All Activities
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Smart Marketing tools
In this lesson, we'll cover the Smart Marketing tools available within the Marketing Suite. These tools help your business connect deeper with customers and provide targeted campaigns and communications to increase sales and client experiences.
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Creating promo codes
This lesson gives best practices on setting up promo codes.
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Setting up Progress Tracking
By the end of this lesson, you'll know how to locate and enable the Progress Tracking feature. Once enabled, we'll walk through what Programs and Ranks are and how they work in Progress Tracking, as well as how to set...
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Adding new staff members
In this lesson we will cover where you can add a new staff member in your site and edit their personal information.
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System Lists
In this lesson, we'll review System Lists and explain each list in detail. System lists offer insights into the number of clients who have opted to receive communications from your business.
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Reporting Guide
This lesson provides a comprehensive overview of various reports that meet business needs.
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Contact Lists overview
Contact Lists help you reach the right audience at the right time. In this lesson, we'll explain the different types of contact lists and how to interact with your Contact Lists screen.
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Customizing your business information
This lesson reviews how to prepare your business for using the Marketing Suite. It focuses on the Business Profile and Business Listing screens.
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Big spenders report
Learn to use the Big Spenders report to identify the clients that have the greatest impact on your business’ revenue.
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Marketing Suite resources & FAQs
This lesson offers resources and frequently asked questions for additional learning opportunities.
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Returns report
In this lesson, you'll learn about how to generate a Returns report and how to analyze the data within the results.
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The staff list & deactivating staff
How to use the staff screen tools for filtering and searching.
