Create a new custom message from scratch Make sure to use our [[unsubscribe]] placeholder. We recommend retaining the [[profile_address]] placeholder. Custom unsubscribe links can only be applied to custom email templates – so you’ll want to have created your custom email template before following the instructions below. Once you’ve created the rest of your email […]
Note: This feature is currently in private beta. Apply default settings for new profiles across your entire account New defaults can be overwritten through normal profile editing Defaults can be set for Content, Setup, Mail Templates, and add-ons It’s possible to set custom default settings for all new profiles created in your account. To access these default settings, […]
When running review acquisition campaigns, you may need more information than our standard reporting supplies. For example, you may want to track and incentivize results within your organization by, say, tracking which employee generates the most positive customer feedback and rewarding him/her. Our platform offers a simple and flexible tag system that allows you to […]
Note: This feature is only available to Partner or Enterprise customers. Overview We provide Single Sign-On (SSO) capability to firms who wish to allow their users (e.g. members, clients, customers, franchisees, staff, etc.) to be seamlessly and securely logged into our dashboard without being prompted for a username and password. For security, SSO is currently […]
Note: You must be white-labeling to access this feature. The Leads and Prospects tab collects all of your prospective clients in one place. You can access it from your brand dashboard. Select your brand from the top-left profile selector – it will be located at the bottom of the list (e.g. “Brand: Your Brand (reviews.yourbrand.com)”) The Leads […]
Bulk add old reviews or testimonials to your review stream by creating a CSV for upload Note: You can also add in testimonials one-by-one. You can upload multiple old testimonials at once for inclusion in your review stream. This is a good option if you have a collection of old written or recorded reviews from […]
If you would like to change the default text of the email signature snippet, simply replace the existing text with your new text after pasting it in your signature settings.
We refresh the review stream cache approximately every hour. If you have: Toggled a review shown/hidden Edited a review snippet Changed your review stream rating or site exclusion settings please allow up to two hours for these changes to reflect in any live instances of your review stream.
Custom reporting options allow you to add a custom title and include only the sections you want Include elements from prospect reports When generating a report in Dashboard > Reports, you can add a custom title and choose which sections you’d like to include in your report. Check the Customize report sections? box to see your options. By default, […]