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Knowledge Base

How To Build A Double Opt-In Flow

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Updated 8/13/2026

RYB Platform How-To's: Build A Payment Page To Sign Up New Clients

More Tutorials From the Community https://youtu.be/ZlhHZeS1nbg https://www.youtube.com/watch?v=Cw1JvTlVLTM https://youtu.be/5FA0nnZf41A Please note that due to changes made by Stripe, the "Stripe Layo...

Updated 8/13/2026

How To Sell RYB Platform Websites

Websites can be one of the best products to offer your clients because they dramatically increase client retention. In this presentation we cover why websites are a great product for you to sell, thre...

Updated 8/13/2026

How to Land Qualified Demos for your Agency

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Updated 8/13/2026

How to prepare for SaaS Mode?

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Updated 8/13/2026

GDPR Compliance and Data Privacy

Here at RYB Platform, we are committed to protecting the privacy of our customers. We are proud to announce that RYB Platform is now certified under the EU Data Privacy Framework , which furthers our ...

Updated 8/13/2026

How to Set Up a Whitelabel Domain for the Desktop Web App

Give your clients a fully branded login experience by using a whitelabel domain for the RYB Platform desktop web app. This guide explains requirements, setup steps, and troubleshooting. You’ll also le...

Updated 8/13/2026

Campaigns

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Updated 8/13/2026

Contact Flow

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Updated 8/13/2026

Triggers

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Updated 8/13/2026

Website Detection in Marketing Audit Reports

This article explains how Marketing Audit Reports detect a prospect’s website, how each detection outcome is categorized, and what appears in customer-facing Web and PDF reports. It helps agencies und...

Updated 8/13/2026

How to Use Local Marketing Audits & Compare Reports for Strategic Growth

RYB Platform’s Local Marketing Audit in Sub-Accounts delivers a fast, accurate snapshot of local visibility. Generate audits with verified business details, refresh on demand, and review progress with...

Updated 8/13/2026

Template Library for Custom Reports

Create, schedule, and share beautiful data stories in minutes—no design skills required. Launch polished, presentation‑ready reports faster with the Custom Reports Template Library in RYB Platform. Ch...

Updated 8/13/2026

How to create custom reports and schedule reports

Custom Reports allow you to build and schedule tailored reports, perfect for sharing insights and data with your team or clients. Whether you start from scratch or convert an existing dashboard, this ...

Updated 8/13/2026

How to set up Google Ad Reporting

Google Ad reporting provides live reporting and analysis for your client's digital ad campaigns. Here are a few must-have setup guidelines for Google Ad Reporting. Covered in this article: Step 1 - Ch...

Updated 8/13/2026

Understanding Google Ad Reporting Terminology

Google Ad Reporting provides live reporting and analysis for your client's digital ad campaigns. Google Ad Reporting provides big-picture campaign analysis so it is easy to understand your client's ad...

Updated 8/13/2026

Understanding Attribution Source

What is Attribution? Attribution provides a breakdown of which channels or sources a contact came from. With this information, we will be able to identify growth opportunities and determine which chan...

Updated 8/13/2026

How to add Business Name in Zapier

choose webhooks Custom Request select Post https://api.RuleYourBusiness.com/zapier/contact/add_update AUTHORIZATION Bearer YouRlocationAPIKEYHERE Content-Type application/json Here is the data (fillin...

Updated 8/13/2026

Creating Sub-Accounts using Zapier

Zapier Setup Guide - Developer Integration To create new subaccounts via Public API please make sure you're currently subscribed to the ProPlan . For more information and links to our API documentatio...

Updated 8/13/2026

Web Chat Widget - Advanced Configurations + Public API/Events

Chat widget offers many configurations through chat-widget builder but there are few configurations which we are not providing through chat-widget builder to keep it simple for most users and avoid co...

Updated 8/13/2026