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 -
