You can generate CSV spreadsheets containing campaign stats for all of your In Queue , Active, Complete, and archived recipients.

1. Navigate to Dashboard > Review Requests > Recipients.

2. On the right hand side of your screen, you will see two blue buttons: "Export recent recipients" (In Queue, Active, Complete) and "Export archived recipients".

What's in the spreadsheet?

Column by column, the spreadsheet contents are as follows:

• email_address (column A): The recipient's email address as added to the campaign, if any.
• phone_number (B): The recipient's mobile phone number as added to the campaign, if any.
• first_name (C): The recipient's first name as added to the campaign.
• last_name (D): The recipient's last name as added to the campaign, if any.
• sent_count (E): How many emails or texts they have received.
• started_at (F): The date they first received a campaign message.
• last_sent_at (G): When the most recent campaign message was sent.
• is_pending (H): Whether they are on the In Queue recipients list or not (true/false.)
• is_active (I): Whether they are on the Active recipients list or not (true/false.)
• is_archived (J): Whether they have been deleted entirely from your campaign or not (true/false).
• rejected (K): Whether the recipient's email provider rejected the sender address or not (true/false.)
• blocked (L): Whether the recipient's email provider blocked the message or not (true/false.)
• bounced (M): Whether the email message bounced or not (true/false.)
• clicked (N): Whether the recipient clicked the message's review link or not (true/false.)
• flagged (O): Whether the email message was flagged as spam or not (true/false.)
• opened (P): Whether the recipient opened the message or not (true/false.)
• unsubscribe (Q): Whether the recipient unsubscribed (true/false.)
• tags (R): displays the tag associated with the customer.

2. Under "Text Message Template" click the number next to "Text Message Limit" and enter a new number.

• The default monthly text message limit is 200, with a maximum monthly limit is 2000.*

*Messages over the 200 default may incur an additional fee.

To remove a recipient before they automatically become Complete, navigate to Dashboard > Review Requests > Recipients > Active. Under the "Edit" Column, you will be presented with options to deactive, delete, or unsubscribe.

By default, your recipients are automatically archived when a campaign has been completed. To unblock a recipient, perform the following:

1. Navigate to Dashboard > Review Requests > Recipients.

2. Select the "Complete" tab.

3. Click the "x" under the "Edit" column to delete the recipient.

4. Re-add the deleted recipient.

• Select the "+Add a Recipient" button and re-fill out the information.

You have the ability of copying the email/text drip campaign settings of your parent profile to all of its sub-profiles.

1. Navigate to the top-level, parent profile of your multi-location business, and make your desired edits to the email and text campaign content.

2. Once you have finished customizing your campaign sequence and content, click the "Copy Campaign to Sub-profiles (beta)" button.

Custom unsubscribe links can only be applied to custom email templates and not the ones that Grade.us provides by default.

1. Navigate to Dashboard > Review Requests > Email.

2. Select "+Add an Email" or select and existing custom email.

3. At the bottom of the email creation menu, toggle on the Use custom footer? checkbox.

4. Enter your customer footer text and edit the unsubscribe link text. The end result will look similar to this:

Spam filter issues are notoriously complex and difficult to pinpoint. That said, we do periodically test email deliver-ability and monitor for systemic issues with our messages being flagged as spam.

To help make sure your emails have the smallest chance of getting picked up by a spam filter, avoid the following:

• Avoid exclamation points.
• Don't write in all caps.
• Avoid red or green fonts
• Don't include large images or a large number of images
• Maintain a text-to-image ratio of two lines of text for every image included
• Keep any HTML formatting neat and minimal.

A certain percentage of emails (around 15 percent of all opt-in marketing emails) will inevitably end up in spam filters, even if you've done everything "by the book." Please reach out to support@grade.us if you are experiencing issues with spam filtering. We will investigate any reports of spam activity to ensure the best possible performance for all of our customers.

Unsubscribe:

While campaign recipients always have the option to unsubscribe themselves via the industry-standard unsubscribe link that appears at the bottom of every campaign email, many users anticipate occasions where they may need to unsubscribe recipients themselves. You can do this from the Review Requests tab:

1. Navigate to Dashboard > Review Requests > Recipients.

2. Using the "search" field, enter in the email of the customer who needs to be unsubscribed.

• You may need to switch between the "Active" and "Complete" tabs to see them in the results.

3. After the customer has been located, select the grey exclamation point to the right of the table under the "Edit" column.

• If the exclamation point is yellow, it means the customer has unsubscribed themselves and no further action is needed.

4. The grey exclamation point should turn yellow when the unsubscribe is successful.

This unsubscribe is permanent, but reversible.

Re-subscribe:

Sometimes a customer unsubscribes by accident and needs to be resubscribed. To reverse the unsubscribe simply click on the yellow exclamation point until it turns back into a grey exclamation point.

If the recipient is unsubscribing from a drip campaign email, they will be directed to a simple unsubscribe confirmation page in their web browser.

Our system prevents the addition of duplicate email addresses and phone numbers across the board. As long as the address/number is already on the Active, Complete, or In Queue Recipients list, you will be prevented from adding it manually or uploading it in a CSV/XLSX file (your other valid entries will not be affected and will still be added).

Note that Complete recipients automatically expire and are archived after a default period of 180 days. You can change the length of time a recipient remains on your Complete list before being purged.

Exceptions:

We've includedan optional toggle on theOpt-in form that allows you to re-activate Complete recipients when they are input via the Opt-in form only (reason being, the opt-in form is designed for the end customer to opt themselves into the email or text campaign).

Access this toggle in Dashboard > Invites > Invite & Opt-in Forms > Opt-in Form > Advanced. From there, set Allow recipients to be re-added and reactivated? to Yes.

• Protecting you from spam detection.
• Ensuring a steady trickle of reviews instead of a sudden flood, making your business more trustworthy in the eyes of both review site algorithms and your potential customers.

Note that you are allowed 100 active recipients per location - for example, if you manage five profiles, each profile has its own email/text campaign. Each campaign can have up to 100 active recipients at any given time.

Our user management feature allows you to create separate logins with varying degrees of access for clients or employees. To add a new user, navigate to Manage > Users.

In the top right of the Users tab, click the Add a User button.

Enter the new user's first name, last name, and email address. Then, specify the level of access you want to give them in the User access-level drop-down menu. You can give a user access to:

• Admin: give the user access to your entire account. They will be able to access all businesses, locations, and functions, including user management and billing
• Staff: give the user access to all businesses and locations within your account. Users at this level will be able to manage and create other users, but will not receive access to billing
• Single business: give the user access to the control panel for single business and landing pages for all of its locations
• Single location of a business: give the user access to the control panel for a single location (profile) of a business
• A combination of businesses and/or locations of a business

Additionally, you can select which portions of the Dashboard you'd like them to see for their selected businesses and/or locations by editing their Custom Permissions. You can change these at any time, along with the user's account type.

If you have multiple domains associated with your account, use associate user with domain select which domain you'd like to associate with the new user.

Click the Submit button to submit your request. An email will be sent to the new user with a link that will allow them to set up their new account. The token contained in this email is valid for two weeks, after which the administrator must send a new invitation.

When the user has logged in for the first time, it will be reflected in their User List entry under the Last Login column (this column is blank until the user sets up their account).