The Opt in landing page makes it possible for your customers (or employees on their behalf) to opt in to receiving review invitations from you, for example from a kiosk in your store. You can setup this landing page by visiting Landing page -> Opt in page in your Reviewshake dashboard.

To setup your opt in page, you will need to have a Setting up a trigger - your customer will get added to the trigger once they are opted in. This allows you to set a delay on the review invitation, reminders and more options.

Authentication

You can enable authentication on the opt-in page, which requires visitors to input a username and password before inputting customer information. This is useful if you have employees inputting information and don't want the public to be able to do so.

These credentials typically only need to be input once, as they get saved for future visits by most modern browsers.

CSV upload

Enable the CSV upload option to be able to upload a CSV file of customers directly from the optin page, for when you need to opt in more than one customer at a time.

For the sake of simplicity, we require the file to use a standard format as follows:

email_address,phone_number,first_name,last_name
customer@gmail.com,+13157281234,Adam,Smith
customer2@gmail.com, +13152224444,John,Smith


Remember to include the country code for any phone numbers you provide.

Any CSV files that are uploaded in a different format will be rejected.

Editing the page

You can edit your landing page (setting text, uploading a logo etc.) by visiting the landing page directly - you will see a blue pencil icon in the top left corner.



When this icon is clicked, it activates an editor on the page which allows you to make changes directly on the page. If you're happy with the changes, click the green tickmark, which will make those changes live.
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