Sending Review Requests

In the Requests section, you can view a detailed list of all the review requests you’ve sent, regardless of whether they have been completed by the recipients. This section also provides important details about each customer who received a request, helping you keep track of your customer engagement. This organized record is crucial for monitoring the progress of your feedback collection efforts and refining your strategy to improve your online reputation.

Note: Your access to certain features may depend on your user permissions.

Sending Manual Review Requests

You have the flexibility to send review requests either automatically via workflows, campaigns, and triggers, or manually by selecting the Send Review Request button for specific contacts.

To customize the appearance of a review request, navigate to the Reputation Management section in the CRM settings. After clicking the Send Review Request button, you’ll need to enter the contact's information, including:

• Name

• Valid phone number

• Valid email address

• Preferred method for receiving the review request

Adjusting Timeframes

If you receive a message prompting you to send review requests before proceeding, navigate to your CRM settings and go to the Reputation Management section to customize your review requests' appearance. If you don't see this message, you can continue with the current guided tour.

Overview of the Review Request List

The Review Request List provides a comprehensive view of all your review requests. The data in this list helps you assess the effectiveness of your review requests:

• Invite Sent To: Displays the recipient of the review request.

• Email or Phone Number: Shows either the email or phone number used to send the review request.

• Request Sent By: Identifies which CRM user or employee sent the request.

• Date Sent: Indicates the date the review request was sent.

• Current Status: Reflects whether the review request has been completed.

• Review Request Retries: Shows how many times a review request was sent to a particular customer.

This overview allows you to maintain control over your review process, ensuring that you effectively engage with your customers and manage their feedback.