Manage marketing and reputation
Open Marketing → Approvals in Thermal →
The Marketing group is Thermal's in-app marketing CRM — a scorecard, lead queue, reviews inbox, website page list, and an approvals queue for anything marketing-related before it goes live. It is not the public trythermal.com marketing website; it's where your team manages your customers' marketing. Every screen here is powered by a planned integration called Presence, which is not connected yet. Until it is, each screen shows its real layout with an honest "not connected" gap — never a made-up number or a fake row.
Check your weekly scorecard
Overview is the marketing scorecard: leads and calls, search rankings, website traffic, ad results, and budget pacing, in plain language. Toggle between Call volume and Pipeline & renewals, and switch between the Scorecard, Channels, and Spend tabs. Every cell is marked "unmeasured" until Presence is connected — that's a gap, not a zero.
Review a lead
Leads lists every call and web form Presence captures, with the source, a recording, and a summary. A lead moves through Captured → Disposition → Customer → Job, and from the list you can create a customer, book a job, or mark it lost. Until call tracking and form capture are connected, the list stays empty and the weekly counts (New, In progress, Booked, Lost) show as not connected.
Respond to a review
Reputation is your reviews inbox. Once your Google Business Profile is connected through Presence, new reviews get a drafted reply here to approve, edit, or dismiss, each with a reason. Reviews of 1–3 stars always wait for a person to send them — they're never sent automatically. The Google profile freshness section tracks whether your business hours, photos, Google posts, and Q&A are current.
Review site pages and content
Website covers your Presence-built site in three tabs:
- Pages — every page on your site with its status (Draft, Needs review, Live, Unpublished), visit count, and last-updated date.
- Content pipeline — a board of content moving through Needs review → Scheduled → Published.
- Edits & undo — recent page changes, each with a before/after and a one-tap undo, plus the guardrails on what an edit can never touch: phone and address, license numbers, agreement pricing, and booking/payment links.
Approve marketing work before it goes live
Approvals is the single queue for anything marketing-related waiting on a decision — website pages, blog/local-search posts, ad copy, social posts, and review replies. Each draft carries a plain-language reason; you Approve or Dismiss it. The Autonomy tab sets how much Presence can do on its own, per module:
- Off / Suggest / Auto for each checkpoint (website pages, local-search posts, ad copy & budget, social posts, review replies, Google profile posts).
- Website pages and ad copy never run in Auto — a person always approves.
- Auto modes carry bounds, for example social posts capped at 2/week, or review replies auto-posting only 4–5 star reviews while 1–3 star always waits for a person.
- A master kill switch stops everything.
Every module defaults to Off. Nothing here is wired to a live Presence connection yet, so changes on this panel aren't saved — the screen is real, the save target isn't, and it says so.
Reference
- Who can reach Marketing — Owners and Office users only; it's an admin/control surface, not part of the day-to-day dispatcher or technician work areas. The module must also be switched on under Settings → Capabilities; until it is, the screen says so. See Roles & permissions.
- Page and content statuses — draft / pending_approval / published / unpublished, and the lead disposition stages, are listed in Status & domain values.