Loyalsnap Features
Here you will find information on Loyalsnap's features
Client Management Dashboard
- Click To Call *beta*
- Dashboard Category Manager
- Follow-up Tasks
- Portal Search
- Edit Dashboard Category Scripts
- Dashboard Categories: Views and Filters
Client Details Page
- ClubReady Notes Sync
- Add or Remove a Client from Loyalsnap
- Pause Client Automations
- Remove Client From Dashboard Category
- Client History
- Add a Note on a Client’s Account
Automations
- Client Birthday Automations
- Google Review Link
- My Automations are Disabled
- Associate/Exclude Packages from an Automation
- Change/Preview an Automation Template
- Change an Automation Subject Line
SMS and Texting
- WhatsApp Integration *Beta*
- Schedule Send SMS
- Template for Terms and Conditions
- Response Templates: Streamline Your Client Communication
- Multimedia Messages (MMS)
- Business Information Requirements (US Only)
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
- Including Links in Text (SMS) Templates
- Add a Preheader Email Text
- Upload an Image, Gif, or Video in a Template