Our carbon copy (CC) tool, operates similar to its usage in an email inbox: Allowing users to send a copy of the review with its response to the contacts assigned to that location.
allows users to send a copy of the review with its response to the contacts assigned to that location. In order to take advantage of this tool in the Reviews Inbox, you must first assign contacts to your location(s).
This process can be done either for a single location or in bulk for multiple locations.
How to add contacts to a single location:
Go to the Manage Locations dashboard,
Open the detail pane for the location to add a contact to,
Select the Location Details widget (see image below) and select the Contact tab,
Select 'To add contact Click Here', and add Name and Email details.
Save.
How to add contacts in bulk:
Go to the Manage Locations dashboard,
Open the Manage Bulk Activity drop-down and select 'Bulk Upload Note',
Download the pre-populated file by selecting 'Unsure of format? Click here'
Add Contact Name and Contact Email under appropriate columns. Any locations that will not be receiving a contact can be removed from file.
Save completed file as a CSV and upload in application.
Tip: To add multiple contacts to a single location, copy the location ID into a new row and add the secondary contact information.