… connect your email (see the next question). Then: 1. Click Requests in the left sidebar. You're on the Sent tab. 2. Under Who to send to, pick One person or Paste a list. 3. For one person, fill in T…

…system like Quo, Dialpad, JustCall or Kixie, connect it and requests go out from your own number at no extra cost. Or add the SMS add-on for your own videoreview texting number (see the SMS add-on sec…

…u get your own toll-free number, and your customers get the request on their phone with your business name on it.

…nd it's picked up on a later check). 3. That person already reviewed, was asked in the last 30 days, or unsubscribed. 4. **Send requests automatically** is off, or your automation is off. 5. Your emai…

The row shows the reason in red, and Try again resends it. If your email stopped sending, Settings, Sending shows "Not sending" with a Reconnect button. Until you reconnect, client emails go out from …

Only if you use the "Requests I add" automation. With it on, people you add on the Sent tab are scheduled and get its follow-ups instead of being sent right away. Requests you send without an automati…

When you send a request, How to send it gives you a choice: Email, SMS, or Email and SMS. Pick SMS to send only a text, or Email and SMS to send both.

…Quo (OpenPhone), Dialpad, JustCall or Kixie, connect it and review requests and reminders by SMS go out from that number, through your own account. Replies land in your usual phone app. There's no car…

Requests go out from your own connected email account, so they land like any email you send. 1. Open **Requests** and look at the person's row. "Didn't send" means your mail server refused it, and the…

On Pro and Agency with the SMS add-on, How to send it shows Email, SMS, and Email and SMS. See texting.md for how to set it up.

Yes. Your requests keep going out by email in the meantime, same as now. Nothing changes until the carriers approve you.

**Opportunity marked Won**, or an opportunity moving to any stage in any of your pipelines (stages are listed by pipeline).

A deal reaching any stage you pick, from any of your deal pipelines (for example Closed Won).

**Job closed** or **Invoice paid**.

**Deal marked Won**, or a deal moving to any stage in your pipelines.

The deal needs a person with an email address attached. Add the person to the deal and it's picked up on a later check.

**Opportunity Closed Won**, or an opportunity reaching any stage you pick.

A deal reaching any stage from your Deal stage list, like Closed Won.

…se your own address: put your record page on something like reviews.yourbusiness.com (Connect your address). 3. Record a test review: tap Show the QR code, scan it with your phone, and leave yourself …

The messages mean: - "[Name] already sent a review." Nothing more to ask. - "You already sent a reminder." Each request gets one by hand. - "[Name] unsubscribed from your emails." We can't email them …

…ected. 2. Make sure your email is connected under Settings, Sending. 3. Click Requests in the left sidebar, then the Automations tab. 4. Switch on Google review reminders. You'll see "Google follow-up…

…pens. 2. If the page says "not available" and "isn't taking reviews right now", your account is paused. See "My account is paused" below. 3. If it says "[Business] is not taking new reviews right now"…

…arter and up, yes. Under the record button they tap Write a review instead, tap the stars, write their review, add their name, and tap Send my review. On Free, the record page takes videos only.

…e the buttons on its row, or the menu next to it: - Remind: send one reminder (see follow-up-reminders.md). - Send now: send a scheduled one right away. - Try again: resend one that didn't send. - Cop…

After a customer sends their video, the record page writes their review out from what they said, with 5 stars, and asks them to post it on Google too. They tap Copy and open Google, we copy their word…

After Record a customer, you get a "Get [name]'s Google review" card. Tap Text or share the link and send it to them. Their words from the video become the review, and they post it from their own phon…

On Pro and up, if someone leaves you a review but doesn't tap through to Google, we email them their review, written out and ready to paste, with a Post it on Google button: - Day 1: "Would you post y…

… Get the code. 3. Under How it shows, pick Full wall (every review, in your wall's design), Carousel (one row people swipe through) or One video (one review, big, that you pick). 4. Turn Heading and c…

Your CRM is checked every 5 minutes, then your **Send it** wait applies. To check right away, open the CRM's **Settings** and click **Check now**. It will say how many requests it sent, or "nothing ne…

When an automation on **Requests** runs your CRM connection, its trigger, wait and reminders live there. The CRM card says "Your automation ... sends requests from ..." with an **Open the automation**…

You can send up to 50 requests at once, and up to 200 a day. Send the rest in another batch.

On Starter and up, untick Show videoreview branding under Your brand on the Record page. On Free it stays on.

…om". Pasting straight from a spreadsheet works too. You can send up to 50 at a time. Each person gets their own link with their name filled in.

Up to 50 people per send, and up to 200 emails a day from your account. Reminders and Google follow-ups count toward the 200. If you hit it, you'll see "You've sent 200 today. Send more tomorrow." You…

… the deal or job in your CRM: a note with the link to their review. - Star it, so it leads your wall and your next highlight reel. - Remind them to post on Google (Google review reminders, see google-…

…e carriers require every business to register before it can send texts. It protects your customers from spam and helps your texts get delivered.

1. Click Record page in the left sidebar. 2. Under Google reviews, type your business name and city in Find your business on Google. 3. Pick your business from the list. You'll see "Google listing sav…

The Google reviews panel on the Record page shows your listing's stars and Recent on Google. Tap Reply on Google to answer one, signed in as your business on Google.

Their review is still copied. Tell them to press and hold inside the box on Google, then tap Paste. The record page shows the same tip, plus an Open Google again button.

1. Open the review and click their photo or initials at the top (Photo and profile). 2. Click Add a photo (or Change photo), or Remove. 3. Type their Instagram or website under Instagram or website. 4…