Create & Use Templates for Recurring Requests

Create & Use Templates for Recurring Requests

August 21, 20251 min read

A great way to connect with customers is to ask them for feedback after doing business, and those reviews serve as proof of concept for your business. So, we’ve improved the messaging aspects of recurring requests. Give it a look.

⭐️How Will These Changes Affect You?:

  • Improved Customization: Now, you can customize your review message with smart custom fields and merge tags in image URLs to send personalised graphics.

    a
  • Prebuilt Templates: When creating new templates, you can use the system’s prebuilt options to reduce your workload without sacrificing customization.

    b
  • Message Variety: You can personalize each repeat attempt with on-branded follow-ups by selecting a different template for each request.

    c

⭐️How To Use A Template For Recurring Requests?

Enhance your review request with branding and personalization by following these steps.

  1. Navigate to the Settings tab inside the Reputation section and select SMS Requests on the left side.

    1
  2. Click “+ Create New” or the pencil icon next to a template to access the builder.

    2
  3. Customize your template by modifying the text and adding images as needed.

    3
  4. Once you’re satisfied with the changes, click Save, or if it’s a new template, click “Create and Set as Default” to use it for sending.

    4

This will give you added control over tone, branding, and the visual aspects of your review requests, improving engagement and review completion rates. We hope you enjoy it!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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