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You’ve already added your review sources, set up a template, and created a campaign. What’s next is to add your customers to the dashboard and start sending your review invitations.

Here are the 3 possible ways of adding your customers to the dashboard:

1. Opt-in landing page

Each of the business or location that you’ve added to the dashboard has a dedicated Opt-in landing page, where you or your colleagues can upload your customer’s details. You can either upload your customer’s information as a single entry or via CSV. Adding your customers via the Opt-in page is the fastest way of sending your review invitation. Once your campaign is set, you can start assigning it to your Opt-in page so all customers that you add to this landing page will be automatically added to a campaign.

To set up your Opt-in page, click Landing Page from your dashboard’s menu and select Opt-in Page. This will direct you to your Opt-in admin page where you can set the campaign and activate the CSV upload option. You will also see your Opt-in page link here that you can share with your team to start uploading your customers.

Single entry upload

Adding your customers via single entry upload is ideal when working with a handful of customers. You can either ask a representative, a colleague, or for some instances, the customer when visiting a kiosk, to enter the details such as the customer’s name, email address, and phone number to opt-in receiving review invitations from you.

Bulk upload via CSV

You can also use a CSV file when uploading your customers via the Opt-in page. This type of upload works best for those who want to send invites to a bulk customer list. Make sure that you have this enabled first from your Opt-in admin page so anyone from your team can upload the list without your manual intervention.

Pro-tip: Use the following headers when uploading your customers via CSV.

email_address, phone_number, first_name, last_name, shortname, phone_country

2. Customer List

Another way to add your customers to the dashboard is through “Customer List.” Unlike the Opt-in landing page, only those who can access the dashboard can upload a list using this option. Just like the Opt-in landing page, a CSV file is needed when uploading your customers via Customer List. This option is ideal for those who are dealing with a large customer list.

Here are the steps in creating your customer list:

a. You can visit Customers from your dashboard’s menu, select Customer List, and click the green + New Customer List button to start creating your list.

b. Enter a name for your customer list to help you identify it in case you’ll be adding more and then click ” Create“.

c. Next is to upload a CSV file that contains your customer information such as their first and last name, phone number, and email address. Once the file is selected, click ” Next” to proceed to the next step.

d. After uploading the file, you will be routed to Step 2: Column matching. On this step, you will be given an overview of the number of customers that the system was able to identify and upload. Next, is to match the details, such as the first name, last name, phone number, email address and order ID if there’s any, to make sure that the system uploads the correct information.

e. Click ” Next” once the fields are matched and confirm the import to start the import process. The import process may take minutes to hours depending on the number of customers on your file.

3. Send Invites (via the dashboard)

The third possible way of adding your customers is via Send Invites through the dashboard. Similar to Customer List, only those customers who have access to the dashboard can add their customers via Send Invites. Adding the customers using this option will give you 2 options, you can either add them individually or in bulk.

Adding the customers individually or one-by-one

To add your customers individually, simply click ” Send Invites” located on your admin dashboard. Next, enter the customer’s name and email address or name and phone number depending on the invitation channel that you would like to use. Once the details are provided, select the campaign that you would like to use to add the customer to a campaign. You can also view the schedule and the preview of the messages using the “Preview Invitation” button.

Adding customers in bulk (via CSV)

Earlier in this article, you’ve learned how to add your customers through Customer List. For instances where you need to upload bulk customer information, adding the customers via Customer List will come in handy even when using the Send Invite option. Aside from the individual entry, you will also see a field where you can select the customer list that you have previously selected. This option will help you in sending your invitations to a bulk customer list.

Congratulations! You are all set in managing your reviews. What we need to do next is to wait for the reviews to come in. In the meantime, you can check the related articles for more familiarization of the platform.

Now that you are done with your templates, it’s time for us to create a campaign. You can set up your campaign to send invitations to your customers via email or SMS as soon as you upload your customer’s details to your dashboard.

Creating campaigns

On your dashboard’s menu, click Invitations, and then select Campaigns. Next, click the + New Campaign button on the upper right side of the page to start setting your campaign.

There are three steps in setting up your campaign and this includes the following:

1. Campaign details

Set a name that you can easily identify in case you’ll be using multiple campaigns for your invites. This is also the step where you can set your campaign schedule and limit the number of invites that you can send on a given day. Don’t want to send your invites too late or too early in the day? You can adjust the timezone here according to your business location to avoid sending your invites after business hours.

2. Invitations

You can now set a delay and throttling for your invites, but what are these?

Delay lets you send your invites after a given amount of time. Instead of sending the invitation immediately, you now have the option to postpone it at a later time.

Throttling prevents you from sending multiple invites to a single customer within a certain period. Let’s say a customer was added to the campaign twice. Setting a throttle time to your campaign will assure you that no duplicate invites will be sent to your customer.

The next step is to choose the channel in sending your invitations. You can enable it by simply adding your preferred template. You can also use multiple templates and subject lines and we will run this at the same time. It means that if you add 2 templates and subject lines, half of your invites will use Template A and the other half will use Template B. This is a good way to test which template will generate more review conversion.

3. Reminders

Sending invitation reminders is another way to boost your review conversion. In this busy world, some customers would have tendencies to overlook their messages or emails, and setting up a follow-up email is a good way to remind your customers about leaving a review. You can set your reminders to be sent out either via email or SMS. You can also add as many reminders as you want and schedule it on different dates or intervals. The reminders will be only be sent to those customers who haven’t clicked the link on your initial invite. Any scheduled reminders will be automatically canceled as soon as the customer clicked the link or left a review.

You’re almost there! After setting up your campaign, the next step is to add your customers to the dashboard.

The next step after adding your review sources is to set up your invitation templates. This will serve as the foundation of the invites that you’ll be sending to your customers. Sending review invitations either via email or SMS is a great way to ask for reviews and improve your online presence.

Setting up your email templates

To build your email templates:

1. Click Invitations located on your dashboard’s menu. This will open the sub-functions under Invitations.
2. Click Templates,by default, you’ll be automatically directed to the email templates page.
3. You will see a green + New Template button and clicking it will open the template builder. You can either use the layouts available on the template builder or code your template depending on your preference.

Customizing your templates

Our template builders are equipped with variables that you can use to insert your customer details, such as their name, email address, order ID and more. This helps your invites to look more personal. On top of it, you can also add images, links or set a different background color to make your templates more appealing to your audience.

Unsubscribing to invitations

You can add {{unsubscribe_link}} to all your templates so any customers who want to opt-out from receiving invites from you can do so by clicking the unsubscribe link, which will be populated on the email once you add the variable.

Subject Lines

Just like your email templates, you can also set your subject lines and customize it as you wish. You can include variables to inject your customer’s name to make it more friendly and personal.

Setting up your SMS templates

You can set your SMS templates similar to how you set up your email templates.

1. Once you’re already on the Templates page, click on the SMS tab where you will see a green + New Template button. This will lead you to the SMS template builder.
2. Next, is to set your preferred template name. This will help you easily identify your templates in case you’ll be using multiple templates for your invites.
3. Add your desired message to the text field. You can use variables to inject customer details such as their name, order ID and even your review us landing page link where your customers can leave their reviews. You can also include your logo to make the SMS invite as personal as possible.

Pro-tips:

• Your SMS template can only include up to 160 characters including the spaces so make sure to keep it short and simple.
• Your SMS invites are sent from a shared phone number.

Nice job on your templates! Let’s keep your momentum rolling by setting up and adding your templates to a campaign.

You can jump to Adding customers to the dashboard if your account manager has already set up your campaign.

Managing reviews is one of the essential factors that help your business grow and the first step in doing this is to add your review sources. This is how you can sync and generate reviews from your dashboard. The following steps will guide you on how to add your review sources.

1. Click Reviews from your dashboard’s menu.

2. Select Review Sources, this will show you a list of the review sources that we currently support.

3. Search for your preferred review site. You can either use the search bar located on the upper portion of the page or manually scroll on the page to find the review site.

4. Click the “Add” button that corresponds to your preferred review site and provide the last part of the URL to complete your review profile. In case you’re not sure which URL to add, you can use the guide that we have added for you on the right side of the page as your reference.

5. Now that you’re done adding the last part of the URL, click ” Create” and we’ll start syncing your reviews.

Simply repeat the steps above should you need to add more review profiles to your account.

Setting up Google

Google works differently when adding it as a review source. Instead of supplying us with the public URL, you can add Google by using the search bar to locate your Google location. Think of it as if you’re searching for your business using the Google website itself.

Good job for adding your review sources! This time we are ready to set your email and SMS templates.