Requests

Created by Ezra Weinstein, Modified on Tue, Aug 30, 2022 at 2:48 PM by Ethan Harris

In this section, you can see all review requests that you've sent out, whether they have been submitted or not, as well as the information of the customer who received the request.

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 in 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.

To customize how the review request looks, go to the "Reputation Management" section in your CRM settings.

Changing Timeframes

If you are seeing this message, you need to send review requests 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!

Review Request List

This list is where you will see all of your review requests! The data found in this table can be used to understand more about the review requests and if they are working as intended!

1.
Invite Sent To
In this column, you will see who the review request was sent to.\
2.
Email or Phone Number
Depending on how you sent the review request, you will see either an email or phone number in this column.\
3.
Request Sent By?
Here you will see which one of your CRM users or employees sent the review request.\
4.
Date Sent
Here you will see the date the review request was sent.\
5.
Current Status
The current status will tell you whether the review requests have been completed or not.\
6.
Review Request Retries
In this column, you will see how many times you requested a review from a particular customer.