By connecting your Google My Business Page to Plannit, we help you increase the amount of reviews you will receive, which will in turn contribute to improving your online reputation and boost your ranking.
This guide will show you the following:
How does the Google Reviews feature work with Plannit
Once connected to your Google My Business Page, clients for whom you have performed a "job" in Plannit will be able to leave a Review on your page to make add to further improve your online reputation.
They will receive a request from Plannit inviting them to give their appreciation for your service and those that click on the "Thumbs up - I am satisfied" and have a Gmail address will be redirected to your page le leave the positive review.
How to connect My Google Business Page to Plannit
You can connect your My Google Business Page to Plannit with the following easy steps:
Access your Your business on Google page
Click on the Request Reviews icon
Copy the link by clicking on the copy icon
If you need help from Plannit, all you have to do is access your Your business on Google page and:
Click on Menu Business Profile settings Managers.
In the top left-hand corner, click on Add.
Enter the following e-mail address: [email protected]
Under Access, choose Administrator or Manager.
Click on Invite.
Once authorization has been granted, contact us via a new conversation in your Plannit application help.
Once you have the url link:
Go to Plannit Settings> Reviews Automation
Copy your Google Reviews url address in the Google reviews section (see below)
Choose to send review requests automatically
Plannit automates the process to ask for reviews to make sure no one gets missed (if desired). To access and program the automation, you have to go to Settings> Reviews automation and activate the desired options as per the below:
Once your selection has been made, the review requests will be sent automatically, at the event status and time triggers you have set up.
If you chose to automate with a job status as per #1 in image above (i.e. job status "closed"), all you will have to do is to go to your Jobs list tab and update the job status of each job when finished (see below). This will trigger the automation to send the review request as per your automation criteria:
If you chose to automate with a visit status, all you have to do is update the visit status to "Completed" in Plannit to trigger the automation (see images for desktop and mobile below):
These will be received by email and/or SMS, based on your subscription.
If you are interested in adding SMS communications to your plan to collect reviews faster, contact us through a new conversation in your Plannit application help and we will gladly activate it for you.
Choose to send review requests manually
If you prefer to send your review requests manually, you have the option to do so if after every visit has been completed.
When you change the status on a visit as shown above, you will be prompted to send (or not) the request as follows:
If you opt to "Send" the rest of the client process will be as described above.