Reviews Settings

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Reviews Settings
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
ReviewsReview site links (Google, Facebook and the sites for your business type), a Leave a Review card in the portal, a public review page, the Review request automation (starts off) and the Reviews report. Starts off.

Shows a Leave a Review card on the portal Home tab with every site that is On and has a link.

The [review_link] in emails and texts opens a page with the same buttons, no sign-in needed (a signed link per customer).

On: a review link asks for 1 to 5 stars first, then shows the review sites. Off: it goes straight to the sites.MoreLess
What It Does
Puts a 1 to 5 star question in front of your review sites.
What It Changes
The stars count as the Scorecard Customer Rating; everyone still sees the sites.
How to Use
  1. Turn it On or Off.
  2. Click Save.
  3. Open a review link to see what customers get.

With Ask For Stars First on: a rating this low also goes privately to the office (a Task and an email). The review sites still show.

Blank uses the office Reply-To.

Shown above the review buttons in the portal and on the review page.

How long a [review_link] in an email or text keeps working.

Review request: days after the Service is completed. 0 = the same day at Send At.

Review request: time of day, inside the Review request automation's send window (set on the automation).

Texts only go out once carrier registration is approved and the customer has text alerts on; until then a text is skipped and logged.

Per customer, counting every ask (automation or the Ask for a Review button).

Per customer, rolling 12 months.

1 = ask after the first completed Service. 2 = wait for a repeat visit.

Once a customer clicks through to any review site, no more asks for this long. 0 = keep asking within the limits above.

Don't ask while a portal request is open, or within the Ask At Most Once Every days after a low rating.

Review request email. Tags like [customer_first_name] and [company_name] work.

Keep [review_link]: it opens the review page with your sites.

Aim for one text (160 characters with the link).

The Reviews report opens on this many days back.

How many weeks the Reviews report's mini trend charts show.

Rows in the Reviews report's Recent list and the customer's Review Activity.

General Review Sites

Big review sites like Google and Facebook that customers can pick.MoreLess
What It Does
Lets you turn each site on and set its link and order.
What It Changes
Customers see the sites in this order on your review page.
How to Use
  1. Turn on the sites you use.
  2. Paste your page link for each.
  3. Click Save.
Help Article
SiteReview LinkClicks (90 Days)Show
Google Business Profile72
Facebook28
Yelp—
BBB—
Nextdoor10
Customers see the sites in this order; a site without a link stays hidden.MoreLess
What It Does
Sets which review sites customers see, and in what order.
What It Changes
A site without a link stays hidden.
How to Use
  1. Paste each site's link.
  2. Set the order.
  3. Click Save.

Industry Review Sites · Lawn care and fertilization

Review sites for your kind of business.MoreLess
What It Does
Lists sites picked for your Business Type.
What It Changes
Turned-on sites show on your review page. Your Business Type is in Settings › Company.
How to Use
  1. Turn on the ones you're listed on.
  2. Paste your links.
  3. Click Save.
Help Article

From Settings > Company > Business Type. Change the business type and this list follows it; links you filled in are kept.

SiteReview LinkClicks (90 Days)Show
Angi9
HomeAdvisor2
Thumbtack—
Houzz—

Your Own Sites

Any other place you collect reviews.MoreLess
What It Does
Lets you add your own sites with a name and link.
What It Changes
They show on your review page with the others.
How to Use
  1. Add the name and link.
  2. Set the order.
  3. Click Save.
Help Article
SiteReview LinkClicks (90 Days)Show
8
—

Any other place you collect reviews. Fill in the name and link, then Save.

Quick Calc

Type a rate, mix or unit question, or tap an example.

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