How to Send Review Requests from LEADSORBIT?

Sending review requests from LEADSORBIT helps you collect customer feedback through email or SMS after a completed service or interaction. Review requests make it easy for customers to leave reviews on your connected review platforms, helping you build and manage your online reputation.

Send a Review Request

Follow these steps to send a review request to a contact in LEADSORBIT.

  1. Navigate to Reputation → Requests.
  2. Click Send Review Request.
  3. Search for and select the contact you want to send the review request to.
  4. Choose the delivery method, such as SMS or Email, depending on the available contact information.
  5. Review the recipient details and message.
  6. Click Send to deliver the review request.
Sending a review request to a contact inside LEADSORBIT

Sending a review request to a contact inside LEADSORBIT

Track Review Requests

You can monitor the status of review requests after they have been sent.

  1. Navigate to Reputation → Requests.
  2. Review the list of sent review requests.
  3. Check the status of each request to see whether it has been delivered or completed.
Review Requests page displaying the status of sent review requests inside LEADSORBIT

Review Requests page displaying the status of sent review requests inside LEADSORBIT

Best Practices

  • Send review requests shortly after completing a service or interaction.
  • Verify that the contact's email address or phone number is accurate before sending.
  • Personalize your review request message whenever appropriate.
  • Review the status of sent requests regularly to monitor engagement.
  • Connect your review platforms before sending review requests.

Common Issues

  • Unable to send a review request: Verify that the contact has a valid email address or phone number and that at least one review platform is connected.
  • Contact not appearing in the search results: Confirm that the contact exists in LEADSORBIT and that the search information is correct.
  • Review request not delivered: Check the recipient's contact information and verify that the selected delivery method is available.
  • Review request status not updating: Allow time for the request status to synchronize, then refresh the Requests page.