Lunch & Learn: Review Requesting

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Each month, Reputation hosts a virtual, live training session focused on one platform solution. Learn about best practices for managing your Reputation program from our experienced trainers through hands-on practice and live Q&A.

REPUTATION Lunch N Learn Series

Maximize Feedback By Requesting Reviews From Your Customers

Chris Eden
Senior Programme Manager

Kasey Kershner
Customer Training Manager

Exercise 1: Send a Quick Request

18 STEPS

1. Let’s learn how to request reviews from our customers. From Requests, click Quick Request.

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2. You can choose whether to send your request via email or SMS. We are going to do an email request.

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3. We manage multiple locations so let’s make sure we send it from the right location. Click Select.

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4. Click BDP – Uptown.

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5. Click Enter email here.

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6. Type LRaymond@reputation.com to send a review request to this email.

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7. Click the Plus icon.

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8. Click Select.

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9. Click Appointment Follow-up.

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10. On the right-hand side of the platform, you’ll see a preview of what the request will look like.

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11. This section auto-populates the request with the default information.

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12. Click into the Subject to change the subject line of the email.

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13. Type Thank you for your visit!

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14. Click Show advanced.

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15. We want more reviews on DocSpot and Facebook. Click the checkbox for DocSpot.

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16. Click the checkbox for Facebook. This will now ensure that the review will be sent to these two sites.

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17. Once finished with the set-up, click Send Request.

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18. That’s it! Now head back to the webinar to learn what both the email and SMS requests look like from a customer’s perspective.

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Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2169566/Lunch-N-Learn–Send-a-Quick-Request



Next step

Exercise 2: Create a Template

15 STEPS

1. In this exercise, we are going to go over how to create a Request Template. From Requests, click Templates.

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2. From the list of templates, click Appointment Follow-up.

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3. Click Save As New to duplicate a template and edit from there.

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4. Click Preview.

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5. Click the text to change the Template Name.

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6. Type Post-Appointment Survey

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7. Edit and adjust the template in these fields to your preferences.

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8. The From Name and From Email fields will auto-populate with the review request, but from here, you can click into Subject to edit the Subject Line.

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9. Click Select.

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10. Click 2. This will ensure the recipient doesn’t receive more than one request in the timeframe of 2 days.

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11. Select the default sources you want this template to send requests to. Click the checkbox for Google.

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12. Click the checkbox for Facebook

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13. Adjust follow-up logic to determine when a secondary email will automatically send if no response is given within a selected number of days.

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14. Click Save.

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15. That’s it! You have successfully learned how to create a template. Head back to the webinar to learn more about Requests.

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Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2169577/Lunch-N-Learn–Create-a-Template



Next step

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