Review Management
Lauren Martin avatar
Written by Lauren Martin
Updated over a week ago

With FieldPulse's Review Management feature, you can now get more reviews from customers and capture rating and feedback on your team members.

Review Management gives you the ease of capturing more reviews on google, yelp, HomeAdvisor, Facebook, or other sites with the push of a button! You can also gather internal feedback from your customers to drive tech performance.


Getting Set Up

To set up Review Management, navigate to Features & Plugins by clicking here or clicking 'Company Settings' in the menu on the left, then click 'Enable' on the review management.

Once enabled you can continue the set up by clicking here or clicking 'Company Settings' in the menu on the left, then click 'Review' in the top bar.


Setting up 3rd Party Reviews

Toggle on the 3rd Party Reviews section to display your settings

Create your Subject line and email body to include with each review request.

  • Add your review sites! Insert the links that will direct your customer to your review site.

  • Add additional review sites if not listed

  • Designate a “Contact Us” email address

Done!


Setting up Internal Feedback

Toggle on the Internal Feedback section to display your settings

  • Designate who the feedback score will apply to: Company or Assigned Team Member (user)

  • Create your Subject line and email body to include with each review request

Done!


Setting up Automatic Triggers for Review Management

You can use the automatic triggers feature to send out review requests automatically to customers.

Before you set up automatic triggers, you have to set up your Review Email Templates.

In the Company Settings section, click on 'Review'. Then click on 'Triggers'. You can also click here to go there directly.

To create a new trigger, click 'Create New'.

First pick the action that will trigger an email from the first dropdown.

Next, choose how the email is treated when the trigger action occurs - it can be automatically sent, ask for confirmation, scheduled for a later time, or both.

Next, choose the review or feedback template to use for this trigger email. Click save to finalize the trigger.

Your new automatic trigger will show in the list. You can add another by repeating this process.


Sending out Review Request and/or Internal Feedback Manually

Once a job has been completed you will want to navigate to the job record in your FieldPulse account then click on Customer Communications. Here you will see both options to send out either a review request or Internal Feedback. Click on your preference and send!

Third Party Review Example:

Internal Feedback Example:

If you need any help please email us at support@fieldpulse.com or live chat with us using the blue button in the bottom right corner.

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