Unless you are uploading many clients to the system, which should use our Bulk Upload CSV process, for many businesses, the easiest way to start the review request process is to simply put their first name, email and phone number in the form that will be created for you.

Once Fully Provisioned - Your form will be in your Dashboard

Your Dashboard

 

Upon submission, the process will start...but only within normal business hours as you don't want to text anyone at 2 am.

You can track your submissions at the Reputation link from the left navigation.

If you have 10 or more submissions, you may want to use the CSV Upload for bulk client upload.  Because those hit at one time, we stagger those out over time to insure optimum receptibility of text and emails.

Bulk Upload