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Symphony Core Glossary: Key Terms Explained

Marketing systems come with vocabulary. This glossary defines the terms you'll actually encounter — in your platform, in our emails to you, and across this help center — in plain language, with links to the articles that go deeper. Use the search bar or your browser's find (Ctrl/Cmd+F) to jump to a term.

Your Account & Setup​

Sub-Account​

Your own workspace on the platform at app.symphonycore.com — your contacts, conversations, calendars, and automations all live here, separate from every other business. When we say "your account," this is it.

Snapshot​

A pre-built template for your industry — pages, workflows, and automations proven for businesses like yours — that we load into your account as the starting point, then customize with your branding and details.

Custom Values​

Your business details (name, colors, review link, testimonials, and more) stored once and pulled into every page, email, and text automatically. This is why one form answer shows up everywhere correctly. You provide these via the onboarding intake form.

CRM (Customer Relationship Management)​

The system of record for every contact your business has: who they are, every conversation, every appointment, every note. Your platform is a CRM plus the marketing automation built around it.

Domain Registrar​

The company where you purchased your web address (like GoDaddy, Namecheap, or Cloudflare). We need temporary access there during setup — see Connect Your Domain.

DNS (Domain Name System) Records​

Small settings at your domain registrar that direct traffic and prove ownership — they connect your booking pages and email sending to your domain without touching your existing website.

Dedicated Sending Subdomain​

The subdomain (typically sc.yourbusiness.com) your automated emails send through. It keeps your automated sending reputation separate from your day-to-day inbox. Full story in Why Emails Look Different.

SPF, DKIM & DMARC​

The three authentication records that make inboxes trust your email: SPF says who may send for your domain, DKIM signs each message so it can't be forged, and DMARC says what to do with mail that fails the checks. We set all three up — see Business Email Setup.

SSL Certificate​

What puts the padlock in the browser bar. We issue yours before your site goes live, so visitors never see a security warning.

Leads & Your Sales Process​

Prospect​

Someone who could become a customer but hasn't shown active interest yet — they fit your customer profile, but you don't have their contact information.

Lead​

A prospect who has given you contact information — through a form, a call, or a download — and can now be followed up with. The moment of capture starts the lead journey.

Lead Score​

Points a lead earns through engagement: opening emails, clicking links, visiting your pricing page, booking. A high score (70+ points) signals they're ready for a real conversation — and you get an alert.

Nurture Sequence​

The automated series of helpful emails and texts that builds trust with leads who aren't ready to buy yet. Most leads need this — only a small fraction buy immediately.

Lead Magnet​

A free offer — a checklist, assessment, or discount — that gives prospects a reason to share their contact information and become leads.

Marketing Funnel​

The path from stranger to customer, wide at the top (many people discover you) and narrow at the bottom (some become customers). Your system automates each stage: capture, nurture, convert, retain.

Pipeline​

The board view of your deals in progress, organized by stage (new lead → appointment → quote sent → won). One glance shows who needs follow-up and what revenue is in motion.

Opportunity​

A single potential deal in your pipeline, attached to a contact — with its stage, value, and expected close date.

Conversion​

A contact moving to the next stage you care about: a visitor becoming a lead, a lead booking an appointment, an appointment becoming a customer.

THE HUB​

The 10-second status form you fill in after each appointment (showed and positive, showed but not qualified, or no-show). Your one tap triggers all the right follow-up automation — see How Calendar Automation Works.

Database Reactivation (DR)​

A campaign that re-engages dormant leads already in your database with a text offer. Often the fastest revenue in your system, because these people already know you.

Messaging & Compliance​

A2P (Application-to-Person) Registration​

The carrier verification every US business needs before its automated texts are delivered reliably. It confirms your business is real and protects consumers from spam — see CP575 & A2P Text Registration.

CP575​

The one-page IRS letter confirming your business's EIN (Employer Identification Number). Carriers require it for A2P registration, which is why it tops the onboarding checklist.

SMS / MMS​

Standard text messages (SMS) and texts with images attached (MMS). Both send from your business number once A2P registration is approved.

WhatsApp Business API​

The business-grade way to send and receive WhatsApp through your platform, with automation. Different from the WhatsApp app on a phone — and a number can only be on one or the other. See WhatsApp API vs. the App.

Conversations​

Your unified inbox in the platform: texts, emails, WhatsApp messages, and webchat all land in one place, so nothing gets missed across channels.

Workflow​

An automation recipe: a trigger (form submitted, appointment booked, job completed) followed by actions (send a text, wait two days, create a task). Workflows are what make your system run without you.

Trigger​

The event that starts a workflow — a missed call, a form submission, a pipeline stage change.

Your Online Presence​

Google Business Profile (GBP)​

Your business listing on Google Search and Maps — hours, photos, and reviews. It powers your review automation, which is why we ask for manager access, and it's where your hours and holiday hours live.

The direct URL that opens Google's "write a review" box for your business — one click, no hunting. Your automated review requests use it.

Google Analytics (GA4)​

Google's website analytics tool. With access, we can track which marketing actually produces visits and leads.

Google Search Console​

Google's tool for monitoring how your website appears in search results and catching site health issues early.

Funnel Page / Landing Page​

A focused page built for one action — book a call, claim an offer — living on your booking subdomain (like go.yourbusiness.com). Unlike your website, it has one job.

Referral Program​

Your tracked, incentivized ask for happy customers to introduce new ones — both sides get a reward, and the system tracks who referred whom. See Turn Reviews Into Growth.

Don't See a Term?​

If you run into a term that isn't here — in the platform, in an email from us, anywhere — just ask. We'll explain it and add it to this page. See How to Get Support.