This guide explains how to set up an 'Only ask for a public review' template when creating a campaign in Review Generation for Reputation Manager (RM).
Contents
1. Template Settings
On the first page, you can start creating your campaign template.
Here, you can:
- Name your template
- Add your logo
Template Name: Give your template a name, so you can reuse it for other locations.
Upload Logo (optional): Click the 'Add Files' button to upload your logo, or simply drag files into the box — if no logo is uploaded, we will display the business name instead.
Once you are happy with the settings on this page, click 'Next' in the bottom-right corner of the page.
2. Email Settings
Next up, you'll see the Email Settings page, where you can draft up email messages to prompt people to review this location.
a. Email
On the right-hand side, you'll see a preview of what your email will look like using the current settings.
To see what your email will look like on a mobile device simply click the button above the preview box.
You’ll also see the following options to edit the email:
Email subject: Here, you can input your own wording for the email subject. You can use {{BusinessName}} as a placeholder in your email subject, which will be taken from the 'Reviews & Ratings' report settings.
Email introductory text: This is the edit box for the email. You can use {{FirstName}} and {{BusinessName}} as a placeholder in your email text — the {{FirstName}} will be taken from the CSV file and populated, while {{BusinessName}} will be taken from 'Reviews & Ratings' report settings. You also have basic formatting abilities such as bold, italic, bullet points, hyperlinks, etc.
Email sign-off text: This optional section lets you input the email sign off, if needed. Again, you can use {{FirstName}} and {{BusinessName}} as a placeholder in your email text, where {{FirstName}} will be taken from the CSV file, and {{BusinessName}} will be taken from 'Reviews & Ratings' report settings. You also have basic formatting abilities such as bold, italic, bullet points, hyperlinks, etc.
Legal Content: This information is required to be displayed in the email footer as part of our Terms and Conditions that are enforced by anti-spam law. You must include your contact information inside every email campaign that you send, including a physical mailing address or PO Box where you can receive mail (not a website or email address).
b. Follow-up Email
This allows you to control the campaign's follow-up email. Here, you can enable it by clicking on the 'Enable follow-up email' toggle.
You can edit the email in the same way as outlined above.
3. SMS Settings
Next, you'll see the SMS Settings page, where you can customize your SMS campaigns.
a. SMS
In the preview pane, you’ll see an example of how your SMS will look to the recipient.
If you enable ‘follow up’ messages, these will be scheduled and sent out to contacts who didn’t respond to the first message. For SMS mode these are sent 72 hours after and for all other modes (email, link and kiosk) 48 hours after.
Credits will be deducted when the follow-up messages are sent, so please make sure that you have enough credits on account.
SMS text: Here is where you can edit the body of your SMS, use {{FirstName}} and {{BusinessName}} as a placeholder in your email text. {{FirstName}} will be taken from the contact(s) that you upload when you’re ready to send the campaign. {{Business Name}} will be taken from report settings.
b. Rating Page
On this page, you can customize the introductory text that appears on the landing page which the user will be taken to once they have clicked the shortlink.
All requests sent via SMS Mode will be sent from toll-free numbers, rather than local numbers. This is to ensure that messages reach the intended recipients safely and with no blocking from mobile carriers.
4. Link Mode Settings
a. Contact Details Page
Introductory text: Here’s where you can write a message asking customers for their contact details. You'll see it change dynamically within the template email on the right.
Checkbox: Selecting the checkbox will add a message to your feedback page asking the customer for permission to use the review they leave as a promotional tool on your website or in marketing material. If you do not have permission from a customer then you cannot display the feedback/review using our Showcase Widget tool.
b. Landing Page
After clicking the leaving their contact details, your customers will be invited to leave a public review on your chosen external site(s).
Introductory text: This is the content of the landing page, and where you can ask customers to leave a review on one of your chosen sites. You'll see it change dynamically within the template email on the right.
Once completed, click the 'Save Template' button in the bottom right-hand corner to save your template.
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