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How to Use Thryv: A Step-by-Step Guideline in 2025

by | Last updated Dec 18, 2024

How to Use Thryv

Running a small business can feel like juggling a million things at once. That’s where Thryv comes in.

Thryv is like a super-smart assistant that helps you organize everything in one place. Do you want to keep track of your customers?

Need to send emails or schedule appointments? Thryv can do that, too.

This guide will provide step-by-step instructions on using Thryv so you can spend less time on administrative tasks and more time doing what you love.

Let’s dive in and learn how to use Thryv and make your business awesome!

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Getting Started with Thryv

Okay, so you’re ready to get started with Thryv? Awesome! Let’s walk through the setup process together. It’s easier than you might think.

Create Your Account

Once you’ve picked your plan, it’s time to create your account.

This is like signing up for a cool new website.

You’ll need to enter basic information about yourself and your business, lsuch asyour name, email address, and wtype of business Don’t worry,—t’s super simple!

Just follow the instructions on the screen, and you’ll be all set.

Tell Thryv About Your Business

Now it’s time to introduce Thryv to your business! You’ll want to fill out your business profile with all the essential details. Think of this as creating an online ID card for your business. Make sure to include things like:

  • Your business name: So Thryv knows who you are!
  • Your phone number and address So customers can reach you easily.
  • Your website (if you have one): This helps people learn more about you.
  • What kind of work you do: This tells people what you’re all about.
  • Where you do business: This helps people find you if they’re nearby.
  • When you’re open for business: This lets people know when to contact you.

The more information you add to your profile, the better Thryv can help you manage your business and connect with customers.

It’s like giving Thryv a superpower to understand your business inside and out!

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Importing and Managing Contacts

Now that you’ve set up your Thryv account let’s organize your contacts!

Think of your contacts as your business’s VIP list.

These are your customers, potential customers, and anyone else you need to stay in touch with. Thryv makes it super easy to keep track of everyone.

1. Bring in Your Existing Contacts

You probably already have a list of contacts somewhere in a spreadsheet or another program.

Instead of typing everything in again, you can import them into Thryv!

It’s like moving your VIP list to a new, better notebook. Thryv can import contacts from different places, like Excel files or your email account.

Just follow the instructions, and Thryv will do the heavy lifting.

Before you import your contacts, giving your list a quick checkup is a good idea.

Please ensure that all the names, phone numbers, and email addresses are correct. You don’t want to send an email to the wrong person accidentally!

2. Add New Contacts

What if you meet someone new and want to add them to your Thryv contact list?

No problem! You can add new contacts individually, just like adding a new friend to your phone.

Thryv provides spaces for you to write down their name, phone number, email address, and any other important information.

You can add notes, like “Met at the coffee shop” or “Loves our new product.”

3. Organize Your Contact List

Imagine a giant birthday party with all your contacts. It would be pretty chaotic, right?

That’s why it’s essential to organize your contacts in Thryv. You can use different tools to keep things tidy:

  • Tags: These are like labels you can put on your contacts. You could have tags like “Customer,” “Lead,” or “VIP.” This helps you quickly find the right people when you need them.
  • Groups: These are like putting your contacts into different clubs. You could have groups like “Newsletter Subscribers” or “Event Attendees.” This makes it easy to send messages to a specific group of people.
  • Custom Fields: These are extra spaces where you can add specific information about your contacts. For example, you could add a field for “Birthday” or “Favorite Product.”

Organizing your contacts thatensures you send the right messages to the right people at the right time.

It’s like having a superpower to communicate effectively with everyone on your VIP list!

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Mastering Thryv’s Core Features

Okay, you’ve set up your account and organized your contacts.

Now, let’s explore the cool stuff Thryv can do! This is where Thryv transforms from a simple address book into your business’s secret weapon.

1. CRM

Think of CRM as a superpower for making friends and keeping them happy. It helps you get to know your customers better and build stronger relationships.

Knowing Your Contacts Inside and Out

Thryv helps you keep track of all your interactions with your customers.

Did they call with a question? Did you email them? Did they buy something from you?

Thryv remembers it all! This helps you understand your customers better and provide them with excellent service.

Turning Fans into Customers

Someone shows interest in your business – they’re a potential new friend!

Thryv helps you keep track of these potential customers (we call them “leads”) and guide them toward becoming loyal customers.

It’s like having a map that shows you how to turn interested people into happy customers.

Checking Your Progress

Thryv can also show you how well you’re doing with your customer relationships.

It’s like a business report card. You can see how many new customers you’ve gained, how many have returned for more, and how much they’re spending.

This helps you determine what’s working well and what you can improve.

2. Marketing Automation

Want to tell the world about your afantasticbusiness? Thryv can help you do that, too!

Sending Emails That People Read

Thryv lets you create and send emails to your contacts.

But not just any emails – you can create cool-looking emails with pictures and interesting information.

You can even send different emails to different groups of people. It’s like having your mailroom!

Setting Things on Autopilot

Imagine being able to send the perfect message to your customers exactly when they need it, even if you’re busy doing other things.

That’s what marketing automation does! You can set up automatic emailsto sendt to new customers, remindtheme about appointments, or wish them a happy birthday.

It’s like having a robot that sends messages at the right time.

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Sharing the Love on Social Media

Thryv can also help you share your awesomeness on social media.

You can schedule posts on Facebook, Instagram, and other platforms. This helps you stay connected with your customers and attract new ones.

3. Online Scheduling and Appointments

Are you tired of playing phone tag to schedule appointments? Thryv has your back!

Your Online Calendar

Thryv gives you an online calendar showing when you’re available for appointments.

You can even let customers book their appointments online! It’s like having a receptionist who works 24/7.

Booking Made Easy

Customers can book appointments with you through your website, social media, or even Thryv’s directory. This is super convenient for them and saves you a lot of time.

No More Missed Appointments

Thryv can send automatic reminders to your customers before their appointments. This helps reduce no-shows and keeps everyone on track.

4. Getting Paid (Payment Processing and Invoicing)

Getting paid for your hard work should be easy, right? Thryv makes it a breeze.

Online Payments

You can accept payments online through Thryv, so you don’t have to deal with cash or checks.

Customers can pay with credit or debit cards or even directly from their bank accounts. It’s like having your cashier!

Creating and Sending Invoices

Do you need to send an invoice to a customer? Thryv lets you create professional-looking invoices and send them directly to your customers. You can even track whether they’ve been paid.

5. Reputation Management

What do people say about your business online? Thryv helps you keep an eye on your online reputation.

Checking Your Reviews

Thryv can show you what people say about your business on websites like Google, Facebook, and Yelp. It’s like having a spy checking out what people say about you online.

Responding to Reviews

When someone leaves a review, you can reply directly through Thryv.

This shows that you care about your customers’ thoughts and helps you build a positive online reputation.

Getting More Good Reviews

THRYV Billing & Invoicing

Happy customers? Ask them to leave a review!

Thryv can help you send requests for reviews, which can help attract new customers and make your business shine online.

That’s it for Thryv’s core features! Pretty impressive, right?

Using these tools, you can manage your customers, market your business, schedule appointments, get paid, and build an excellent reputation—all in one place.

Optimizing Thryv for Business Growth

You’re doing great! You’ve learned to use Thryv to manage contacts, send messages, schedule appointments, and get paid.

Let’s take things to the next level and use Thryv to help your business grow even more!

1. Keep Track of Your Success

Imagine you’re playing a video game. How do you know if you’re doing well?

You check your score, right? Thryv offers something similar: it provides reports showing how your business is doing.

You can see how many people visit your website, how many new customers you gain, and how much money you make.

It’s like a progress report for your busineYou, you can see what’s working well and what you can im by tracking these numbersprove.

2. Thryv on the Go!

You don’t need to be at your desk to use Thryv.

They have a mobile app that lets you manage your business from anywhere!

It’s like having Thryv in your pocket. You can check your schedule, send messages to customers, and even accept payments while you’re on the go.

This means you can run your business from anywhere, whether at a coffee shop, on a train, or even on vacation (if you want to!).

3. Teamwork Makes the Dream Work

Thryv can also work with other tools you might use for your business.

Think of it like this: you have a toolbox with different tools for different jobs.

Thryv can be the primary tool i yoursenal, and it can be integrated with other tools to help you achieve even more.

For example, you can connect Thryv to your accounting software to keep track of your ffinancestour oan nline store to manage your orders.

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This helps everything work together smoothly, like a well-oiled machine!

By using these tips, you can make Thryv an even more powerful tool for your business.

It’s like giving your business energy and helping it reach its full potential. So go ahead, explore these features, and watch your business grow!

Building a Strong Online Reputation

In today’s world, your online reputation is super important.

It’s like your business’s report card that everyone can see! Thryv can help you get a gold star in your online reputation. Here’s how:

1. Become an Online Detective

What are people saying about your business online? Thryv helps you find out!

It’s like having a unique tool that searches the internet for mentions of your business.

You can see what people say about you on websites like Google, Facebook, and Yelp.

This helps you understand how people see your business and what they like (or don’t like).

2. Talk to Your Fans (and Critics)

When someone leaves a review online, Thryv lets you reply to them.

This is your chance to say “thank you” for good reviews and address any concerns in not-so-good ones.

It’s like conversing with your customers online and being responsive, which shows that you care about what people think and that you’re committed to providing great service.

3. Collect Those Gold Stars!

Happy customers are like gold stars for your business.

Thryv can help you collect more of them! You can use Thryv to ask your happy customers to leave reviews online.

These reviews act like recommendations from your friends, making it more likely that new people will choose your business.

The more good reviews you have, the more people will trust your business and want to work with you.

Think of your online reputation as your business’s online storefront.

You want it to look clean, friendly and inviting. By using Thryv to manage your online reputation, you can ensure your business shines online and attracts new customers.

THRYV Social Media Management

Final Thoughts

Wow, we’ve covered a lot!

You’ve learned how to use Thryv to manage your contacts, market your business, schedule appointments, get paid, and even build a great online reputation.

That’s a lot of tools in one place! Think of Thryv as your business’s best friend.

It’s always there to help you stay organized, connect with customers, and grow your business.

By using Thryv, you can spend less time on boring tasks and more time doing what you love.

Ready to give Thryv a try? Visitver to their website and explore everyit offers has to offer. You can als check out their blog and social media pages for more helpful tips and tricks.

And remember, if you ever get stuck, Thryv has a friendly support team ready to help you out.

So don’t be shy – reach out and ask for help!

Now go out there and make your business awesome with Thryv!

Frequently Asked Questions

What exactly is Thryv, anyway?

Thryv is like a Swiss Army knife for your business! It’s an all-in-one platform that combines tools for managing customers, marketing, scheduling, payments, and even your online reputation. It helps you stay organized and efficient, so you can focus on what you do best.

Is Thryv only for big companies?

Not at all! Thryv is designed to help businesses of all sizes, but it’s especially helpful for small and medium-sized businesses. Whether you’re a solopreneur or have a team, Thryv can make your life easier.

How much does Thryv cost?

Thryv offers different plans to fit different needs and budgets. You can choose a plan that matches the size of your business and the features you need. Check out their website for the latest pricing details.

Can I use Thryv on my phone?

Absolutely! Thryv has a mobile app that lets you access your account and manage your business from anywhere. You can check your schedule, respond to messages, and even accept payments on the go.

What if I need help with Thryv?

Thryv has a fantastic support team ready to assist you. You can access their help center, browse their knowledge base, or contact their customer support team directly. They’re always happy to help!