Step 1 -- Login and check your email templates. To do this, go to Email/SMS >> Email Templates >> and click on the template that you want to edit. There are four pre-set templates provided by WaveReview. Click on each of these to view and to decide if you want to change any of them. Don't forget to click save.
Step 2 - Test your emails by sending to yourself. To do this, go to Email/SMS >> Email Templates > Send Test Email.
Step 3 - Send yourself 2 emails. Fill out one of the surveys positively, and the other negatively or with a neutral response. Are you happy with the emails? If not, go back and correct.
Step 4 -- It's time to send live data. Here are some Instructions to import a batch or group of users from MS Excel. If you are an Amazon customer, you don't need to do anything. Amazon will send the customers to WaveReview on a daily basis, and your customers will automatically receive the appropriate emails.
Step 5 - Be diligent on importing your customers because if you are not adding customers on an ongoing basis, the reviews won't flow in.