Granbury SalesBuilder Help & Feedback

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Knowledge Base

  1. Getting Started 

    1. SalesBuilder 101 - An Overview To Get Started
    2. Launching Your Loyalty Program
    3. SalesBuilder Home Screen
    4. Understanding Loyalty Workflow
    5. Customize Your Sign Up Page
  2. Managing Customer Data 

    1. Customer Search
    2. Customer Details
    3. Customer Transaction History
    4. How To Import Customers
    5. Communications History
  3. Point-of-Sale Integration 

    1. Integration with Thrive Point of Sale
    2. Integration with FireFly Point-of-Sale
    3. Integration with DiamondTouch Point-of-Sale
    4. Integration with Vital Link Point-of-Sale
    5. Loyalty in Thrive Online and Mobile
  4. Communicating with Customers 

    1. Setting Up A Campaign
    2. Use Campaign Triggers to Automatically Send Messages
    3. Adding New Media to Campaign
    4. Media Library
    5. Sending An Email Broadcast
  5. Rewarding Customers 

    1. Adding A New Offer
    2. Managing Offers with Campaign Messages
    3. Offer Manager
    4. Managing Your Point Settings
    5. Multi-Use Offers
  6. Customer-Facing Rewards Screen 

    1. Setting Up the Rewards App
    2. Using the Rewards App Staff Mode
    3. Using the Rewards App Customer Mode
  7. Reports & Analysis 

    1. Key Reports - What To Look For
    2. Media Performance Report
    3. Multi Location Report
    4. Enrolled By Report
    5. Gift Cards Report
  8. Account Settings 

    1. Account Settings
    2. File Manager
    3. Manage Users
  9. Troubleshooting 

    1. Image Resizing Issue for Outlook
  10. All articles 

    1. Reward Customers for Referrals
    2. How To Edit Your Campaign Messages
    3. Adding A New Offer
    4. Using SalesBuilder with Multiple Locations
    5. Adding a Landing Page Link In Your Message
    73 articles 

Feedback and Knowledge Base