Settings for Managing Reviews

Modified on Mon, 26 Aug at 5:06 PM

The Reputation tab includes a section for Review Management, which allows users to customize the appearance of their review requests and display company reviews through a website widget. Users can create a review link to send to customers and personalize their SMS and email requests to better align with their company’s messaging.

Note: Access to certain features may vary based on user permissions.

Manual Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or manually to individual contacts by clicking the Send Review Request button.


Send Review Request

After clicking the Send Review Request button, you'll need to input the contact's information, including their name and either a valid email address or phone number.


Contact Information

Google Review Link

The Google Review Link feature allows users to create a unique, trackable link that can be shared with customers, directing them straight to your company’s Google review page. To generate a new link, click the Generate Link button.


Generate Link

Review Request Triggers

You can customize how review requests are sent based on your preferences. Choose whether to send review requests instantly and just once, or schedule them according to your needs.


Review Request Triggers

SMS Review Request Customization

In the SMS Review Request Customization section, users can modify their review request SMS to better reflect their company’s messaging. To enable custom SMS messages, toggle the switch.


Customize SMS

Preview SMS Changes

In the Preview SMS Changes section, users can see real-time previews of any modifications made to their SMS messages.


Preview SMS

Add SMS Image

To include an image in your SMS, you can turn on the feature here. When you're ready to add an image, click the button to upload your file.


Add SMS Image

Customize SMS Message

You can customize the body of the SMS message by simply typing in your desired text.


Customize SMS Message

Email Review Request Customization

In the Email Review Request Customization section, users can adjust their review request emails to better match their company’s branding. To enable custom email messages, toggle the switch.


Customize Review Email

Customize Email

With the integrated email builder, you can easily design your review email to fit your brand. Click on Open Email Builder to access it.


Open Email Builder

You can preview your template in different formats by clicking on the preview option.


Preview Email

Outside of the builder, you can set up the email subject and customize the Review Request Triggers for sending reviews.

  • Email Subject: Customize the subject of your review request email to grab your customer’s attention.

  • When to Send Email after Check-in?: Choose when to send this email or SMS after your customer checks in. Options include sending immediately, at specific intervals, or setting a custom timeframe.

  • Until Clicked, Repeat Every: This setting controls the frequency of the email until the recipient responds. The automation stops once the contact clicks the links in the email or SMS.

  • Maximum Retries: Set a maximum number of retries so the system doesn’t send the email indefinitely.

Email Settings

Put A Review Widget On Your Website

To showcase your company’s reviews on your website, you can customize a website widget here.


Website Review Widget

Review Widget Preview

Similar to the SMS and email previews, you can view real-time changes to the website widget as you customize it.


Widget Preview

Preview Widget Based on Device Type

To see how the website widget will appear on different devices, you can select from options like laptop, tablet, or mobile.


Preview Widget Based on Device Type

Website Review Widget Customization

In this section, you can further customize the widget:

  1. Layout: Control the overall look of the widget, including selecting the source, order, and number of reviews displayed on your website. You can also toggle off the "powered by" text if desired.

    Widget Layout

  2. Content: Customize the header text, such as "Amazing Customer Reviews," to suit your website’s tone.

    Widget Content

  3. Appearance: Adjust fonts and colors to match your brand's aesthetic.

    Widget Appearance

  4. Embed Code: To add the widget to your website, paste the provided HTML code into your webpage. If you're using a website builder within the system, you can drag and drop the widget as an element.

    Widget Embed Code



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article