This is a step-by-step tutorial on setting up and sending the Review Request E-mail.

Set up your preferred review sites -

  • Login to your ClientWhys Admin at portal.clientwhys.com

  • Click on Site Editor

  • Click on Settings

  • On the bottom of the page click on Branding

  • Click on Social Media

  • Add your preferred review sites such as Google+ or Yelp. TaxBuzz will be added by default.

Set up the Review Request Email -

  • Click on the Communication tab

  • Click on the Greetings icon

  • In the drop down select Request Reviews

  • Click on the title - Please Take a Moment to Rate Us

  • You can edit the title, text, change the "from" email address, select a Recipient list or leave as is.

  • Click the preview button on the right or click send test to preview the request via email.

Send the Review Request Email -

  • When you are ready to send, click on the Scheduling icon at the bottom of the page.

  • Toggle to the right of Send Date / Time and click edit

  • Set your sending preferences and click save.

The email will send within 10 minutes of the scheduled send time.

Sample Email -

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