Client Management Dashboard
Client Details Page
- Set a Follow-Up
- Remove Client from Loyalsnap
- Pause Client Automations
- Remove Client From Category
- Client History
- Add a Note on a Client’s Account
Automations
- My Automations are Disabled
- Associate/Exclude Packages from an Automation
- Change/Preview an Automation Template
- Change an Automation Subject Line
- Change an Automation Description
- Rename an Automation
SMS and Texting
- Business Information Requirements (US Only)
- Clicksend/TextMagic Integration
- Loyalsnap Inbox Mobile App
- Australian Texting Regulatory Requirements
- Studio Callback Number
- Disable Texting from Client Details Page
SMS Blasts
Email Blasts
- Email Blast Overview
- Send a Test Email Blast
- Upload Email Blast Unsubscribes
- Email Blast Reporting
- View and Edit Estimated Email Blast Recipient Lists
- Understanding Recipient Lists
Templates
- Add Social Media Icons to Templates
- Delete Templates
- Duplicate Templates to Other Studios
- Add Pre-header Email Text
- Upload an Image/Gif in a Template
- Editing Buttons