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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 131
  • Last activity April 02, 2026 23:22
  • Member since May 20, 2025 18:09

Hey there! I'm James — the newest member of the Thryv + Keap Product Success Team. Feel free to let me know how I can help!

  • Activity overview
  • Badges (3)
  • Articles (3)
  • Posts (0)
  • Comments (48)
  • Activity overview
  • Badges (3)
  • Articles (3)
  • Posts (0)
  • Comments (48)

Activity overview

Latest activity by James Montgomery
  • James Montgomery commented, April 02, 2026 23:22

    1. Community
    2. Social Media
    3. Unable to post to my Instagram Account,

    Hey there! If you recently changed your Instagram password, that can disconnect your account in Thryv and prevent posts from publishing. The good news is this is usually a quick fix — just reconnec...

    • View comment
    • James Montgomery
    • April 02, 2026 23:22
    • 0 votes
  • James Montgomery commented, April 01, 2026 23:14

    1. Community
    2. CRM & Pipelines
    3. Client/Filter Page

    Hey Nathan!I just sent you an email regarding this so we can look into it further.

    • View comment
    • James Montgomery
    • April 01, 2026 23:14
    • 0 votes
  • James Montgomery commented, April 01, 2026 17:38

    1. Community
    2. Broadcasts & Emails
    3. Monthly E News

    Hey Abby, Thanks for reaching out! It looks like your campaigns were temporarily placed on hold due to a high bounce rate. What does this mean? To put it simply, it means too many emails you’ve sen...

    • View comment
    • James Montgomery
    • April 01, 2026 17:38
    • 0 votes
  • James Montgomery commented, March 31, 2026 23:33

    1. Community
    2. Website & Landing Pages
    3. I need to update a page on my Money For You Mortgages website

    Hey there!You can update the wording on your website form directly within your Thryv software. The following help article will walk you through the steps to edit your contact form:https://learn.thr...

    • View comment
    • James Montgomery
    • March 31, 2026 23:33
    • 0 votes
  • James Montgomery commented, March 25, 2026 23:34

    1. Community
    2. General Q&A
    3. Send SMS with signature

    Hey Tracy,I’d love to assist with this! Just to make sure I’m understanding correctly, are you looking to have your name automatically included in your SMS messages, like a signature at the end of ...

    • View comment
    • James Montgomery
    • March 25, 2026 23:34
    • Edited
    • 0 votes
  • James Montgomery commented, March 24, 2026 22:40

    1. Community
    2. General Q&A
    3. Patient stating he cannot use HSA card online

    Hey there!Just wanted to let you know that we’re looking into this. While we’re not aware of any widespread payment issues, we’re investigating to determine what might have caused this.Thanks so mu...

    • View comment
    • James Montgomery
    • March 24, 2026 22:40
    • 0 votes
  • James Montgomery commented, March 23, 2026 21:20

    1. ThryvPay®
    2. ...
    3. Accept Payments via ThryvPay
    4. ThryvPay Transaction Reporting

    Hey Andrew!Typically, an invoice will show as “Processing” if it was paid via ACH (Instant Bank Transfer), which can take anywhere from 7–10 business days to fully process.Because of that, it’s no...

    • View comment
    • James Montgomery
    • March 23, 2026 21:20
    • 0 votes
  • James Montgomery commented, March 18, 2026 23:16

    1. Community
    2. General Q&A
    3. ACH Reoccurring Payments

    Hey Cory,Great question!To set up ACH payments for automatic withdrawal, you'd just create a Scheduled payment and select ACH (bank transfer) as the payment method during setup.Here’s an article th...

    • View comment
    • James Montgomery
    • March 18, 2026 23:16
    • 0 votes
  • James Montgomery commented, March 18, 2026 19:07

    1. Community
    2. Payments
    3. Tax invoices

    Hey Kerry,Just wanted to close the loop here — we went ahead and emailed you those documents on Monday, the 16th!Let us know if there’s anything else we can assist with.

    • View comment
    • James Montgomery
    • March 18, 2026 19:07
    • 0 votes
  • James Montgomery commented, March 16, 2026 22:38

    1. Community
    2. Payments
    3. Tax invoices

    Hey Kerry,Just wanted to let you know that I’m looking into this. As soon as I have any additional insight, I’ll be sure to update you here.Thanks so much for your patience in the meantime!

    • View comment
    • James Montgomery
    • March 16, 2026 22:38
    • 0 votes

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