To send review invitations from Marketo, we use the dynamic link. The dynamic link prefills the customers order details so to automatically verify the review.
Requirements
⭐️ Available on Start-up and above plans
Navigation
Log into your REVIEWS.io dashboard.
Select Collection >> DYNAMIC LINK.
Copy the blue 'Dynamic Link Template For Automation' URL.
Instructions ⚙️
Editing your Dynamic Link
Once you have copied the dynamic link from your dashboard, open up any text element you have (e.g., Microsoft Word, Google Docs, Textedit etc.) and paste it into the document.
http://www.reviews.co.io/store/landing_new_review?store=[Yourstorename]&user=<customer name>&order_id=<order reference>&email=<customer email address>&products=<product sku>&type=<review type>
It will look something like the above. The following steps below, will guide you through which parts of the link you will need to edit to suit the outcomes you are looking to achieve.
Editing Review Type Fields
Firstly, pending which review type you would like to collect, you would need to change &type=<review type> in the link to your review type.
If collecting Company reviews:
&type=<review type> becomes:
&type=company
If collecting Product reviews:
&type=<review type> becomes:
&type=product
If collecting both Company and Product reviews:
&type=<review type> becomes:
&type=combined
If collecting Local Reviews:
&type=<review type> becomes:
&type=third_party
So now, your link should look something like this (depending on which review type you are collecting):
http://www.reviews.co.uk/store/landing_new_review?store=[Yourstorename]&user=<customer name>&order_id=<order reference>&email=<customer email address>&products=<product sku>&type=company
Editing Customer Data Fields
You will then need to alter some of the text in the link, so that it compliments the placeholders that you already have in Marketo. These being:
<customer name><order reference><customer email address>
Customer Name Variable
&user=<customer name> becomes:
&user=###{{lead.Full Name}}
Order Reference Variable
&order_id=<order reference> becomes:
&order_id=###{{lead.Id}}
Customer Email Address Variable
&email=<customer email address> becomes:
&email=###{{lead.Email Address}}
So now, your link should look something like this:
http://www.reviews.co.uk/store/landing_new_review?store=[Yourstorename]&user=###{{lead.Full Name}}&order_id=###{{lead.Id}}&email=###{{lead.Email Address}}&products=<product sku>&type=companyNote: If you are collecting Company, or third-party reviews, you will need to delete the following text from the link, and then you can skip to step 4:
&products=<product sku>
Adding Dynamic Product Data to your Dynamic Link
Note: This step is only needed if you are collecting Product or Combined reviews, via your Dynamic Link. If you are not, skip to step 4.
Adding product SKU's to your dynamic link, will vary pending which Marketo token your product SKU is assigned to. The variable that you need to replace <product sku> with differs from user to user.
You can read more about Marketo tokens here, and how to create a custom token for your product SKU.
Once you have created a SKU token, you will need to replace <product sku> with the token that identifies SKU in your Marketo account.
Pasting your Dynamic Link into a CTA Button in Marketo
Once you have changed the variable fields in the step above to accommodate your parameters already set in Marketo, it is time to paste the link into the email template that you are wanting to send to customers.
In the WYSIWYG editor (aka Rich Text Editor), type the text in highlight, and paste the link as per a standard hyperlink.
For any further support, feel free to use our live chat in the bottom right-hand corner of the dashboard.