This feature requires Review Monitoring. Marketer and Agency accounts are able to generate detailed performance reports for clients that show online reputation trends over time. To generate a client report, first select a business and location. Then, go to Dashboard > Reporting. From here, you can generate a report on demand or automatically. Generate a report on […]
What are prospect reports and how do I create one?
Prospect reports are a useful tool to demonstrate the need for reputation management to your clients Show a snapshot of review performance across major review sites Our automatically generated prospect reports offer your prospects a quick snapshot of the current state of their online reputation across key major review sites, along with a summary of actionable […]
What are performance reports?
Note: Review Monitoring is required for this feature Performance reports are a great way to regularly demonstrate ROI to your existing clients Reports can be generated on demand or automatically according to a schedule you set Performance reports display a series of metrics and analytics about your client’s online reputation over time using attractive charts […]
How do I schedule a recurring performance report?
Schedule a recurring report Scheduled reports are automatically generated and emailed out to you and/or your clients on a recurring basis. The default email sends out the report as a PDF attachment, but we also allow you to include a link to your report hosted on the web (formatted as a standard webpage, not a […]
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 […]
What is the ‘Leads and Prospects’ tab and how do I use it?
Note: You must be white-labeling to access this feature. The Leads and Prospects tab collects all of your prospective clients in one place. You can access it from your brand dashboard. Select your brand from the top-left profile selector – it will be located at the bottom of the list (e.g. “Brand: Your Brand (reviews.yourbrand.com)”) The Leads […]
How do I do more advanced custom styling of my landing page?
For a sampling of CSS rules, visit our CSS example library. While we offer a range of templated designs for your landing page, some users want to explore customizing those designs further. For example, you might want to replace our default star or heart images with something of a different size or content, such as […]
How do I customize my lead-gen page?
If you set up a custom domain with us, you can optionally set up one of our boilerplate lead-gen pages on that domain While many elements of the page are customizable, creating your own lead-gen page will allow you the most flexibility To access the lead-gen page editor, select the domain from the drop-down menu in […]
How do I add another business / location / client / landing page to my account?
Click Add a Business at the top of the screen Confirm charges (if applicable) To add another landing page to your account, click Add a Business at the top of the screen. Note that you must have an extra seat available in your account to create a new landing page. Please note: If you have reached […]