To remove a contact, go to the Contacts module, find a contact you would like to delete and click on the three horizontal lines located at the right-hand side. Select the Delete option from the drop-down menu: Note: If you are using Mindbody integration, you will also need to remove the contact there, otherwise

Follow the steps below: First, go to Contacts on the left-hand side of your account. Next, find your customer’s name and then over on the far right in the same line as their name, click the 3 lines. A drop-down list will appear, select Check-In. Congratulations! You have successfully checked in your customer!

You can easily go to a specific view of contacts or perform a search based on specific information and select all the contacts that match, even across multiple pages to manage in groups. We make it easy to select multiple contacts and either delete or place them in a specific

You are now able to easily communicate and keep a record of these communications with your contacts. Build a true relationship and nurture those leads. Step 1: Access Your Customer’s Profile You can access your customer’s profile easily in two ways: First, click Contacts on the left-hand side. Option 1: Click on

UTM tags are now supported in integrations like Zapier. In order to pass UTM parameters by using Zapier you need to follow the instructions below. To begin with, you will need an active Zapier account as well as access to both your Facebook Ads Manager and Referrizer account. The process

In order to add a custom contact field, you would need to open any contact. Click on 3 lines next to the contact’s name and from the drop down choose edit. Scroll down until you see the Add custom field button Create new field and click save

UPDATE We’ve updated the way columns are managed on the Contacts Overview page Adding/Removing columns from a filter You no longer need to open the Edit Filter menu to add or remove a column from a filter. 1.On the Contacts Overview page, click the icon to the far right of

Here are the steps to embed the Subscription Form onto your website: First, go to the Contacts on the left-hand side of your Referrizer account and then click on Manage Contacts on the right and a drop-down box will appear. Chose Subscription Form. The form will open and you can add your information and at the

Step 1 Click on Contacts in the left side menu Step 2 Click on Manage Contacts on the far right. Step 3 Select Export Contacts Step 4 Click the dropdown menu and select the list(s) that you wish to export. Step 4 Click Export Step 5 The excel file will be downloaded to your computer “You

Absolutely! You can find the code for this by following these simple steps! Step 1 From the left-hand menu choose Contacts and then on the right-hand side find Manage Contacts. Once you open that drop-down menu, click on Subscription Form Step 2 Make any modifications you wish and click Copy Code. You will

The Buying cycle determines the expected time frame for your loyal customer to return to your business after a visit. The default value is set to 90 days. You can change it by following the next steps: Click on your account, found on the top-right side of the screen, to open up

We have enabled many ways to reach out to specific people in your contact lists. Through our Mindbody integration, all of your contacts who have signed in to specific classes and appointments can be targeted individually based on attendance. Coming soon we will also include enrollments and purchases as categories

Disclaimer This article provides general guidelines for understanding the legal risks of importing contact lists for SMS marketing. It does not constitute legal advice. Laws and regulations may vary by jurisdiction, and individual circumstances can affect legal obligations. If you have specific questions or concerns, you should consult qualified legal

There are 2 ways we can re-subscribe clients:1- Either client replies “YES” or “START” to opt back in.2- Or you can go to their contact profile and change their subscription status if you have their consent. See the steps below. Go to contacts> click on the client’s name to enter their profile.  

You can easily see how many contacts you have in the system, by navigating to Contacts in the left-hand menu: Then you will be able to see the following all at a glance: 1.All Contacts 2.Current Customers 3.Past Customers 4.Leads Custom View: You can also see how many contacts you

Disclaimer This will only work if you have State/Province information for your contacts imported into Referrizer. If your business has more than its share of interstate visitors and you don’t want to waste text credits on them, you can now filter them out of any list. Here’s how it works

Referrizer has 3 default types, which contacts are divided into by default. For each contact, you can check which type they are, by clicking on a contact to open the Contact’s Page, and finding the info property on the left side of the screen, labeled “Type”. Here is the difference

Referrizer now supports UTM tags, allowing you to track and segment your contacts based on campaign, source, medium, and content. This feature helps you better understand your marketing campaign performance by combining Referrizer data with external sources for deeper insights. What are UTM Tags? UTM (Urchin Tracking Module) tags are

Let’s talk about your customer list. Do you have an up-to-date list of all your customers? How far back does it go? Is it written in a notebook? Is it a computer spreadsheet? Are you using CRM software? Whether you are starting from scratch or upgrading your existing list, Referrizer

In order to edit an existing contact, go to Contacts on the left-hand side of your account. Next, find the name of the contact you would like to edit and click on their name. It will take you to their profile.  Then, in their profile click on 3 horizontal lines next to their name.

To sort your contacts/clients based on their registration date first click Contacts in the left hand menu: Next, click on the drop-down where it says All Contacts Next, click on the icon all the way on the right And select registration date Next, back in the contacts click on the arrow

Quick Video Overview: Get new clients quicker by adding your contacts to Referrizer In order to start utilizing Referrizer’s fullest potential, it’s important that you add your contacts into Referrizer’s backend. If you have a scheduling sof… Steps to be reproduced Select Contacts from the sidebar Press the Import Contacts button from Manage contact

Answer: Absolutely! You can find the code for our contact us form by following these simple steps! Reason to use the Contact Form: Using the Contact Form you can set up automatically triggered emails upon submission. This will allow you to actively engage customers on your site in real-time and

The Referrizer Public API has been updated to include new fields for managing the subscription status of your contacts. This update addresses the issue where re-engaged leads (such as those showing interest through ads) were not automatically re-subscribed. By using the new subscription status fields, you can now easily re-subscribe

With the new update to the Zapier integration, you now have the ability to automatically manage the subscription status of your contacts in Referrizer. This feature allows you to re-subscribe leads who show interest, such as those from Facebook or media offers, instead of leaving them unsubscribed. This is an

Smart Text Introduction Do you frequently experience challenges with creating text content?Smart text is a powerful AI driven feature that helps you improve your writing in six ways. Unleash the power of AI for better messaging with Smart Text. This is an AI-powered feature designed to help you create more effective

We have prepared for you the guiedance for few most common ways to perform it. Once you have copied the code of your Subscription Form, follow the step listed below. Default Gutenberg page builder 1.While editing your page, click on the plus symbol to add a new element to your page 2.Search for HTML 3.Click

Sometimes, clients do not want to receive phone calls saying that Referrizer has generated a new lead. So in order to do that, the Quick Connect option must be disabled. First, click on the “Contacts” option from your sidebar navigation. It will redirect you to the Contacts – List View