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Review Management Settings





Review Management Settings

The Reputation tab includes a Reputation Management section that allows users to customize the appearance of their review requests and display their company's reviews using an engaging website widget. Create a review link to send to customers and customize your SMS and email to personalize your review requests.

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

With the Custom Google Review Link feature, users can create a distinct, measurable link and share it with customers, directing them straight to your company's Google review page.

To copy the link, users only need to click the 'Copy' icon highlight the URL to copy.

Review Request Behavior

The behavior of review requests can be customized based on user preference. Users can choose between sending review requests instantly and just once or scheduling them based on their specific needs.

Customize Review SMS

In the Customize Review SMS section, users have the option to modify their review request SMS to better align with their company's messaging.

To activate custom SMS messages, users can toggle the switch.

Preview SMS Changes

Users can view real-time previews of any changes made to the SMS in the Preview SMS Changes section.

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

Users can customize their review request emails to align better with their company's messaging in the Customize Review Email section.

To enable custom Email messages, users can toggle the 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 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 customers 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 your website widget to do so! You can find the new and improved Review Widget customization location by clicking on this link which will direct you to the Widget page. 

Click here to learn more on how to edit your widget. (Navigate to the Review Widget Customization guide to learn more about how to edit your Widget)

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