Reviews

Created by Ezra Weinstein, Modified on Tue, Aug 30, 2022 at 2:55 PM by Ethan Harris

Manage Reviews

In this section, you will see all the Google and Facebook reviews for your company.

In order to see any reviews, you will need to integrate your Google and Facebook accounts in the settings area.

NOTE:

Depending on your user permissions, you may not have access to all of the components.

Send Manual Review Requests

You can send review requests automatically using workflows, campaigns, and triggers, or you can send them manually to individual contacts by clicking this button.

Sending Manual Review Requests

Once you click the "Send Review Request" button, you'll need to input the contact's information. You will need to add their name, and either a valid email address or phone number to send the review request.

No Requests Yet

If you are seeing this message, you need to collect company reviews on either Facebook or Google before you can navigate this section entirely. Before sending requests, navigate to your CRM settings and go to "Reputation Management" in order to customize what your review requests look and feel like!

If you're not seeing the message above on your screen, continue the current guided tour!

Search For Reviews

If you have many reviews, or simply are looking for a review from a specific customer, you can use the search bar and search for their name.

Review Card

Reviews will show in the form of a card that will include the name, star rating, date submitted, and any comments made.

Reviewer Info

The name of the reviewer, along with the star rating of their review, can be found in the top left corner of the review card.

Date Submitted

You will find the date this review was submitted here in the right corner of the review card.

Delete Review

Next to the date submitted, you have the option of deleting this review from the CRM. This will ONLY remove it from the CRM, and the review will still exist on Facebook/Google where it was originally left by the customer.

Review Body

To see the full review left by the customer, you can simply view the body of the review card.

Respond To Review

You may want to respond to both positive AND negative reviews left for your company. If you choose to respond to a review, you can do so by typing your response here and clicking the "Respond" button.

Comment Count

With this small counter icon, you can see how many comments have been left on a certain review.

Filter Review List

To filter this list and find specific reviews, you can select any of these drop-down elements and choose a category to filter. This is great if you only want to see reviews with 4+ stars, or maybe only want to see reviews with less than 3 stars so you can respond to them!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!