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Review Request in Service Minder

Dylan Cohan
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Reviews are a powerful way to broadcast your success to potential customers.

Reviews are all about engagement. Simply adding this to your software will do little good. Motivating your technicians to ask for reviews will produce results. The goal: double the reviews of your next competitor.

 

Here is the workflow

  • Make the appointment confirmation about the technician: Introduce the technician information in the Appointment Confirmation email and text.
  • Ask for a review: Added three Calls to Action (CTA) to the Appointment Completion email and text.
  • To make it easy, trigger an email with the review links: We added an Ad Hoc Request for Review email triggered by a CTA. Happy.
  • Trigger a Task for a call if the customer responds with a CTA Sad.

 

This FAQ will guide you through the process of requesting review through 

  1. Call to Action setup for both Happy and Sad responses
  2. Request for review via an Ad Hoc Request for Reviews
  3. Response links
  4. Drip configuration
  5. Service Agent setup
  6. Technician Introduction via the Automated Email Appointment Confirmation
  7. Request for feedback via the Automated Email Appointment Completion

Call to Action Setup

Call to Action (CTA's) make it simple for a contact to indicate they want something. In this case, it responds to a question: how did the technician do?

Create them from the TOP menu, CAMPAIGNS, and the Call to Action tab.

Create a Happy CTA that looks like this:

mceclip0.png

And a Sad Face that looks like this:

mceclip1.png

Request for Review Ad Hoc Email Configuration

Create an Ad Hoc Email Template like this:

mceclip5.png

Edit the text message at the bottom of the Ad Hoc template like this:

mceclip0.png

Response Links in Service Minder

Confirm that your social media review links are populated. Your online marketing vendor can help you out. Control Panel>General

mceclip2.png

 

Drip Configuration in Service Minder

From the left menu Drip item, create a Trigger for a happy CTA that triggers an Ad Hoc email Request for Reviews like this:

mceclip3.png

And a Sad Face trigger that creates a task for a phone call like this:

mceclip4.png

 

Service Agent Configuration 

Add a photo and bio to your service agents like this:

mceclip7.png

Automated Email Appointment Confirmation

Add the links to the Service Agent in the Appointment Confirmation email like this:

mceclip8.png

The picture script is entered via the </> edit button and looks like this:

<p style="text-align: center;"><span style="color: rgb(161, 167, 105); font-family: Tahoma, Geneva, sans-serif; font-size: 14px;"><strong>Your Mosquito Squad Technician:</strong></span></p>

<p style="text-align: center;"><span style="color: rgb(161, 167, 105); font-family: Tahoma, Geneva, sans-serif; font-size: 14px;"></span></p>

<p style="text-align: center;"><img src="{service_agent.picture_url}" style="width: 300px;" class="fr-fic fr-dib"></p>

<p style="text-align: center;"><span style="color: rgb(75, 75, 65); font-family: Tahoma, Geneva, sans-serif; font-size: 14px;">{service_agent.name}</span></p>

<p style="text-align: center;"><span style="color: rgb(75, 75, 65); font-family: Tahoma, Geneva, sans-serif; font-size: 14px;">{service_agent.bio}</span></p>

<h3 style="text-align: center;">
<br>

Automated Email Appointment Complete

Finally, edit the Automated Email Appointment Completion and add your 'faces.'

mceclip9.png

 

(Reviewed for updates 12/24/24)

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