To allow clients to run their own review generation campaigns, three checks need to be in place:
- A review generation campaign is set up
- A Reputation Manager report is available on the external location dashboard
- Client Access is enabled for that Reputation Manager report
1. Is a review generation campaign set up?
Before clients can run campaigns, you need to make sure that a campaign is set up for them to run. Once set up, they can run that campaign as many times as they prefer.
Head over to your Get Started page of the location you would want your client to run campaigns for and make sure that:
- A template is selected
- At least one review site is selected
Is Reputation Manager report available on external location dashboard?
Head over to your dashboard settings. Make sure location dashboard is available on an external URL and Reputation Manager reports are available on that external URL.
Is Client Access enabled for Reputation Manager?
While in dashboard settings, make sure Client Access is enabled and a password is set. Don't forget to hit 'Update Settings' when entering a new password.
By default, SMS campaigns are not enabled in Client Access, because SMS campaigns incur an additional cost, you'll need to make sure there are available credits on the account before enabling this option.
When your clients visit their Reputation Manager report on white-labelled location dashboard, they will see a ‘Get Reviews’ tab.
When clicked, your clients will be asked to log in — if they aren’t already.
Once logged in, they will see customer feedback on any previously run campaigns and an option to ‘Get more reviews’.
To request more reviews, choose whether to send a campaign (email and SMS) or to get request URLs (kiosk and link mode).
Clicking 'Send Campaigns' will open up a popup asking the client to select either multiple or single send email or SMS campaign. If SMS mode has not been enabled in Client Access, the popup will only show an option to send email campaigns.
Running email campaigns
To send email campaigns to multiple contacts, clients simply have to upload a contact list via csv file. We'll do some background checks to validate that emails are genuine and then once successfully uploaded, the campaign will be sent.
Single send works exactly the same way except instead of uploading a contact list via csv, the client can enter the name and email directly to the form, then hit 'Send'.
Running SMS campaigns
If this option is enabled, as with email campaigns, your client will be able to choose to send to multiple contacts by uploading a csv list, or send a single SMS to just one person by entering contact details directly to the form.
Running Kiosk or Link Mode campaigns
To run Kiosk or Link Mode campaigns, clients simply have to click ‘Get Request URLs’. This will reveal a popup where they will see URLs for both the Kiosk Mode and Link Mode and will then be able to share them with their customers as necessary.