Proxi Help Docs
Help Docs for Proxi's Primary Interface (app.proxi.co)
By Chelsey and 2 others3 authors112 articles
- Setting Up Categories, Fields, and Labels
- Listings vs. Collections: What's the Difference?
- Updating Many Listings at Once
- Updating Many Items in a Collection at Once
- Using the Bulk Edit Tool
- Fill In Business Details Automatically: Website, Phone, Hours, and Photos
- Set Up and Manage Listings CRM in Proxi Places
- Read a List: Turn a Pasted List, PDF, Photo, or Website Into Listings
- Find Places Nearby: Add Real Businesses by Kind
- Set Up a Proxi Map on App.Proxi.co
- Adding Places to Your Map
- Editing, Moving, and Deleting Places
- Photos and Rich Descriptions on Your Places
- Designing Your Map: Branding, Style, and Starting View
- Changing Your Map's Pin Icons, Shapes, Size, and Clustering
- Showing Numbers on Your Map's Markers
- How to Add Polygons, Lines, Circles, Rectangles and Image Overlays on a Proxi Map
- Edit Map Fields and Point Card Field Display in Proxi
- How to Configure Map Filters for Your Map Viewers
- Editing Point Card Style
- Update List Order for a Map in Proxi
- Configure Viewer Actions on a Proxi Map
- Create a Multi-Stop Route and Enable Route Planning
- Greet Visitors With a Welcome Screen on Your Map
- Start a Map or Directory From a Template
- Make a Custom Map Style That Matches Your Brand
- What Is a Directory? (And When to Use One)
- Create Your First Directory
- Designing Your Directory: Layout, Cards & Branding
- Filters and Search for Visitors
- Publishing, Sharing, and Embedding Your Directory
- How to Set Up a Directory in Proxi and Customize It
- Sharing Different Views of the Same Directory
- Greet Visitors With a Welcome Screen on Your Directory
- What an Experience Is: Passports, Hunts, Guides, and Best Of in One Editor
- Create Your First Experience From a Template
- Adding the Places People Visit
- How People Check In: Codes, QR, Location, Photos, and Receipts
- Setting Up Your Sign-Up Page and Welcome Screen
- Badges, Points, and Prizes
- Going Live, Pausing, and Publishing Changes
- Sharing and Embedding an Experience
- Participants & Activity: Your People, Your Numbers, and the Day-Of View
- Features & Tabs: Choosing What Participants See
- Turning It Into a Scavenger Hunt
- Activities: Bonus Tasks for Extra Points
- Asking People Something After They Check In
- Testing Your Experience Before You Launch
- Best Of: Setting Up the Ballot and Voting
- Letting People Nominate Places
- Branding Your Experience: Cover, Colors, Font, and Stamps
- Who Can Join, and When: Links, Join Codes, and Sign-Up Timing
- Printing Sign-Up Posters, Bingo Cards, Checklists, and QR Codes
- Messaging Your Participants
- Charging to Join: Tickets, Memberships, and Programs
- What Is the Portal? (One Sign-In for Everyone You Work With)
- In the Portal: What Your Businesses and Listings Can See and Update
- Portal Settings: Control What People See and Edit
- Your Experience Kit: Codes, Signs, and How It's Going
- The Contacts Tab: Who Keeps Each Listing Current
- Your Experience Kit: Codes, Signs, and How It's Going
- Contacts: Everyone Who's Connected With You, in One Place
- Audiences: Lists That Keep Themselves Up to Date
- Sending Messages: Email or Text the People on Your Maps
- Automatic Messages: Send the Right Note at the Right Moment
- What You Can Send from Each Kind of Audience
- Signup Forms: Grow a Mailing or Text List from Anywhere
- Your Monthly Message Limits and the Usage Meter
- Buying Extra Emails, Texts, and Business Lookups
- Why Your First Big Message Might Wait for a Quick Review
- Create and Configure a Sign-Up Form
- Create and Send Email or SMS Messages in Proxi
- Unsubscribes and Resubscribing: How People Control Your Emails (and How to Invite Them Back)