In this section of the settings, you have the ability to fully customize the look and feel of your review
requests, along with an awesome website widget that shows off your company's reviews!
***Depending on your user permissions, you may not have access to all of the components.***
Send Manual Review Requests
You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually to
individual contacts by clicking on the "Send Review Request" button.
Sending Manual Review Requests
Once you click the "Send Review Request" button, you'll need to input the contact's information. You will
need to add their name, and either a valid email address or phone number to send the review request.
Custom Google Review Link
You can create a unique, trackable link to send to customers that lead them DIRECTLY to your Google review page so they can leave a review!
To generate a new link at any time, simply click on the "Generate Link" button!
You can create a unique, trackable link to send to customers that lead them DIRECTLY to your Google review page so they can leave a review!
To generate a new link at any time, simply click on the "Generate Link" button!
Review Request Behavior
Decide what happens when you click the review request or check-in client button. You can either send the review request
immediately and once or on a custom schedule.
Customize Review SMS You can choose to customize your review request SMS to better fit your company's message.
To enable custom SMS messages, toggle this switch.
Preview SMS Changes
All changes you make to your new custom SMS can be previewed here in real-time as you make adjustments!
Add SMS Image
If you'd like to use an image in your SMS, you can turn on that feature here.
When you are ready to add an image to your SMS, click this button to upload your image.
Customize SMS Message
You can choose to customize your review request SMS to better fit your company's message.
To enable custom SMS messages, toggle this switch.
Preview SMS Changes
All changes you make to your new custom SMS can be previewed here in real-time as you make adjustments!
Add SMS Image
If you'd like to use an image in your SMS, you can turn on that feature here.
When you are ready to add an image to your SMS, click this button to upload your image.
Customize SMS Message
This is the body of the SMS message. To customize, simply start typing!
Customize Review Email
You can choose to customize your review request email to better fit your company's message.
To enable custom Email messages, toggle this switch.
Preview Email Changes
All changes you make to your new custom email can be previewed here in real-time as you make adjustments!
Change Preview Type
If you want to view this custom email in different screen types, you can select from laptop, tablet, or mobile here.
Customize Email
Email Subject
Customize the subject of your review request email in order to grab your customer's
attention in their email inbox!Email Header
The "Heading" is already formatted so that it's large and visible to your customer when they open
this email. You can customize the text of the heading here.Email Body
Make sure you add a great email body but make it short and sweet! When requesting a review,
you don't want your customer to lose focus or interest.Positive Answer
You can trigger automation based on a "positive reply" that is sent back from your customer.
You can customize that reply here.Maximum Retries
You can also assign a maximum number of retries so the system does not continuously send this email forever.
Website Review Widget
If you want to add your awesome company reviews to your website, you can customize a website widget here to do so!
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