Collecting reviews from clients in B2B SaaS is...well...hard!
You have your marketers and executives who want the reviews and customer success who has the customer relationships and then you're trying to manage personal outreach and followup at scale while keeping track of who left reviews and who didn't...let's just say--its a nightmare!
Enter...the Automated Review Campaign Manager. Premium Members get access to this swanky tool that comes packed with features like 1-click drip sequences, open and completion tracking, conversion boosting Smart Links that automatically identify users and customizable campaign templates all of which were built to make it easy to track and manage outreach, collaborate across teams and gather more customer proof. Companies who use the automated review manager typically see around 30% open rates and 12% completion rates (recent campaign stats).
Note: The Automated Review Campaign Manager is a Premium feature. Learn more about Premium
Option #1: Launch a fully automated review campaign via the Premium Review Manager
The video above shows you how to go from no reviews to tons of reviews with under 10-minutes of setup time.
Step 1: Prepare and import your list
Step 2: (optional) Complete details and assign clients
Step 3: Decide who is going to be sending your campaign
Step 4: Decide if you will include a giveaway offer to incentivize users
Step 5: Customize your campaign templates
Step 6: Choose your campaign time and press send
Step 7: Assign
Looking for a sample csv to import clients? Download sample csv
Option #2: Empower your team to divide and conquer with the Premium Review Manager
Invite your customer facing teams to easily manage your client outreach and followup so you can divide and conquer your way to the top of your category.
Step 1: Invite your client facing team members to your HTR dashboard
Step 2: Assign team members to their respective client relationships in the 'Add Clients' table.
Step 3: Share the above video with your client facing teams so they know how to use the review manager
(next steps are for your client facing teams to do)
Step 4: Navigate to the unsent and pending tabs and filter to your name to see which of your clients haven't left a review.
Step 5: Customize your individual review request template in the 'Customize Templates' tab of the Review Manager
Step 6: Send 1-click review requests to each of your clients
Step 7: That's it! Once your team starts sending requests, marketers and executives can login and view the 'Team Leaderboard' to see who is sending the most review requests and gathering the most reviews.
Bonus tip: Make it fun and throw in an incentive like a $100 Amazon giftcard to gamify review gathering for your team.