How do I temporarily suspend a client profile?

Use the Is suspended? toggle in Manage > Profiles > Edit  Prior to suspending or deleting, make sure that you have deactivated all email drip campaign recipients. The Is suspended? toggle is designed for temporary service switch-offs, e.g. when a client’s payment to you is delinquent. This feature disables the client’s landing page (which will instead display a ‘Page […]

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How do I do more advanced custom styling of my landing page?

For a sampling of CSS rules, visit our CSS example library. While we offer a range of templated designs for your landing page, some users want to explore customizing those designs further. For example, you might want to replace our default star or heart images with something of a different size or content, such as […]

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How do I customize my lead-gen page?

If you set up a custom domain with us, you can optionally set up one of our boilerplate lead-gen pages on that domain While many elements of the page are customizable, creating your own lead-gen page will allow you the most flexibility To access the lead-gen page editor, select the domain from the drop-down menu in […]

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How do I schedule a recurring performance report?

Schedule a recurring report Scheduled reports are automatically generated and emailed out to you and/or your clients on a recurring basis. The default email sends out the report as a PDF attachment, but we also allow you to include a link to your report hosted on the web (formatted as a standard webpage, not a […]

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Can I add multiple review site links at once?

Use the multi-link feature to upload multiple review site links at once Review sites will be automatically identified and labeled Custom links will load in blank – don’t forget to add text or logo Use the multi-link button to quickly bulk-upload review site URLs for a location. To get started, navigate to Dashboard > Funnel > […]

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What are performance reports?

Note: Review Monitoring is required for this feature Performance reports are a great way to regularly demonstrate ROI to your existing clients Reports can be generated on demand or automatically according to a schedule you set Performance reports display a series of metrics and analytics about your client’s online reputation over time using attractive charts […]

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What are prospect reports and how do I create one?

Prospect reports are a useful tool to demonstrate the need for reputation management to your clients Show a snapshot of review performance across major review sites Our automatically generated prospect reports offer your prospects a quick snapshot of the current state of their online reputation across key major review sites, along with a summary of actionable […]

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How do I generate a performance report for my client?

This feature requires Review Monitoring. Marketer and Agency accounts are able to generate detailed performance reports for clients that show online reputation trends over time. To generate a client report, first select a business and location. Then, go to Dashboard > Reporting. From here, you can generate a report on demand or automatically. Generate a report on […]

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