Review Request E-mail Set up

This is a step-by-step tutorial on setting up and sending the Review Request E-mail.

Set up your preferred review sites -

• Login to your ClientWhys Admin at portal.clientwhys.com

• Click on Site Editor

• Click on Settings

• On the bottom of the page click on Branding

• Click on Social Media

• Add your preferred review sites such as Google+ or Yelp. TaxBuzz will be added by default.

Set up the Review Request Email -

• Click on the Communication tab

• Click on the Greetings icon

• In the drop down select Request Reviews

• Click on the title - Please Take a Moment to Rate Us

• You can edit the title, text, change the "from" email address, select a Recipient list or leave as is.

• Click the preview button on the right or click send test to preview the request via email.

Send the Review Request Email -

• When you are ready to send, click on the Scheduling icon at the bottom of the page.

• Toggle to the right of Send Date / Time and click edit

• Set your sending preferences and click save.

The email will send within 10 minutes of the scheduled send time.

Sample Email -