Automatically Sending Review Requests via Text and Email
The Review Request Campaign in Practice by Numbers (PBN) automatically sends emails and text messages to patients after their appointments, asking them to leave a review.
Step 1: Connect Google & Facebook
Connect Accounts
First, connect your Google and/or Facebook accounts to PBN.
Step 2: Set Up & Activate Review Requests
Open Campaigns
Open the menu at the top right and select "Campaigns."
Find "Review Request Campaign" under General campaigns and click "Click to set up."
Edit and Activate the Campaign
Step 1: Select Medium
Choose whether to send the review request via email, text, or both.
Step 2: Apply Filters
By default, all patients with completed appointments will receive a request. You can exclude or include certain patients as needed.
Step 3: Set Frequency and Edit Templates
Determine how often review requests are sent and customize the built-in text and email templates.
Step 4: Review Page
Edit the verbiage seen on the Review page.
Step 5: Choose Review Sites
Select the sites (Google, Facebook, etc.) where you want patients to leave reviews.
Step 6: Test Date
Test with a specific date to see a list of patients who will receive the review request.
Step 7: Save and Activate
Save your settings and activate the Review Request Campaign.
Once activated, patients will receive messages with a link to leave a review. The link will take them to a page where they can choose a site to leave their review.
