How to Send Manual Review Request

The Requests section provides a complete record of all the review requests you have dispatched, irrespective of their submission status by the recipients. This section also delivers critical insights about each customer who was sent a request, aiding you in keeping a well-structured record of your customer interaction initiatives. This in-depth log is crucial for monitoring your progress in gathering feedback and perfecting your strategy for boosting your online standing.

PLEASE NOTE: Your access to all components may be limited, contingent upon your specific user permissions.

1. Select "Reporting"

2. Click "Reputation Reports"

3. Click "Requests"

4. Review Request List

5. Click "Send Review Request"

For dispatching review requests, users can opt to send them automatically via workflows, campaigns, and triggers. Alternatively, requests can be sent manually using the 'Send Review Request' button for each individual contact.

Sending Manual Review Requests

Upon clicking the "Send Review Request" button, you're required to fill in the contact's details. This includes adding their name and either a valid email address or phone number for the review request dispatch. You can customize the review request's look by visiting the Reputation Management section within the CRM settings.

Select Contact Name

Provide Contact Phone

Provide Contact Email

Choose Review Request Mode

Select Review Request SMS

Select Review Request Email

6. Send Review Request

Changing Timeframes

If this message is on your screen, you'll need to send out review requests before fully accessing this section. Before dispatching requests, be sure to go to your CRM settings and select "Reputation Management" to tailor the appearance and overall user experience of your review requests.
If the aforementioned message isn't displayed on your screen, feel free to proceed with the current guided tour!

7. Review Request List

This is the section where all your review requests are displayed! The information available in this table serves as a comprehensive source to gauge the efficacy of your review requests and understand their performance in a better light.

Invite Sent To

This column provides information on the recipient of each review request.

Email/Phone Number

Based on your chosen method of dispatching the review request, either an email address or a phone number will be showcased in this column.

Sent By

This section displays which of your CRM users or staff members dispatched the review request.

Date Sent

This column indicates the date on which the review request was sent.

Status

The "Current Status" column provides information regarding whether the review requests have been successfully completed or not.

Review Request Retries

This column illustrates the total number of times you've sought a review from a specific customer.