- Click on your company name in the top right hand corner of the dashboard
It is highly advisable to set up Branches before sending out any review invitations, as this way all your reviews will have a respective branch associated with them upon review collection. If you have sent out invitations before setting up Branches, you will have to retroactively add the correct branch to each individual review sent out before implementation
You can only have one branch type active at any time. Therefore, if you wish to add further distinction and review groupings you will need to create tags. For more information about tagging your reviews, please read this support article.
What Are Locations / Branches?
Branches can be created for almost anything you want to order your reviews by as well as create reports on, but these are some typical branch types:
- Store street addresses
- Individual team members
- Services you provide
- Sales channels
Implementing Automatic Branches
There are 3 automated methods for setting up your Branches:
- Review Booster
When setting up Branches via Review Booster, API or BCC, your branch names will be automatically created and added when individuals leave reviews.
Manually Managing Branches
There are also 2 manual methods for creating and managing your Branches:
- Manage Branches
When manually creating Branches, these branch names will not automatically be added to incoming reviews. Manual creation and management is for the retroactive addition of branch names to reviews, as well as visual housekeeping.