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How to Send Review Requests

n this newsletter, we will cowl several approaches to ship overview requests to customers manually and automatically within the CRM.

In this newsletter, we will cowl several approaches to ship overview requests to customers manually and automatically within the CRM. Prompting your clients to provide opinions on your Google My Business Page gives several advantages which we can cover below

Here are numerous reasons why you’ll want to get as many critiques as feasible:

If you’re a enterprise owner, then you definitely in all likelihood already recognise that the solution to why your enterprise or carrier might want critiques is “because it allows people find out greater approximately your enterprise.” 

And there is extra…

1) To growth income and conversions

If you’re promoting a service or product, then it makes experience to have nice opinions from happy customers. They can help convince capacity shoppers that the product/carrier may be properly for them.

2) To enhance SEO

SEO (Search Engine Optimization) is one of the maximum important aspects of walking an internet commercial enterprise. Having superb content material is incredible, but if your site isn’t optimized for engines like google like Google and Bing, then it won’t rank as well in searches.

three) To construct agree with with traffic

When human beings visit your internet site, they need to know that they’re coping with a person who’s straightforward. If you have lots of negative comments on your website, then this could harm your popularity and cause clients to be much less probable to buy from you in the future.

4) To provide a better purchaser revel in

If you don’t provide any opinions or scores for products, then it is able to make it tough for capacity buyers to find what they need. This will also mean that they will now not get the pleasant deal when shopping for on line.

Ways to send Review Requests:

There are 3 methods to send evaluation requests from inside the CRM:

1. Quick Actions – This is a Manual movement by way of the user

2. Workflow Action – This is an Automated motion that sends a evaluate request from inside a workflow. If the touch has an assigned person the review request will come from the assigned person.

three. Reputation Tab – This is a Manual motion through the person

1. Quick Actions: (Manual)

Quick Actions are shortcuts available inside the top left above the sidebar which permits you to carry out a hard and fast of moves with a few clicks. One of those moves is Sending a overview Request:


2. Workflow Action: (Automated)

To automate the evaluate request method inside a workflow please add the “Send Review Request” movement > Select the channel Email/ SMS

Reputations Tab: (Manual)

In the sidebar, you can head to the Reputation tab> Requests> To ship an individual Review Request Manually and to maintain a song of all the assessment requests which are being despatched:

What do the extraordinary evaluation request statuses mean?

Queued: When the consumer creates a overview request, the device will try to ship the request right now. If there’s a queue of other evaluate requests in front of your request, there can be a slight put off before the request is going out.

Another feasible purpose is that the email/SMS request is set up to ship after in the future:

Sent: The system has sent the evaluate request.

Delivered: After the gadget has sent the review request, handiest Twilio confirms the shipping of the SMS despatched. Mailgun will now not provide a added status.

Failed: When a evaluate request fails to supply. This can occur for a whole lot of reasons including the cellphone number no longer being valid. 

If you’re the use of every other SMTP integration, please make certain to send the evaluation request by way of logging in with the person email that matches the SMTP included e-mail. The system will use the user login electronic mail as the sender’s e-mail whilst sending evaluation request emails.

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