Retention Marketing Tools
Patch's Toolkit: Automations (Customer Journey Management), Email & SMS Blasts, Loyalty & Rewards Program, TextChat Widget, Messenger: Two-Way SMS Communication, Reviews, Referrals, Analytics & Insights, and SmartOptions
SmartOptions
Contacts (CRM)
- Filters (Customer Segmentation & Conditional Logic)
- Filtering Contacts - Main View
- Delete Contacts
- Select a Contact(s)
- Search for a Contact
- Find Duplicate Contacts / Merge Contacts
Customer Journey Campaigns (Automations)
- Automation Wizard - Customer Journeys
- Automation Performance Stats - Customer Journeys
- Automation Trigger Blocks - Customer Journeys
- Automation Canvas - Customer Journeys
- Automations Main VIew (Customer Journeys)
- Referral Campaign