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How to Enable "One Time Password"
Question: How to enable "One Time Password". Answer: If you are a group, go go group settings => general ta...
Patrick Daleen -
How to Assign Points for Completing a Survey
Question How do I assign points when a customer completes a survey? Answer Step 1. Login to CCP. https://c...
Ricardo Duran -
How to Assign Points for a Completed Profile
Question How do I assign points when a customer completes their profile? Answer Step 1. Login to CCP. http...
Ricardo Duran -
Group campaign emails are not sending
If group campaign emails are not sending, go to CCP and click on "Group Settings" then click on the "Genera...
Ricardo Duran -
CCP Access Level Permissions
Permission Level -Business Owners All Business location functions within CCP Except for Group Settings. Pr...
Ricardo Duran -
How to set Authorize.net to email batch receipts
How to send batch emails for customers in authorize.net - Go to account on the top right - Se...
Patrick Daleen -
Authorize.net Settings for selling Virtual Gift Cards
What settings to enable for an authorize.net client that is using the virtual gift cards module 1. Make su...
Patrick Daleen -
How to View Survey Details
Module located: Business => Activity Monitor => Surveys This module shows you all the activity of sur...
Ricardo Duran -
How to lift Suspension from an Account
To search suspended/inactive users, use the Inactive Users tab located in the CRM Module of the CCP. To ...
Bihruz -
How to Qualify customers for a Campaign?
After creating the campaign, from the top menu click Qualify Users Depending on Campaign configurationConf...
Bihruz -
How to merge two user accounts in the CCP
To merge two user accounts in the CCP, you need to perform following steps: 1) Find the account that you ...
Vladimir K -
How To Manage Survey Settings
This is the page that will allow you to see and manage the survey features for your business. There are a f...
Danielle Garmon -
How To - Location Info
This page is primarily used to control data in your mobile apps. Below is an explanation of what each field...
Danielle Garmon -
Ordering Solution Diagram - Integrated Ordering
Solution Overview: This article will be discussing the elements of the AppSuite solution highlighted below ...
Patrick Daleen -
CRM - Account Management
In the Customer Care Portal there is a module called "CRM" (customer relationship management) that allows y...
Patrick Daleen -
How Recipient Lists Work- CCP
Recipient lists are broken down into 3 main categories: Event based actions, Demographic information, and c...
Patrick Daleen -
Changing Color Settings - CCP
If you are app is on version 6.0.0 or higher then the following settings will change the colors in your Web...
Patrick Daleen -
What "Qualify Users" is used for - CCP
When a campaign is created it will only start checking qualifications for members that perform the action(s...
Patrick Daleen -
How Campaigns Work - CCP
This article explains what the different fields are used for within the campaign module. Title- This fiel...
Patrick Daleen -
How do I change my registration settings?
You are able to change your registration settings, custom fields, and "Incomplete profile" settings by:1) N...
Patrick Daleen -
I am unable to log in to the Customer Care Portal
If you are unable to log into the customer care portal you can always reset your password by visiting ccp.m...
Patrick Daleen -
How to Adjust the Address and Email Information for a Location
Question How do I adjust the address and email information for a location? Answer Step 1. Login to CCP. h...
Ricardo Duran
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