Review Widgets Import option in Agency Website

InsuredMine — Thu, 15 Jul 2021 06:13:48 +0000

Google reviews flash an overview of agency performance and also build trust in the contacts. Get more reviews with the widget on your website. Admin can now import google review widgets and embed them as iframe or button on their website.

Firstly, find here how to link Google Reviews and get connected to Google My Business. You have to follow the steps mentioned below:

Log in to your profile and click on your profile picture.
Then click on the edit button.

3. If Google place ID Link is blank then click on the Get Place ID and enter your office location

Copy the place ID from the map, paste it in the “Google Place ID link” in the input box and click on Save.

3. Once you’ve added the place ID successfully, go to the Google Reviews widget on the dashboard

Make sure you login as Admin. You can proceed to import Google Review widgets, following the steps.

Click on settings

A window will open where in the left panel you will find website widgets.
Click on website widgets
A window will open to view all the widgets
Click on google review widgets
You can copy and use the link to incorporate widgets in the website or can even share on social media platforms.

Once copied there will a confirmation popup on the top right saying “link copied to clipboard”

You will get 3 options- button, iframe and social share

Just copy and paste the google review widget button code into your site. This process will help you to install the google review button on their website.

For google review widget button code:

For google review widget iframe code:

Note: Once a client clicks on this google review button, he will be redirected to the google review page, where he can give reviews and comments.

To render the google review widget button through iframe, click on iframe, copy the iframe code and paste it on your website.

For sharing google review link through social media platform: To share the google review link on a social platform, just click on the desired social media icon which will navigate you to the selected platform and you will get the option to share the URL link.

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Automation: Google Reviews

InsuredMine — Fri, 05 Feb 2021 11:47:30 +0000

In this article, you will learn:

Google business reviews are important to build your brand image and online brand visibility. They strongly influence potential customers as people rely on them for online purchases. Happy users mean good ratings and reviews. Google Reviews automation is your active strategy to acquire testimonials rather than waiting for clients to review naturally.

Workflow automation allows you to do the following:

Send automated emails, text messages to your clients requesting feedback through Google Reviews, or rating.
Send real postcards and letters with customized images and digitally-handwritten text through Thanks.io integration. As these postcards are delivered to the client’s door-step they are sure to be noticed. You initiate the stage for sending a postcard/letter and it is delivered to clients within 7 days. Make sure you connect with Thanks.io for this functionality workflow.
Create a drip email notification for tasks. The notifications for tasks are sent to assignee agents.
Send reminder email notifications.

Follow the simple steps below and create a welcome automation workflow.

Go to the Engagement section from the left navigation bar and click Create under the Automation tab.

2. Select Google Reviews and click Get started.

Workflow Details

3. Fill in the following information and click Begin

Workflow Name: Enter a suitable name for the workflow. – Eg Google Review
Select the mode to send workflow (email, text message, thanks.io, task, reminder) – Mark the relevant checkboxes.
Trigger workflow when the following conditions are met

When: The category is auto-filled as After (policy is subscribed). As the google reviews are related to active clients, it can be only triggered in the After scenario.

Days: Enter the number of days after the enrollment, to trigger the workflow. Consider today is 10th August, you select 8 days as a trigger, the workflow will be triggered on today’s day configuration +8 days i.e. on 18th August. Also for subsequent stages, trigger dates have to be set in increasing order. You can set 20 days as stage 2 trigger date, 45 days as Stage 3 Trigger date, and so on.

Designing the workflow

4. Follow the steps mentioned below to design the workflow:

A. Select the sender phone number and email id in From Number and Email fields. In the capacity of Manager or Admin, you can choose your credentials or agent’s credentials as sender id and phone no.

B. Select the type of workflow from Email, SMS, Postcard/letter, Task, and Reminder.

C. Select template, you can create customized templates through template builder.

D. Add a signature – Select from the signature options you have uploaded in the system.

E. Type your message and add relevant list tags from the right Tag segment.

F. Click Add new stage on the left to send a series of messages and fill the information you wish to share at each stage.

G. After adding relevant stages, click Next to review the workflow.

H. Click Create

Note: Workflows can be updated, edited, added or deleted by manager or admin. A CSR can also create a workflow.

Tip: You should have a Google place Id for triggering the Google Reviews review request. Find out more about the Google Reviews

Note : Before the onset of Google Reviews workflow, you will receive a user list notification 3 days prior to the 1st stage trigger. It arrives just in time for last minute edits to user list or templates.

Enhancements!- January 2021

Clients can provide Google Reviews directly from the email

Now clients can give google reviews directly from the email itself. The Google Reviews workflow that will trigger will have the google star tags inserted, through which the client can provide google star ratings directly. So, agents can receive the feedback through the email itself, and it will reflect on their review section.

How can you check the google review tag that is provided in the email template?

Click on engagement
Go to Automation
Click on create
Click on Get Started on Google Reviews
Select the workflow name (Eg Google Review)
Select the mode to send the workflow– Email, Text Message (SMS), Postcard/Letter/Notecard (Thanks.io), Task, Reminder
The Google Reviews workflow will trigger after for the “Active Client” list
Select after how many days the mail will be triggered.
Click to begin
Select the number of stages by clicking on add stages

For each stage select the time, days, template, subject, email id, signature (if any),

Check the template.

Enhancement: In the template a tag for google reviews (Google reviews= {{{googlereview}}} has been inserted, which will get converted and display as google stars for ratings. Clients can click on those stars directly from the mail and share the feedback.

If you click on the report, you can find the review and feedback displayed on the dashboard in the review section.

From the star click i.e 1,2,3(Unhappy customer) will redirect to the internal form to collect the negative feedback and where 4,5(Happy Customer) star will directly redirect to google my business review page and record the click response for the Google reviews tracking.

1,2,3 – Unhappy Customer

3,4 – Happy Customer

By introducing this enhancement it will increase the engagement for the conversion rate of google reviews for happy customers with minimum clicks.

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