Ensure you have setup your branch location first - Read More

Implementing Automating branches

There are 3 automated methods for setting up your Branches:

  • Review Booster
  • API
  • BCC

Adding Branches using Review Booster

To set up Branches within your Review Booster, first you must:

  • Login to the Reviews Dashboard
  • Navigate to Invitations >> Review Booster

Note

If you are not familiar with how the Review Booster works, or the information you need to provide, please read this support article.

To add branches to your review booster add the additional 'branch' type manually, or upload a file via CSV with your chosen branch type as a column

  • When you have added your customer data, it will appear in the right hand column for you.
  • Identify all your columns, and set your chosen column (above column with Glasgow, London and Newcastle) as Branch
  • Check everything is correct and press the button It's Correct. Send Invites

The example above used location - cities - as a branch type, but you can set up your branches for whatever you want to group your reviews by. Here are some examples:

Adding Branches using API

  • Navigate to Reviews Setup >> Collection >> Integration Library
  • Click API

Notice: This API Documentation is targeted at developers and can be used to create bespoke solutions.

Navigate to Company Review Collection

When queuing your invitations using the Reviews.io API, add the branch parameter to the body and add the relevant code for the branch type.

Example

{
"store": "your-business",
"apikey" :"YOUR_API_KEY",
"name": "John Smith",
"email": "john.smith@example.com",
"order_id": "1234",
"branch": "BRANCH_TYPE_HERE".
}

When customers begin to leave reviews, Branches will automatically be created and added to the review. You can find all of your automatically created branches within Manage Branches in your Reviews Dashboard.

Adding Branches using BCC

  • Navigate to Reviews Setup >> Integration Libarary
  • Follow Steps 1 and 2

When creating email invitations and BCC'ing them to Reviews.io, along with your customer's name, order ID and email address identifiers within comments, add the branch and include the branch type identifier you would like to setup Branches for.

Example

<!--name:John Smith-->
<!--order_id:12345-->
<!--email:john.smith@example.com-->
<!--branch:[BRANCH_TYPE_HERE]-->

Important

Branch identifiers will differ acros s eCommerce software. Check your eCommerce documentation to add the correct branch identifier to comments when BCC'ing Reviews.io your email invitations.

When customers begin to leave reviews, Branches will automatically be created and added to the review. You can find all of your automatically created branches within Manage Branches in your Reviews Dashboard.

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