API Documentation

Note: This feature is only available to users with an Agency plan. We are not able to provide support for API development or implementation beyond this documentation. Further Note:  Version 1 of the API is no longer being updated. Please consider migrating your application to Version 2 (beta).   Overview Our API provides read-only access to […]

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Can I make blanket edits to all existing profiles into my account?

Note: This feature is currently in private beta. Not available on legacy plans. Within Manage > Defaults, there’s a button next to most settings that will let you retroactively apply any changes to that setting to all existing profiles in your account. Important: This action is irreversible. Please use this feature with caution – we […]

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How do I create a CSV or XLSX file to bulk add multiple businesses or business locations?

These instructions apply to bulk adding single location businesses and locations for a multi-location business Quickly add many business locations to your multi-location business/multi-profile funnel Create a CSV or XLSX using most spreadsheet programs (e.g. Excel, Google Sheets, Numbers) While you can manually add profiles one at a time, we also allow you to bulk upload new profiles or […]

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What can I do in “Manage > Defaults”?

Note: This feature is currently in private beta. Apply default settings for new profiles across your entire account New defaults can be overwritten through normal profile editing Defaults can be set for Content, Setup, Mail Templates, and add-ons It’s possible to set custom default settings for all new profiles created in your account, and/or apply many profile settings […]

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How can I export a list of all profiles in my account?

Export a CSV list of all profiles by going to Manage > Profiles and clicking Export to CSV CSV will include basic profile info, plus overall review and SMS counts. To export a CSV of all profiles in your account, first go to Manage > Profiles.  Then, click the Export to CSV button near the top of the page. […]

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How do I bulk-edit my drip campaign emails for all of my business locations?

These instructions are for multi-location businesses only. Prerequisites: Setup the email drip campaign on the parent profile of your multi-location business Navigate to the top-level, parent profile of your multi-location business. and make your desired edits to the email campaign content. Once you have finished customizing your campaign sequence and content, click the Copy Campaign to Sub-profiles […]

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