This article will walk you through the 3 options on how you can begin generating reviews from your users.

To get started, log in to your admin dashboard. Select Reviews > Collection from the navigation menu. You will see a number of options. 

1. Automatic Surveying

The easiest way to begin generating reviews is to use the automatic surveying functionality. 

By selecting the Automatic option from the navigation menu, you'll be taken to the page below.

Every profile comes with a unique email address (as you can see in box 1. in the image above) that can be used to trigger the review invitation system. 

The best way to set this up is to add your automatic review email address as a BCC field in any of your other business systems. Examples of this include: 

• CRM system that sends an automatic handover email when a new deal is won
• Email platform that sends an automatic welcome email to new users
• Accountancy platform that sends invoice / bills to customers 

If you don't have any automations currently set up, you can manually add this email address to the BCC field. 

Once a new request has been triggered, a delay is applied before the review email is sent. By default this is set to 7 days. You can change the delay by using the the drop down menu as shown below. ]

2. Upload a CSV file

If you already have a number of users, you'll probably want to survey them to begin generating reviews. The easiest way to do this is to use the bulk upload option which you will find under Reviews > Collection > Upload.

On selecting the Browse file button and you'll be able to upload documents from your computer. The file must be uploaded as a CSV and include 2 columns only; email address and name.

Once successful, you will see a preview of the emails and names of the users you've uploaded as shown below. 

The next step is to select a date to send the invites. You can do this by selecting the Choose Date button. Select the date you want to schedule the invites for and when you're ready to proceed, select the Upload button.

The upload will now take place and once successful you'll be shown a list of the invitations that you have scheduled to go out. You can find your invitation list at any time by navigating to Reviews > Collection > Invitations.

3. Manual Invitations

The third and final way you're able to capture reviews is to use the direct review link. You will find this link in Reviews > Collection > Manual.

Copy this link and send it to your users directly, embed the link in your platform, or add it to your monthly newsletter.