Search

Ratings & Reviews

Collect insightful feedback from clients and learn how to request positive reviews on their preferred social media platforms to boost your online presence. 

Requesting Reviews

Collecting client reviews is done by sending announcements.

To request a review:

  1. Open the platform.
  2. Click Marketing.
  3. Click Announcements.
  4. Click New Announcement.
  5. Select Classic or Pro. (Paid)
  6. Select the Your Opinion Matters! template.

  1. Click the title, text, action button, and/or ratings pic to customize.
  2. Optional: Click Send Test Email/SMS, Discard and/or Add Coupon.
  3. Click Save.
  4. Click Send.
  5. Choose Email or SMS and enter the details.
  6. Click Continue.
  7. Optional: To filter by client accounts, click By Tags, then By Accounts.
  8. Select the relevant clients.
  9. Click Continue.
  10. Select Send Now or Schedule For Later.
  11. Optional: If "Schedule For Later" selected, click selected date icon   to set the date, and the time icon   to set the time.
  12. Click Send Now or Schedule Now.

The review request will now be saved under "Announcements".

Note: To submit a review, clients must include both a rating and a comment.

Viewing Ratings & Reviews 

When a client submits a review, you’ll receive a notification in your Inbox.

To see the review:

  1. Open the platform.
  2. Click Clients.
  3. Click the relevant client.
  4. Under the "Conversation" tab, click the review.

If a client has submitted multiple ratings, the most recent rating is what will be shown. Earlier ratings can be viewed on the client card by clicking the Conversation tab.

Tip: To view a full list of all clients who have reviewed your business, apply the filter "Review Score" and apply it to your client list.

Following-Up on Client Reviews Automatically

Use Automated Campaigns to invite your most satisfied clients to post reviews on your social media pages.

To create a follow-up campaign:

  1. Open the platform.
  2. Click Marketing.
  3. Click Automated Campaigns.
  4. Under the "Get Online Reviews" template, click Edit.
  5. Click the campaign name, title, text, action button and picture to customize.
  6. Click Edit Automation

  1. Select the relevant options.
  2. Enter the details.
  3. Click Save Changes.
  4. Optional: Click Send Test Email/SMS, Discard, View Online and/or Add Coupon.
  5. Click Save.
  6. Optional: Click Preview.
  7. Click the toggle button .
  8. Click Activate.

Tip: Check to see which clients are less satisfied by applying the "Review Score" filter. Set the filter to a score lower than 4 (or whatever rating you'd like). You can then reach out to them for feedback or to resolve any issues. 

Related to

Was this article helpful?