Use our Get More Reviews Workflow to encourage your contacts to leave a positive review on any external review site. (e.g. Google Reviews, Capterra, G2 Crowd, TrustRadius, TrustPilot, Yelp.... whatever you'd like!)
Note: For Google Reviews, you need to create a link for your contacts to click to in order to review the 'correct business'. Use this guide to generate a 1 click link that will open up the review for that business.
Setting Up the Workflow
From the Workflows screen, choose Get More Reviews.
Setting Up Rules For Your Workflow
By default, this Workflow will be configured to run for promoters only, and only once per contact.
You can add rules to narrow down the targets for the Workflow -
when adding rules, be careful whether you select the "+And" or "+Or" button to add your rule, as they are very different. To ensure your rules are set up correctly, it helps to read your rules out loud as you make them:
"I want this Workflow to run automatically for anyone whose Location
is California
+And their Status is Onboarding,
+Or if their location is Oregon
+And their status is Onboarding."
From the sentence above, we can see that there are two rules being set here due to the +Or addition.
If the rules were just:
"I want this Workflow to run automatically for anyone whose Location is California +And Oregon +And their Status is Onboarding"
All three of those statements would have to be true: the Workflow would run if Location = California, Location = Oregon, and Status = Onboarding.
Since we only have one Location field, that would not make sense, and the Workflow would not run. We need the +Or to separate the two rules: Location = California AND Status = Onboarding, OR Location = Oregon AND Status = Onboarding.
Customize The Body Of Your Workflow
Like your other Workflows, you'll want to customize the body of your message to make it reflect your company's style and voice. You can also use Dynamic Fields pulled from your Custom Data Fields. We do this by using curly brackets - for example, {firstname} in the screenshot below. The fields that are available to you are visible in the sidebar on the left side of the Workflows page.
Formatting The Link To Your Review Site
Take your short-ish link (under 100 characters - ideally, under 50), here is how you will want to format the link to make it work correctly:
<a href="website address here”>insert words you want hyperlinked here</a>
So if your website address is "https://www.g2.com/products/asknicely/reviews"" and the site is "G2 Crowd", your link would be formatted thusly:<a href="https://www.g2.com/products/asknicely/reviews”>G2 Crowd</a>.
So now, the "Body" section of your Workflow would read as follows:
Hey Jim,
Thanks for scoring us a 10! We're glad to know we're doing a good job.
Can you help us out by spreading the word about us?
We'd really appreciate it if you could leave a review for us on G2 Crowd.
Regards,
Zach Dunham
Click Save and you're good to go! You can test this by turning on the Workflow, sending yourself a survey, then giving a response that meets the criteria you set in your "Rules" section for that workflow.
Set Up Alternate Templates to Drive Reviews to Multiple Sites
If you have multiple sites you want to drive reviews to, AskNicely gives you the ability to randomize which review link your customers are sent. You don’t have to create three different Workflows (unless you want a specific subset of your customers to be directed to a specific review site). We have email variants that will allow you to create up to 3 templates that will be selected at random within the Workflow.
Next to the body of your Workflow, click +Add Template.
You’ll notice that you now have a second template, “Template 2”. You can change the wording and the link in this template to direct your promoters to your second review site.