The best way to consistently generate new reviews is to ask your customers for them - it's that simple! When doing so, we recommend:

  • Making it as simple as possible for the customer to write their review
  • Sending friendly reminders to follow up

Here is a brief breakdown of the process we follow:

Read on to learn more about each step of this process!

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1. Add your customer information

We naturally need your customer information in order to to send them a review invitation:

  • Name
  • Email address
  • Phone number

To make this process as easy as possible, we offer several different ways of providing this customer information:

a) Opt-in landing page

The opt-in landing page is a dedicated landing page which is accessible from a unique URL, that you can share with employees and customers to opt them into receiving review invitations

You can use this page to submit customers one-by-one or in bulk by uploading a CSV with this information. The main benefit of this page is that this is a link you can share with people who wouldn't necessarily login to your dashboard.

Add customers from the opt-in page

b) Dashboard

You can also add customer information directly in your dashboard, by using the Send invites dropdown in the top right of your menu (one-by-one or in bulk).

Add customers from the dashboard

c) Zapier

Zapier makes it incredibly simple to automatically enter customer information into Reviewshake based on triggers in 1,000+ third party systems.

Add customers from Zapier

d) BCC email

Using the BCC email option to add customer information is useful when you already send your customers an email, to which you can add a unique BCC email address which provides us with their information.

This is useful in situations like e-commerce, where you send your customers a receipt email, or for hotels who send their guests a booking confirmation email.

Add customers by BCC email

e) API

We also have an API which makes it easy for you to share your customer details programmatically at scale.

Add customers by API

2. Review invitation is sent

Once we have your customer information, we're ready to send off your review invitation. You have two options here:

a) Send now

Sending the invitation now is useful when you just want to send one invitation, without a delay or reminders.

b) Add the customer to a (drip) campaign

By adding a customer to a campaign, you can adjust settings like:

  • Delaying the invitation by n hours
  • Scheduling reminders if the customer doesn't click the initial invitation

Regardless which method you use, your invitation will be sent by email and/or SMS, depending on your preference and the customer information provided.

3. Customer clicks the invitation

The invitation is received by your customer, and they click it.

4. Customer is taken to landing page

We'll take them to your Review Us landing page, which is a landing page that is dedicated to review generation - it's the only call-to-action on the page!

Here you can setup a funnel, and adjust which review sites you want to show. You'll want to give the user some options of review sites, so they can select their favorite or most convenient site.

5. Customer writes a review

This is the best part - when you receive a review 🎉The review goes live, it's synced into your dashboard and we send you a review notification - win!

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