To allow clients to run their own review generation campaigns, the following three checks need to be in place:
- A review generation campaign needs to be set up
- A Reputation Manager report must be available on the external location dashboard
- Client Access should be enabled for that Reputation Manager report
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 ensure that:
- A template is selected
- At least one review site is selected
Is Reputation Manager report available on external Location Dashboard?
Go to your dashboard settings, and make sure Location Dashboard is available on an external URL. You also need to ensure that Reputation Manager reports are available on that external URL.
Is Client Access enabled for Reputation Manager?
While in dashboard settings, confirm that Client Access is enabled and that a password has been set. Don't forget to hit the green 'Update Settings' button after entering a new password.
By default, SMS campaigns are disabled 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 the white-labeled Location Dashboard, they will see a ‘Get Reviews’ tab.
Clicking this tab will then prompt your clients to log in (if they haven’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) by pressing the green 'Send Campaigns' button, or to 'Get Request URLs' (kiosk and link mode).
Clicking 'Send Campaigns' will open a popup asking the client to select either multiple- or single-send email or SMS campaign.
Please note: 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. Prior to the campaign being sent, a range of background checks will be undertaken by us (before and then once successfully uploaded) in order to validate that emails are genuine.
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 the green ‘Get Request URLs’ button — this will reveal a popup where they'll see URLs for both the Kiosk Mode and Link Mode. They will then be able to share these with their customers, as necessary.