How to: Admin dashboard → Get more reviews → Uploading a CSV file to send multiple review requests
Uploading a CSV file is a great way to send a bulk amount of review requests at once, especially if you are sending 20 or 30 review requests each month. It requires you to input your client data into a CSV file, which can then be uploaded via your dashboard. Each client will then automatically receive the request emails, which will be triggered at the optimum times for the best collection rate. This method also enables Google Dual Collection.
When using this method, this is the screen that you will come to:
The blank CSV file can be obtained from this section too, but it is likely that your account manager has already emailed it to you if this is a review collection method you have discussed using. You can see an example of the CSV file below.
Once this has been completed, simply select “Click here to upload your file” and import your spreadsheet.
What does this request look like to a client?
When a client receives this request, it will appear in the email as shown below. A client can then select the “Yes” or “No” option, before being taken through to the ReviewSolicitors questionnaire.
✔️ This is a really quick way to send out multiple review requests. You can also expect a 20-25% collection rate. Even if your client does not go through to type a review but selects “YES” on the email, this will still be received as a 5-star recommendation. Google Dual Collection also works with this method.
❌ This method still requires your manual input (unlike the case management system integration) which can be time consuming.