SMS?
• How do members check their balances themselves?

Quick Solutions 4

• Why aren't offers displayed on the Post-Transaction screen?
• Why do I see sender profile not verified message?
• Why do contacts not receive email/SMS?
• Object reference not set to an instance of an object

Troubleshooting 0