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Knowledge Base

← Granbury SalesBuilder Help & Feedback

  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 DiamondTouch Point-of-Sale
    3. 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

  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

Feedback and Knowledge Base

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