How to Set Up Your System to Capture Reviews?

Ryan Alex

Last Update 2 jaar geleden

Learn how to set up your system with Google to capture reviews, in this article. This will help you gather information about your business, what to improve, and if your contacts/leads were satisfied with the services that your business provides.


1. How to Access the Reputation Settings


- Steer to Settings > Reputation Management

- You can add here your Google review link, customize the “Review Request Behavior”, and more.

Scroll down on this page to edit the review SMS template under Customize Review SMS, and you can edit the email template under Customize Review Email.

- Scroll to the bottom to edit the Review Widget under Customize Review Widget.

- Save any changes you make in each section.


2. How to send a Review Request


- Beneath the Reputation tab in the main menu, there is a “Send Review Request” button.

- Click the green button and fill out the information in the popup window to send a review request.

- You can also send a review request to multiple people at once, using the Bulk Actions under the Contacts section of your system.


3. How to access the Reputation Section


- Steer to the Reputation page from your Dashboard. Here you can view tabs for Overview, Requests, Reviews and Listings. In the top right of each page, you can also access the “Send Review Request” button from this section.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us