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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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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How do I temporarily suspend a client profile?

Use the Is suspended? toggle in Manage > Profiles > Edit  Prior to suspending or deleting, make sure that you have deactivated all email drip campaign recipients. The Is suspended? toggle is designed for temporary service switch-offs, e.g. when a client’s payment to you is delinquent. This feature disables the client’s landing page (which will instead display a ‘Page […]

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CSS example library

Custom CSS is an advanced feature for marketers/agencies who have the in-house capacity to use it. Compiled here are a few example CSS snippets for a random assortment of functions.   A note on customizing embeddable widgets We can’t provide developer support to make your customizations for you–you must do that. Customizations are typically made via […]

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