Review Shake Software Instructions

For Support visit: https://help.reviewshake.com/

Requesting Reviews

  1. If your account is set up and you're ready to send request login to Review Shake and navigate to Invitations > My Invitations. Click the Send Review Invitations Button. Select Email or SMS to continue.
  2. If you have already uploaded a contact list select it, otherwise choose to upload your list now.
  3. By default it will choose send now, minimize that and select Add to Campaign
  4. Select the campaign you would like to send. Two campaigns are globally active, a generic review campaign for service based businesses, and a generic review camapign for product or ecommerce businesses. If you have created a special campaign select it here.
  5. Click Add to Campaign
  1. Copy the landing page URL for your client and save it, you will need it for the next step. It should look like this:  https://isolutions1.reviewshake.com/i4-solutions
  2. If you have not already done so customize your landing page in Review Sahke with a logo and text.
  3. Copy the code below and replace YOUR_URL_HERE with the URL from step 1
  4. Place the code into a custom code module or similar container. Save. 

<!-- Trigger the modal with a button -->
<button type="button" class="btn btn-info btn-primary" data-toggle="modal" data-target="#reviewModal">Review Us</button>
<!-- Modal -->
<div class="modal fade" id="reviewModal" role="dialog">
<div class="modal-dialog">
<!-- Modal content-->
<div class="modal-content">
<div class="modal-header">
<button type="button" class="close" data-dismiss="modal">&times;</button>
<h4 class="modal-title">Thanks for Your Feedback</h4>
</div>
<!-- iFrame content-->
<div class="modal-body">
<iframe src="YOUR_URL_HERE" width="500" height="500" frameborder="0" style="display:block; margin: auto;">
<p>Your browser does not support iframes.</p>
</iframe>
</div>
<div class="modal-footer">
<button type="button" class="btn btn-default" data-dismiss="modal">Close</button>
</div>
</div>
</div>
</div>

Here is an example:

  1. Copy the opt-in page URL for your client and save it, you will need it for the next step. It should look like this:  https://isolutions1.reviewshake.com/i4-solutions/optin
  2. If you have not already done so customize your opt-in page in Review Sahke with a logo and description.
  3. Copy the code below and replace YOUR_URL_HERE with the URL from step 1
  4. Place the code into a custom code module or similar container. Save. 

<iframe src="YOUR_URL_HERE" width="600" height="600" style="margin:auto;display:block;" frameborder="0">
<p>Your browser does not support iframes.</p>
</iframe>

Here is an example:

Setting Up Clients

  1. Before you can add a new client or location to Review Shake we need to make sure we have enough in our subscription. Sign in and navigate to Configurations > Billing.
  2. From the Billing page select the tab for Usage.
  3. Increase the number as needed and save. Please note we will be charged immediatly when you save so only add clients you plan to use immediatly.
  4. Navigate to Configurations > Agency. Click the button for New Client.
  5. Fill out the form, (set SMS credits to 150 and emails to 500), set locations to 1 unless client has more locations we are working on.
  6. You will need to set up Landing Page, Widgets, and Import contacts before it will start to work.
  1. If the client has requested customizatiopn to their emails or text messages we will need to create new templates to work with. Sign into Review Shake and navigate to Invitations > Templates.
  2. Select Email, Subject lines, or SMS and click New Template
  3. When creating an email be sure to link all the appropriate images, buttons and links. Use Merge tags in the editor to call dynamic information like Customer Name or Company Name
  4. When creating a SMS please limit the to 160 characters (spaces included) or the customer will receive multiple text messages.
  5. When creating subject lines think about the email content it will be paired with.
  6. Save your new template and create a campaign with it.
  1. Campaigns are how reviews can be automated and function similar to a automated drip campaign. Sign into Review Shake and navigate to Invitations > Campaigns. Click new Campaign.
  2. Name your campaign and hit next.
  3. Set Delay Hours to 0 if you want clients to immediatly begin receiving requests. If you set a delay it will wait that amount of time to send, this is good for dynamic contact lists generated by a trigger instead of an upload of data. Set the throttling hours to 24 or customer's may get multiple invites per day.
  4. Select an email and subject and/or SMS template to send and hit next.
  5. If you want to remind the customer to leave a review create reminders and set them up. Delay the reminder by as many hours as needed. If you would like multiple reminders please set them up now.
  6. Click Create and begin using your campaign.

72 hours = 3 days      96 hours = 4 days      120 hours = 5 days
168 hours = 7 days    336 hours = 14 days  720 hours = 30 days