15.4 Reputation Management: Requesting Client Testimonials

Purpose:

Proactively encourage your satisfied clients (especially right after a successful closing) to share their positive experiences by leaving reviews on important online platforms.

(Recap - See Chapter 8.3 for primary details on using the Reputation section)

Configuration (Settings → Reputation Management):

• Set Primary Review Link: Paste the direct URL where you want clients to leave reviews most (e.g., your agency's Google review submission link, your Zillow profile review link, or a specific agent's review link).
• (Optional) Review Balancing: Enable if you want the system to alternate requests between Google and Facebook links.
• Customize Request Messages: Edit the default Email and SMS templates used for sending review requests. Ensure they are polite, personalized (use {{contact.first_name}}), and clearly include the {{review_request_link}} merge tag which inserts your primary review link.

Sending Requests:

• Manual Send: Use the Send Review Request button (in Reputation or Quick Actions menu). Select Contact, choose Channel (Email or SMS - check consent!).
• Automated via Workflow (Recommended): Add the Send Review Request action to your post-closing workflow (triggered by Opportunity Status = Won). Select Channel. This ensures timely requests to happy clients.
• Bulk Send: Select multiple contacts (e.g., recent past clients) → Click Review Request icon → Choose Channel. Use cautiously, target appropriately.

Tracking Requests (Requests Tab):

Monitor who requests have been sent to and when.

Leverage Widgets & QR Codes:

Use Reputation → Widgets to display positive reviews on your website. Use Reputation → Settings → Reviews QR to generate a QR code linking to your review page for use on print materials or closing gifts.