Kick-Off
Learn about setting up your account.
By Miles and 1 other2 authors23 articles
Quick Start
First steps so you can start getting data and build the hype!
- How to invite a new user to your business dashboardAdd a new user (internal) in your dashboard.
- How to configure your brand kitAdding the main logo or brand, and fonts to your dashboard
- Formatting requirements for images.Image requirements for images. These are only for Wallet and Brand logos. General image files to upload do not have these requirements
- How to add a branch or shop to your accountCreate a new location (profile) on your dashboard.
- How to configure and design your wallet passHow a customer customise their digital loyalty card or wallet pass, and add different contact information to it (name, points, etc.)
- How to market your program to get more sign-ups?The best ways to promote your program and encourage more customer sign-ups.
- Moving to your new program from an existing oneA guide to transferring data and changing loyalty programs
- Keywords & Terms to knowKeywords & Terms to know
- Five must-have automations!Top five Recommended Automations
- How to create a formForms are used for easy and quick registration of contacts! QR code and link to the form can also be used in marketing material
- Adding Forms to Emails and Data CollectionHow to link a form to an email for data collection and survey purposes
- How to embed a Form into a website pageHow to embed a sign up form into the code of a website page for a full white-label solution
- How to monitor the submissions of a FormHow to see the all the customers who have completed your Form and the data they filled in
- How to create a copy of a formHow to duplicate an existing form design
- Forms: Best PracticesTop recommendations for our Forms tool
- How to adjust reCAPTCHA settings for your Formhow to configure reCAPTCHA’s basic requirements to protect your forms
- Set up Google Login for Forms & Contacts PortalEnable Google Sign-In for Forms & Contacts Portal. Learn how to create a Google Cloud project, configure OAuth, generate a Client ID and Client Secret, and complete the setup.
- How to set up a custom domain for FormsYou can host your Leat forms on your own branded domain, such as forms.yourbrand.com, or use your own Leat subdomain.
- How to change the domain of an existing FormWhen you change your default Forms domain, your existing forms are not automatically updated. They keep their current URL so that previously shared links continue to work.
- How to connect Google Tag Manager to your Leat formsYou can connect Google Tag Manager (GTM) to your Leat forms to track form views, interactions, and submissions in your own analytics and advertising tools. This allows you to better…
- How to view and export email bounces and spam reports in LeatLeat allows you to view email addresses that can no longer receive your marketing emails, as well as contacts who have marked your emails as spam.