We understand that time is valuable for agents. 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 up 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 will be able to 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 in the message box.