1. Overview

Welcome to Cresona Solutions! Your account provides a powerful dashboard to track and manage your customer reviews, giving you clear insights into your review performance and helping you improve your online reputation.

This guide will show you how to navigate your dashboard, understand key metrics, and leverage notifications to make the most of your account.

2. Navigating the Review Dashboard

Your Review Dashboard is where you’ll monitor the performance of your review requests and track customer engagement. Here’s what you’ll see:

Key Metrics Explained

1. Total Review Requests Sent:
   • The total number of review requests sent to your customers within the selected time period.
2. Pending Reviews:
   • Customers who have received a request but have not yet clicked the review link.
3. Review Links Clicked:
   • The number of customers who clicked the review link sent to them via text or email.
4. Non-Reviewers:
   • Customers who completed the process but did not leave a review.
5. Funnel Overview:
   • A step-by-step view of how your customers are engaging with the review requests:
     • Review Sent → Link Clicked → Review Left or Not Left.
6. Time Range Selector:
   • Use the time range dropdown at the top of the dashboard to filter data by specific periods (e.g., Today, This Week, Last Month, or Custom Range).

3. Notifications and Alerts

Your account includes automatic notifications to keep you updated about important review activity.

Types of Notifications

1. Low Review Activity Alerts:
   • If your review request activity is lower than expected, you’ll receive a reminder to increase engagement.
2. New Lead Alerts:
   • Instant notifications are sent when a customer fills out a contact form or engages with your website.
3. Private Feedback Alerts:
   • If a customer leaves internal feedback, you’ll receive an alert with:
     • Their comments.
     • Suggested improvements for follow-up.
4. Non-Reviewers List:
   • Customers who didn’t leave a review are flagged for your reference so you can follow up personally, if desired.

4. Best Practices to Leverage Your Dashboard

Follow these tips to get the most out of your dashboard:

1. Review Your Metrics Weekly:
   • Regularly monitor the dashboard to stay on top of how your business is performing and where you can improve.
2. Follow Up with Customers:
   • Use the Non-Reviewers metric to identify customers who didn’t leave a review. A personal follow-up can often encourage participation.
3. Act on Feedback:
   • Review private feedback to identify opportunities for improvement and address any concerns raised by customers.
4. Engage Consistently:
   • Ensure review requests are sent regularly to maintain steady engagement and maximize responses.
5. Focus on Authenticity:
   • Always encourage genuine reviews based on real customer experiences. Transparency and honesty help build trust with your audience.

5. Frequently Asked Questions (FAQs)

Q1: How do I know how many review requests were sent this month?

• The "Total Review Requests Sent" metric on your dashboard shows the exact number.

Q2: What happens if a customer opts out of receiving messages?

• If a customer replies with “STOP” or any opt-out keyword, they are automatically removed from future communication.

Q3: How can I see customers who didn’t leave a review?

• The Non-Reviewers metric shows you a list of customers who received a review request but did not leave a review.

Q4: How can I adjust the time range for my metrics?

• Use the dropdown menu at the top of the dashboard to select a specific time range (e.g., Today, This Week, Last Month, Custom).

Q5: How often are review requests sent out?

• Your account ensures review requests are sent at optimal times to avoid overwhelming your customers and maximize responses.