Getting Started - Review Collection

A 5 step guide to setting up review collection

Tom Goodwin avatar
Written by Tom Goodwin
Updated over a week ago

Here's a quick guide to get up and running with review collection with your account right away!

Step 1 - Create an On Brand Email Template

You'll first need an email template in order to begin collecting reviews.  You have a couple of choices pending on your goals:

  • Company Review Request (Great if you are using Google AdWords).

  • Product Review Request (Great for Google Shopping and Organic Stars on product pages).

  • Combined Review Request (Ask for a company review first and then a product review in the one email if you are looking to collect both).

  • Local Review Request (For asking for reviews on any third party sites you may have integrated). 

Follow the link below for instructions to create your email templates. 

Note: Please be sure to switch the template to ACTIVE for the automation to begin once you have integrated your website in the following step. 


Step 2: Connect your Integrations

Our integrations are available under the Integrations tab on your dashboard.

If you're running an off the shelf e-commerce like Magento, Shopify, WooCommerce or any others we directly integrate with, head to our Getting Started documentation and select your Ecommerce platform guide.

If you are using a platform that we don't directly integrate with, to automate your review collection you will need to use one of the following methods:

For eCommerce platforms we don't support, you will need to add a product feed to collect product reviews. This can be achieved with one of the following methods:

3. Set your Timezone

Navigate to Invitations >> Country Settings.

  1. Click on the Timezone drop down and select the most suitable timezone for you Business

  2. Hit 'Save Timezone' to ensure that the system remembers this

4. Design your collector Page

When you customer clicks the 'Write a Review' button on your email templates, they are directed to a landing page where you can add customisation to suit your brand.

Navigate to Collection >> Collector Page.

Firstly, you will want to design your collector page to match your brand guidelines.

Then, you can add additional questions, attributes, UGC collection by following this article here.


5. Automating reviews through Flow

Now you have setup a review template, and designed your review collection page, you will want to create a sequence to collect your reviews that is styled to your brand.

Our Flow feature allows you to completely customise the experience based on how you want to collect your reviews. Use the guide below to setup your flow experience.


6. Set Your Account Details

In order to set your account up correctly, you will need to add your correct account details via the Account Details section.

Once you have completed the above 5 steps, you are all set to begin your review collection!

Some other functionalities that you may want to consider setting up are:

Did this answer your question?