Step by Step Instructions for Bulk Requests with Helpful Tips
Step 1: Login to your Reputation.com account
Step 2: Hover Mouse Over Requests on the Right Menu Bar
Step 3: Select Bulk Upload from the Menu Item
Step 4: Click Download Template and select the template to use
We have already set up a few initial requests templates, please select one of the following
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Simple Survey - Initial Request
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Smiley - Initial Request
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Star - Initial Request
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Text Message Template
All have follow up emails set if the user does not open the initial email. This is designed to help increase the number of reviews.
Step 5: Fill out the CSV File with the information
Column 1 (template): Please put in the Template name to use exactly as it is written below:
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Simple Survey - Initial Request
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Smiley - Initial Request
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Star - Initial Request
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Text Message Template
Column 2 (Location Code): To find your location code follow the instructions below:
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Click the Gear Icon in top right (Blue Arrow)
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Click the Locations Menu Item on the Left (Red Arrow)
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Copy the Code Displayed for that location (Green Arrow)
Column 3 (subject): Subject of the Email
Column 4 (to-email): Email address of who you are sending the request to
Column 5 (to-phone): Phone number of who you are sending the request to
Column 6 (to-name): Name of who you are sending the request to
Column 7 (from-email): Which email address you would like to send from
Column 8 (from-name): Name of who you want to use as who it is from
Tips
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Only upload those recipients who you want to receive those requests immediately, the system does not delay on sending so many at a time
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Make sure to provide all the information within the CSV file or you will get errors
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Do not remove the 1st line of the CSV File
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The Text Message Template is only used for SMS requests (will only use the phone number to send this to)
Best Practices: Utilize your drip campaigns to target new owners, new tenants, and current owners with new tenants.
You can see what the templates look like by Hovering over Requests, then select Templates
If you wish to have a custom template to use there will be a one time fee of $99 to set up (this is due to the customizations of the template) and can be requested through PMW Support at support@propertymanagerwebsites.com