Exercise 1: Send a Quick Request
1. Let’s learn how to request reviews from our customers. From Requests, click Quick Request.
2. You can choose whether to send your request via email or SMS. We are going to do an email request.
3. We manage multiple locations so let’s make sure we send it from the right location. Click Select.
4. Click BDP – Uptown.
5. Click Enter email here.
6. Type LRaymond@reputation.com to send a review request to this email.
7. Click the Plus icon.
8. Click Select.
9. Click Appointment Follow-up.
10. On the right-hand side of the platform, you’ll see a preview of what the request will look like.
11. This section auto-populates the request with the default information.
12. Click into the Subject to change the subject line of the email.
13. Type Thank you for your visit!
14. Click Show advanced.
15. We want more reviews on DocSpot and Facebook. Click the checkbox for DocSpot.
16. Click the checkbox for Facebook. This will now ensure that the review will be sent to these two sites.
17. Once finished with the set-up, click Send Request.
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.
Here’s an interactive tutorial** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
Exercise 2: Create a Template
1. In this exercise, we are going to go over how to create a Request Template. From Requests, click Templates.
2. From the list of templates, click Appointment Follow-up.
3. Click Save As New to duplicate a template and edit from there.
4. Click Preview.
5. Click the text to change the Template Name.
6. Type Post-Appointment Survey
7. Edit and adjust the template in these fields to your preferences.
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.
9. Click Select.
10. Click 2. This will ensure the recipient doesn’t receive more than one request in the timeframe of 2 days.
11. Select the default sources you want this template to send requests to. Click the checkbox for Google.
12. Click the checkbox for Facebook
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.
14. Click Save.
15. That’s it! You have successfully learned how to create a template. Head back to the webinar to learn more about Requests.