Review Request Campaign - Setup and Activate

Created by Emily McClendon, Modified on Sat, 27 Jul at 1:25 PM by Alyssa Elso

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.