Objective

This SOP outlines the steps to edit SMS and email templates used for sending review requests to contacts in the active deals pipeline.

Key Steps

Step 1: Access Automation Settings 0:00

• Navigate to the 'Reputations' section on the left side of the dashboard.

• Click on 'Settings' to access the automation settings.

Step 2: Locate SMS and Email Settings 0:30

• Under the settings menu, find the sections labeled 'SMS' and 'Email'.

• Review the default messaging templates provided.

Step 3: Edit SMS and Email Templates 0:55

• Click 'Edit' next to the template you wish to modify.

• To change your name in the message, delete the existing name and replace it with your first name if desired.

Step 4: Customize the Message 1:23

• Modify the greeting to include the contact's first name.

• Personalize the message content as needed, such as changing 'I' to 'We'.

Step 5: Add Images (Optional) 1:38

• If desired, add an image of your team or yourself to the message.

Step 6: Maintain Review Link 1:50

• Ensure that the review link remains unchanged in the message.

Step 7: Save Changes 1:59

• After making all desired changes, click 'Save' to apply the updates.

Step 8: Review Additional Templates (Optional) 2:10

• If needed, explore other available templates for additional options.

Step 9: Contact Support for Assistance 2:28

• If you encounter any issues or have questions, reach out to support using the provided support link.

Cautionary Notes

• Ensure that the review link is not altered, as it is essential for the review process.

• Double-check your message for any errors before saving changes to avoid sending incorrect information.

Tips for Efficiency

• Regularly review and update templates to keep messaging fresh and relevant.

• Consider A/B testing different messages to see which ones yield better responses.