If you are using our Easy Reviews feature, this means we are receiving your client data directly from your integrated CRM or TMS in order to send out your review requests.
This article will outline the best way to enter your client details in order for us to send your requests out to your clients.
We will send out the review request in the exact format that you have entered the client name into your database. We'll outline a few examples for you below.
Example 1 - Buyers/Sellers with different last names
If you enter it like this:
First Name | Last Name | Emails |
Ben & Jen | Evans & Smith |
We send it like this:
Hi Ben & Jen Evans & Smith,
What you should do:
First Name | Last Name | Emails |
Ben Evans & | Jen Smith |
How we send it:
Hi Ben Evans & Jen Smith,
Example 2 - Multiple Buyers and Sellers
We will send a request to 4 individual buyers (US) or sellers if you enter them on separate lines.
If you enter it like this:
First Name | Last Name | Emails |
Ben | Smith | |
Jen | Smith | |
Tim | Smith | |
Kay | Smith |
How we send it:
Email 1 - Hi Ben Smith,
Email 2 - Hi Jen Smith,
Email 3 - Hi Tim Smith,
Email 4 - Hi Kay Smith,
What you should do (if you'd only like one review from the whole group):
First Name | Last Name | Emails |
Ben, Jen, Tim & Kay | Smith |
How we send it:
Hi Ben, Jen, Tim & Kay Smith,