Review Acquisition using CRM/App integration
In 2022 87% of people used Google to search and evaluate a local business. 76% of customers say they always read online reviews before making a purchase decision. Customers also tend to ignore reviews that are more than 3 months old. This underscores the vital role of continuous and fresh online reviews in attracting both website visits and in-person traffic to your business.
Synup’s integration with over 100+ CRMs, point of sale (POS) systems, Google Sheets and productivity tools like Airtable etc. can help you streamline & automate your review generation process. This integration automates the process of adding contacts from your CRM/POS to Synup, enabling you to easily launch review campaigns via email or SMS. The result? A substantial increase in your review volume and quality, all with minimal manual intervention.
Our simple integration flow helps you connect your Synup dashboard with your existing system of record which is usually your CRM/POS tool, add contacts into your Synup contact manager & send out review generation campaigns to your customers via email/SMS.
Step-2: This will bring up a window with a search option to select the business or the folder you want to connect with the CRM. Search for the business name/address/store code/folder that you want to connect to a specific CRM and click Next
Step-3: Now you will be prompted to select the CRM/POS system that you want to connect. Click on the right CRM and you will be taken to a page to Authorize the connection
Click on the Accept button at the bottom of this page.
Step-4: Once connected you will see a window to select the contacts you want to add to your Synup dashboard.
You have several options here:
-Import all contacts (this will pull the latest 1000 contacts)
-Pull customers created within a date range (we suggest limit this to customers you have served in the past 3-4 weeks max)
-Import the new contacts from the current date
Select the ‘Auto add new subscribers from CRM to Synup’ checkbox to automatically add new customers and automate the review collection process.
Step 5: Choose ‘SMS/Email’ option in the ‘Let’s acquire more reviews’ screen
Step 6: Build your SMS/Email campaign through the 4-step process.
Step 7: In the ‘Recipient(s) Details’ section, choose the button ‘Select from CRM’. This will open a contacts section on the right-side. Ensure that you choose the desired CRM if more than one CRM is connected to your account. Select the contacts you need to send the campaign to and choose ‘Done’. Step 8: You will now see the total recipients selected on the ‘Recipient(s) Details’ section.
Step-9: To modify recipient selection, you can click on ‘Select from CRM’ again and repeat Step-7
Step-10: Schedule your review acquisition. Choose to launch now or schedule it for later.
Here's a link to a video guide.
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