This is a step-by-step tutorial on setting up and sending the Review Request E-mail.
Set up your preferred review sites -
- Login to your ClientWhys Admin at portal.clientwhys.com
- Click on Site Editor
- Click on Settings
- On the bottom of the page click on Branding
- Click on Social Media
- Add your preferred review sites such as Google+ or Yelp. TaxBuzz will be added by default.
Set up the Review Request Email -
- Click on the Communication tab
- Click on the Greetings icon
- In the drop down select Request Reviews
- Click on the title - Please Take a Moment to Rate Us
- You can edit the title, text, change the "from" email address, select a Recipient list or leave as is.
- Click the preview button on the right or click send test to preview the request via email.
Send the Review Request Email -
- When you are ready to send, click on the Scheduling icon at the bottom of the page.
- Toggle to the right of Send Date / Time and click edit
- Set your sending preferences and click save.
The email will send within 10 minutes of the scheduled send time.
Sample Email -