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Step-by-Step Instructions:
Step 1:

  • Click “Get Review” on the dashboard.

How to send review invite to customer

  • This “Get Review” section allows you to send review requests via SMS, email, WhatsApp, and QR code.

Step 2:

  • Click SMS to request a review via SMS.
  • You can either upload a CSV file with your contacts or manually enter the names and numbers of existing or new customers and click the “Request a Review” button.

Step 3:

  • Click “Email” to request a review via email.
  • You can either upload a CSV file with your emails or manually enter the names and email addresses of existing or new customers and click the “Request a Review” button.

Step 4:

  • Click “WhatsApp” to request a review via WhatsApp.
  • You can either upload a CSV file with your contacts or manually enter the names and WhatsApp numbers of existing or new customers and click the “Request a Review” button.

Step 5:

  • Click the QR Code option to collect reviews using a QR code.
  • Download and place it at the reception to encourage customers to leave their reviews.

Step 6:

  • Customize your SMS, Email, and WhatsApp message template by including elements such as the recipient’s name, your company name, and your link. After making your changes, click “Save Template”.

SMS

EMAIL

Whatsapp

  • click “Save Template” to save the templates.

Step 7:

  • Send automatic SMS and email reminders every 3 and/or 7 days if the customer has not left a review. Enable the reminder option, customize the message templates for both the 3-day and 7-day reminders.
  • Click “Save” to save the templates.

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