How to Enable Your Review System
๐ Step 1 - What is the Review System?
Watch this first.
๐ 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
๐ Step 3 - Forms overview
- Tutorial here
No actions are needed here, this is just an overview
๐ 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
๐ 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
๐ Step 5 - Update the Emails
- Update all email templates
- Tutorial here
- Checklist
- Check the logo size
- Add trigger links
Unsubscribe link
๐ 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