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How to Set Up & Send Business Reviews

Allison
  • Updated

Index subscribers can easily send review requests to help build their online reputation and attract new customers via Index's "Reviews" feature. 

Tip: To browse our Review Request Templates for inspiration, visit the Index Resource Center.
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Note: If you wish to link your 'Google My Business' account listing, please ensure it is set up/active & includes a business address prior to following the steps below.

How to link your business & create a review request: 

Initial Steps 

  1. Open Index mobile Settings.
  2. Under Tools, select Reviews. (you should see a "Set Up" button.)
  3. Enter the reviews message. (What text you'd like to include with your review link.)
  4. A 'More reviews, more business' screen will pop up; tap the Continue button.
  5. From there, you can add up to three business review links (One for your 'Google My Business' link, and two additional non-Google links (such as Facebook, Thumbtack, etc). 

Follow the steps below to link your Google My Business listing. If you want to link a non-Google review link, please locate your unique URL, copy it, and paste it into the text field in the Reviews setup screen.

Screen_Shot_2023-02-02_at_10.08.06_AM.png

Locating your Google Review link 

If you don't have the precise Google My Business link handy, you can locate it by following the steps below.

  1. Tap the "Add Google Review Link." 
  2. At the 'Allow Index to access your location screen, make one of the following selections:
    • 'Only while Using the App' or 'Allow Once' (if you don't see this prompt, disregard it and proceed to the next step.)
  3. On the Look Up My Business screen, type in your business name as it appears on Google to search.
    • If your search does not return results: Double-check that your Google My Business account is set up and includes a business address. If an address is not listed, you will be unable to locate and link your business. 
  4. Tap on your business to select it. Your business should automatically populate your Google My Business unique URL. (To confirm, you will see an https://search.google.com followed by your unique URL)
  5. Tap Save when you've finished adding your review link(s).
FYI: Index needs permission to access your location to find your business. If you choose 'Don't Allow'  you will be unable to proceed until you enable location access via your device settings.

How to send a review request:

Now that you've linked your business to the Reviews feature, you can send that link to your customers asking for a review. Here's how:

From within an existing conversation: 

  1. Tap theIMG_5977.jpg located under the text field to insert your Review Request Template.
  2. Tap the Send arrow to send your review request.

From the new message screen: 

  1. Enter the contact name or number into the To: field
  2. Tap the IMG_5977.jpglocated under the text field to insert your Review Request Template.
  3. Tap the Send arrow to send your review request.

Note: You can edit the default Review text "Tell us how we did with a rating or review below" prior to sending your link.  

Questions? Submit a request.

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--Tab 2 Start--

Note: If you wish to link your 'Google My Business' account listing, please ensure it is set up/active & includes a business address prior to following the steps below.

How to link your business & create a review request: 

Initial Steps 

  1. Open Index mobile Settings.
  2. Under Tools, select Reviews. (you should see a "Set Up" button.)
  3. A 'More reviews, more business' screen will pop up; tap the Continue button.
  4. From there, you can add up to three business review links (One for your 'Google My Business' link, and two additional non-Google links (such as Facebook, Thumbtack, etc). 

Follow the steps below to link your Google My Business listing. If you want to link a non-Google review link, please locate your unique URL, copy it, and paste into the text field in the Reviews setup screen.

Google Review link steps:

If you don't have the precise Google My Business link handy, you can locate it by following the steps below.

  1. Tap the "Add Google Review Link." 
  2. Allow location permissions: Allow Index to access this device's location? (you can select the precise or approximate location)
  3. After you've allowed location permissions (which are required for Google to search and locate your business to ink to the Reviews feature), search for your business in the search bar.
    • If your search does not return results: Double-check that your Google My Business account is set up and includes a business address. If an address is not listed, you will be unable to locate and link your business and will need to complete those steps before you can link your business.
  4. Tap on your business to select it. Your business should automatically populate your Google My Business unique URL. (To confirm, you will see an https://search.google.com followed by your unique URL)
  5. Tap Save when you've finished adding your review link(s).

How to send a review request:

Now that you've linked your business to the Reviews feature, you can send that link to your customers asking for a review. Here's how:

From within an existing conversation: 

  1. Tap theIMG_5977.jpg located under the text field to insert your review link along with the default message "Tell us how we did with a rating or review below".
  2. Tap the Send arrow to send your review request.

From the new message screen: 

  1. Enter the contact name or number into the To: field
  2. Tap the IMG_5977.jpglocated under the text field to insert your review link along with the default message. "Tell us how we did with a rating or review below".
  3. Tap the Send arrow to send your review request.

Note: You can edit the default Review text "Tell us how we did with a rating or review below" prior to sending your link. 

Questions? Submit a request.

--Tab 2 End--

--Tab 3 Start--

How to link your business & create a review request via Web: 

  1. Open Index Web Settings. 
  2. Select Reviews from the menu.
  3. A 'More reviews, more business' screen will pop up; tap the Continue button.
  4. Enter the review's message. (The short message you'd like to include with your review link.)
  5. From there, you can add up to three business review links (One for your 'Google My Business' link (seen below), and two additional non-Google links (such as Facebook, Thumbtack, etc). 

Follow the steps below to link your Google My Business listing. If you want to link a non-Google review link, please locate your unique URL, copy it, and paste into the text field in the Reviews setup screen.

Screenshot_2023-04-13_at_10.11.29_AM.png

Google Review link steps:

If you don't have the precise Google My Business link handy, you can locate it by following the steps below.

  1. Tap the "Add Google Review Link." 
  2. Allow location permissions: Allow Index to access this device's location? (you can select the precise or approximate location)
  3. After you've allowed location permissions (which are required for Google to search and locate your business to ink to the Reviews feature), search for your business in the search bar.
    • If your search does not return results: Double-check that your Google My Business account is set up and includes a business address. If an address is not listed, you will be unable to locate and link your business and will need to complete those steps before you can link your business.
  4. Tap on your business to select it. Your business should automatically populate your Google My Business unique URL. (To confirm, you will see an https://search.google.com followed by your unique URL)
  5. Tap Save when you've finished adding your review link(s).

How to send a review request via Web:

From within an existing conversation: 

  1. Tap theIMG_5977.jpg located under the text field to insert your review link along with the default message. "Tell us how we did with a rating or review below".
  2. Tap the Send arrow to send your review request.

From the new message screen: 

  1. Enter the contact name or number into the To: field
  2. Tap the IMG_5977.jpglocated under the text field to insert your review link along with the default message. "Tell us how we did with a rating or review below".
  3. Tap the Send arrow to send your review request.

Note: You can edit the default Review text or any other portion of the message prior to sending your link. 

Questions? Submit a request.

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