Adding and Managing Offline Reviews
What Are Manual Reviews?
Manual Reviews allow you to add customer feedback collected from offline sources or platforms not integrated with your CRM. This includes reviews received through paper forms, emails, phone calls, or other external channels. By adding these reviews manually, you can display them alongside reviews from connected platforms like Google, ensuring your reputation management presents a complete picture of customer satisfaction.
Benefits of Using Manual Reviews
Incorporating manual reviews into your CRM offers several advantages for your business reputation management:
- Complete Coverage: Include feedback from all customer touchpoints, not just digital platforms.
- Centralized Management: Manage all reviews from one location with consistent filtering and organization.
- Bulk Import Capability: Quickly add large sets of historical reviews using CSV file imports.
- Widget Integration: Display manual reviews in website widgets alongside other review sources.
- Migration Support: Easily transfer legacy review data into your current system.
- AI Analysis: Include manual reviews in AI-powered reputation summaries for comprehensive insights.
How to Set Up Manual Reviews
Before you can add manual reviews, you need to enable the feature in your account settings. Once activated, you can access the review management tools through the Reputation section of your CRM.
Manually Adding Individual Reviews
To add a single review manually:
- Navigate to Reputation and select the Reviews tab
- Click Add Reviews and choose the Add Manually option
- Fill in the review details including rating, testimonial text, date, platform, customer name, and profile picture if available
- Click Submit Review to save the entry
Bulk Importing Reviews via CSV
For importing multiple reviews at once:
- Go to Reputation → Reviews and click Add Reviews
- Select the Upload CSV tab
- Download the CSV template and populate it with your review data
- Choose the appropriate platform designation and upload your completed CSV file
- Click Upload Reviews to process the import
Displaying Manual Reviews in Widgets
To showcase manual reviews on your website:
- Access Reputation → Widgets and select or create a widget
- In the Review Source settings, choose Manual
- Select your preferred layout and configure display settings such as maximum number of reviews and minimum rating
- Embed the widget code on your website, funnels, or other digital properties
Frequently Asked Questions
Do manual reviews affect AI summaries?
Yes, manual reviews are included in AI-generated reputation summaries, providing a more comprehensive analysis of all customer feedback.
Can I create custom platforms for manual reviews?
Yes, when adding a manual review, you can select from existing platforms, create custom platform names, or choose "No Platform" if appropriate.
Where do manual reviews appear after adding them?
Manual reviews appear in the main Reviews list with a "Manual Pages" label and can be filtered by source for easy management.
Is there a bulk import option available?
Yes, the CSV upload feature allows you to import multiple reviews simultaneously, with validation checks to ensure data quality.
What information can I include with manual reviews?
You can include customer name, rating, review text, date, platform/source, profile picture, and photo attachments as needed.
Can I filter to view only manual reviews?
Yes, use the Source filter in the Reviews tab and select "Manual (Manual Pages)" or your custom platform name to view only manual reviews.