In order to send review requests out to your customers, you'll need to get your customer's contact information into the dashboard. There are 4 ways that contacts can easily be added to the app:
1. Quick Send
Quick send is used to manually enter a customer's contact information into the app to send out a review request. You can quick send from two places inside the app:
Click the Send button in the header of the app from any page
Or click the Send item under Review Requests in the navigation menu
Then, simply enter in your contact's details (Name, Email and/or Phone) to send the review request.
Note: The review request will be sent by email and/or text message, depending on the contact details you enter. If you enter both an email and a phone number, the system will send both the email and text message review requests.
2. Bulk Send
Use Bulk Send to upload a csv file with multiple contacts at once. Your file should contain columns for first name, last name, email, and/or phone number. Only 1 of email and/or phone number is required for upload.
3. Automate Sending with Zapier
Zapier is a third-party app that connects software systems. If you use a system to manage your customer data that is Zapier-compatible, you can connect it with our app to automate the sending of review requests.
For a more detailed overview of our Zapier integration and how to set up, check out our complete Zapier Integration Guide here
4. Use the Opt-In Form to Send From Anywhere
You can use the standalone opt-in form to send a review request from any device, whether logged in to the app or not.
Click the Opt-in Form option in the menu to be linked to the opt-in form for your location in a new tab.
