Help Center
Welcome to Loyalsnap Support!
Individual Client Details
Client Details Page: Overview
A general overview of the Client Details page
Send an Email to a Client
How to send an email from your Loyalsnap Dashboard
Send a Text to a Client
How to send a text from your Loyalsnap Dashboard
Add a Note on a Client’s Account
How to add a note to a client profile
Client History
Learn about the Client history breakdown by type and how to filter
Remove Client From Category
How to remove a client from a Dashboard category
Pause Client Automations
How to pause Automated communications for a client until a specific date
Remove Client from Loyalsnap
How to remove a client from Loyalsnap
Set a Follow-Up
How to set follow ups for future client outreach
