This guide will outline the steps to send your first feedback request. If you’re just getting started, please follow these steps to send a text message or e-mail request to your client - we’ll take care of the rest! For more tips, please see this guide on LocalReviews best practices.
1. Log into your OneLocal account here.
2. Click the LocalReviews tab from the menu on the left-hand side of the screen.
3. Click Request Feedback in the top right corner of the screen.
4. Review each field on the feedback request:
Sent By - if you would like to send the feedback request on behalf of a colleague, please select their name from the drop-down list. Keep in mind that they will need to be added as a user to your dashboard before their name is available. Learn about adding users here.
Select Survey - if you have multiple surveys to choose from, please select the correct survey from the drop-down list. Chances are, the default survey will be the one you’ll be sending! If you'd like to learn more about creating new surveys, click here!
First Name - enter your client's first name, this will appear in the text message or e-mail your client receives so please make sure it's entered correctly and the first letter is capitalized! You can also include their last name for better tracking, but it is not required.
Mobile Phone or E-mail - enter your client's contact information. If you have your client's cell phone number we recommend sending the request by text message for the best results. Otherwise, enter your client's e-mail address.
P.S. if a landline phone number is entered, you will be notified and can try again!
Send Later (Optional) - This feature allows you to set up a LocalReviews request to be sent at a later time. This is a feature great if you'd like to schedule requests to go at specific times of day. An example would be over lunch hour when we typically see an increased response rate.
Customize Message - this feature allows you to customize the text message or e-mail that the client will receive. This is a great feature if you want to add a custom note to a client's feedback request.
5. When you're happy with the request, click send and your feedback request will be on its way!
Click here to take the guided tour on how to send a review request!
Sending Feedback Requests in Bulk
This guide will explain how to send multiple review requests at once from your LocalContacts.
Open your dashboard.
Click LocalContacts.
3. If your clients have not yet been added to LocalContacts - click Add Contacts in the top right corner of your screen, followed by Upload Spreadsheet. You'll need to have your CSV contact list ready, please review this quick guide if you need assistance!
If your contacts have already been added to LocalContacts - Select the contacts you’d like to send a feedback request to, by clicking the checkbox to the left of their name.
4. Once the contacts are selected, click Request Feedback.
5. A pop up window will appear
6. Select which survey you would like to send out from the drop-down menu.
7. Select whether you would like to send feedback requests via SMS or e-mail.
8. Choose your preferred method of delivery.
9. You'll have the option of sending your review requests at a later time by clicking Sending Later. This is a great tool if you'd like to upload a spreadsheet first thing in the morning but send the requests around lunch time (when we typically see a high response rate!)
10. Click Send
Automated Requests
OneLocal may be able to set up an integration if your business is using existing technology to manage appointments or invoicing. If your business uses one of the following solutions, please let us know:
Mindbody
Quickbooks
Square
RentManager
ServiceTitan
Any other CRM/invoicing tools that offer Zapier integrations
It is also possible to set up Workflows if your business will be utilizing LocalVisits for online booking.
Spam Prevention Filters for LocalReviews
When your customers are sent a review request more than once or when they are receiving a reminder we have a feature enabled to allow for spam prevention and ensure that your customers are still able to receive your survey link. It allows you to automatically follow best practices when contacting your customers.
Instead of getting the survey link in the message they will need to text back a keyword to receive the link.
'Hi there, Thanks for choosing [Company Name]. Can you take 30 seconds to let us know how we did? Reply "YES" to Start'
Spam prevention will make it less likely your request will be filtered out by carriers and set you up for success!
Any new customers getting your review request for the first time will always get the link in their first text.
If you have any further questions, please click the chat box in the bottom right corner of your screen to speak to our support team.
Need some more help? Please reach out to OneLocal Support via the chat bubble in the bottom right of your dashboard.
Ready to learn more?