We understand that agents' time is valuable. The Templates tab in your dashboard streamlines the review request process and gives you the power to create, edit, and set default templates.

Step 1: Log in to your account and select ' Settings' from the dashboard, then select 'Templates'

Step 2: Click 'Create Template' to create a new template or 'Manage' if you have a template you'd like to edit/remove

Step 3: Fill in the fields. Create a name for your template and fill in your content. Click 'Save'
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Step 4: Once you've built your template collection, go to the "Manage tab." There, you can Edit, Delete, and Set as Default templates that will pre-fill your requests automatically.

Step 5: Once the template has been saved, you can send a request to your client as described in the Request a Review article. Make sure to select your template from the drop-down list. If you set the template as 'Default,' it automatically populates the message box.