Tip of the Week #6- Tracking Google & Facebook Reviews

Tracking Google and Facebook Reviews

This guide will walk you through an easy way to track who has given you a review on Google and Facebook using custom fields and smart lists.

Step-by-Step Instructions

1. Create a Custom Field

1. Navigate to Settings:

   • Go to the settings section of your system.

     Create a Custom Field:

   • Go to Custom Fields under the settings menu.
   • Select Folders and choose the General Info folder.

   • Add a new field by clicking Add Field.

     Configure the Custom Field:

   • Set the field type to Checkbox.
   • Name the field Review Submitted.
   • Also, enter Review Submitted in the option name field.
   • Click Save.

2. Use the Custom Field

1. Check the Custom Field:
   • Go to the Contacts section.
   • Select any contact and scroll down to the General Info section.

   • You will now see the Review Submitted checkbox.

     Update Review Status:

   • When someone leaves a review, go to the Reputation section to see who has given you a review.
   • Look up the person in the Contacts section and check the Review Submitted box.

3. Create a Smart List for Review Tracking

1. Filter Contacts:
   • Go to the Filter section.
   • Select Tag and ensure it is set to Client.
   • Add another filter for the custom field Review Submitted and set it to Empty.

   • Apply the filter.

     Save the Smart List:

   • Save this filtered list as a smart list.

   • Name the smart list something like Hasn't Given Reviews.

     Use the Smart List:

   • As you update the review status for contacts, use this smart list to identify who hasn’t given you a review.
   • Select everyone in this smart list and send them a review request.

By following these steps and keeping these best practices in mind, you can efficiently track and manage your Google and Facebook reviews, ensuring you focus your efforts on clients who haven't yet provided feedback while maintaining a respectful and positive approach.