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.

Review form translation pages (RESOLVED)

It has been brought to our attention that there is an issue with the new translation feature on the review form and that we are working to resolve.  Please note that this issue only appears to be impacting the review form and all other translated pages throughout the site are operational.

  • Status: Under investigation (this post will be updated as soon as a resolution has been reached)
  • Timeline: Resolved
  • Related to: 🇧🇯 HTR is now available in four new languages!
  • Impact: The english version of the review form is working and browsers like Chrome that have built in translation will be able to auto translate.  The only impact is to users who try to toggle to a different language on the review form.



Site routing issue

It has been brought to our attention that some users may be experiencing a site routing issue.  HTR's hosting provider had an issue this morning that overwrote our DNS settings and was quickly resolved but may take up to 24-hours to propagate.

The issue has been resolved but we appreciate your patience as it may take up to 24-hours for some users to be able to access the site without the error message.

Duplicate Lead Notifications (RESOLVED)

Several vendors reported an issue receiving several duplicate lead notification emails.

These reports all came in within an hour of eachother and appear to be due to a backed up queue and we believe this is an isolated incident but the issue is still under investigation.

This issue should not occur again but if it does please report it to HTR via the on site live chat so we can further investigate the matter.

Apologies for any confusion or frustration that this may have caused 🙏



(RESOLVED) Site Performance Issues

We are currently experiencing performance issues due to unprecedented site usage.

  • Reported: Wednesday December 9, 2020
  • Status: Error Message Issue Resolved (Actively Monitoring CPU performance), Site may still be loading slow for some users (actively working on a fix)


📣 Updates

  • DB has been migrated to larger 2XL dedicated server
  • CPU usage levels are in a healthy range and we are monitoring them closely
  • Site performance issues have been resolved
  • Data Impact: Data should still have been captured properly for things like reviews and partner recommendations even if the user encountered an error message upon pressing the 'submit' button.  If you would like HTR to manually investigate specific user contributions please reach out via the live chat and we are happy to investigate and confirm their submissions once you are able to provide the emails of the users in question

💡Issue Detail

We have increased server capacity which should temporarily resolve most issues and server capacity is now in healthy levels (see below) so the site should be back online but you may experience intermittent slow load times while we implement a more permanent fix.

We apologize for the inconvenience and are working diligently to resolve this issue ASAP.  Please note that data is still being captured and stored properly including reviews, partner recommendations and integrations despite lag or error messages users may encounter.


(RESOLVED) Fast Add Integrations Duplicates

Recently we rolled out the New Integrations Experience with fast add flows for integrations.

Recently with companies listing exponentially more integrations all at the same time, our infrastructure has been overloaded leading to some integrations being duplicated.

We are investigating the issue and will keep this ticket updated with latest status as we identify the problem and implement a solution.

  • Reported: Thursday December 3, 2020
  • Status: RESOLVED
  • Resolved:  12/6/20

Thanks to our 🐛 bug hunter of the day Sara @ Mews! 

If you notice any legacy duplicates please reach out via the live chat.

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.

Review Form Final Step Error (RESOLVED)

Last night several users reported that the final submission step on the review form was returning an error for some users.

We have investigated the issue and found the cause which was recent performance improvements that were rolled out to the review manager which introduced the issue for organic reviews.

  • 🚩  Issue reported: October 6, 2020 @ 2am PST
  • ✅  Issue resolved: October 6, 2020 @ 9am PST

NO IMPACT TO REVIEWS LEFT THAT ENCOUNTERED THE BUG

Any users that left reviews would have already completed their review (since it was only on step 3, the final submission step) and therefore their review will be published and won't be impacted.

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