Documentation

• Survey
• Create a New Survey in Target CRM
• Write the survey message and questions
• Survey thank you pages and review links
• Turn on Automated Surveys and hours
• Survey alerts and configure notifications
• Review feedback and analyze NPS
• Send a broadcast loyalty survey
• Share review links outside of surveys
• Limit editing and protect survey responses
• Survey Settings
• Mobile app — Check survey feedback
• Mobile app — Check survey feedback anywhere
• Troubleshoot surveys
• Troubleshoot surveys and sends

• Send and receive texts
• Send and receive texts in Messenger
• Attachments and links
• Quick messages and opt-out rules
• Text to Pay (IDEAL + Gravity/TargetPay)
• Organize conversations (filters, unread, archive, merge)
• Search and start new conversations
• Texting and automated texts from IDEAL
• Reviews and social links
• Reviews and social links
• Video calls
• Video calls with customers
• Notifications And Email Settings
• Notifications and email settings
• Customers and data access
• Customers and data sync
• Orders look up
• Inventory look up (wholegoods and parts)
• Configure key settings (Signature, Customer Sync, Autorespon...
• Mobile app — Messenger, Customers, Inventory
• Mobile app — Messenger, Customers, Inventory

• Deals
• Create a new deal
• Organize your deals pipeline
• Search and filter the deals pipeline
• Enter products and fees on a deal
• Attach files and add notes to deals
• Close, Archive, and Reopen Deals
• Tasks
• Create tasks from a deal
• Use the Tasks screen
• Deal & Task notifications
• Mobile app — Deals and Tasks
• Mobile app — Deals and Tasks
• Configure task types and outcomes
• Pipelines
• Configure Deals pipelines and settings
• Website lead integrations
• Website lead integrations (Target Web and email/ADF-XML)

• Broadcasts
• Access Target CRM
• Create a new broadcast (SMS, MMS, Email)
• Write and test your SMS/MMS Broadcast
• Add links, emojis, merge tags, and templates to a broadcast
• Insert Google and Facebook review links into a broadcast
• Choose broadcast recipients with Customer Groups
• Customer Groups overview and read-only groups
• Apply Customer Status and Customer tags to a Customer Record
• Build customer groups with filters
• Scheduled, send, and delivery rate for Broadcasts
• Broadcast analytics and unsubscribe management
• Broadcast Oversending controls and email settings

• Automation
• Create a new automation
• Configure tasks in automations
• Configure texts in automations
• Configure emails in automations
• Triggers, timing, and Ideal/Infinity/Aspen behavior
• Activate, edit, and deactivate automations
• Monitor automations: Queue and Analytics
• Orders
• Look up orders
• Look up inventory (wholegoods and parts)
• Mobile app — inventory, customer orders, and task notificati...
• Mobile app — inventory, customer orders, and task notificati...
• Analytics and User Activity
• Dashboard — Analytics and User Activity

• Ideal Integration Points
• Add the Messenger Button to the Ideal Toolbar