Review Request E-mail Set up

Wendy Claypool -

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
  • 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 - 


Have more questions? Submit a request


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