How to Enable Your Review System


๐Ÿ‘‰ Step 1 - What is the Review System? 

๐Ÿ‘‰ Step 2 - Update custom values

  • Make sure you have the domain in Settings 
  • Make sure you have correct values for:
    • Campaign Business Name
    • Campaign Sending Email
    • Campaign Signature
    • Clinic Mobile Number
    • Review Google URL
    • Review Facebook URL
    • Privacy Policy
    • Subdomain
    • Logo URL 
  • Tutorial here


๐Ÿ‘‰ Step 3 - Forms overview

  • Tutorial here
  • No actions are needed here, this is just an overview


๐Ÿ‘‰ Step 4 - Update the Funnel Pages 

  • Tutorial here
  • Checklist
    • Check that domain is added to funnel settings  
    • Add the favicon 
    • Add the correct URL paths to each page 
    • Add the correct forms to each page 
  • Update the Unsubscribe page - tutorial here


๐Ÿ‘‰ Step 4 - Update the Trigger Links

  • Go to trigger links and update these links based on your funnel URLs
    • Review Request Link - the first page (go.domain.review-select)
    • Good Review Link (via Form) - the second page (go.domain.review-us)
    • Bad Review Link - the third page (go.domain.feedback)
  • Tutorial here


๐Ÿ‘‰ Step 5 - Update the Emails

  • Update all email templates
  • Tutorial here
  • Checklist
    • Check the logo size
    • Add trigger links 
    • Unsubscribe link


๐Ÿ‘‰ Step 6 - Update the Workflows 

  • Tutorial here
  • Checklist
    • All workflows have correct pipeline and stage
    • Trigger links for SMSs are working 
    • Select the correct email templates 
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