UpChannels
Growth Tools

Every growth tool,
and the plan it needs.

Growth in UpChannels is a set of pages that work from the customers and orders you already keep: texting and a shared inbox, Google reviews, loyalty points, your Google Ads beside your sales, competitor research, the walk-in log, partners and local news. When you would rather someone else did the marketing, our team takes it on as a service.

Most of the section is on every plan, Basic includedTexting — campaigns and the shared inbox — needs Pro or PremiumAds, social posting and websites by our team, priced apart
Free 14-day trialNo credit card requiredCancel anytime
Questions? Call (408) 409-4646
The growth parts

What each one does, and where to read more

Each row opens the page that covers it. The tag says which plan it needs, or that it is a service from our team.

How the parts connect

What your team logs at the counter comes back as marketing

The growth pages read the same records as the counter, so what one page learns another can act on.

Texts UpChannels writes
Pro & Premium

The request at the counter,
the text when it arrives.

When a walk-in asks for something you do not have, the walk-in log keeps the request. Once the item is back in stock, UpChannels writes the text to the people who asked for it, and the campaign shows in the list beside the ones you wrote, with each text’s delivery status.

Back in stock: to the people who asked for an item and agreed to a text
Estimate follow-up: to customers who declined an estimate, on the days set in Settings › Lost sales
Both need only SMS opt-in; campaigns you write need SMS and marketing opt-in
Filter the list by who wrote it: Typed or Automatic
See SMS Campaigns
Reviews and complaints
Pro & Premium

A low rating
becomes a complaint with an owner.

A customer who rates a finished order low has told you something worth fixing. Open complaint starts a complaint already filled in from the review, with a number, a category, an owner and an answer-by date, and the Lost sales report shows which categories keep coming back.

Ratings from portal review invitations list under your Google reviews
A rating of 3 stars or less gets Open complaint
Severity sets the answer-by date; the complaint gets an owner
Complaints themselves are on every plan; invitations need the Customer Portal
See Review Management
Common questions

Growth questions, answered

Which growth tools are on the Basic plan?
All of them except the two that send texts. SMS Campaigns and the Communication Hub need Pro or Premium, or a free trial, and anything that sends a text needs Pro or Premium. Review invitations after a finished order go out from the Customer Portal, which is also Pro and Premium. Customers, complaints, Google reviews, loyalty, Ads Insights, Competitor Monitor, Lost Sales & Walk-ins, Partners Network and Local Vibes are on every plan.
Can I text my past customers about a sale?
Yes, on Pro and Premium. Build a marketing group from purchase history — product keywords, purchase dates, order value and marketing opt-in — then write the text, add a picture if you like, and send it now or at a set time. Only customers with both SMS and marketing opt-in are texted. UpChannels buys and connects your store’s texting number, so there is nothing to set up yourself.
What happens when a customer replies STOP?
They are marked as not agreeing to texts on every one of your customer records with that number, and START marks them as agreeing again. A scheduled campaign skips anyone who lost consent before it goes out.
How do I get more Google reviews?
With the Customer Portal on (Pro and Premium), the owner can switch on Review request after completion. About a day after an order is delivered or completed, the customer gets an email asking for a review, or a text if no email goes out and they have agreed to texts, with up to two reminders. Whatever rating they give, they then see Review us on Google. A rating of 3 stars or less has Open complaint, which starts a complaint filled in from the review. Reading and replying to Google reviews is on every plan.
Do SMS campaigns show the sales they produced?
No. A campaign shows who each text was delivered to, who it failed for and who opted out, with a delivery rate. There is no click or conversion rate for SMS. For your Google Ads, Ads Insights sets each week’s ad cost beside the revenue your store recorded that week.
Can I run a points program customers can spend?
Yes, on every plan. A program sets how much spend earns how many points, what a point is worth and when points expire — 6 months, 1 year, 2 years or never. Points are earned on the order subtotal after discounts and can pay for later orders; a return takes them back. Enroll customers on the Customers page or while ringing up a sale.
Is Pro Marketing the same as the Pro plan?
No. Pro Marketing is a service from the UpChannels team, open from the app on every plan, Basic included. You send a consultation request and the team follows up: Pro Marketing.

Growth Tools is one part of UpChannels

The Growth section of UpChannels gives small retailers and service businesses their marketing and customer tools in the same system as their orders: customer records and marketing groups, complaints, Google review replies, loyalty points, Ads Insights (Google Ads beside store revenue, week by week), Competitor Monitor, Lost Sales & Walk-ins, Partners Network and Local Vibes on every plan, and SMS campaigns, the shared text inbox and Customer Portal review invitations on Pro and Premium. Pro Marketing, on every plan, is where a store asks the UpChannels team for done-for-you Google Ads, Facebook ads, social posting or a website, priced apart from the plan.

UpChannels is an all-in-one platform for small retailers and service businesses — sales, inventory, customers, scheduling, delivery, payments and finance in one system — and a real team that builds your website, runs your ads, and automates the busywork. The parts below share one set of records, so there is no integration to wire up between them; the pricing page shows which plan includes each one.

The product moves faster than this page. UpChannels ships updates most weeks, so a description here can lag what is already in the software. Where the two disagree, the running product is the current version — tell us if you find one and we will correct the page.

Ready to run your
whole business on one system?

Start your free trial today. No credit card required.

Free 14-day trial
No setup fees
Cancel anytime

One system for the counter, the schedule, the truck and the books. A team to build the website, run the ads and take the busywork off you. Start with the trial, or let us walk you through it first.

UpChannels