In your Dashboard > Funnel on the left side under Links > Business Location Info, click the “Connect a Location” button.

Follow the instructions in the popup window to find your business and auto-load your Review Site Listings. Confirm the listings shown (check the correct ones and uncheck the incorrect ones) and then click the “Continue” button at the bottom of the window to load this profile.

If Your Business Was Found

If your business was found then you’ll see its information in your Business Location Info on the left side of the screen.

Your Review Site Listings appear below your business. You can reorder, delete, edit or add a new site listing here.

IMPORTANT: Yelp is the only site that does not have a checkmark next to it to make it visible. The reason is because Yelp’s Content Guidelines discourage you from directly asking your customers for Yelp reviews.

A workaround for this is A) adding your Yelp review link here in order to track your Yelp reviews, and then B) adding a Custom Link with the Yelp logo and your Yelp listing URL in order to make your Yelp link visible in your Funnel along with your other review site links. To add a custom link, click the "+ Add Listing" button, scroll to the very bottom of the list and select "Custom Link".

Please note that it is up to you to decide whether or not you want to go against Yelp’s Content Guidelines. If you use Yelp’s site or apps, you may be bound by their terms of use. And by using our site and service, you have already agreed that you are solely responsible for complying with any such third-party contracts. Many of our clients choose to use the above workaround in order to display the Yelp Review Link, however the decision is entirely yours.

If Your Business Was NOT Found

If your business was not found on online review sites, a popup window will appear informing you of this. Click the “Continue” button in that window and after a moment the information you entered into the original “Connect a Location” window will appear in your Review Profile. All of these fields are editable. Be sure to fill them out as completely as possible.

If your business was not found, or if you want to add any additional review site links, just click the “Add Listing” button at the bottom of the “Review Site Listings” section.

Review Monitoring URLs

IMPORTANT: Some review sites show your reviews on a page other than your main profile page. These sites include: Amazon, Avvo, BBB, Cars.com, Edmunds, Facebook, Google+, Houzz, Indeed, RepairPal, Trulia, Vitals, WeddingWire, Wellness, Zillow and others.

To ensure that Review Monitoring (covered below in "Reviews") will work on these sites, first go to your profile page on the review site (Facebook, Amazon, etc.) and find and copy the URL of your review page. Next, go to Dashboard > Funnel > Links > Review Site Listings. Click the pencil icon on the site link you’d like to modify.

Paste the monitoring URL in the box labeled “Review Monitoring URL (optional)”.

Click the “Submit” button to save your changes.

Notifications

In the Notifications section, make sure that the email address is the one that you want notifications sent to, and feel free to add any additional email addresses here as well.

Social Links

In the Social Links section, if you’d like to encourage your customers to connect with your social media accounts then enter your page ID or handle (not the full URL) to those accounts here.

In your Dashboard > Funnel on the left side near the top, click the Content tab.

Here you can customize the settings of the funnel's appearance.

IMPORTANT: The United States Federal Trade Commission ("FTC") occasionally issues new guidelines regarding online reviews. The current set of guidelines states that you must treat all customers the same when asking for reviews, meaning that you should offer customers who may review you negatively the same opportunity to review you as you offer customers who may review you positively. If you have concerns about this then you can ask all of your customers to post a review (regardless of their funnel rating) by scrolling down to "Interaction Design" and setting the "Threshold" to "All to Review".

In your Dashboard > Funnel on the left side near the top, click the Setup tab.

You aren't required to change anything here if you don't want to - your Review Funnel will work just fine with the default settings.

However we highly recommend that you add your logo as it will make your Review Funnel look professional.

You can also change your Review Funnel Layout if you'd like. Click the “Change” button to see your options.

The All Reviews tab shows your reviews as your customers post them.

In the “Status” column you can click the “Share” button to post a review to your Facebook or Twitter account (info on where to set these links up below). You can click on the “Respond” button to be taken to the review site and publicly respond to the review. Note that you will need to login to the review site with your business owner account in order to respond publicly.

In the "Status" column you can also click the "SET STATUS" text (directly under the "Respond" button) in order to log an internal note about the review.

In the "Stream" column you can click the checkbox on or off to show or hide any review in your Review Stream widget. You can also click the pencil icon to edit a review.

IMPORTANT: It is a violation of our Terms of Service to alter any user content, review, or testimonial beyond basic spelling or grammatical corrections.

Click the “+ Add a Review Manually” button on the right to add a customer’s testimonial to the stream.

Click the “Upload CSV” button on the right to manually add multiple customer testimonials at one time.

The Customer Feedback tab displays any direct written feedback your customers have submitted via your landing page.

The Review Stream embed code allows you to show the reviews of your choice on your own website.

It is available to you only if your plan includes Review Monitoring & Streaming. If your plan doesn’t include Review Monitoring and you’d like to add it, you can upgrade your plan (let us know here).

IMPORTANT: The United States Federal Trade Commission ("FTC") occasionally issues new guidelines regarding online reviews. The current set of guidelines states that you must publish all genuine reviews and don’t exclude negative ones. If you have concerns about which reviews you should display on your website using the Review Stream, click the 'Settings' tab, and in the 'Stream Defaults' section you can change the auto-publish setting to "any star rating" to show all of your reviews. Be sure to click the “Save Stream Settings” button to update your changes.

To display your Review Stream on your own website, copy the “Embed Code” and paste it anywhere within the <body> html on any page on your website.

Review Alerts

In this section you can update and add email addresses that review notifications should be sent to.

You can also adjust alert settings to only send you alerts for reviews below a certain start rating, or to not send you alerts at all.

Be sure to click the “Save Alert Settings” button to update your changes.

Stream Defaults

Here you can adjust the automated settings for which reviews appear in your Review Stream.

IMPORTANT: The United States Federal Trade Commission ("FTC") occasionally issues new guidelines regarding online reviews. The current set of guidelines states that you must publish all genuine reviews and don’t exclude negative ones. If you have concerns about which reviews you should display on your website using the Review Stream, change the auto-publish setting to "any star rating" to show all of your reviews.

Be sure to click the “Save Stream Settings” button to update your changes.

To display your Review Stream on your own website, copy the “Review Stream Embed Code” from the "Review Stream" tab and paste it anywhere within the <body> html on any page on your website.

Social Media

In this section you can add your Facebook account to make it easy to share your reviews with your fans and followers.

In the “Review Stream Auto-Sharing” section you can even automate new review sharing on Facebook. Be sure to click the “Save Social Settings” button to update your changes.

Your review funnel lives on our servers, but to display the landing page widget on your own website, copy the “Embed code” and paste it into the <body> html on any page on your website.

Remember that you can edit how this page looks in the Funnel section of your Dashboard.

Highlight then copy and paste this content into your email signature to create a mini-review-funnel lead with every email you send.

This QR code links directly to your Review Funnel. You can save this image (control+click on PC, command+click on Mac to open save settings) and add it to any marketing piece.

When clicked, this button will open up a window that contains your Review Funnel. Click the button on your Widgets page to see how it will look.

To display this button on your own website, copy the “Embed code” and paste it anywhere within the <body> html on any page on your website.

You can edit the color of this button in the Funnel section of your Dashboard (Funnel > Setup > Brand Color).

Printable Review Requests

This allows you to create printable assets (a business card for example) with your QR code and funnel landing page URL.

Review Requests Form

This is a password-protected form that allows your staff to create email and SMS text invites.

Simply copy the URL that is shown above the form in blue, send it to your staff, and have them open it in any web browser. They can create invites directly from this form without having access to the rest of your account.

IMPORTANT:  On the left side of this page you will see a number of settings sections:

"Access Credentials" allows you to customize a Username and Password to protect the form so that only those who have the credentials can access it.

""Magic" Link" is a URL that you can give your staff so they can access the form without having to use the Access Credentials.

"Customize" allows you to change the text that appears on the form.

"Advanced" allows you to add a custom field to the form.

Opt-in Form

For businesses that don't already collect their customer's email addresses or phone numbers, this form allows your customers to opt themselves in. It works best if you ask customers if you can send them a short feedback survey first,  then have them enter their email address into the Opt-In form, which you can have loaded on a phone, tablet or computer.

Individual Invites

To create an individual invite for a customer, click Review Requests > Recipients, then click the “Request Review” button on the right and follow the instructions in the popup window.

When you click the “Request Review” button in the popup window, the invite will be queued up in the “In-Queue” tab, ready for you to “Activate” and send it.

Bulk Invites

To create bulk invites for a list of customers, click the “Bulk Upload” button on the right and follow the instructions in the popup window. Click the "Download Example" link to download the CSV template.

When you click the “upload” button in the popup window, the invites will be queued up in the “In-Queue” tab, ready for you to “Activate” and send them.

IMPORTANT: When you upload a bulk customer list, if both an email address and phone number are provided for a given customer, they will receive emails and  SMS text messages. This counts towards your total SMS text message allotment for the month, so if you want to conserve you text message usage then you can leave the phone number off any entries that you only want to receive emails, or you can remove one or two of the SMS text message templates by clicking the "Delete" button next to the template name in Review Requests > SMS Settings > Campaign.

Also note that once your text message allotment is completely used for the month, any entries that contain both email & phone number won't be sent out until the month cycle is complete and a new month cycle has begun. If this occurs (and/or to prevent it), you can remove your entries containing both email & phone number and upload entries that contain email only, or you can upgrade to a plan that includes more SMS messages (let us know here).

The Recipient List

The Recipient list shows which of your invitations are "In-Queue", "Active" or "Complete".

In-Queue Tab: Customers in the “In-Queue” tab have not been sent a review invitation yet. You may choose to turn on or off “Auto-activate recipients daily” (it's turned "on" by default).

When you set this to “on”, our system will automatically send invites to your customers without you having to do it manually. Most users prefer this, but you can set it to “No” if you’d like more control over activations.

You may also click the “Activate All” button at the top to activate the entire group, or click "Activate" on individual entries to activate the invitations manually. You may need to refresh your browser window to see these options.

Active Tab: Customers in the “Active” tab are in the process of receiving emails and/or SMS text messages in the drip campaign.

You can click the "End Campaign" button to stop sending them review requests (if for example you know they’ve written a review already).

Customers in the “Complete” tab have already been sent all emails and/or SMS text messages.

Email/SMS Activity Tab: Use the “Email/SMS Activity” tab to see what actions your recipients have taken with your review requests, including whether they've opened, clicked, or unsubscribed.

Funnel Activity Tab: This shows what actions (if any) a recipient has taken on your funnel, for example clicking 5-stars and then clicking your Google link. Note that just because a recipient clicked a review site link on your funnel, that doesn't necessarily mean that they posted a review on that site. They still must submit a review on the selected review site in order for the review to appear on that site. If the site is trackable and in your Review Site Listings in your Funnel tab, the review will appear on the My Reviews tab within 24 hours.

Here you can edit the contents of your email review invitations and send yourself a test to see how they look. You do not need to make any changes at all - in fact most users stick with the default templates and make no changes.

The system is set to send out three emails over the course of a week to maximize the likelihood of your customers giving you reviews. Click on the different titles of the emails in the “Email Drip Campaign” column if you want to edit any of the email templates.

You can edit the body content of these emails, and also edit when they are sent, as well as the subject.

DO NOT CHANGE PLACEHOLDERS (unless you really know what you're doing)! Placeholders (such as [[first_name]]) are for dynamic data insertion. Changing these can cause confusion for your recipients and link/data issues. 

Click the “Send a Test” button at the lower right of any email template to send yourself a test email.

On the right side of this screen you can make adjustments to your "From name", "From email" and "Reply-to" email.

IMPORTANT: Using a custom email address ("[email protected]") in the "From email" field may cause deliverability issues. Usually this is not the case, however to ensure maximum deliverability, leave this field blank. If your email address is from a free email service (such as Google, Yahoo, Hotmail, etc), leave the "From email" field blank no matter what. Otherwise your emails will bounce (i.e.: they will not be delivered to recipients).

On this tab you can edit the contents of your SMS text review invitations and send yourself a test to see how they will look. You do not need to make any changes at all - in fact most users stick with the default templates and make no changes.

DO NOT CHANGE PLACEHOLDERS (unless you really know what you're doing)! Placeholders (such as [[first_name]] and [[profile_url]]) are for dynamic data insertion. Changing these can cause confusion for your recipients and link/data issues. 

In the "Inbox" tab, you can see any replies to your SMS text messages. It's rare that customer replies to the message directly, but if they do you can click the "Details" button to see the entire conversion. In the "Details" popup you can also reply to the recipient. Note that replies sent from the "Details" popup will count toward your monthly SMS text message usage.

In the "Configure" tab, you are able to set up autoreplies for customers who respond to your text message campaigns (again this is rare but it does happen on occasion). By default, recipients who reply to campaign texts will receive the following message:

You can edit the existing autoreply or adjust the settings in the top right corner of the screen. You'll see the following options:

• Autoreply only (default): This is the default setting. When a reply is received, the autoreply will be sent to the recipient and their reply logged in the Inbox. No further action will be taken.
• Autoreply OTHERWISE Notify Owners: This option is the same as Autoreply AND Notify Owners, except it will only send notifications out when you receive follow-up messages beyond the first, auto-replied one.
• Autoreply AND Notify Owners: This setting will do everything that Autoreply only does, and will also send out an email notification to all users associated with the business profile. This will apply to every message sent.
• Notify Owners only: This option will never send out autoreplies but will instead notify associated users that a message has been received.

IMPORTANT: When you upload a bulk customer list, if both an email address and phone number are provided for a given customer, they will receive emails and  SMS text messages. This counts towards your total SMS text message allotment for the month, so if you want to conserve you text message usage then you can leave the phone number off any entries that you only want to receive emails, or you can remove one or two of the SMS text message templates by clicking the "Delete" button next to the template name in Review Requests > Phone/Text > Campaign.

Also note that once your text message allotment is completely used for the month, any entries that contain both email & phone number won't be sent out until the month cycle is complete and a new month cycle has begun. If this occurs (and/or to prevent it), you can remove your entries containing both email & phone number and upload entries that contain email only, or you can upgrade to a plan that includes more SMS messages (let us know here).