Note: This feature is currently in private beta. Not available on legacy plans. Within Manage > Defaults, there’s a button next to most settings that will let you retroactively apply any changes to that setting to all existing profiles in your account. Important: This action is irreversible. Please use this feature with caution – we […]
How do I bulk upload multiple single-location client businesses to my account?
Adding multiple single-location client profiles at once is easy. Just follow the instructions below. Before Uploading 1) First, ensure that your account’s profile limit can accommodate the number of locations that you are trying to upload. Failure to do so will result in a failed upload. 2) Next, create a CSV or XLSX by following […]
Can I exclude empty (rating-only) reviews from my review stream or Facebook auto-sharing?
Some review sites – like Google – do not require reviewers to submit review content – in other words, reviewers can submit ratings only. Our review monitoring will still pull these reviews into the Reviews page, and will include them in the review stream by default (provided that they meet your ratings threshold). This can potentially […]
Can I re-activate inactive recipients when they’re added via the opt-in form?
Activate this option in Dashboard > Invites > Invite & Opt-in Forms > Opt-in Form > Advanced When activated, any recipients already on the inactive list will move to active when a matching email address or phone number is added via the Opt-in form. Toggled off by default Because the opt-in form is designed for your end customer to […]
Can I hide the Customer Feedback form / Review First ‘Email address’ field from email campaign recipients?
Avoid making campaign recipients enter their email twice if they’re coming to the landing page from a campaign email link Apply this setting in Dashboard > Funnel > Content > Email address auto-fill Setting is toggled on by default If we detect that that a customer has arrived at the landing page via a campaign email link, […]
How do I create a CSV or XLSX file to bulk add multiple businesses or business locations?
These instructions apply to bulk adding single location businesses and locations for a multi-location business Quickly add many business locations to your multi-location business/multi-profile funnel Create a CSV or XLSX using most spreadsheet programs (e.g. Excel, Google Sheets, Numbers) While you can manually add profiles one at a time, we also allow you to bulk upload new profiles or […]
What can I do in “Manage > Defaults”?
Note: This feature is currently in private beta. Apply default settings for new profiles across your entire account New defaults can be overwritten through normal profile editing Defaults can be set for Content, Setup, Mail Templates, and add-ons It’s possible to set custom default settings for all new profiles created in your account, and/or apply many profile settings […]
How can I export a list of all profiles in my account?
Export a CSV list of all profiles by going to Manage > Profiles and clicking Export to CSV CSV will include basic profile info, plus overall review and SMS counts. To export a CSV of all profiles in your account, first go to Manage > Profiles. Then, click the Export to CSV button near the top of the page. […]
How do I bulk-edit my drip campaign emails for all of my business locations?
These instructions are for multi-location businesses only. Prerequisites: Setup the email drip campaign on the parent profile of your multi-location business Navigate to the top-level, parent profile of your multi-location business. and make your desired edits to the email campaign content. Once you have finished customizing your campaign sequence and content, click the Copy Campaign to Sub-profiles […]
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 blank […]