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Prepare Outreach List

How to prepare your outreach list

In this article we'll show you how to quickly import new users to the Automated Review Manager to run review campaigns to them to boost your reputation, ranking and visibility. Your outreach list is just the list of users/customers that you want to reach out to via review campaign and add them to the sample csv file

How to Import Users

3-Steps to Preparing & Importing Your Outreach List

STEP 1

STEP 2

Fill in the sample csv with the users you want to import

STEP 3

Upload your outreach list CSV to the review manager to activate them in the Review Manager

IMPORTANT: No emails will be sent to clients when you upload your outreach list, it just adds them to your dashboard.

Go to the Reputation tab and click 'Add Clients

From the add clients page, click on the green add clients button

Download and fill in the sample csv and then import your list

Tips & Best Practices

  • TIP #1: The larger your list, the more reviews you'll get, the better you'll rank

  • TIP #2: Upload a diverse group of users from each key property type to (a) get credit for them, rank higher and attract more prospects at those properties types with profile filtering and segment matching


NEXT UP

Now that you have your outreach list ready, it's time to launch your campaign!


FAQs

How big should my outreach list be?

Conversion rates are generally around 15-20% conversion to review when campaigns are run properly following all best practices so we'll need to take that into consideration when building our list.

If this is your first campaign - we recommend looking at the # of reviews needed to reach the category average and divide by .15 (15% conversion).

  • You can find this # via Reputation Report Card > Customer Ratings & Reviews > Review Volume Score and it will tell you exactly how many reviews your product needs to max out volume:

In this example we see we see that the rolling category average is 60 reviews and the current product selected has 17 so 43 more are needed.  Therefore we want to build a list of 286 users for our initial outreach (43/.15 = 286).

  

How do I know which clients I should add to my list?

Some companies have chosen to go out to all clients asking for reviews and others have taken more targeted approaches based on a combination of strategies like the ones below:

  • Ask your client facing reps to each send you 20-30 of their top clients

  • Export data from your NPS tool to identify happy clients

  • Search through testimonials, case studies and other materials to identify your advocates

  • Use a pre-built advocate/reference list

  • Export data from your app and sort by the clients who use your software most

  • Reach out to users, not just your key contact on property.  There are lots more potential reviewers than just your key contact on property.  Every staff member that uses your product is a potential reviewer so reaching out to more than just one key contact on property expands your review reach exponentially. 

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