In this article, you’ll learn how to collect valuable reviews from your clients, and how to request they review you 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!”
Step 3: Once you select the template, personalize it for your business needs.
You may edit the heading, the text, the call to action button, and the image by clicking on the appropriate pencil icon.
Step 4: After updating, preview it as a client by clicking View Online and save your changes by clicking Done.
Step 5: Send the Announcement to your clients you want feedback from by clicking the Send button and the system will walk you through the sending process.
Submitting a review: client experience
After sending out the Announcement, the selected clients will receive the message with a link that directs to their client portal to fill out their review.
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.
Client ratings will show on the Client list (from your Clients menu), and on the Client Card itself.
Clicking on the rating that displays on the Client Card will open 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 review to your social media page.
To activate and preview this campaign, navigate to Marketing > Automated Campaigns.
From the automated-campaign list, click Preview on the template “Invite Your Happiest Customers To Share...” to view the campaign as a client, and Edit to customize and set your triggers, for example 4 & 5 stars and send your Announcement.