Setup Instructions

Before you can use ReviewFilter there are a few things you will need to setup. Firstly login to ReviewFilter with your credentials using the following link https://app.reviewfilter.com

Video guides on how to setup and use ReviewFliter can be found on the video tutorial page.

1) Business Settings

From the Home screen click on “Settings” and then “Business Settings”. At the bottom of the screen click “Edit”. Check all your business details are correct. The “Email” field is the address you will receive notifications of new reviews.

Business Details

You will need to upload a logo for your business which will be used on the Review Request webpage that your customers will see. Click on “Change Logo”. We recommend that you upload a .jpeg or .png with a white or transparent background. Ideal dimensions would be around 250px x 250px.

2) Email Templates

From the “Settings” screen click “Email Templates”. From here you can edit the text in the initial review request email and the reminder email. To edit either of the emails click on the “Edit” link.

By clicking on the “Help” button you can see a list of merge fields that you can use in the email.

Email review request template

If you delete the “Click here to submit feedback” link it is very important you include the [REVIEW_URL] merge field somewhere in your email. This is the link that the customer will click to submit their feedback. Without it they won’t be able to do so!

For advance users you can click on the “Source view” button which will give you full control over the html markup of the email.

Once you have finished making changes click the “Save” button.

3) SMS Templates

To edit the SMS templates go to “Settings” > “SMS Templates”. Click edit and then make your changes. Make sure you include the [REVIEW_URL] somewhere in your text. Click the “Save” button to save your changes.

4) Web Page Templates

Edit the Web Page Templates by going to “Settings” > “Web Page Templates”. From this screen you can edit and preview each page. The “Review Request Page” is the first page that your customers will see when they click the link in your email of SMS message.
Depending on whether the feedback is positive, negative or neutral will dictate which page the customer will see next. You should edit the text on these pages to closer represent your business and complaints policy.

5) Feedback Settings

Go to “Settings” > “Feedback Settings” From this page you can adjust your feedback settings.

feedback settings

The following default settings mean:-

Star Rating Threshold = 3 (out of 5). This means anything above 3 will be treated as a positive review. Anything below 3 will be treated as negative. A rating of 3 will be treated a a neutral review. With a threshold of 3 only 4 and 5 star reviews will be pushed toward public review sites.

Reminder Email Attempts = 2. The number of times a customer will receive an email or SMS message asking them for their feedback. This number includes the initial review request.

Email Delay = 60. This is the delay in hours between reminder messages being sent. 60 hours equals 2.5 days.

Enable Email = Yes. Review requests will be sent using email.

Enable SMS = No. Review requests will not be sent using SMS.

Although it is possible to send review requests simultaneously by email and SMS we suggest you enable one or the other. Generally, hotels would use email and restaurants would use SMS.

6) Review Sites

In order to select which Review Sites you direct your customers to on a positive review go to “Settings” > “Review Sites”.

From this screen you can change which sites you want to push positive reviews to. We recommend you enable a maximum of 3 at any time. You can of course change these at any time should you need to push more reviews to a particular site.

Review sites

To edit and enable a site click on the “Edit” link. You need to change the “URL” to the review page of your business on the particular site. To enable the site check the “Enabled” check-box and then click “Save”.

7) SMS Credits

If you are sending review requests via SMS you will need to purchase a bundle of SMS credits. To do this or to check your balance go to “Settings” > “SMS Credits”.