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Review Generation - How to Generate First Party Reviews

Written by Jenna Tighe

Updated at October 25th, 2022

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Table of Contents

To send a single review invite: To send multiple review invites

Click Reviews in the navigation bar and click Generation

Single Review Invites:

Through the platform, you can choose to send a single invite to generate a first-party review from a specific customer or multiple invites to generate them from a larger audience.

Note: A valid Review Generation Privacy Policy URL must be added to your account to send review invitations. 

To add a Review Generation Privacy Policy Link:

  1. Click Reviews in the navigation bar and click Generation.
  2. Click Settings. 
  3. Click the Review Generation Privacy Policy field and add your Privacy Policy link to the text box.
  4. Click Save.

To send a single review invite:

  1. Click Reviews in the navigation bar and click Generation.
  2. Click Send Invites.
  3. Click on the Send Single Invite tab.
  1. Select the desired entity.
  2. Enter the customer’s contact information. You can choose to send the invite via SMS or email.
  3. Select an invite template.
  4. Select the invite language.
    • Note: This is only available for default email templates.
  5. Click on the Send Invite button.

Multiple Review Invites:

Through the platform, you can choose to send multiple invites to generate first party reviews from a larger audience, or a single invite to generate a first party review from a specific customer.

Note: A valid Review Generation Privacy Policy URL must be added to your account in order to send review invitations. 

To add a Review Generation Privacy Policy Link:

  1. Click Reviews in the navigation bar and click Generation.
  2. Click Settings. 
  3. Click on the Review Generation Privacy Policy field and add your Privacy Policy link to the text box.
  4. Click Save.

To send multiple review invites

  1. Click Reviews in the navigation bar and click Generation.
  2. Click Send Invites.
  3. This step differs depending on whether you are generating reviews for one entity, or multiple entities at once. Choose one of the following options accordingly:
    • One entity:
      • Click Select Entity and select the desired entity. You will not have to include a Store or Entity ID in the spreadsheet template.
    • Multiple entities:
      • Do not select an entity from the drop-down. Proceed to step 4 and add the relevant Entity IDs or Store IDs to the spreadsheet template.
  1. Click on the Download Template link and fill in the relevant information. For more help with this, visit the next section of this article.
  2. Click on the Choose File button to upload your spreadsheet.
  3. Click Continue.
  4. Click on the Send Invites button.

 

 

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