Review Page Setup

1.) From Company Setup

• Scroll down to Preferences
• Click the link in the “Send Follow up Message”

2.) From Workflow Setup

• Scroll past the status setup section
• Click the link under “Followup Message Setup”
• Located above the appointment text customization fields

Option 1: Message (default)

• This format simply sends a thank you text
• You can paste a review link in the main body of text if you wish
• That’s it, your’re all set!

Option 2: Multi-Linked Review Page

• This option automatically generated a {{REVIEW_LINK}} which will auto-generate a link to your review page
• You can now link review sites for Google, Facebook, Yelp, or any other link to a custom review page
• You MUST provide the URL for each site appropriately. Autoflow does NOT retrieve your links for you! Be sure to test your links in step 3!
• This option also includes a preview and test function with additional customization options for your page.

Customize Your Review Page

1. Create a title or header
2. Type out your sub message
3. Enter a footer (if desired)
4. Enter a team photo (if desired)
5. Click Save & Reload Preview to see your changes
• Note: The header format is identical to Autoflow DVI report for consistency across the visit.
6. Test your message and your links by texting a sample to yourself or your team!

Review your follow up queue

• Options to skip the follow up for clients exist here, with information on when the follow up batch will be released
• You can also review skipped customers and re-approve them from the “skipped” tab
• Review previously sent follow ups