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'
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.
Note:
Deleting Templates: You can only delete review templates created within your personal account. If a template was created at the office level, an admin must log into the office profile to remove it.
Dynamic Templates: Templates saved by our team are dynamic and cannot be edited or deleted. However, you can select one as your default, or copy its content into a new, custom template that you can fully personalize.