Open Get started and finish Business details, Customers, Follow-up plan, Text messages, Email, and Plan. Keep sending turned off until the first message is ready.
Updated May 8, 2026
Help & Feedback
Find the next step for account settings, customers, messages, billing, and unsubscribes.
General
hello@tryrevenuepilot.com
Questions before or after getting started with RevenuePilot.
Support support@tryrevenuepilot.comHelp with your account, customer list, messages, unsubscribes, and account settings.
Billing billing@tryrevenuepilot.comSubscription, invoice, checkout, plan, and payment questions.
Help me with
Choose what is stuck
Start with a small list. Make sure each customer has a name, phone or email, sales stage, latest note, and permission for the message type you want to use.
Check whether sending is turned off, customer permission, quiet hours, phone number verification, and whether the follow-up still needs review.
Keep text sending turned off while phone number verification finishes.
Read the message like a customer, check the customer list, adjust wording in Studio if needed, then approve when it feels right.
Pause the customer right away. Do not text them again unless they give permission again where supported.
Recommended path
First account settings checklist
Add your business name, type of business, booking link, reply email, review link, hours, and message tone.
Add customers who asked for follow-up or already have a relationship with your business.
Use Campaigns and Studio to read the first text or email exactly like a customer would.
Use Inbox, Calendar, and Reports to book work, pause customers, ask for reviews, and track booked value.
Step-by-step help
Common help topics
Sign up, add customers, check out, and approve messages while customer sending is turned off.
- Keep customer sending turned off while you check your account settings and review the first messages.
- Texts and emails will not reach customers until sending is turned on.
- Turn sending on after your phone number, email address, billing, and first message are ready.
Add enough detail to choose the right follow-up for each customer.
- Include name, phone, email, where they are in the sales process, estimated value, and latest note.
- Turn on text or email permission only when the customer agreed to hear from you that way.
- Add where that permission came from, such as a website form, booking request, phone call, quote, or intake form.
Open Campaigns, read the draft, and approve it when it sounds right.
- Review who will receive it, which message type it uses, the message draft, and the next step.
- Check that each customer gave permission for that message type.
- Approve only when the message fits the customer relationship and next step.
Adjust the wording until it sounds like your business.
- Keep texts short, friendly, and clear.
- Make the next step obvious.
- Make sure customers can reply for help or stop future texts.
Messaging
SMS, email, and unsubscribes
Customer replied HELP
Show support information and make sure support@tryrevenuepilot.com is monitored.
Customer replied STOP
STOP means the customer unsubscribed of future SMS follow-up. Do not manually text that customer again unless they give permission again where supported.
Text account settings still says incomplete
Keep text sending turned off while phone number verification finishes. Email support@tryrevenuepilot.com if the status looks stuck or confusing.
Before customers receive email
Use a business email address customers recognize, send replies to an inbox someone checks, and include your business contact details plus an unsubscribe option.
Troubleshooting
Fast checks when something feels stuck
Customer messages are not sending
- Check Get started for anything marked unfinished.
- Confirm the customer has permission turned on and a valid phone number or email address.
- Check whether sending is turned off, quiet hours, or phone number verification is holding the message.
A campaign says it needs review
- Open Campaigns or the notification asking for review.
- Read the SMS and email drafts as if you were the customer.
- Approve only when the message is accurate, expected, and allowed for that customer.
A customer needs to be paused
- Open the customer profile from Contacts or Inbox.
- Pause follow-up or mark the correct unsubscribe/do-not-contact state.
- Use another message type only if the customer gave permission for it.
Support details
What to include when emailing support
Send context, not secrets.
Include the account email, page you were using, customer or follow-up name if relevant, what you expected, what happened, and any error text. Do not email passwords, payment card numbers, or unnecessary private customer details.
RevenuePilot support replies as quickly as possible, usually within one business day.