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Rating Management

Step by Step User Guide 

Open Rating Standalone Product

To Open Rating Product Page: Go To Central -> Reputation and Competitive Analysis -> Ratings and Review Capture

Open Ratings Settings

To Open Rating Setting Page: Click Settings

Set New Ratings

Fill in all the required fields marked with the red star(*) Settings:
  • Title: title/name of your rating request
  • Review Threshold: Only ratings equal to or above the given threshold rating will be posted on review sites. Select your threshold.
  • Below Threshold Rating Message: Add text that will appear if the user gives ratings below the threshold that was set in the Review threshold.
  • High Rating Message: Add text that will appear if the customer gives a rating above the threshold that was set.
  • Review Post Url: List your company’s social media sites by comma(,) separator where you want the ratings to appear.
  • Review Post Url:  If this checkbox is not checked any review or rating given on this specific survey will not show on the auto-posting review website.

**Click Save Changes button to save the changes

Set New Ratings

SMS
Create/edit the SMS (text) messages that will be sent to the customers with the page link to give their ratings.

Request Message Text: The body of SMS/text message.
NOTE: Like in other Auto messages you can use brackets
[ ] around database fields like Name and Date to
personalize the message.

**Click Save Changes button to save the changes

Set New Ratings

Email
Email messages that will be sent to the customers
with the page link [a click Start Rating button will
redirect to the page] to give their ratings.

Subject Title: Email Subject that your customer will
see.

Email Body: Email body text that will be sent to the
customer with a button named Start Rating. On
clicking the button it will redirect the customer to the
rating page.

NOTE: Like in other Auto messages you can use
brackets [ ] around database fields like Name and
Date to personalize the message.

**Click Save Changes button to save the changes

To See Ratings List

Manually Send Rating Request To Customer

1. Click on Envelop from the Action Column
2. A pop will appear for the send ratings and survey 

Send Rating Request To Customer

This will open a Pop-Up

  • First Name: Give the Customer the First Name to whom you want to send the rating request.
  • Last Name: Give the Customer the Last Name to whom you want to send the rating request.
  • Title: Choose the desired communication process Email or SMS to send the rating request.
  • Title: Auto-fills the Title you have selected from the list of ratings and it will also auto-populate the relevant email subject and email body for the customer.
  • Email Subject: It will auto-populate based on the
    selected Title: Customer can also modify it before sending.
  • Email Body: It will auto-populate based on the
    selected Title: Customer can also modify it before sending.

**Click the Send Ratings Email button the email will be sent with a link.

Customer View

The customer will receive an email with the rating link.
On clicking the Start Rating button it will redirect
to the page where customer will give their ratings.

Customer View

Here Customer will give their ratings.

Customer View

If the Customer gave a rating that is equal to or higher than the threshold [High rating]
the user has set it on their settings page
then the company site URL will show.

Click this link it will redirect the customer to the company’s social media site to give their review.

Customer can also leave their comment in the comment box which will automatically post on the company site.

**On click Submit button the comment will be saved on the company website.

Customer View

If the Customer gives a rating that is below the threshold [Low rating] that is set on the settings page then a message with a comment box will appear.

In this comment box, user can give their complaint or any message they wish to let the company know.

But this comment will not automatically post on the website because it has low ratings

**On click Submit button the comment will be saved on the company side.

Rating Responses

To See the rating Responses given by the customers go to Ratings.

Rating Responses

These are all of the responses given by the customers.

On Message Row

If the customer has given a review directly on the company site on the message row it will show as If the customer gave a rating and submitted no comment the message will show [No Review].

If the customer gives a rating and submits any comment the message will show [The comment sent by the customer].

Click the view button user can see how many stars are given by the user.