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Knowledge Base

Article Categories

Getting Started

  • Getting Started Guide – Adding a Business
  • Getting Started with Email Drip campaigns
  • Getting Started with Review Monitoring
  • Getting started with a multi-location business
  • How do I send out a review invite via text message (MMS, Campaigns)?

Setting Up Your Review Funnel Landing Page

  • Getting Started Guide – Adding a Business
  • Can I automatically direct a reviewer to a site where they’re already logged in?
  • How do I bulk upload multiple single-location client businesses to my account?
  • Can I add the customer feedback form as a review site link?
  • How do I bulk edit landing page content for my multi-location business?

Automated Email Campaigns

  • Getting Started with Email Drip campaigns
  • My email campaign recipient wants to be unsubscribed / resubscribed. How can I do this?
  • Can I re-activate inactive recipients when they’re added via the opt-in form?
  • Can I deactivate a recipient only after they’ve clicked out to a review site?
  • What happens when a recipient clicks an email’s unsubscribe link?

SMS

  • How do I send out a review invite via text message (MMS, Campaigns)?
  • Where can I view recipient replies to my text (SMS) campaign messages?
  • Can I deactivate a recipient only after they’ve clicked out to a review site?
  • What are the different placeholders that I can use in my campaign emails and text messages?
  • How do I manage add-ons (monitoring, text, email) for multiple profiles?

Reports

  • How do I generate a performance report for my client?
  • What are prospect reports and how do I create one?
  • What are performance reports?
  • How do I schedule a recurring performance report?
  • How do I customize my performance reports? What are my options?

Review Monitoring

  • Getting Started with Review Monitoring
  • How do I set up the WordPress Review Stream plugin?
  • How can I respond to Facebook or Google reviews directly from my dashboard?
  • How can I setup Facebook or Google links to respond to reviews directly from the Dashboard?
  • What happens when a recipient clicks an email’s unsubscribe link?

Best Practices

  • I’m a legal professional / law firm. How can I get started?
  • I’m a medical or dental practice. How can I get started?
  • I’m a small brick-and-mortar business. How can I get more and better reviews on third-party sites?
  • I want to collect testimonials for my website.
  • How do I get the most out of my landing page?

Review Stream

  • How do I set up the WordPress Review Stream plugin?
  • Can I exclude empty (rating-only) reviews from my review stream or Facebook auto-sharing?
  • How do I setup the Drupal Review Stream module?
  • What attributes are available for the review stream WordPress plugin?
  • How do I upload my reviews CSV to manually bulk add reviews to my review stream?

Multi-Location

  • Getting started with a multi-location business
  • How do I create a CSV or XLSX file to bulk add multiple businesses or business locations?
  • How do I merge a single-location profile into an existing multi-location profile?
  • How do I bulk edit landing page content for my multi-location business?
  • How do I bulk-edit my drip campaign emails for all of my business locations?

Manage Users

  • How can I filter my user/subuser list by owner?
  • How to add a user
  • I / my sub-user can’t sign up because the invitation “token is invalid.”
  • I’m a sub-user and I can’t set up my account.
  • I’m a client user and I’ve lost my password.

Frequently Asked Questions

  • Can your system automatically detect when a visitor is logged into a review site?
  • What happens when a recipient clicks an email’s unsubscribe link?
  • What is a shortname?
  • ‘Connect a Location’ didn’t find a Google listing / I don’t have a Google URL.
  • What languages do you currently support?

Troubleshooting

  • Review Monitoring is not pulling in my Facebook reviews.
  • ‘Connect a Location’ didn’t find a Google listing / I don’t have a Google URL.
  • How to revert your page from a multi-location funnel to a single-location funnel
  • How can I avoid my drip campaign emails getting caught in spam filters?
  • How do I revert my landing page to a single location?

Your Account

  • How do I manage add-ons (monitoring, text, email) for multiple profiles?
  • How do I reset my password?
  • How do I add another business / location / client / landing page to my account?
  • How do I update my billing information?
  • Who owns my reviews?

Sub-users

  • How do I grant API access to my client?
  • I / my sub-user can’t sign up because the invitation “token is invalid.”
  • I’m a sub-user and I can’t set up my account.
  • I’m a client user and I’ve lost my password.

Widgets

  • What attributes are available for the review stream WordPress plugin?
  • How do I edit the text in my email signature snippet?
  • How do I embed my landing page dialogue in my email signature (email signature snippet)?
  • How do I get an API key for the WordPress, Joomla, or Drupal Review Stream plugin/module?
  • How do I save my landing page QR code?

Advanced

  • Can I make blanket edits to all existing profiles into my account?
  • How do I bulk upload multiple single-location client businesses to my account?
  • Can I exclude empty (rating-only) reviews from my review stream or Facebook auto-sharing?
  • Can I re-activate inactive recipients when they’re added via the opt-in form?
  • Can I hide the Customer Feedback form / Review First ‘Email address’ field from email campaign recipients?

Marketers

  • How do I generate a performance report for my client?
  • What are prospect reports and how do I create one?
  • What are performance reports?
  • How do I schedule a recurring performance report?
  • How do I temporarily suspend a client profile?

General

  • How can I add my profile logo to my campaign email?

Videos

  • How to manually add reviews to your review stream
  • How to embed a video in your landing page
  • How to revert your page from a multi-location funnel to a single-location funnel
  • Segmenting layouts: the basics
  • How to change your review funnel landing page layout

Categories

  • Getting Started
  • Setting Up Your Review Funnel Landing Page
  • Automated Email Campaigns
  • SMS
  • Reports
  • Review Monitoring
  • Best Practices
  • Review Stream
  • Multi-Location
  • Manage Users
  • Frequently Asked Questions
  • Troubleshooting
  • Your Account
  • Sub-users
  • Widgets
  • Advanced
  • Marketers
  • General
  • Videos

Popular Articles

  • How can I add my profile logo to my campaign email?
  • Getting Started Guide – Adding a Business
  • Getting Started with Email Drip campaigns
  • Getting Started with Review Monitoring
  • Getting started with a multi-location business

Latest Articles

  • How can I add my profile logo to my campaign email?
  • Getting Started Guide – Adding a Business
  • Getting Started with Email Drip campaigns
  • Getting Started with Review Monitoring
  • Getting started with a multi-location business