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Creating and Customizing Review Funnels

Review funnels are fundamental because they work hand-in-hand with your campaigns:

  • Campaigns deliver the invitation (“Click here for feedback”)
  • Funnels handle the response intelligently
  • Happy customers → Directed to public review sites (Google, Yelp)
  • Unhappy customers → Private feedback to protect your reputation
  • Without a funnel, all feedback goes directly to review sites (risky!)

Think of it this way: Campaigns are the delivery system, funnels are the smart destination

Step 1: Choose Your Layout

  1. Start by designing your funnels
    • Select your preferred layout. On the right side, you can access the preview for the reviews and feedback pages.
Review Funnel Editor () ()

Step 2: Customize your design

  1. The design tab allows you to customize the visual appearance of your funnel.
    • Logo: Upload the business logo that will appear at the top of the funnel
    • Header: Choose the text color that shows up well against your header background
    • Background: Select the main background color; generally, white or light grey works best
    • Text Color: Choose the color for regular text; usually, the text is dark to favor readability
    • Footer: Pick the background color for the bottom section
    • Footer Text: Choose text color for the footer area
    • Header alignment: Left, center, or right alignment for header content
    • Footer alignment: Left, center, or right alignment for footer content
    • Custom CSS: The Custom CSS section is for advanced users only – skip this unless you have web development experience.

Step 3: Configure the General Settings

  1. Verify the following, and edit if needed.
    • Brand/Business Name
    • Verify the review profile URL
    • Font Family

Step 4: Set Up the Content

  1. Header Subtitle: Write a friendly question that asks customers to rate their experience. Keep it simple and conversational. Below you have some examples.
    • How was your experience today?
    • Would you recommend us to a friend?
    • Rate your visit with us!
  2. Footer Text: Add information that appears at the bottom of every screen. To customize this section, you can use the formatting tools (Bold, Italic, Underline, Links, Images). Keep it brief but helpful by adding:
    • Business contact information: Questions? Call (555) 123-456
    • Website link: Visit us at yourwebsite.com
    • Business hours: Open Monday-Friday 9 AM-6 PM
    • Location: Located at 123 Main Street, Your City
  3. Positive Feedback Text: Write a message encouraging satisfied customers to leave public reviews. Check out the following examples:
    • We’re thrilled you had a great experience! Please share it:
    • Loved our service? Tell others about it:
    • Help others discover us by leaving a review:
  4. Negative feedback text: Write a welcoming message for private feedback. Consider the following phrases:
    • We’d love to hear how we can improve:
    • Help us serve you better – share your thoughts:
    • Your feedback helps us grow:
  5. Negative Feedback Confirmation: Write a thank-you message that customers can see after they submit feedback.
    • Thank you for your feedback! We’ll review it and improve our service.
    • We appreciate your input and will follow up with you soon.
  6. Customize Feedback Form Labels: Set clear labels for the information you want to collect:
    • First Name: “First Name” or “Your Name”
    • Email: “Email Address”
    • Phone: “Phone Number (Optional)”
    • Feedback Box: “Tell us what happened…” or “Share your experience…”
    • Submit Button: “Send Feedback” or “Submit”
  7. Leave a review process: not clickable

            Step 5: Add Review Sources

            1. Feed: Here, you can add Additional Review Sources if you want to
              • Click “+ Add Source” to add more review platforms
              • Add the direct links to your business pages on Facebook, Yelp, TripAdvisor, and industry-specific sites.
              • Add 3-5 platforms that your customers use
              • Test all links before adding them to ensure they work correctly

            Step 6: Test and Launch

            1. Test and Launch Your Funnel
              • The “View Funnel” blue button offers you a preview and helps test your funnel before going live
              • Check that all messages, links, and flows work correctly
            2. Save Your Funnel
              • Click to save all changes and make your funnel active
              • Must save before sharing with customers
            3. Expand your reach with the QR Code
              • Click to download a QR code linking to your funnel
              • You can add it to receipts, business cards, or table displays
              • Customers scan with their phone to access your review request
            4. Make sure to click the “save” blue button on the right side of the page.

            ⚠️ Pro Tips:

            • Use warm, conversational language throughout
            • Keep all messages short and easy to read
            • Test by reading everything from a customer’s perspective
            • Save your changes and preview the funnel before going live

            Your content should feel welcoming and make customers comfortable sharing both positive and negative feedback.

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