Signpost Account Overview: Your Merchant Center

When you log in to your Signpost account, you will have access to all the information you need in regards to your business's interactions with your customers right at your fingertips! 

The top menu bar in your account features a variety of tabs with information that pertains to various aspects of your account, including customer contacts, email campaigns, text messaging, business information, and more. 

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Your Dashboard is your Home Base when it comes to all things Signpost.

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The top section, labeled "Highlights," shows your account's performance metrics as well as recent activities taken by your customer contacts. If you use our Appointment Sync or Signpost Payments features, the "Appointments" and "Transactions" sections at the bottom will display metrics related to those components.

 

The Contacts tab displays all of the customer contacts that have been imported or added into your account. 

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From this tab, you can use the Bulk Actions Menu to filter your contacts, add contact lists or individual contacts, and segment your contacts into different lists.

 

The Campaigns tab gives you access to all email campaigns being sent to your customer contacts.

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Under this tab, you can view both "Scheduled" campaigns that you create and "Automated" campaigns that Mia has created on the menu bar along the left. Options under the "Scheduled" menu include the ability to create a new scheduled campaign or offer, view drafts of offers you've begun to work on, view previously sent campaigns that you created, and view pre-paid offers. Options under the "Automated" menu include the ability to view and make small changes to your New Customer Offer, Feedback request emails, Review Us emails, and Referral program.

 

The Text Inbox tab allows you to interact with customers who have opted in to your SMS Marketing program through your Tracking Phone Number.

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Here, you can send text message blasts to SMS-subscribed contacts, view their responses and reply directly, and view previously sent text message blasts.

 

The Settings tab houses all of your business information that is used on your email campaigns and online presence pages.

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The menu bar on the left gives you four different page options. "Business" shows your basic business information (such as address, phone number, website, and presence pages) and allows you to make necessary changes. "Email" is your home for connecting your email account and appointment scheduler, if applicable. "Phone" shows your assigned Tracking Phone Number, as well as your business phone number that calls placed to the tracking number are forwarded to, and setup for our Interactive Voice Response feature. Finally, "Customization" gives you the option to change how your emails are viewed, including the business logo and colors, customer-facing email address used, and sender name.

 

The new Integrations tab includes options for connecting other software you already use for easier contact migration.

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Currently, we only support QuickBooks Online, Constant Contact, and Mailchimp, but more integration opportunities are coming soon!

 

Want more in-depth information about different features, step-by-step instructions, and answers to your questions? Continue browsing our Help Center or use the search bar at the top of the page for specific inquiries!

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