Setting Up the Review Link & Request Templates

Review link options

Where should customers land?

Open Reputation, then Settings. In the Review Link section you have two choices. Click a tab to compare.

Review Balancing

Toggle it on and your software spreads requests across your connected platforms. For Google to be included, your Google Business Profile must be connected.

Avoids dead ends for people without a Facebook account
Most people start here

One page for everyone

Choose the Custom Link radio button and paste one web address. Every customer goes to that page.

Use it when you only care about one site

Step by step

Build a request template

Text and email work the same way. Click through the flow.

1

Turn it on

Click SMS Requests (or Email Requests) in Settings and flip the switch on. For SMS it sits in the top-right corner.

2

Set the timing

Choose when to send after check-in, how often to repeat, and the Maximum retries, which is how many reminders go out before it stops.

3

Pick the sender

Choose your default sender number for texts, or default sender email for email.

4

Write the message

Click Create New. For a text, add the review link custom value so it becomes the real link when sent. For email, drag in the Review Link element. Then Save.

5

Assign email templates

For email, click Set Email Templates, pick your live template and retry templates, and click Save.

Key terms

Definitions

Tap any term to expand it.

A toggle that spreads review requests across your connected platforms.

A setting that sends every customer to one review page you choose.

How many reminders go out before your software stops asking.

A drag-in block that puts your real review link in an email.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Open Reputation, then Settings, and check which Review Link option is selected.

Open your SMS Requests template and read it out loud before you save.

Open Email Requests and confirm your default sender email and live template.

⚡ Tips

Keep texts short. Short texts get read and long ones get skipped.
Pick a retry number you would be comfortable receiving yourself.
Use a plain subject line like how did we do. Spammy subjects can land in junk.
Placement of the review link insert can look different on your screen, so confirm it when you build.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

What does Review Balancing do?

When is a Custom Link the better choice?

In a text template, the review link custom value turns into the real ____ when it sends.

Maximum ____ is how many reminders go out before it stops.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

💬 Write my text request

You are a friendly copywriter helping me write a short review request text. My context: - [my business name] - [what the customer just did or bought] - [how I normally talk to customers] Give me: - Three text versions under 300 characters - A spot to place the review link custom value - A read-aloud check for each version Keep the tone warm and plain, with no pressure. Finish by asking me: "Which version sounds most like me?"

📧 Write my email request

You are an email copywriter helping me build a short review request email. My context: - [my business name] - [the sender name my customers know] - [the review sites I connected] Give me: - Five plain subject lines - A short body with a spot for the Review Link element - A friendly retry email wording Avoid anything that looks like spam. Finish by asking me: "Which subject line would I actually open?"