Smartwaiver is now partnered with Patch, the leader in marketing automation.
Patch Retention works as a customer management platform that offers features to engage your audience, enhance communication, and bring your strategies to life. Through the help of Smartwaiver, you can have your customers sign a waiver, and that information will be sent to Patch to create a new profile.
Through Patch you'll be able to
- Automatically sync waiver data from Smartwaiver into Patch
- Transfer information like First/last name, birthdate, location, waiver participants and Minor/Guardian data
- Updates on completed waivers and current contact information
The Patch Retention integration is available for all of our active plans on Smartwaiver. An active Patch account is required for the integration as well. Click here to book a demo with the Patch team.
The steps below will walk you through setting up the Smartwaiver + Patch Retention integration.
Step 1:
Start by logging into your account at www.smartwaiver.com by clicking on the "Login" button towards the top-right.
Step 2:
Next, you will need to create your Smartwaiver API Key. Head over to the "My Profile" section of your account. Then click on API Keys > Create New API Key > Label the key "Patch". The following screen will contain your API Key.
If you need further assistance with creating a key, our API Key article has some screenshots of the process that might help!
Step 3:
After copying the newly created API Key from Step 2, you will need to send the API Key to the Patch Customer Success team to finish the setup. You can email them at success@patchretention.com. Be sure to include the email for your login to Patch as well.
If you have any further questions about integrating Patch Retention into your system, or if you just feel like talking waivers, be sure to reach out to our own support team at support@smartwaiver.com
