Settings: 21. Request Customer Reviews

When you first access the Request Customer Reviews settings, you'll need to activate them.

✅ Check the option to activate the ability to request reviews from your customers.

You may request customers to submit reviews on a designated social media site either automatically or manually when sending invoices.

A customer review request is sent through a separate email or text, depending on customer e-contact preferences, after sending an invoice.

🔘 Select whether to:

• automatically request customer reviews; or

• manually request customer reviews.

ℹ️ Most subscribers select the manual option to minimize the risk of receiving a poor review from a disappointed or difficult customer.

You may select the social media site link where your customers should leave reviews.

🔘 Select Facebook to let your customers leave reviews on your Facebook business page.

• ⌨️ Enter the URL to your Facebook business page.

🔘 Select Google Business to let your customers leave reviews on your Google Business page.

• ⌨️ Enter the URL to your Google Business page.

🔘 Select the customized option to let your customers leave reviews on a customized social media page.

• ⌨️ Enter the name of the customized social media page.

• ⌨️ Enter the URL to your customized social media page.

ℹ️ You may include different social media links for each of your headquarters.

You may customize the language of your customer review request.

— Subject Line

🔘 Select the subject line option to display in your customer review request.

— Opening Sequence

🔘 Select the opening sequence option to display in your customer review request.

— Optional Line

✅ Check whether to include the optional line in your customer review request.