Quick Start Guide
A guide to kickstart your reputation management journey. It’ll help you set up your account in under 15 minutes and start collecting valuable customer reviews right away.
Complete Steps 1-4 to start seeing results immediately, then explore additional features at your own pace.
Let’s get started!
Setup Checklist
Step 1
Upload your business logo
- Click on the “Upload Logo” button on the onboarding checklist.
or
Go to Settings > Locations > Update Organizations.
- Select your business logo image to upload, click on save, and it’s done!
Note:
- You can display your business logo on the Feedback forms, review request emails, & widgets.
Step 2
Connect your review sites
- Go to the “Integrations > Sources” page.
- Select the review site that you want to connect to, e.g., Google review profile.
- Connect via the “Grant Access” option and sign in with your Google account that is connected to your business profile.
- Make sure you select the consent checkbox at the top right corner and then continue.
- Select the location that you want to connect and click on connect.
Tips:
- Always connect your Google Profile via the “Grant Access” option for real-time reviews sync and auto response features.
- Connect all review sites that you use to manage their reviews from one dashboard.
- If you want to connect more than one GBP, then you can set up multiple locations & manage them from a single account.
Step 3
Set up feedback forms
Go to the Feedback Forms page from the sidebar menu.
“Review Tools > Feedback Forms”
- Create a new form and name it according to purpose, e.g., post-purchase feedback.
- Customize the form according to your preference. You can customize form content, style, and logo, and link it with one or more review sites.
- Make sure your review site, i.e., Google, is linked to the feedback form by visiting the Content & Flow tab. It should be checked as shown in the image.
- Save the form.
- Your smart feedback form is ready. You can share it via direct link, QR, embed it, or connect it with review request campaigns.
Tips:
- These smart feedback forms are linked with Review Request emails, sms & WhatsApp messages.
- Multiple review sites can be linked with a feedback form, but we recommend connecting only the Primary one i.e., Google, to get the benefit of auto-redirect.
Step 4
Set up review request campaigns
- Go to the Request Reviews page from the sidebar menu.
‘Campaigns > Request Reviews’ - Create a new campaign & name it according to purpose, i.e. ‘Post purchase review requests’
- While designing your campaign, the first thing you need to decide is how many steps you need.
- In each step, you can enable the channels you want to send requests to, e.g., email, SMS, and WhatsApp.
- The messages are sent on days defined in the step setting, in this example, the first message on Day 1, the Second on Day 3, and so on.
- You can customize the design or message of each step to suit your business.
- Preview tabs give you an exact preview of how your message looks.
Tips:
- Always send a test invite to your own contact to experience how it looks before sending to real contacts.
- From the campaign setting, you can connect your company email to send review requests, i.e. [email protected]. >> Watch Video Tutorial
Step 5
Send your first review request
- To send review requests, you need to add customer details.
- You can add Invitees in multiple ways. Manually, CSV upload, or with automation.
- Each customer should have either an email or a phone number or both.
- The invitee’s name is optional, but recommended to personalize the message & improve delivery.
- To import multiple customers at once, create a CSV file with columns of Email, First Name, Last Name, Phone, and upload it.
- On next screen, map the columns with right field.
- Select the campaign which you want to send to these contacts.
- Set the daily limit to 30, and click on Import.
Tips:
- You can use Google Sheets, BCC, & other integrations to automate adding contacts.
- If you’re using any CRM in your business setup, you can also use it to automate adding contacts with the Repuva API.
Step 6
Generate QR codes (Optional)
- To create a new QR code, go to Review Tools > QR Codes > Create QR Code
- Give a clear name that represents the purpose of QR code.
- Select the type “Feedback Form” or “Custom URL” that you want to link with this QR.
In 99% cases, you only need to connect your feedback form with QR. - Select the feedback form and save to generate a QR.
Notes:
- You can also customize url of qr to some meaningful words instead of random letters.
- The name & Description are only for internal use and are only visible to you.
- Click on manage to view stats related to it.
- Click Download > Design your own to customize the design of your QR
Step 7
Add team members (optional)
- To add new team members, go to Settings > Team
- Enter their email address, select from default roles, and send an invite.
- Added members will receive an email with an invitation link to sign up, they just need to join the platform with that link to continue.
