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Marketing

Marketing is split across focused admin pages. Each change can affect the public site or a customer communication.

Open SEO to maintain keywords and search-related settings. Keep titles and descriptions accurate to the services and location; preview the customer site after saving.

  • Reviews: review the current review workflow and moderation state.
  • Referrals: review recorded referral activity and statuses.

Only describe an offer to customers after confirming it is active in the workspace.

  • Members: check the current membership capability and customer-facing status.
  • Gift cards: issue and review gift cards carefully; confirm value and recipient before saving.

These areas may be limited by the client’s plan or current feature state. If a page says a capability is unavailable, do not promise it to a customer; use Troubleshooting to report the exact message.