Knowledge base

Getting Started (1)

Getting Started (4)

• DomainKeys Identified Mail (DKIM)
• How to get live help with Referrizer Support Chat
• What should I expect before my Onboarding Sessions (Basic and Premium Accounts)?

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Contacts (4)

Managing Contacts (23)

• Can I manage multiple contacts at one time?
• Labels and Views for Segmenting Clients
• Easy 1 on 1 Communication with your Leads and Customers

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Integration (30)

• Dentrix Integration
• POYNT Integration
• How to export contacts from Aesthetics Pro

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WiFi (19)

• Is it possible to use a phone as a router and connect with your network?
• Can we track internet traffic?
• What square footage can the Wi-Fi Hotspot cover? How many do I need?

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Pipeline View (5)

• How to make all NEW LEADS falling into one Pipeline column automatically?
• How to Use the Pipeline View to Manage Your Contacts?
• How to ADD, EDIT, DELETE or REORDER a contact status?

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Referral Marketing (4)

Website Widget (16)

• Activating The Pop-Up From A Button On Your Website
• Adding Multiple Offers To Your Pop-Up & How To Add Video To Your Pop-Up
• How do I generate leads from my website using the Website Widget?

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Offers & Referrals (18)

• How can I follow up with people who claimed my offer?
• Can I automate my referral reward process?
• How do I assign rewards to people who referred my offers through the system? (Redeeming Offers)

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Partner Up (1)

• What Is Partner Up?

Quick Connect (1)

• How To Double The Conversion Of Your New Leads With Quick Connect

Reputation Management (1)

Reputation Management (12)

• Getting Started with Reputation Management
• How can I respond to a negative review to resolve a customer issue?
• How do Referrizer reviews help me?

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Loyalty Program (1)

Loyalty Program (9)

• How do I add loyalty points for MINDBODY Services?
• What is contained in the link customers receive?
• Can the first SMS/text be customized?

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Campaigns (3)

Email Campaigns (6)

• Email Campaigns - How can I run my own?
• How our Email Builder Leverages AI to Design Awesome Email Campaigns?
• How to use email templates from Referrizer Marketplace

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Text Campaigns (15)

• How and where can I find my EIN / Federal Tax ID?
• How do I see SMS responses (and respond back)?
• How to set up Auto-Refill for Text Credits

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Campaigns (Email&Text) (24)

• What's new with Campaigns 3.0?
• How do I compose a successful SMS/Text Campaign?
• How can I avoid broken links in iMessage when sending SMS?

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Smart Line (2)

Smart Line (4)

• SMART LINE, Why should I use it?
• How to use your Business Line as Texting Number
• Can I see reports of who called my business?

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Inbox (6)

• How do I manage texts from the system on my phone (iPhone and Android)?
• How to turn on push notifications for Referrizer's Inbox
• Introducing INBOX - Referrizer's New 2-Way Messaging Platform

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Landing Pages (1)

Landing Pages (4)

• Security and Landing pages
• Generate Leads with Landing Pages
• How to edit your working hours

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Account Management (3)

Cancelation (3)

• How do I cancel my account?
• How does the Performance-Based 30-Day Money Back Guarantee work?
• What is the cancellation procedure?

Billing (4)

• How to refer Referrizer to other business owners?
• How to update my payment method?
• How to switch your primary payment method

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Account Management (5)

• How can I change the address on my account?
• How do I change my password? (you know your current password)
• How do I give an employee their own access?

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Corporate / Multi Location Accounts (1)

Corporate / Multi Location Accounts (2)

• Multi-Accounts: Sub-Accounts Requiring Approval to Send Campaigns
• Creating Offers For Multiple Locations

Agency Services (1)

Agency Services (8)

• What You Can Expect From Agency Services
• How to get ready and what to expect from a Kick-Off call
• What to expect from an Ads and Landing Page Overview call

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Useful Tips (1)

Useful Tips (1)

• Creating and using a domain name email if you do not have one set up already (options)

Forms (1)

Contact Us Form (1)

• How to create a Form

Reports (1)

Reports (3)

• Corporate Clients Reporting System
• Agency Reporting for Revenue: Understanding Your Campaign Performance
• Agency Dashboard