Help and FAQ

On this page, you’ll find the most common questions about ReviewLogix Customer Review Management.

Please checkout the FAQ below before contacting us or submitting a support request.

Account Management

Add ReviewLogix as a manager on Google My Business

Add a Manager on Google My Business

1. Sign in to Google My Business.

2. If you only have 1 listing, proceed to step 3. If you have two or more listings, switch to card view and click Manage location for the listing you’d like to manage.

3. Click Users from the menu on the left side of the screen.

4. In the top right corner, click the “Invite new managers” icon .

5. Enter the name or email address of the user you’d like to add. To add Get More Reviews as a manager, use the email address “manager@reviewlogix.com”.

6. Select the user’s role by choosing Owner, Manager, or Communications manager.

7. Click Invite. Invitees will have the option to accept the invitation and immediately become listing owners or managers.

How can I cancel my account

You can cancel your account at any time. You will not be billed again past your cancellation date. To cancel, open a support ticket.

I forgot my password on the Review Dashboard

You can request a password reset for your Review Dashboard by going to:

https://go.reviewlogix.com/users/password/new

Please remember that the Review Dashboard login (at https://go.reviewlogix.com) is different than the Support & Billing Account login (at https://reviewlogix.com).

How do I change my password on my review dashboard?

To change the password on your review dashboard, go to:

https://go.reviewlogix.com/account/password

Please remember that the Review Dashboard login (at https://go.reviewlogix.com) is different than the Support & Billing Account login (at https://reviewlogix.com).

Adding and Managing Your Customers to Drip/Reminder Campaigns

How do I send out a review invite via text message?

  • Invite your customers to visit your landing page via text message
  • Collect mobile numbers via our native opt-in form

You can quickly engage your customers in the review writing process by guiding them to your landing page via a text message with a link to your landing page URL.

Note: When using our text message system, you agree to abide by our terms of service and only send mobile communications to customers who have agreed to receive them. Please ensure that the customer has ‘opted in’ of their own accord.

1) Enable text on your page

Text messaging is enabled on a page-by-page basis, for an additional charge that varies by country and account type (US Agency pricing is shown in the example below). Add it to your landing page by navigating to Dashboard > Invites > Phone/Text and clicking the Add Phone/Text button.

Note that you can also set a monthly text message limit that will automatically prevent sending further texts after reaching that number in a given month. The default limit is 200. To edit the limit, simply click the number displayed next to Text message limit: and type in a new number.

2) Setup a local sender number

This is the number that your customers will see in the ‘From’ field. You can specify an area code. Click Find Available Numbers and you’ll be presented with a list of phone numbers to choose from.

Select a number and press Continue.

3) Customize your message

You can customize the content of your SMS message by navigating to Dashboard > Invites > Phone/Text. Click on the text in the Text Message Template to edit it (you can use the same placeholders available for the automated emails).

Please note: Our text messages use industry-standard SMS technology, which has a 160-character limit. Messages that exceed this length will be broken up into multiple messages on many (but not all) recipient phones. These additional messages are billable. We therefore recommend abiding by this character limit. 

Clicking out of the text box will automatically save your changes. You can send yourself a test SMS by clicking Send a Test and specifying a recipient number.

Below the template, you can see both your text messages sent this month and your monthly text message limit. Account owners, admins, and staff can edit the limit by clicking on the number and typing in a new number. This information is also available in the top-right corner of any page on the Invites tab.

usage meter

4) Collect opt-ins and send

To send an text invite to a client, collect their opt-in via the opt-in form located in Dashboard > Invites > Invite & Opt-in Forms.

Present this form to your customers at the point of sale via a dedicated kiosk (an iPad or computer with an internet browser will suffice).

The opt-in form lives on its own URL – your landing page URL appended with “/optin”. For example, if your landing pages lives at:

http://myreviews.com/newpage

Your opt-in form URL will be:

http://myreviews.com/newpage/optin

The customer only needs to provide their phone number and first name (last name is optional). They will receive your text message immediately after opting in. They will then be moved to the Inactive Recipients list (this list combines both phone numbers and email addresses).

You can also bulk upload text recipients via a CSV spreadsheet.

What happens if a customer replies to my message?

They will receive another message repeating the opt-out instructions.

SMS response

How do I manually add a single contact to the recipient list?

First, go to Dashboard > Invites > Recipients.

click the Add a Recipient button in the top right area of the screen.

In the Add a Recipient window, add the following information:

  1. Check the Email box for email recipients, SMS box for text message recipients, or both to add both contact methods for the same recipient
  2. Enter the recipient’s email address and/or mobile phone number (required, based on what you’ve selected in step 1)
  3. Add the recipient’s first name (required) and last name (optional)
  4. Add any optional tags, separated by spaces
  5. Confirm that your recipients have opted in to receving campaign emails and/or texts from you by checking the checkbox at the bottom of the window
  6. Click Add Recipient to finish

They will then be added to the Pending Recipients list. Once they’re moved to the Active Recipients list, they will automatically begin receiving your campaign. Note that you can have a maximum of 100 active recipients at a time.

Why? By capping the active recipient list, we’re doing two things:

  • Protecting you from spam detection
  • Ensuring a steady trickle of reviews instead of a sudden flood, making your business more trustworthy in the eyes of your potential customers.

How do I manually deactivate or delete a recipient?

  • Manually move a recipient to the Inactive list
  • Delete a recipient entirely

If you need to remove an address from the active recipients list before it automatically becomes inactive, you can do so manually. To manually deactivate a recipient, navigate to Dashboard > Invites > Recipients.

Click the green ‘check mark’ next to their name until it turns gray. They will then be moved to the Inactive list.

To delete an entry entirely, click the ‘X’ next to their entry. To undo this change, you will have to re-add them to your recipient list.

How do I deactivate recipients who have opened, clicked, or clicked out to a review site from my campaign email or text message?

You can automatically deactivate any recipients that open, click, or complete the funnel via a review invite campaign email by going to Dashboard > Invites > Recipients > Email/Text Activity.

email-text activity tab sep 25 2017

From here, you have three different deactivation criteria you can choose from:

  • Deactivate recipients on open?: Recipients will be deactivated after opening a campaign email or text
  • Deactivate recipients on click?: Recipients will be deactivated after both opening and clicking the link inside a campaign email or text
  • Deactivate recipients on clickthrough?: Recipients will be deactivated after clicking out to a review site from the landing page they’ve accessed via a campaign email or text link

deactivate on clickthrough

For your preferred feature, click the No text to toggle Yes instead. When Yes is toggled, recipients will be automatically moved to the Inactive list when they have completed the indicated action.

Note: we recommend only toggling one option to Yes.

What are pending, active, and inactive recipients?

  • Pending recipients have been uploaded into the system but are not yet receiving your campaign emails
  • Active recipients are currently receiving drip campaign emails
  • Inactive recipients have either received all emails, unsubscribed, or submitted a review directly to your landing page (i.e. not to any third-party site)
  • Recipients on all lists cannot be re-added (pending recipients can be updated) unless completely deleted.

Pending Recipients

When setting up an automated email drip campaign, recipients you upload (via CSV or one-by-one) will automatically be added to the ‘Pending Recipients’ list, where they will stay until one of the following happens:

  • They’re automatically moved to the Active Recipients list (by default, happens once daily between 9 and 11 AM)
  • They’re manually moved to the Active Recipients list (after clicking Activate all Pending Recipients or toggling the ‘check mark’ in their entry on/green).

Auto-activating recipients

This feature will automatically move a set number of recipients to your Active Recipients list every day (provided that there is enough room on the Active recipients list). By default, Auto-activate pending recipients daily? is set to Yes. You can then set how many recipients per day you’d like to activate (the default is 100).

Active Recipients

Once recipients have been moved to the Active Recipients list, they will stay there until one of the following happens (note that you can have up to 1000 active recipients at a time as a paid subscriber, 100 active recipients during free trial)

Inactive Recipients

When an recipient is no longer active, they will be moved to the Inactive Recipientslist. Click the Inactive tab to view.

Inactive recipients stay on the list for 180 days (unless you manually delete them or change the expiration date), after which they can be re-added as active recipients. Inactive recipients cannot be re-activated. They must be deleted, then re-added as new recipients. The system will prevent you from re-uploading recipients on the ‘inactive’ list, thus preventing you from sending your campaign to the same customer twice. There is no cap on inactive recipients.

Activity Tab

To see recipient activity, click on the Activity tab.

How do I create a CSV or XLSX of customers to upload into the ReviewLogix App to send reminders?

  • Quickly add many email addresses or phone numbers to your drip campaign
  • Create a CSV or XLSX using most spreadsheet programs (e.g. Excel, Google Sheets, Numbers)

While you can manually enter campaign recipients one by one, we also allow you to bulk upload recipients using a .CSV (Comma Separated Values) or .XLSX (MS Excel) spreadsheet. Our automated email drip campaigns allow you to have up to 100 active recipients at a time, but you can have up to 5,000 pending recipients at any given time.

1) Create a .CSV or .XLSX file

Using spreadsheet software like Excel or Google sheets, create a new file with three columns (A, B, and C).

Alternately, you may be able to export a list of customers from another system, like a point-of-sale system, email marketing application, CRM, or quickbooks.

Make sure that you have columns for first name (required), email address (required) and last name (optional). For easiest upload, name the headers email_addressfirst_name, and last_name in the first row of each respective column.

Note: Don’t worry if your headers titles don’t exactly match. If your headers don’t match our guidelines, you will be prompted to match them after uploading the CSV. For example, you can use “First Name” instead of “first_name”.

SMS

If you are uploading phone numbers, you can add an additional column for phone_number.

Recipient tags (OPTIONAL)

If you want to tag your recipients – e.g. adding a “january” tag to identify a recipient who completed a transaction in January; or “frank” to identify a recipient who was helped by Frank the salesman – you can create an additional column with the header tags.

When entering multiple tags for the same recipient, separate each tag with a comma.

For Multi-location profiles only – add a shortname (OPTIONAL)

If you have a multi-location profile and wish to maintain separate email campaigns for each location, you can use the shortname tag to specify a location using the profile’s associated shortname. Create an additional column (column D) with the header titled shortname. With shortnames you will only need one CSV to upload to all locations.

Note: if no shortname is listed in the CSV, the recipient will be added to the recipient list of whichever profile you uploaded from.

2) Add in your contacts

Begin filling the blank rows with your recipient data.

If you have SMS enabled on your profile, the CSV can also accept your customer phone numbers. The following phone number formats are acceptable:

  • (123) 456-7890
  • 123-456-7890
  • 1234567890

You can place email addresses and phone numbers in the same file – simply add a phone_number column in column B of your CSV (placing first_name and last_name in C and D, respectively). You can add an email address and phone number for the same recipient, but you must do so in separate files or we will recognize them as duplicates (prioritizing the email address and dropping the phone number)

The finished CSV file could look similar to this:

IMPORTANT: To avoid errors, make sure your document doesn’t contain any blank rows or unnecessary information. When you’re done, make sure to save the sheet in .XLSX or .CSV format (the latter is not the default setting of most programs).

Once you’ve created your CSV recipient list, the next step is to upload it into your account.

How do I upload a list of customers into the ReviewLogix App to send reminders by text or email?

  • Upload multiple recipients into your automated email drip campaign using a CSV or XLSX file
  • Upload multiple recipients to multiple locations all from one file using ‘shortname’

Once you’ve created your CSV or XLSX file, navigate to Dashboard > Invites.

In the top right corner, click Upload CSV/XLSX.

Browse to your file.

If your file headers don’t match those outlined in the formatting guidelines, you’ll be asked to drag and drop your headers to the information they represent. For example, if your file contains a header titled “name”, and you want that to be matched to the “first name” field when you upload – simply drag and drop the blue “name” box on the left over to the green “First name” box on the right to match it.

You will then be given the opportunity to make any last-minute edits. When you’re done, click Upload again.

The entries will then appear on the Pending Recipients list. Once the recipients have been moved to the Active Recipients list, the campaign will automatically send out the first campaign email – no further intervention is required.

To activate Pending Recipients immediately, click the “Activate All Pending Recipients” button (NOTE: If you do not see this button immediately, refresh your browser).

Note that there is a hard limit of 5,000 pending recipients at any given time. The system will prevent any upload that brings your total above that limit.

How do I add another email to my customer review request campaign?

our review request tool defaults to 3 emails in your campaign – an initial request and 2 “reminder” emails. However, you can customize your campaign to add additional emails. Follow these steps to add a new email to your campaign.

Note: Changes made to your email sequence will not apply to existing active recipients. Only recipients activated after changes are made will receive the revised sequence.

Adding a new email

Navigate to Dashboard > Invites > Email. On the left side of the screen, click Add an Email.

You’ll see the following panel appear:

  • First, use the Email name (internal) box to set an internal name for your email that makes it easily identifiable.
  • Specify when you would like the new email to be sent in When to send (note that all dates refer to the number of days after the recipient is added to the system. After you select a date, you will be able to select a time of day (except when selecting Immediately).
  • Specify a subject line.

Finally, compose your email using our full-featured HTML editor. Note that we provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_short_url]] – adds a shortened landing page URL
  • [[profile_address]] – add the business address

At the bottom of the email creation menu, toggle on the Use custom footer?checkbox.

You’ll then be able to add in your custom email footer. When creating your footer, keep in mind the following:

  • You must use the [[unsubscribe]] placeholder somewhere in your footer – this adds the unsubscribe link. You can change the Unsubscribe link text in the corresponding box.
  • We strongly recommend using the [[profile_address]] placeholder to put the business address in the footer.

The end footer result will look similar to this:

When you’re finished, click ‘Create Email’.

Adding Multiple Providers or Locations

What if there are multiple service providers (e.g. physicians) within the same place of service?

Each additional service provider within the same place of service (e.g. physicians’ practice) costs $47/month. All providers must be part of the same business name and legal entity. There is a discount for annual billing.

Adding Review Sites for Your Review Funnel

Adding Review Sites for my customers to leave a review on

You can add links from any of 100 review sites we support to your landing page. Please open a support ticket to tell us which review site you want us to add to your account. Obviously, you will need to have a profile on that review site to direct your customers to. If you don’t know or want to set up the profile yourself, please tell us so on the support ticket. Extra costs will be involved – please see our pricing page for more details.

 

Bad Review Blocker and Segmenting Your Customers Inside the Review Funnel

Cell Phone Texting Campaigns

How do I send out a review invite via text message?

  • Invite your customers to visit your landing page via text message
  • Collect mobile numbers via our native opt-in form

You can quickly engage your customers in the review writing process by guiding them to your landing page via a text message with a link to your landing page URL.

Note: When using our text message system, you agree to abide by our terms of service and only send mobile communications to customers who have agreed to receive them. Please ensure that the customer has ‘opted in’ of their own accord.

1) Enable text on your page

Text messaging is enabled on a page-by-page basis, for an additional charge that varies by country and account type (US Agency pricing is shown in the example below). Add it to your landing page by navigating to Dashboard > Invites > Phone/Text and clicking the Add Phone/Text button.

Note that you can also set a monthly text message limit that will automatically prevent sending further texts after reaching that number in a given month. The default limit is 200. To edit the limit, simply click the number displayed next to Text message limit: and type in a new number.

2) Setup a local sender number

This is the number that your customers will see in the ‘From’ field. You can specify an area code. Click Find Available Numbers and you’ll be presented with a list of phone numbers to choose from.

Select a number and press Continue.

3) Customize your message

You can customize the content of your SMS message by navigating to Dashboard > Invites > Phone/Text. Click on the text in the Text Message Template to edit it (you can use the same placeholders available for the automated emails).

Please note: Our text messages use industry-standard SMS technology, which has a 160-character limit. Messages that exceed this length will be broken up into multiple messages on many (but not all) recipient phones. These additional messages are billable. We therefore recommend abiding by this character limit. 

Clicking out of the text box will automatically save your changes. You can send yourself a test SMS by clicking Send a Test and specifying a recipient number.

Below the template, you can see both your text messages sent this month and your monthly text message limit. Account owners, admins, and staff can edit the limit by clicking on the number and typing in a new number. This information is also available in the top-right corner of any page on the Invites tab.

usage meter

4) Collect opt-ins and send

To send an text invite to a client, collect their opt-in via the opt-in form located in Dashboard > Invites > Invite & Opt-in Forms.

Present this form to your customers at the point of sale via a dedicated kiosk (an iPad or computer with an internet browser will suffice).

The opt-in form lives on its own URL – your landing page URL appended with “/optin”. For example, if your landing pages lives at:

http://myreviews.com/newpage

Your opt-in form URL will be:

http://myreviews.com/newpage/optin

The customer only needs to provide their phone number and first name (last name is optional). They will receive your text message immediately after opting in. They will then be moved to the Inactive Recipients list (this list combines both phone numbers and email addresses).

You can also bulk upload text recipients via a CSV spreadsheet.

What happens if a customer replies to my message?

They will receive another message repeating the opt-out instructions.

SMS response

How do I edit the email and text review requests that are sent to my customers?

You may want to edit the default text of your drip campaign emails to better suit the tone and specifics of your business. Navigate to Dashboard > Invites > Email.

Select the message you would like to edit on the left side of the screen.

Hover over the field that you would like to edit until it is highlighted and a pencil appears, then click on the field.

If you are editing the email text, click ‘Save’ to save your changes (note that this section can accommodate styling in the form of HTML – simply click the <> button in the editor to add in your pre-made HTML message). Changes to other fields will reflect immediately (note that changes to the ‘Sent’ field will reflect on the left-hand side of the screen when you refresh the page).

We provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_address]] – adds your business address

You can send yourself a test email by clicking the Send a Test button below the email text.

To change the messaging that is in the SMS text navigate to Dashboard > Invites > Phone/Text.

Similar to the email, the system will automatically fill in the correct information for:

  • [[first_name]] – adds the recipient’s first name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL

So, make sure to leave those placeholder tags as they are and simply change the messaging around them.

Editing Email and Text Campaigns reminding customers to review your business

How do I deactivate recipients who have opened, clicked, or clicked out to a review site from my campaign email or text message?

You can automatically deactivate any recipients that open, click, or complete the funnel via a review invite campaign email by going to Dashboard > Invites > Recipients > Email/Text Activity.

email-text activity tab sep 25 2017

From here, you have three different deactivation criteria you can choose from:

  • Deactivate recipients on open?: Recipients will be deactivated after opening a campaign email or text
  • Deactivate recipients on click?: Recipients will be deactivated after both opening and clicking the link inside a campaign email or text
  • Deactivate recipients on clickthrough?: Recipients will be deactivated after clicking out to a review site from the landing page they’ve accessed via a campaign email or text link

deactivate on clickthrough

For your preferred feature, click the No text to toggle Yes instead. When Yes is toggled, recipients will be automatically moved to the Inactive list when they have completed the indicated action.

Note: we recommend only toggling one option to Yes.

How do I upload a list of customers into the ReviewLogix App to send reminders by text or email?

  • Upload multiple recipients into your automated email drip campaign using a CSV or XLSX file
  • Upload multiple recipients to multiple locations all from one file using ‘shortname’

Once you’ve created your CSV or XLSX file, navigate to Dashboard > Invites.

In the top right corner, click Upload CSV/XLSX.

Browse to your file.

If your file headers don’t match those outlined in the formatting guidelines, you’ll be asked to drag and drop your headers to the information they represent. For example, if your file contains a header titled “name”, and you want that to be matched to the “first name” field when you upload – simply drag and drop the blue “name” box on the left over to the green “First name” box on the right to match it.

You will then be given the opportunity to make any last-minute edits. When you’re done, click Upload again.

The entries will then appear on the Pending Recipients list. Once the recipients have been moved to the Active Recipients list, the campaign will automatically send out the first campaign email – no further intervention is required.

To activate Pending Recipients immediately, click the “Activate All Pending Recipients” button (NOTE: If you do not see this button immediately, refresh your browser).

Note that there is a hard limit of 5,000 pending recipients at any given time. The system will prevent any upload that brings your total above that limit.

How do I add another email to my customer review request campaign?

our review request tool defaults to 3 emails in your campaign – an initial request and 2 “reminder” emails. However, you can customize your campaign to add additional emails. Follow these steps to add a new email to your campaign.

Note: Changes made to your email sequence will not apply to existing active recipients. Only recipients activated after changes are made will receive the revised sequence.

Adding a new email

Navigate to Dashboard > Invites > Email. On the left side of the screen, click Add an Email.

You’ll see the following panel appear:

  • First, use the Email name (internal) box to set an internal name for your email that makes it easily identifiable.
  • Specify when you would like the new email to be sent in When to send (note that all dates refer to the number of days after the recipient is added to the system. After you select a date, you will be able to select a time of day (except when selecting Immediately).
  • Specify a subject line.

Finally, compose your email using our full-featured HTML editor. Note that we provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_short_url]] – adds a shortened landing page URL
  • [[profile_address]] – add the business address

At the bottom of the email creation menu, toggle on the Use custom footer?checkbox.

You’ll then be able to add in your custom email footer. When creating your footer, keep in mind the following:

  • You must use the [[unsubscribe]] placeholder somewhere in your footer – this adds the unsubscribe link. You can change the Unsubscribe link text in the corresponding box.
  • We strongly recommend using the [[profile_address]] placeholder to put the business address in the footer.

The end footer result will look similar to this:

When you’re finished, click ‘Create Email’.

How do I edit the email and text review requests that are sent to my customers?

You may want to edit the default text of your drip campaign emails to better suit the tone and specifics of your business. Navigate to Dashboard > Invites > Email.

Select the message you would like to edit on the left side of the screen.

Hover over the field that you would like to edit until it is highlighted and a pencil appears, then click on the field.

If you are editing the email text, click ‘Save’ to save your changes (note that this section can accommodate styling in the form of HTML – simply click the <> button in the editor to add in your pre-made HTML message). Changes to other fields will reflect immediately (note that changes to the ‘Sent’ field will reflect on the left-hand side of the screen when you refresh the page).

We provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_address]] – adds your business address

You can send yourself a test email by clicking the Send a Test button below the email text.

To change the messaging that is in the SMS text navigate to Dashboard > Invites > Phone/Text.

Similar to the email, the system will automatically fill in the correct information for:

  • [[first_name]] – adds the recipient’s first name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL

So, make sure to leave those placeholder tags as they are and simply change the messaging around them.

Email Campaigns

How do I add another email to my customer review request campaign?

our review request tool defaults to 3 emails in your campaign – an initial request and 2 “reminder” emails. However, you can customize your campaign to add additional emails. Follow these steps to add a new email to your campaign.

Note: Changes made to your email sequence will not apply to existing active recipients. Only recipients activated after changes are made will receive the revised sequence.

Adding a new email

Navigate to Dashboard > Invites > Email. On the left side of the screen, click Add an Email.

You’ll see the following panel appear:

  • First, use the Email name (internal) box to set an internal name for your email that makes it easily identifiable.
  • Specify when you would like the new email to be sent in When to send (note that all dates refer to the number of days after the recipient is added to the system. After you select a date, you will be able to select a time of day (except when selecting Immediately).
  • Specify a subject line.

Finally, compose your email using our full-featured HTML editor. Note that we provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_short_url]] – adds a shortened landing page URL
  • [[profile_address]] – add the business address

At the bottom of the email creation menu, toggle on the Use custom footer?checkbox.

You’ll then be able to add in your custom email footer. When creating your footer, keep in mind the following:

  • You must use the [[unsubscribe]] placeholder somewhere in your footer – this adds the unsubscribe link. You can change the Unsubscribe link text in the corresponding box.
  • We strongly recommend using the [[profile_address]] placeholder to put the business address in the footer.

The end footer result will look similar to this:

When you’re finished, click ‘Create Email’.

How do I edit the email and text review requests that are sent to my customers?

You may want to edit the default text of your drip campaign emails to better suit the tone and specifics of your business. Navigate to Dashboard > Invites > Email.

Select the message you would like to edit on the left side of the screen.

Hover over the field that you would like to edit until it is highlighted and a pencil appears, then click on the field.

If you are editing the email text, click ‘Save’ to save your changes (note that this section can accommodate styling in the form of HTML – simply click the <> button in the editor to add in your pre-made HTML message). Changes to other fields will reflect immediately (note that changes to the ‘Sent’ field will reflect on the left-hand side of the screen when you refresh the page).

We provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_address]] – adds your business address

You can send yourself a test email by clicking the Send a Test button below the email text.

To change the messaging that is in the SMS text navigate to Dashboard > Invites > Phone/Text.

Similar to the email, the system will automatically fill in the correct information for:

  • [[first_name]] – adds the recipient’s first name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL

So, make sure to leave those placeholder tags as they are and simply change the messaging around them.

Getting Results in Customer Reviews

How many reviews can I expect to see

The industry average is around a 15-20% customer review conversion rate. The more customers you send to your review generating funnel, the more will convert to generate a review. Remember that unhappy customers are typically directed to a private page where they will vent privately rather than encouraged to leave a review. You can change this setting

How long does it take to see results in the number of customer reviews?

By sending your customers to leave a review on your personalized review generation page (in the format of go.review/yourbusinessname), your customers will find it very easy to leave reviews on the major review site of their (and your) choice.

You can make it very easy for your customers to leave reviews by:

  • having a sign in your establishment with this address encouraging customers to leave reviews
  • giving your customers a small business card with this address printed on it
  • sending (free unlimited) emails to gently remind them to leave reviews
  • sending (free up to 500 per month) text messages to remind them to leave reviews.
  • attaching a small code snippet to the bottom of your email signature to encourage them to leave reviews

The more of these techniques that you do, the faster your results will ramp up. Typically, if you enter in customers on day 1 of starting to use our software tool you should see reviews starting to come in on day 2 and 3.

Getting Started and Free Trial

Legal Issues

Is your site HIPAA compliant?

The HIPAA Privacy Rule regulates the use and disclosure of Protected Health Information (PHI) by medical service providers, among others. Like many user-operated online services, our platform gives you the tools for uploading, gathering and publishing information, and such tools can be used in both compliant and non-compliant ways. Healthcare providers should adopt practices that do not compromise their obligations with respect to PHI under HIPAA.

Many uses of our platform do not involve disclosure or use of “protected health information” (PHI), defined as personally-identifiable information about a patient’s health. Patients who willingly write reviews for public consumption, either on our platform or via third-party review publishers such as Google and Facebook, agree to make that information public or license it with an attribution that they themselves define.

In cases where PHI may come into play, reasonable safeguards are taken such as encrypting sensitive information and making it available to you only under gated, password-protected access through an encrypted connection, consistent with HIPAA and other privacy regulations. We can further provide our standard “business associate agreement” (BAA) to covered entities.

Of course, since users have extensive freedom to use our tools as they wish–including providing others access to their accounts–users are ultimately responsible for maintaining good security policies and the patient privacy mandate.

Disclaimer

The materials on this website are provided for informational purposes only and do not constitute legal advice. These materials are intended, but not promised or guaranteed to be current, complete, or up-to-date and should in no way be taken as an indication of future results. Transmission of the information is not intended to create, and the receipt does not constitute, an attorney-client relationship between sender and receiver. The newsletters and articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute legal advice or legal opinions. You should not act or rely on any information contained in this website without first seeking the advice of an attorney.

Who owns my reviews?

  • Third-party sites typically retain ownership of review content posted to their sites
  • Reviews submitted directly to your landing page are yours forever

Most often, third-party review sites retain the rights to content published about your business on their site. In other words, it’s against their terms of service to re-use the reviews published on their site for any other purpose. That’s why we only use a short snippet of third-party reviews in our review stream – to remain compliant with their terms of service (ToS).

However, any reviews you collect directly via our platform (using the Review Now button or Review First layout) are yours forever. You can do whatever you’d like with them, and they remain yours even if you cancel your account with us (just make sure to save them somewhere else so you don’t lose them – we don’t hang onto them after you’ve deleted your account).

Monitoring and Responding to Reviews

Add ReviewLogix as a manager on Google My Business

Add a Manager on Google My Business

1. Sign in to Google My Business.

2. If you only have 1 listing, proceed to step 3. If you have two or more listings, switch to card view and click Manage location for the listing you’d like to manage.

3. Click Users from the menu on the left side of the screen.

4. In the top right corner, click the “Invite new managers” icon .

5. Enter the name or email address of the user you’d like to add. To add Get More Reviews as a manager, use the email address “manager@reviewlogix.com”.

6. Select the user’s role by choosing Owner, Manager, or Communications manager.

7. Click Invite. Invitees will have the option to accept the invitation and immediately become listing owners or managers.

Respond to Facebook and Google reviews directly from the Dashboard

In your App Dashboard, go the Links (beta) tab. If you do not see the Links (beta) tab inside your account, please open a support ticket to enable this feature.

Next, select Google or Facebook from the list on the left side of the screen. You can connect both to be able to respond to reviews from either Google or Facebook.

On the right side of your screen, click Connect your Google/Facebook account.

A pop-up will appear (make sure your pop up blocker is disabled for our website). Follow the prompts to connect your Google or Facebook account. Click “Allow” or “Ok” to approve all authorizations. You may need to log in.

After you have authorized our connection with your Google My Business (GMB) or Facebook Business Manager (FBM) account, you’ll see a new menu of options on the right side of your screen. If you have multiple listings under the same account, you may first need to select the listing that matches your profile.

If you have multiple options in your drop-down menu, make sure to click the blue “Save” button once you’ve selected the correct listing.

Once connected, you’ll be able to directly push edits to your basic listing info (i.e. the edits made here will show up on the corresponding Google listing).

Now, you’re ready to respond to reviews!

Responding from the ‘Reviews’ tab

Now that your GMB/FBM account is integrated, you will see a new Respond option for Google and/or Facebook reviews in Dashboard > Reviews > All Reviews.

For any given Google or Facebook review, you can respond directly from the Reviewstab by clicking the Respond NOW button.

After clicking, a pop-up box will appear. Create or edit your response here, and click Create/Update Response when finished.

That’s it! Your response will appear on your listing. You can Click to view on Google/Facebook to confirm that your response has been posted.

Respond to Google & Facebook reviews from inside your dashboard

Once your Google My Business (GMB) or Facebook Business Manager (FBM) account is integrated by your account administrator, you will see a new Respond option for Google and/or Facebook reviews in Dashboard > Reviews > All Reviews.

For any given Google or Facebook review, you can respond directly from the Reviews tab by clicking the Respond NOW button.

After clicking, a modal pop-up will appear. Create or edit your response here, and click Create/Update Response when finished.

That’s it! Your response will appear on your listing. You can Click to view on Google/Facebook to confirm that your response has been posted.

Obtaining Customer Reviews

How do I collect reviews directly on my review funnel landing page?

  • Collect reviews and feedback directly on your landing page without directing visitors to a third party site
  • Change your landing page layout to only collect direct feedback
  • Place a button on your landing page giving visitors the option to leave direct feedback

Whether your campaign goals don’t require third-party reviews , you simply want to provide visitors with the option to leave you direct feedback, or you want to collect direct feedback on site, our system can accommodate you.

Review First Layout

The Review First layout allows you to collect reviews directly on your landing page before presenting happy reviewers with the optional prompt to copy their newly written review and submit it to a third-party site.

Review First beta

review first positive submission
What happy reviewers see after submitting their review with the ‘Review First’ layout

 

review first negative submission
What unhappy reviewers see when submitting their review with the ‘Review First’ layout

 

To use the Review First layout, navigate to Dashboard > Funnel > Setup. Under the Branding and Design header, find Review Funnel Layout and click the Change button.

review funnel layout change hlt

Select Review First.

review first

Scroll to the bottom of the Setup panel and click Update Setup to save your changes.

update setup

Note that reviewers are very unlikely to repeat the process of writing a review once they have already completed one. If you are more interested in getting reviews on third-party sites, please use one of our other layouts.

Review Now Button

The Review Now button allows you provide the option to directly submit a review while also providing third-party options.

To add the Review Now button to your landing page, navigate to Dashboard > Funnel > Links > Your Review Site Links and click Add a Link.

add a link

Scroll down to the bottom of the list, where you’ll find the Other Link Types category.

Click the Review Now button. You’ll be prompted to customize the button image (for best results, upload a 250 x 100 pixel image) or text, messaging, and to add any additional instructions you’d like to provide.

Press Submit and your new button will be created.

Note that reviews submitted directly via either of these methods are yours to keep – we do not claim ownership over any content submitted to your landing page.

How do I upload a list of customers into the ReviewLogix App to send reminders by text or email?

  • Upload multiple recipients into your automated email drip campaign using a CSV or XLSX file
  • Upload multiple recipients to multiple locations all from one file using ‘shortname’

Once you’ve created your CSV or XLSX file, navigate to Dashboard > Invites.

In the top right corner, click Upload CSV/XLSX.

Browse to your file.

If your file headers don’t match those outlined in the formatting guidelines, you’ll be asked to drag and drop your headers to the information they represent. For example, if your file contains a header titled “name”, and you want that to be matched to the “first name” field when you upload – simply drag and drop the blue “name” box on the left over to the green “First name” box on the right to match it.

You will then be given the opportunity to make any last-minute edits. When you’re done, click Upload again.

The entries will then appear on the Pending Recipients list. Once the recipients have been moved to the Active Recipients list, the campaign will automatically send out the first campaign email – no further intervention is required.

To activate Pending Recipients immediately, click the “Activate All Pending Recipients” button (NOTE: If you do not see this button immediately, refresh your browser).

Note that there is a hard limit of 5,000 pending recipients at any given time. The system will prevent any upload that brings your total above that limit.

How do I collect reviews while the customer is at my business location?

  • Collect reviews at the point of sale while complying with review sites’ terms of service
  • Must have the Review First landing page layout selected

The practice of collecting reviews at the point of sale is explicitly forbidden by most major review sites. They will be able to detect that all of your reviews are coming from the same IP address. At best, detection results in your reviews never being published. At worst, sites like Yelp may place a warning on your business listing indicating to readers that you’ve been engaging in ‘suspicious activity’.

However, catching a customer’s attention as soon as possible after their interaction with your business greatly increases your ability to convert them into reviewers. While our printed invites and automated email campaigns are designed with this short time window in mind, some verticals may be even more time sensitive than others. That’s why we’ve introduced the Terms of Service-compliant Kiosk mode option.

With this option, customers will first leave a review (good or bad) at your location. This review is saved on our system but is not posted on any third party review websites.

Happy customers who have submitted a good review while at your location will then receive the text of their review in an email along with a request to copy and paste the review at one of your review site links, which they can access from the email.

Unhappy customers will not receive a follow-up email.

By requiring the reviewer to submit the third party review later on from their own device, you are not only remaining compliant with the review sites’ terms of service, but you’re providing the reviewer with a tangible reminder and easy way to complete the third-party review process.

Getting Started with Review Monitoring

  • Add Review Monitoring to keep track of activity on an unlimited number of review sites
  • Automatically stream your latest and greatest reviews to your website and social media profiles

Review Monitoring allows you to see review activity across all of your review site links in near real-time, receive email alerts whenever new reviews are posted, and to display a stream of your latest and greatest reviews on your website and review funnel landing page, and automatically share positive reviews to your social media profiles.

Adding Review Monitoring

To add review monitoring, navigate to Dashboard > Reviews. Click the Add Review Monitoring button.

 

Once monitoring has run (it will run once when first activated, then nightly thereafter – meaning that your new review will be loaded in – and review alerts sent out – the morning after the review is published), your Reviews page should be populated with existing reviews and look more like this:

You can choose what star ratings get published and exclude certain websites from publishing by going to Dashboard > Reviews > Monitor and Stream > Review Stream.

review stream exclusions

We can almost always pull reviews from your main listing URL. However, you may want to guide visitors to a different call-to-action URL than one we could monitor for reviews. To do so, use this guide.

Once you’ve found the right URL, click the Pencil (pencil) next to the appropriate link and paste it into the Review Monitoring URL (optional) box.

add separate reviews url facebook

 

Note that you can monitor a review site link without displaying it on your landing page. To hide a link from your page, navigate to Dashboard > Funnel > Links > Your Review Site Links. Click the check mark (next to the link you’d like to hide until it turns gray.

Adding the Review Stream to your website

Once you’ve set up Review Monitoring, you can embed a stream of your latest and greatest reviews from across the web into your website using a simple copy-and-paste widget.

Navigate to Dashboard > Reviews > Review Stream. Click the code in the box to select it, then Ctrl/Cmd + C to copy it. In the appropriate place on your website, Ctrl/Cmd + V to paste.

For more information on embedding your Review Stream, click here. Note that you can also embed the Review Stream directly into your landing page.

If you’re a WordPress user, be sure to look into our SEO-friendly Review Stream Plugin. We also have a Joomla Review Stream Module and a Drupal Review Stream Module.

Automatically share reviews to social media

By connecting your social media accounts and setting some basic rules, we’ll automatically post new reviews that meet your criteria as social media content. Read How do I auto-share my reviews to social media? for more info.

Pricing and Billing

Do you offer any discounts?

Yes, we do offer discounts for ReviewLogix subscriptions. Simply choose 6-monthly or annual (yearly) billing to avail yourself of our discounts.

In addition, if you have multiple locations for your business, or if you have multiple service providers within the same firm, they only cost an incremental “additional location” price (currently $30 per month) and not the full subscription price.

For businesses with more than 10 business locations or service providers, kindly contact us by opening an email support ticket or arranging for a phone consultation.

Will I be billed anything today?

No, you will not be billed anything until the end of your free trial. You have a full 14 days to trial our ReviewLogix Customer Review service for free. If you decide to cancel, simply open a support ticket to cancel your trial to avoid being charged at the end of your trial. For any other question, feel free to open a support ticket.

What if my business has multiple locations?

Each additional location costs $47/month. They all have to be part of the same business name and legal entity to be considered multiple locations of the same business entity. There is a discount for annual billing.

Review Stream Management

Respond to Google & Facebook reviews from inside your dashboard

Once your Google My Business (GMB) or Facebook Business Manager (FBM) account is integrated by your account administrator, you will see a new Respond option for Google and/or Facebook reviews in Dashboard > Reviews > All Reviews.

For any given Google or Facebook review, you can respond directly from the Reviews tab by clicking the Respond NOW button.

After clicking, a modal pop-up will appear. Create or edit your response here, and click Create/Update Response when finished.

That’s it! Your response will appear on your listing. You can Click to view on Google/Facebook to confirm that your response has been posted.

How do I share my reviews to social media?

  • Send out reviews on demand or automatically to Facebook and Twitter
  • Include review as an image, text, or both

Our social sharing feature allows you to publish your latest and greatest reviews to your Facebook or Twitter pages automatically.

Read on below for step-by-step instructions:

First, make sure that you are logged into the Facebook and/or Twitter account(s) you are linking (this is required for authentication).

To link your accounts, navigate to Dashboard > Reviews > Settings. Click Add Facebook account or Add Twitter account and follow the steps in the popup to authenticate your account and authorize the app.

Note: If you ever remove permissions for our app in Facebook or change your Facebook password, you will need to re-add Facebook here. Please ensure that there are no privacy restrictions in place on the page (you can do so in the page’s settings section).

Auto-share all new positive reviews

With auto-sharing, you can automatically publish reviews to your Facebook page or Twitter feed whenever they come in – no action required. Simply configure your options under Review Stream Auto-Sharing.

Share new reviews on social media:

  • Never: turns off auto-sharing
  • At a random time: publishes your new positive reviews at a random time between the hours you specify in Between and Time Zone.
  • Immediately: publishes your new positive reviews as soon as they are pulled into review monitoring

Clicking Advanced will open the template editor, where you can edit the default text/content that goes out with each post, and include an optional image of your review.

Here is an example of a social sharing review image:

Share a review on demand

Back in the Reviews tab, you’ll notice a blue Share button next to each review in the table. You can use this button to selectively share reviews to your social media pages on demand.

When clicked, you can customize and schedule a post containing your review.

There are a few placeholders you can use in your post:

  • [[snippet]]: Includes a 200-character snippet of the review.
  • [[content]]: Includes the full content of the review
  • [[attribution]]: Includes the name of the reviewer as displayed on the review site of origin

Once you’ve added content and selected a date and time, press Submit to schedule your post.

Sending Invites to Your Customers to Review Your Business

How do I send out a review invite via text message?

  • Invite your customers to visit your landing page via text message
  • Collect mobile numbers via our native opt-in form

You can quickly engage your customers in the review writing process by guiding them to your landing page via a text message with a link to your landing page URL.

Note: When using our text message system, you agree to abide by our terms of service and only send mobile communications to customers who have agreed to receive them. Please ensure that the customer has ‘opted in’ of their own accord.

1) Enable text on your page

Text messaging is enabled on a page-by-page basis, for an additional charge that varies by country and account type (US Agency pricing is shown in the example below). Add it to your landing page by navigating to Dashboard > Invites > Phone/Text and clicking the Add Phone/Text button.

Note that you can also set a monthly text message limit that will automatically prevent sending further texts after reaching that number in a given month. The default limit is 200. To edit the limit, simply click the number displayed next to Text message limit: and type in a new number.

2) Setup a local sender number

This is the number that your customers will see in the ‘From’ field. You can specify an area code. Click Find Available Numbers and you’ll be presented with a list of phone numbers to choose from.

Select a number and press Continue.

3) Customize your message

You can customize the content of your SMS message by navigating to Dashboard > Invites > Phone/Text. Click on the text in the Text Message Template to edit it (you can use the same placeholders available for the automated emails).

Please note: Our text messages use industry-standard SMS technology, which has a 160-character limit. Messages that exceed this length will be broken up into multiple messages on many (but not all) recipient phones. These additional messages are billable. We therefore recommend abiding by this character limit. 

Clicking out of the text box will automatically save your changes. You can send yourself a test SMS by clicking Send a Test and specifying a recipient number.

Below the template, you can see both your text messages sent this month and your monthly text message limit. Account owners, admins, and staff can edit the limit by clicking on the number and typing in a new number. This information is also available in the top-right corner of any page on the Invites tab.

usage meter

4) Collect opt-ins and send

To send an text invite to a client, collect their opt-in via the opt-in form located in Dashboard > Invites > Invite & Opt-in Forms.

Present this form to your customers at the point of sale via a dedicated kiosk (an iPad or computer with an internet browser will suffice).

The opt-in form lives on its own URL – your landing page URL appended with “/optin”. For example, if your landing pages lives at:

http://myreviews.com/newpage

Your opt-in form URL will be:

http://myreviews.com/newpage/optin

The customer only needs to provide their phone number and first name (last name is optional). They will receive your text message immediately after opting in. They will then be moved to the Inactive Recipients list (this list combines both phone numbers and email addresses).

You can also bulk upload text recipients via a CSV spreadsheet.

What happens if a customer replies to my message?

They will receive another message repeating the opt-out instructions.

SMS response

How do I deactivate recipients who have opened, clicked, or clicked out to a review site from my campaign email or text message?

You can automatically deactivate any recipients that open, click, or complete the funnel via a review invite campaign email by going to Dashboard > Invites > Recipients > Email/Text Activity.

email-text activity tab sep 25 2017

From here, you have three different deactivation criteria you can choose from:

  • Deactivate recipients on open?: Recipients will be deactivated after opening a campaign email or text
  • Deactivate recipients on click?: Recipients will be deactivated after both opening and clicking the link inside a campaign email or text
  • Deactivate recipients on clickthrough?: Recipients will be deactivated after clicking out to a review site from the landing page they’ve accessed via a campaign email or text link

deactivate on clickthrough

For your preferred feature, click the No text to toggle Yes instead. When Yes is toggled, recipients will be automatically moved to the Inactive list when they have completed the indicated action.

Note: we recommend only toggling one option to Yes.

How do I upload a list of customers into the ReviewLogix App to send reminders by text or email?

  • Upload multiple recipients into your automated email drip campaign using a CSV or XLSX file
  • Upload multiple recipients to multiple locations all from one file using ‘shortname’

Once you’ve created your CSV or XLSX file, navigate to Dashboard > Invites.

In the top right corner, click Upload CSV/XLSX.

Browse to your file.

If your file headers don’t match those outlined in the formatting guidelines, you’ll be asked to drag and drop your headers to the information they represent. For example, if your file contains a header titled “name”, and you want that to be matched to the “first name” field when you upload – simply drag and drop the blue “name” box on the left over to the green “First name” box on the right to match it.

You will then be given the opportunity to make any last-minute edits. When you’re done, click Upload again.

The entries will then appear on the Pending Recipients list. Once the recipients have been moved to the Active Recipients list, the campaign will automatically send out the first campaign email – no further intervention is required.

To activate Pending Recipients immediately, click the “Activate All Pending Recipients” button (NOTE: If you do not see this button immediately, refresh your browser).

Note that there is a hard limit of 5,000 pending recipients at any given time. The system will prevent any upload that brings your total above that limit.

How do I add another email to my customer review request campaign?

our review request tool defaults to 3 emails in your campaign – an initial request and 2 “reminder” emails. However, you can customize your campaign to add additional emails. Follow these steps to add a new email to your campaign.

Note: Changes made to your email sequence will not apply to existing active recipients. Only recipients activated after changes are made will receive the revised sequence.

Adding a new email

Navigate to Dashboard > Invites > Email. On the left side of the screen, click Add an Email.

You’ll see the following panel appear:

  • First, use the Email name (internal) box to set an internal name for your email that makes it easily identifiable.
  • Specify when you would like the new email to be sent in When to send (note that all dates refer to the number of days after the recipient is added to the system. After you select a date, you will be able to select a time of day (except when selecting Immediately).
  • Specify a subject line.

Finally, compose your email using our full-featured HTML editor. Note that we provide a small number of placeholder tags to help you personalize your emails to each customer:

  • [[first_name]] – adds the recipient’s first name
  • [[last_name]] – adds the recipient’s last name
  • [[profile_name]] – adds the business name as it appears on the landing page
  • [[profile_url]] – adds your landing page URL
  • [[profile_short_url]] – adds a shortened landing page URL
  • [[profile_address]] – add the business address

At the bottom of the email creation menu, toggle on the Use custom footer?checkbox.

You’ll then be able to add in your custom email footer. When creating your footer, keep in mind the following:

  • You must use the [[unsubscribe]] placeholder somewhere in your footer – this adds the unsubscribe link. You can change the Unsubscribe link text in the corresponding box.
  • We strongly recommend using the [[profile_address]] placeholder to put the business address in the footer.

The end footer result will look similar to this:

When you’re finished, click ‘Create Email’.

Sharing Your Good Reviews on Social Media

How do I share my reviews to social media?

  • Send out reviews on demand or automatically to Facebook and Twitter
  • Include review as an image, text, or both

Our social sharing feature allows you to publish your latest and greatest reviews to your Facebook or Twitter pages automatically.

Read on below for step-by-step instructions:

First, make sure that you are logged into the Facebook and/or Twitter account(s) you are linking (this is required for authentication).

To link your accounts, navigate to Dashboard > Reviews > Settings. Click Add Facebook account or Add Twitter account and follow the steps in the popup to authenticate your account and authorize the app.

Note: If you ever remove permissions for our app in Facebook or change your Facebook password, you will need to re-add Facebook here. Please ensure that there are no privacy restrictions in place on the page (you can do so in the page’s settings section).

Auto-share all new positive reviews

With auto-sharing, you can automatically publish reviews to your Facebook page or Twitter feed whenever they come in – no action required. Simply configure your options under Review Stream Auto-Sharing.

Share new reviews on social media:

  • Never: turns off auto-sharing
  • At a random time: publishes your new positive reviews at a random time between the hours you specify in Between and Time Zone.
  • Immediately: publishes your new positive reviews as soon as they are pulled into review monitoring

Clicking Advanced will open the template editor, where you can edit the default text/content that goes out with each post, and include an optional image of your review.

Here is an example of a social sharing review image:

Share a review on demand

Back in the Reviews tab, you’ll notice a blue Share button next to each review in the table. You can use this button to selectively share reviews to your social media pages on demand.

When clicked, you can customize and schedule a post containing your review.

There are a few placeholders you can use in your post:

  • [[snippet]]: Includes a 200-character snippet of the review.
  • [[content]]: Includes the full content of the review
  • [[attribution]]: Includes the name of the reviewer as displayed on the review site of origin

Once you’ve added content and selected a date and time, press Submit to schedule your post.