In this article, you’ll learn how to collect valuable reviews from your clients and how to ask for reviews on social media.

Requesting reviews from your clients

Requesting your clients to review your business is done by sending an Announcement.

To send a Review Announcement follow these steps:

Step 1: Navigate to Marketing > Announcements and select New Announcement.

Step 2: Find the template named Your Opinion Matters and click Select. 

Step 3: Personalize the template  for your business needs. You can change the heading, the text, the call to action button, and the image by clicking the relevant pencil icon and updating the default content.

Step 4: After updating, preview the Announcement as a client by clicking View online. Save your changes by clicking Done.

Step 5: Send the Announcement to clients you want feedback from by clicking Send.  The system will walk you through the sending process.

Submitting a review: client experience

After you send the Announcement, the selected clients will receive the message with a link that directs to their client portal to fill out their review. To successfully submit a review, your clients must include both a rating and comments.

Viewing reviews and reviewers: business side

Once a client submits a review, you’ll receive a notification in the form of a conversation to your Inbox. The actual ratings will appear in the Client list (in the Clients menu), and on the Client Cards of clients who have submitted reviews. Clicking the rating on the Client Card opens the conversation, where you can view a full summary of the review.

Automatically following up on client reviews

With Automated Campaigns, you can invite your most satisfied clients to post their reviews to your social media page.

To activate and preview this campaign, navigate to Marketing > Automated Campaigns and look for the Invite Your Happiest Customers To Share... template. Click to view the Campaign as a client. Click Edit to customize and set your triggers (for example, 4 & 5 stars) and send your Campaign.

You can also reach out to less satisfied clients to get more feedback or resolve any issues they had with your business by using the filter option Review Score in your Clients list, and filtering for a score that is lower than 4, or whatever you feel appropriate.