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What is the Automated Review Manager?
What is the Automated Review Manager?
Updated over a week ago

Here's how easy it is to launch fully tracked and automated campaigns in the review manager

1. Overview

Getting reviews 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 magic links that login your users to increase conversion, custom campaign templates and automated followup that save your team valuable time and 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).


2. Benefits

⏳ Save time

Figuring out your tools and strategy can be a pain and setting up your own tracking and followup procedures is time consuming and most companies just don't do it for that reason and then get frustrated when they don't know things like...

πŸ€– Personalize & automate

Choose between fully automated campaigns or semi-automated campaigns that are both 1-click easy

⚑️ Boost conversion

All requests sent through the review manager have built in smart links to identify users to save them from filling in more fields. The review manager also has built in tools to motivate your team internally (team giveaway) and your customers externally (giveaway templates) that massively increase your conversion by gamifying the review collection process

πŸ”Ž Gain visibility

Who reached out to clients? Which clients did they reach out to? If they didn't, should we followup? Did the client open or click the link? Did the client leave a review? These are tough questions to track and answer without a lot of planning and strategy...the review manager does them for you!

3. Features

(Click any of the features below to see an expanded screenshot with more detail)

⏰ Save Time



Bulk import an outreach list from your existing NPS or CRM software

Customize bulk campaign templates to save time personalizing your outreach and increase conversion rate

Send a tracked and automated campaign without any setup time right from the dashboard

Automated Followup

The review manager automatically identifies which users haven't left a review after your initial outreach and sends an automated personalized followup is sent to check in with them that can be customized from the Custom Templates tab.

Quickly and easily move customers who had been in an old campaign right into the campaign setup tab to be able to send them another campaign

Easily search and filter through large client lists by assignee, review status, NPS score, product reviewed, campaign, tags and more.

Apply tags to simply list management and more easily move through large lists and create targeted followup campaigns.

Refresh your old reviews with a single click to boost your ranking and keep your profile content fresh without having to ask customers to leave another review.

πŸš€ Boost Conversion



Personalize the sender name in your outreach to increase request conversions

Gamify review gathering and add accountability for your team to gather more reviews and improve your company's rankings

Run giveaway campaigns through the dashboard with custom templates to show your appreciation to customers and increase conversion rates.

Gamify review collecting and motivate your team to divide and conquer to win prizes

Want your team to send requests quickly but 1-to-1 to increase personalization? Each team member gets their own templates to customize and can send individual requests at any time with the click of a button.

Get unverified reviews verified without having to reach back out to customers.

Manually trigger a verification link to be sent to customers to make sure all reviews pass verification and moderation and no reviews fall through the cracks.

πŸͺ„ Automate Tracking



See a rich history of every interaction and touch point your team has had with clients

Unlock open and click engagement tracking to inform your outreach

Display open and click tracking and NPS scores on customer tiles to enrich your view and inform your outreach

Leave internal notes to give your whole team visibility into customer outreach

Divide and conquer by assigning tickets to client reps for more personalized outreach

πŸ‘ Respond & Improve



Find out which clients have left each of your reviews

Unlock the inbox tab to see who has left your company reviews and be able to respond to them

Follow-up privately with clients without having to leave the dashboard and keep your conversation in the activity feed for your team to see

Export your review data to share with your product and executive teams to inform your roadmap

Export all of the customers in your review manager along with their current status in the review outreach workflow to import to your other tools (eg. CRM, live chat, marketing automation, etc) to more seamlessly keep your systems in sync.

4. How does it work?

If you are sending your first campaign we recommend setting up a test campaign to 100-200 users and once you have that setup, you can schedule a review campaign audit call with HTR we will check out your setup before you launch your campaign.

The goal of the quick 10-minute call is for HTR to provide feedback to help you increase conversion and gain peace of mind to know that your first campaign is setup for success before you launch it to customers (here are the steps to follow if you want to get your first test campaign reviewed by HTR).

We also provide best practices to improve campaign conversion, copy/paste templates and a step-by-step video tutorial to help you setup your automated review campaigns.

Want to see what's new with the automated review manager?

We're constantly adding new features to the review manager to help you save time and scale your outreach.

Ready to unlock the Premium Review Manager?

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