How to Set Up a Review System like Birdeye or ReviewLead using GoHighLevel Automation: Step-by-Step Guide

Collecting customer feedback is essential for any business that wants to grow and build credibility. Reviews not only help potential customers make informed decisions but also improve your business’s reputation. But manually managing reviews can be time-consuming. That’s where automating the review process comes in. In this blog, we’ll walk you through setting up an automated review system in GoHighLevel to streamline feedback collection, manage negative experiences, and boost your positive reviews.

Let’s dive into the step-by-step process of setting up this system to automatically gather and manage reviews for your business.

Creating a Custom Review Link

The first step to automating your review process is creating a custom review link that you can share with your customers. This link will direct them to your review page.

  1. Log into your GoHighLevel account.
  2. Navigate to Settings and click on Domains.
  3. Add a subdomain specifically for reviews. We recommend using something like reviews.yourdomain.com.
  4. Verify the DNS settings with your provider (e.g., GoDaddy, Namecheap) by adding the required CNAME record. Once verified, your domain is ready for use.

Designing a Thumbs-Up/Thumbs-Down Review Page

Next, you’ll need to create a simple review page where users can indicate if they had a good or bad experience. This will allow you to filter feedback based on customer satisfaction.

  1. Go to Sites > Websites and create a new page.
  2. Design the page with two simple buttons: Thumbs-Up for positive feedback and Thumbs-Down for negative feedback.
  3. Add a thank-you message above the buttons, expressing appreciation for their time.

Example text: “Thank you for choosing us! Your feedback helps others find trusted businesses like ours.”

Redirecting Positive Reviews to Google

If a customer clicks on the thumbs-up button, you’ll want to direct them to leave a review on your Google Business profile.

  1. Go to your Google Business Profile and copy the direct link for leaving a review.
  2. In GoHighLevel, select the thumbs-up button, set the action to open a URL, and paste the Google review link.
  3. Save your changes.

Now, anytime a customer has a positive experience, they’ll be directed to leave a review on Google!

Creating a Bad Experience Feedback Page and Staying Google Compliant

One of the most important steps in building an automated review system is handling negative feedback effectively. For this, GoHighLevel allows you to create a separate page for customers to share their bad experiences, ensuring you receive private feedback and maintain Google compliance.

Step 1: Create a "Tell Us About Your Bad Experience" Page

After setting up your main review request page, it’s time to add a dedicated page for customers who didn’t have a positive experience. Here’s how to do it:

  1. Navigate back to Websites in GoHighLevel, and select the Request Review site.
  2. Create a new page named “Tell Us About Your Bad Experience.” You can create the URL path as something like /sorry/tell-us-more to keep it simple.
  3. For the design, start with a blank, full-width layout. Add a single-column section where you’ll include your logo and a headline, such as:
    • “Please tell us about your experience with our company.”

Step 2: Add a Feedback Form

ext, you’ll need to collect detailed feedback about their bad experience. Here’s how to add a form:

  1. Add a form element to the page that asks for basic information, such as First Name, Last Name, Phone, Email, and a multiline text box for them to describe their experience.
  2. Customize the form’s submit action by selecting Form Builder, then under Options, set up a message that thanks the customer for completing the form. Example message:
    • “Thank you for taking the time to share your feedback. A member of our team will be in touch shortly.”

This ensures the customer feels heard and reassures them that their concerns are being addressed.

Step 3: Linking the Bad Experience Option

After creating the feedback page, link it to the “I had a bad experience” button on your main review page. Follow these steps:

  1. Copy the URL of your bad experience page.
  2. Edit your main review request page, go to the “I had a bad experience” image, and set the action to go to website URL.
  3. Paste the URL of the bad experience page and save your changes. Now, when a customer clicks on “I had a bad experience,” they’ll be directed to your feedback form.

Step 4: Staying Google Compliant

Google requires that all customers, including those with bad experiences, be given the option to leave a public review. To comply with this:

  1. On the bad experience page, add a text link at the bottom that says:
    • “No, thank you. I would like to leave a review.”
  2. Link this text to your Google review page. Be sure to open the link in a new window, so customers don’t lose their place on your feedback form.

Step 5: Publish and Test

Once you’ve set up everything, preview your pages to ensure they function correctly. Customers should be able to navigate smoothly between the review request page and the bad experience page. For the final step, publish your changes and test the system.

With this setup, you’ve created an effective way to privately manage negative feedback while still complying with Google’s requirements for review collection.

By ensuring that negative feedback is handled internally while still allowing customers to publicly review your business, you can address concerns privately and maintain your reputation. This is a critical component of building trust with your customers and ensuring you’re continuously improving.

Creating Review Request Automations

Now that your review pages and forms are set up, it’s time to implement automations that will simplify the process of collecting reviews. Automations help you send reminders and requests without manual effort, ensuring that you stay engaged with your customers and gather more reviews.

1. Creating the Review Request Emails and SMS

To keep your review requests polite but effective, we recommend sending three emails and one SMS over the course of a few days. Here’s a breakdown of what each email and text message should include:

  • Email 1 (Day 1):
    Subject: Thank you for placing your trust in us
    Body:
    • Thank the customer for their business and offer to answer any questions they may have.
    • Ask them to take a moment to leave a review and provide a direct link to the review page.
    • Example: “Would you take a moment to review us at the link below? Your review will help others find the best service for their needs.”
  • Email 2 (Day 3):
    Subject: Just a reminder and a thank you
    Body:
    • Remind the customer about your review request and thank them again for their trust.
    • Reiterate how their review will help others in the market find your services.
    • Include the review link again.
  • Email 3 (Day 6):
    Subject: One last reminder
    Body:
    • Let the customer know that this is the final reminder and that you won’t send any more review requests.
    • Provide the review link and mention how their feedback helps others.
  • SMS (Day 1):
    Message:
    • Keep it short and simple: “Hi, [Company Name] here. Just wondering if you could take a moment to leave us a review. [Insert Link]”

Each email and SMS should include a review link to make it easy for customers to click through and leave their feedback.

2. Automating Review Requests

Now that your messaging is ready, it’s time to build the automations in GoHighLevel:

  • Step 1: Create a Workflow
    Go to Automation > Create Workflow, and start from scratch. Name this workflow something like “Review Request Automation.”
  • Step 2: Trigger the Workflow
    You can trigger the workflow by adding a tag to the customer’s profile after they’ve completed a service with you. For example, you can create a tag called “Request Review.” When the tag is added, the workflow starts.
  • Step 3: Send the SMS
    Once the workflow starts, send the first SMS message, asking the customer to leave a review.
  • Step 4: Wait for 15 Minutes
    Add a 15-minute wait to see if the customer responds by clicking the review link. If they do, the automation ends. If not, proceed to the next step.
  • Step 5: Send Email 1
    If the customer hasn’t clicked the link in the SMS, send the first email request with the review link.
  • Step 6: Wait for 3 Days
    Wait for three days to see if the customer clicks the review link in the email.
  • Step 7: Send Email 2
    If they haven’t left a review yet, send the second email reminding them to review your business.
  • Step 8: Wait for 3 More Days
    Wait another three days to give the customer time to click the review link.
  • Step 9: Send Email 3
    Send the final reminder, letting the customer know it’s their last chance to leave a review.

3. Creating Trigger Links

To stop sending review requests once a customer has completed a review, you need to create trigger links:

  • Step 1: Go to Marketing > Trigger Links, and add a link to your review page.
  • Step 2: Name the link something like “Request Reviews” and save it.
  • Step 3: Use this trigger link in your emails and SMS messages. When the customer clicks on it, the automation will stop sending further review requests.

4. Internal Notifications for Bad Experiences

Finally, set up a separate workflow for handling bad experiences:

  • Step 1: Create a new workflow called “Bad Experience Submitted.”
  • Step 2: Set the trigger as the submission of the bad experience form.
  • Step 3: Assign an internal notification to alert your team when someone submits the form. The notification can include the customer’s name, email, phone number, and their feedback so your team can follow up quickly.

Launch Your Review Request System

Once you have your workflows, trigger links, and messaging set up, your automated review request system is ready to go. Now, you can start tagging customers and collecting reviews effortlessly, all while handling negative feedback with care.

With everything in place, your business will enjoy more customer reviews and valuable feedback, which can help boost your online presence and improve customer satisfaction!

Setting Up Google Analytics in WordPress

Are you ready to jump into the world of data-driven insights for your WordPress website?

Google Analytics is an essential tool that helps you understand your audience and optimize your site. Today, we’ll walk you through the process of setting up Google Analytics on your WordPress site using the Monster Insights plugin. Let’s get started!

Step 1: Sign In to Google Analytics​

Head over to Google Analytics and sign in with your Google account.

Step 2: Create a New Account

In the admin settings, click on “Create” and then select “Account.” Here, you will create a new account for your client or project.

Fill in the account name. You can name it after your website or client. Decide whether to share data with Google by checking or unchecking the options. For this example, we will opt out of data sharing but you can adjust these settings later.

Step 3: Set Up Property Details

Next, you will need to provide details for the new property.

  1. Property Name: Enter your client’s name again for the property name.
  2. Time Zone: Select the appropriate time zone (e.g., Eastern Standard Time for New York).
  3. Currency: Choose the relevant currency (e.g., US Dollar).

Click “Next” to proceed.

Step 4: Business Details

Provide information about the business.

  1. Business Category: Select the category that best describes your client’s business.
  2. Business Size: Specify the size of the business.

Business Objectives: Choose the primary objectives for using Google Analytics. For this example, we will select “Examine the user behavior.”

Click “Create” to finalize the setup.

Step 5: Accept Terms of Service

Review and accept the Google Analytics Terms of Service to proceed.

Step 6: Choose a Platform

To start collecting data, select the platform you will be using. For this guide, we will focus on setting up a property for the web.

For the platform, choose “Web.”

Open your WordPress site in a new tab, copy the homepage URL, and paste it into the setup form in Google Analytics. Make sure to remove the “http://” or “https://”.

Name your data stream “client name” and then “website.”

Click on Create Stream and continue.

If you click on show more options, you can select install with a CMS or website builder and then click next.

Install Monster Insights Plugin

To easily connect Google Analytics to your WordPress site, we’ll use the Monster Insights plugin. 

In your WordPress dashboard, go to Plugins > Add New. 

Search for “Monster Insights” and install the plugin.

Once installed, click on Activate.

After activation, click on Launch Setup Wizard to start the setup process.

Connect Monster Insights to Google Analytics

Choose Website Category: Select the category that best describes your website (e.g., Business).

Connect to Google: Click on Connect Monster Insights and sign in with your Google account.

Allow Access: Allow Monster Insights to access your Google Analytics data.

Select Property: Choose the Google Analytics property you created earlier.

Complete Connection: Click on Complete Connection and save and continue.

Finalize Setup

Monster Insights will guide you through the final setup steps.

Disable Unwanted Plugins: If you do not want Monster Insights to install recommended plugins, uncheck those options.

Complete Setup: Click on Complete Setup Without Upgrading.

Verify Google Analytics Connection

Finally, let’s make sure everything is connected properly!

Test Installation: Go back to Google Analytics, click on Admin, and navigate to Data Streams under your property. Select your data stream and click Test Installation.

Verify Tag: If the tag is correctly installed, Google Analytics will confirm that it has detected the tag.

And that’s it! Your WordPress site is now connected to Google Analytics, and you can start collecting valuable data to optimize your website. Happy analyzing!

Need more help? Email Stacey Ivol at si@iftsdesign.com or call IFTS, Inc. at 412.715.6266 and I’ll be happy to assist you with any questions!

Top 5 Tips for Turning Your YouTube Podcast Video into Two Weeks of Social Media Posts

It can be a struggle to come up with fresh ideas for your social media campaigns, but if you have a great podcast that you’re passionate about, why not use your discussions and turn them into social media content?

With a little bit of work, you can easily turn your podcast into two weeks of social media posts that will help you grow your audience and build your brand.

In this blog, we’ll give you tips on how to turn your audio into text and graphic posts, and even short video clips for sites like Youtube, Instagram, Facebook, and Twitter. We’ll also tell you how to promote your videos so that more people watch them.

So if you’re ready to learn how to turn your podcast into social media gold, read on!

#1-Make a daily plan for the next two weeks for your social media.

Having an outline of the types of posts you want to share each day and the format you want to use, such as text, image, video, or a combination of the three, is helpful.

For example,

Monday: Upload your podcast video to YouTube (we talked about how to do this in our last blog) and share the link on your other social media sites.

Tuesday: Take a fun fact or quote and turn it into text with a picture that goes with it.

Wednesday: Post a short clip from the whole video.

Thursday: Find an inspirational quote and make a graphic related to your topic.

Friday: Create a blog link post.

Saturday: Post a fun fact or a funny clip.

Sunday: Reminder to check out the Youtube video.

Week 2

Monday: Combine text and a visual image using another useful fact or statistic from your podcast.

Tuesday: Make another inspirational quote post.

Wednesday: Create a list post or promote free consultations, subscriptions, newsletters, or other lead magnets.

Thursday: Provide another guest quote or topic quote, either in the form of a short video clip or an image and text post.

Friday: Post a reminder to check out your podcast with a link included.

Saturday: Share interesting facts or comparisons as an infographic.

Sunday: Show a screenshot of the podcast video or image with a teaser that says “keep tuned for our upcoming episode.” 

#2-Pull out the most interesting parts of your podcast to create your social media posts.

You can do this the old fashioned way by listening to your audio and writing down at least 8 to 10 points you’d like to highlight, or you can easily transcribe your entire podcast with apps like otter.ai, which saves the entire text from your audio, making it easy to read over and copy all of the quotes and information you’ll use when making your daily posts.

#3-Create your text and graphic posts.

Let’s dive in!

Feel free to be as creative as you’d like, but we like to follow these simple rules.

  • Get the reader’s attention with a topic line that stands out.
  • Explain why this content is important to them.
  • Tell them what they will learn.
  • Tell them how to listen to the episode.

Remember to add colors, your logo, and a font style consistent with your brand’s personality and the topic you’re covering.

Using photos, art, and other graphics can give your social posts a unique touch and help you get the attention of your audience.

It may take a little longer in the beginning to create posts from scratch, but once you have a theme, it will take less time in the future.

There are many design apps out there with free-to-use features, and one of the easiest and most intuitive to work with is Canva. With pre-made graphic templates you can change for your specific needs and a way to save all of your creations, you don’t have to worry about starting with a completely blank slate the next time.

#4-Create your video posts.

Creating video clips and posts of your podcast episodes is a great way to repurpose your content and get more bang for your buck.

You can share two types of video: an actual video clip, if your podcast story or interview is videotaped, or an audio clip transformed into video format (mp3 to mp4), which is a lot easier than it sounds.

Read on to learn how to convert audio files to YouTube-friendly videos:

  • Go to Headliner.app or Canva.com and register for free.
  • Click “create audiograms” or choose one of the many video templates on Canva.
  • Upload your podcast audio, or you can upload a video file of your episode if using Canva.
  • Choose the length of video you will create, or for more advanced options, Canva allows you to cut your video and save it as a new project where you can add custom graphics and elements, including page animations, transitions, and background music!
  • Headliner allows you to Include transcription, but only up to 10 minutes in length. In Canva, you can add text to each frame of your video, which is time consuming for an hour long podcast, so save that for shorter clips. As we covered in our last blog, Youtube allows you to add subtitles automatically and is by far the easiest way to add captions to an entire podcast video.
  • Follow these steps to design, and your video clips will be ready to share on social media.

If you’re posting just audio, try to keep it under one minute, and remember, sites like Instagram only allow video posts that are one minute or less.

And make sure you include a great opening line, so that listeners will want to hear more!

#5-Plan and schedule your posts.

The last step is to publish your content. You can do this manually, but if you use lots of different social media platforms, use an automatic scheduling program like socialpilot.co, which will allow you to plan multiple posts in advance.

These sites often provide analytics which tell you how your posts are performing on each platform. Be sure to try it out and don’t worry about being perfect!

Finally, be sure to include links to subscribe to your podcast on iTunes or other sites and add relevant hashtags so that people can easily find and follow you. And remember to promote your videos by sharing with your friends and followers and encouraging everyone to share them, too.

You can also use paid advertising on social media platforms like Facebook and Instagram to boost your videos. When creating your ads, be sure to target people who are likely to be interested in your content. For example, if your podcast is about business, target people who work in businesses or are interested in entrepreneurship.

By following these steps, you can easily turn your podcast into two weeks of social media content. 

So what are you waiting for? 

Start creating and promoting your videos today!

Need some help in this area? Call our social media experts at IFTS and learn more about our services at 412-715-6266.