coreILLA - Reputation Manager - How to Send Review Requests
In this article, we will cover several ways to send review requests to clients manually and automatically within the CRM. Prompting your clients to provide reviews on your Google My Business Page provides several benefits which we will cover below.
Pre-requisites before getting started with review requests
To send Google reviews links please integrate GMB first*,** Or if you would like to use a 3rd party review link please**.**
Review requests will need to be enabled (toggled on) in the sub-accounts settings
(Optional)</u> Customize your outbound (SMS/Email) review messaging.
Ways to send Review Requests:
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There are three ways to send review requests from within the CRM:
1. Quick Actions - This is a Manual action by the user
2. Workflow Action - This is an Automated</u> action that sends a review request from within a workflow. If the contact has an **assigned user** the review request will come from the assigned user.
3. Reputation Tab - This is a Manual action by the user
## # Quick Action:
Go to contacts in your coreILLA account, select any of your contact.
Click on Send Review Requests
Click on Ok, proceed
Select one of the review request options
Click on Send Review Requests
## # Reputations Tab: (Manual)
Click on Reputation
Click on Send Review Request
Fill in all the details and send the review request.
## # Workflow Action: (Automated)
Click on Automation
Click on Create Workflow
Click on Add Action
Click on Send Review Request
Select the review type
Click on Save Action
What do the different review request statuses mean?
Queued: When the user creates a review request, the system will attempt to send the request immediately. If there is a queue of other review requests in front of your request, there may be a slight delay before the request goes out.
Another possible reason is that the email/SMS request is set up to send after one day:
Sent: The system has sent the review request.
Delivered: After the system has sent the review request, only Twilio confirms the delivery of the SMS sent. Mailgun will not provide a delivered status.
Failed: When a review request fails to deliver. This can happen for a variety of reasons such as the phone number not being valid.
If you are using another SMTP integration, please make sure to send the review request by logging in with the user email that matches the SMTP integrated email. The system will use the user login email as the sender's email when sending review request emails.
Pre-requisites before getting started with review requests
To send Google reviews links please integrate GMB first*,** Or if you would like to use a 3rd party review link please**.**
Review requests will need to be enabled (toggled on) in the sub-accounts settings
(Optional)</u> Customize your outbound (SMS/Email) review messaging.
Ways to send Review Requests:
=================================
There are three ways to send review requests from within the CRM:
1. Quick Actions - This is a Manual action by the user
2. Workflow Action - This is an Automated</u> action that sends a review request from within a workflow. If the contact has an **assigned user** the review request will come from the assigned user.
3. Reputation Tab - This is a Manual action by the user
## # Quick Action:
Go to contacts in your coreILLA account, select any of your contact.
Click on Send Review Requests
Click on Ok, proceed
Select one of the review request options
Click on Send Review Requests
## # Reputations Tab: (Manual)
Click on Reputation
Click on Send Review Request
Fill in all the details and send the review request.
## # Workflow Action: (Automated)
Click on Automation
Click on Create Workflow
Click on Add Action
Click on Send Review Request
Select the review type
Click on Save Action
What do the different review request statuses mean?
Queued: When the user creates a review request, the system will attempt to send the request immediately. If there is a queue of other review requests in front of your request, there may be a slight delay before the request goes out.
Another possible reason is that the email/SMS request is set up to send after one day:
Sent: The system has sent the review request.
Delivered: After the system has sent the review request, only Twilio confirms the delivery of the SMS sent. Mailgun will not provide a delivered status.
Failed: When a review request fails to deliver. This can happen for a variety of reasons such as the phone number not being valid.
If you are using another SMTP integration, please make sure to send the review request by logging in with the user email that matches the SMTP integrated email. The system will use the user login email as the sender's email when sending review request emails.
Updated on: 09/17/2024
Thank you!