Getting Started With White-labeling

By white-labeling some or all of our platform, you can run review campaigns under your own brand(s) and domain name(s). In fact, each business you onboard to can be configured to live on its own brand/domain, or within whatever regime you want to implement: a dedicated domain shared across businesses, like domain.com/companyX a dedicated domain for one business, […]

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How do I edit my brand settings?

Go to Manage > Brands and select Edit from the Actions column. You’ll be taken to the Brand Settings tab of your Brand Dashboard. The Brand Settings page provides a suite of settings that allow you to change the appearance of your Lead-gen page and profile assets.   From here, you can: 1) Change your brand domain or subdomain Enter your new domain or subdomain (no […]

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What is the Independent user tier?

Note: This feature is only available on the Partner plan and requires a white-labeled dashboard   The Independent user access level is designed for provision to resellers of your white-labeled platform. Users with this access level will be able to do the following: Create, manage, and delete profiles for their clients Setup profiles under their own brand (if […]

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How do I access / setup the review scan widget?

The review scan widget is only available after setting up a white-label brand and domain The widget lives in your brand dashboard (Brand: [your brand] > Widgets) Below is a step-by-step guide to setting up and accessing the review scan widget. 1) Add a custom domain or subdomain to your account The review scan widget will […]

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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 […]

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How do I white-label a profile using a subdomain?

Using a Subdomain You can point a subdomain of an existing domain like review.yourdomain.com at a given profile.You can also host multiple profiles on the same subdomain, like reviews.yourdomain.com/business1. For either approach, you need to create a CNAME record with your DNS provider (typically and ideally the domain registrar, but occasionally DNS handling will occur on the webhost and must instead be […]

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How do I fully white-label the WordPress Review Stream plugin?

Note: The WordPress plugin requires an API key, which is available only to Agency-level users. The WordPress plugin can be completely white-labeled, but it requires one or two steps, depending on your use: Standard: White-labeled Configuration If you manage your client’s website or plugins, this level of white-labeling is all you need: It affects the […]

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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 […]

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How is the ‘Overall Score’ on the prospect and performance reports calculated?

The overall reputation score is algorithmically determined and considers the following factors in various degrees of weight: Aggregate rating (total and per channel) Rating trend (recent vs. historical) Review volume (total and per channel) Recency of review activity (total and per channel) Channel coverage (where is the business listed, claimed and rated?) Note that the score […]

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