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Collecting Reviews

Reviews are usually requested after an interaction or purchase.

J
Written by John Falomo
Updated over a week ago

How Review Requests Work

Review requests can be sent:

  • Automatically (if configured)

  • Manually (by you)

Requests are sent to contacts in your CRM.


Where to Send Review Requests

  1. Go to Reputation

  2. Select Request Review

  3. Choose the contact

  4. Send the request


Best Practice for Reviews

  • Ask for reviews after positive interactions

  • Do not pressure clients

  • Respect opt-outs

Reviews should always be voluntary.

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