10 Feature Updates to Make Running Review Campaigns Even Easier

This week we're rolling out several new features to the review manager to help streamline your workflows and make it easier to filter through large lists.  

  1. Simplified List Management 
  2. Improved UX
  3. New Workflows
  4. Enriched Exporting


1. Simplified List Management

1a. Clear out customers that you no longer want in the review manager

  • What is it? Ability to select customers and soft delete them from the review manager without losing their event history and timeline. You can also re-add them later and their old status and activity history will repopulate in the timeline
  • How does it help? Remove customers that you don't want to reach out to for reviews to clear out and organize your review manager as your customer list grows.


1b. Clean out your review manager to start fresh with a single click

  • What is it? As you run campaigns over time the review manager continues to build up more and more customers which can make it harder to manage over time.  Eventually, you may get to a point where you just want to start over and from scratch and that's where this nifty new 'start fresh' feature comes in.  Reach out to HTR at any time and we can do a soft reset of your review manager quickly and easily to help you start fresh with your campaigns.
  • How does it help? Reset your review manager to re-start your campaigns and outreach with a clean slate


1c. Streamlined clients tab, filter by status and archived is now unsubscribed (coming 10/13)

The archived tab used to be a place where you could send customers that you didn't want to send further communications to but it showed in the flow of the review manager which was a bit confusing because it meant a customer could have left a review, but they could also be in archived.  Instead, we have deprecated 'archived' and rolled out 'unsubscribed'.

  • What is it? Simplified view of the clients tab now with statuses
  • How does it help? Filter the clients tab by status to get a quick skimmable spreadsheet view of your customers and where they are in the review collection process and also be able to easily unsubscribe/re-subscribe


1d. New customer tags to create and manage segments (coming 10/20)

  • What is it? Create custom tags that you can use to create unique segments of customers in the review manager and filter the review manager by your custom tags.  Import your lists with tags to streamline your workflows and be able to create custom segments.
  • How does it help? Tags allow you to be able to create customer segments to slice and dice your list in any way that you'd like.  Add campaign tags, geographic tags, batch tags, start date tags, property type tags, language tags or anything else you can imagine.





2. Improved UX

2a. Pick up where you left off with ease

Previously when you selected a customer in the review manager the background would scroll to the top of the page making it difficult to find where you left off.  Now, when you select a customer the background customer tile has a selected state to bookmark where you are visually and the page remains static so you can more easily keep your place.  Improvements include: 

  • What is it? Bookmarked state for selected customers 
  • How does it help? Page no longer shifts when clicking into customer timeline detail view so you can more easily keep track while switching between customers


2b. Improved customer selection UX

  • What is it? Previously the bulk select/select all feature would 'select all' that were on the tab.  That meant if you had thousands of users that (1) there would be lag and (2) you couldn't easily move smaller groupings/segments between tabs.  The select all button has been updated to now only select the customers visible on the current page you are on
  • How does it help?  Eliminate lag, more precisely and easily move customers between tabs to simplify your workflows


3. New Workflows

3a. Filter the entire review manager by campaign

When you've run dozens of campaigns and have thousands of customers in the review manager it can get really overwhelming and difficult to figure out how to filter the data to make sense in a way that is actionable, not anymore.

  • What is it? Filter the entire review manager by campaign so you can
  • How does it help? See exactly how a campaign is performing (or performed) so you can take strategic actions to execute personalized followup by segment


3b. Ability to send customers follow-on campaigns (coming 10/20)

  • What is it? Previously, once you ran a campaign to customers there was no way to run another campaign to them.
  • How does it help? Now you can quickly and easily move customers who had been in an old campaign right into the campaign setup tab to be able to send them another campaign


3c. Re-trigger verification emails to customers (coming 10/20)

  • What is it? Manually re-trigger the verification link to be sent to customers with a 'pending' review that hasn't yet verified
  • How does it help? This is particularly helpful if you have a client who left a review but didn't click the verification link and they're saying they never received it. Now you can manually re-trigger it to be sent to them on the spot




4. Enriched Exporting

4a. Export customer statuses to leverage in your own tools

Previously the 'export suppression' list feature only exported (non-anonymous) customers that had left a review.  Now, this export includes all (non-anonymous) customers from all tabs of your review manager along with the tab they're in (aka their status) so you can import this data to your CRM or other external tools.

TIP: Add New Data Fields to Your Lead Followup Automation

One of the additions to the New Lead Inbox is additional data fields that were commonly requested by vendors including: 

  • PMS data
  • Phone #
  • Multi-property intel
  • Estimated deal size

These fields have been added to the CRM Forwarding feature so if you have Lead Followup Automation setup (highly recommended) then make sure to add these new fields to your parser to make sure they get mapped into your CRM and other tools.

* Please note that while recommended, this is optional and your integration will continue to work regardless of whether you add these new fields or not.

📬 Introducing the New Lead Inbox

Introducing, the all new redesigned lead inbox with a new clean design, enriched leads, premium member discounts, deal size calculations, a customizable metrics calculator and more.

  1. ✅Redesigned and simplified inbox design
  2. ✅Enriched lead details (phone number, PMS data, multi-prop)
  3. Dynamically calculate lead deal size calculations and company metrics like ROI and estimated revenue based on your company's internal metrics
  4. Premium Members now get 50% off all leads
  5. ✅ Added targeting to reveal lead PMS data prior to accepting


1. Redesigned and simplified inbox design


2. Enriched lead details with phone number, PMS and multi-property

Please note that if you have CRM forwarding turned on it will continue to work with the new form fields.  If you have Zapier followup automation setup to map fields and automate followup, you can now add the new fields to your integration.


3. Deal sizes and customizable metrics calculator

Dynamically calculate lead deal size calculations and company metrics like ROI and estimated revenue based on your company's internal metrics.  Learn more about how lead metrics and calculations work


4. Member discount increased from 30%-->50%


5. Added targeting to reveal lead PMS data prior to accepting

Brand Level Targeting & Brand Exclusions

On the one hand, HTR leads are the most highly qualified, vetted and targeted leads online guaranteeing that all leads: 

  1. Are verified hoteliers
  2. Have verified email contact info
  3. Have been individually vetted by HTR's lead diligence team to ensure information accuracy (and that the lead is who they say they are)
  4. Have expressed category level intent to purchase (ie. looking for a new PMS, etc)

That said, some clients have requested additional targeting options specifically the ability to exclude certain brands that they do not want to (or cannot) work with. 

Today HTR is rolling out a new feature to be able to add additional targeting/filtering to the lead inbox by submitting up to 5 brand exclusions to add to your account so that: 

  • ✅ Increase targeting by filtering out brands you don't want to work with
  • ✅ Add up to 5 brands to your account where you won't receive leads from any of those branded properties
  • ✅ If any leads make it to your dashboard from one of those brands, get 100% refund

Add brand filters to your account

Free for Premium Members

This new benefit is now available to Premium Members (all plans) at no additional charge and non-members can add additional brand level targeting for a flat annual fee of $2500/year.  

Review Manager: New Guides & Sending Limits

Tips & Best Practices Front & Center Throughout the Campaign Setup and Launch Flow

While the review manager has always had in app messaging pop up with tips and tutorials and the help center has had best practices and templates, they now sit from and center in the campaign flow and review manager to make sure everyone on your team is able to optimize your campaign to follow best practices, save time and increase conversion.


New Campaign Daily Sending Limits to Improve Deliverability

With the rebuilt review manager and improved performance more companies have been sending more campaigns and larger campaigns.  To ensure strong deliverability new daily sending limits have been implemented which include (1) 250 users/campaign (2) 500 requests sent/day


New Pre-Written Base STARTER Templates

If its your first time sending a review campaign it might take you some brain racking to figure out what the heck to write to get users to leave reviews.  The review manager now has new pre-written base STARTER templates to save you to time.

Its important to remember these are STARTER templates and are meant to serve as a starting point but you ABSOLUTELY SHOULD CUSTOMIZE AND MAKE THEM YOUR OWN.  Remember, your goal is to follow all of the best practices but most importantly: 

  1. Make sure you are sending your campaigns from someone users have rapport with and will recognize in their inbox
  2. Make sure you customize your templates to sound like a personal 1-to-1 email to each user (not a generic mass marketing email!) 

You can also check out more pre-written starter templates in the help center and

Partial Reviews Displaying in Review Manager

As a way to monitor review form conversion and make sure we capture as much content as possible in the event of a reviewer having an issue with the review form we capture partial review content.

This is solely for internal monitoring purposes as these reviews cannot be published since they are (a) incomplete and (b) lack verification and approval from the user (since they did not finish the form and submit their review).

Last week when we rolled out a performance improvement to the automated review manager some partial reviews appeared as 'pending' reviews.

This issue should now be resolved but please feel free to reach out with any questions or if you are still seeing a partial review in your vendor dashboard.

We apologize for any confusion this may have caused.

10 New Review Manager Features

  1. Vendor verifications
  2. Link Pre-Filling
  3. Mass Followup
  4. See Anonymous Reviews
  5. Filter Reviews by Product
  6. Filter Reviews by Status
  7. Improved Template Formatting
  8. Send Test Campaigns
  9. Review Exports & Suppression List
  10. New copy/paste templates library


Vendor Verifications

Get unverified reviews verified faster with self-verifications. Premium members can now utilize a new type of verifications, self verification.  Self verifications mean you have to reach out to hoteliers fewer times while getting more reviews approved and verified.


Link Pre-Filling

Pre-fill links to run targeted campaigns to users and pre-select the products they use to reduce fields and increase conversion.

⏯Pre-filling links (in the review manager)

⏯Pre-fill links (outside of the review manager)



Mass Followup

Followup with users who didn't leave a review after campaigns are complete without going 1-by-1. Once users complete a campaign, then what? Instead of going one by one you can now bulk select and send a mass outreach template to lots of users at once.


See Anonymous Reviews

Feature request shout out: Michelle @ HelloShift


Filter Reviews by Product

Filter reviews by product to save time flipping between profiles. Save time flipping between profiles to read reviews and see which products each reviewer chose to review right from the review manager and filter your reviews by product to more easily find specific reviews.

Feature request shout out: Michelle @ HelloShift


Filter Reviews by Status

Easily sort reviews by status to see when reviews are pending, which reviews you need to respond to or to hunt down rejected reviews and get them verified.

Feature inspiration shout out: Elena @ Monscierge


Improved Template Formatting

If you have tried pasting text into the custom templates in the automated review manager previously you may have noticed that the formatting carries over and can lead to inconsistencies if you don't reformat the styles from within the review manager.  Now the templates feature will automatically strip out excess formatting to ensure consistency in your templates.

Feature request shout out: Marvin and Ari @ RoomPriceGenie


Send Test Campaigns

Preview your campaigns before you press send.


Export Reviews

Members can now request an export of review data for internal analysis to share with product, customer success and marketing teams right from the review manager. (Note: Only company admins can access this feature). You can also download a suppression list right from the review manager.

👏 Feature request inspiration shout out: Saahil @ Oaky


Copy/Paste Templates Library

We recently added a new templates library section to the help center that includes inspiration for copy/paste templates for your team to use and to add to the review manager to help you save time and increase conversion.  Be sure to check out our latest high converting templates for collecting reviews during COVID times.

New Review Verification Options for Hoteliers

Hoteliers at small independent properties or vacation rentals can now leave reviews and get verified without needing a hotel email domain using one of our new approved verification options built right into the review flow.

👏 Feature request inspiration shout out: Elena @ Monscierge

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