Creating Review Invite Templates

Setting up Review Invite templates is an easy way to speed up your workflow. Follow these instructions to set them up

Written by Stratus Support

Updated 3 years ago

Creating an SMS Reply Template

Step 1: Go to the Reviews page and click on Invites. Click on Manage Templates

Step 2: Click on +New and in the popup give your template a descriptive name

Step 3: Select SMS as the type and compose your message. To add personalization to your template, use our dynamic placeholders by clicking on Insert Placeholder or typing the '#' and selecting the placeholder from the list

Step 4: Click on Create Template. The invite template will be available from the dropdown the next time you choose to send an SMS Review Invite.

What are dynamic placeholders?

Dynamic placeholders allow you to add a level of personalization to your templates automatically. For example, if you have an invite template that uses the #Business Name placeholder, your business name will automatically be inserted into your Review Invite the next time you choose to send an SMS Review Invite.

The following is a list of the dynamic placeholder options currently available:

Business Name - inserts the name of your business

Location Name - inserts the name of the location you choose when creating a Review Invite

Location Phone Number - inserts the name of the location's phone number

Creating an Email Reply Template

Step 1: Go to the Reviews page and click on Invites. Click on Manage Templates

Step 2: Click on +New and in the popup give your template a descriptive name

Step 3: Select Email as the type and fill in the Email Subject, Heading, and Message. To add personalization to your template, use our dynamic placeholders by clicking on Insert Placeholder or typing the '#' and selecting the placeholder from the list

Step 4: Click on Create Template. The invite template will be available from the dropdown the next time you choose to send an Email Review Invite.

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