Setting and Sending Review Requests

How to Set Up Review Requests via Emails and Text Messages

Updated: Sep 21, 2023 12:40 PM

Linking Google My Business

  1. Ensure that your Google My Business account is linked to the platform.

If not linked, refer to the instructions on linking Google My Business.


Accessing the Settings for Reputation Management

  1. Navigate to Settings in the menu pane.
  2. Click on Reputation Management.


Generating a Review Request Link

  1. Select Generate Link.
  2. Once the link appears, select Save.
  3. The generated link will be sourced directly from your Google My Business profile.
  4. This link will lead users to the review section of your Google My Business profile.

Customizing the Review Request Behavior

  1. In the Review Request Behavior section.
  2. Specify whether the review request should be sent immediately or follow a custom schedule.


Customizing the Text Message Review Request

  1. Scroll down to the SMS Review Requests section to customize the message that accompanies the review request.
  2. Add a request image (optional).  Type your request message in the Message box. Include a greeting, customer name, and request for a review.
  3. Click Save to make changes.

Customizing the Email Review Request

  1. Similarly, customize the email review request.
  2. Enter the subject, heading, and message for the email.
  3. Utilize the "Leave us a review" option within the positive answer section.
  4. You can toggle between mobile, tablet, and laptop views on the right hand side to see the preview.
  5. Click Save to make changes.

Customizing the Review Widget

  1. Modify the appearance of the review widget to match your branding.
  2. Adjust the branding colors according to your preference.

Placing the Review Widget on Your Website

  • Consider embedding the review widget on your landing page or website using the Code provided.
  • This widget showcases your reviews, providing brand recognition and owner testimonials.

Sending Review Requests

  1. To send a review request, navigate to Reputation in the menu pane.
  2. Click on Send Review Request.
  3. Enter the customer's name in the provided field.  If they are already in the system, select them from the dropdown.  
  4. Choose your Review Request Mode.
  5. Once completed, click Send Review Request.  It will be sent to the customer.

Monitoring Review Requests

  • Navigate to Reputation in the menu pane.
  • Manage and monitor all review requests from this section.