Understanding Text Channels
Text channels are the messaging methods you'll use to send review requests to your customers. Think of them as the ways you'll reach out to ask for reviews - whether that's through email, text message, or WhatsApp. Setting these up properly is essential because they're how you'll actively gather new reviews.
Channels Ready to Use Immediately
The good news is that some channels are enabled by default and ready to use right away. Email and SMS channels are automatically set up when you create your account, so you can start sending review requests through these methods immediately without any additional configuration. This makes it super easy to get started with your first review campaign.
Adding WhatsApp to Your Channels
However, if you want to use WhatsApp to send review requests, you'll need to take an extra step. WhatsApp requires you to connect your WhatsApp Business account, and to do this, you need to log in with your Facebook profile.
Why Facebook is Required for WhatsApp
Here's why Facebook is needed: WhatsApp Business accounts are managed through Facebook's Business Manager, so the two platforms are connected. This is a standard requirement set by WhatsApp, not something specific to our platform.
Connecting Your WhatsApp Business Account
To set up WhatsApp, find the WhatsApp option in your text channels section and click to connect it. You'll be prompted to log in with Facebook. Use the Facebook account that's associated with your WhatsApp Business account.
Completing the WhatsApp Setup
After logging in and giving the necessary permissions, your WhatsApp Business account will be connected to the platform. From that point on, you can send review requests via WhatsApp messages, which many customers prefer because it's quick, personal, and they're already checking WhatsApp regularly.
Choosing the Right Channel for Your Customers
Each text channel has its own strengths. Email is great for detailed requests and works for customers who prefer formal communication. SMS has incredibly high open rates and is perfect for quick, immediate requests. WhatsApp combines the best of both worlds with high engagement and a personal touch that customers appreciate.