In this article, you will get acquainted with the following information:
- How to add the name and description of a rule?
- How to set up filters for a rule?
- How to set up response templates?
- How to set up a schedule?
- How to enable/disable a rule?
To create a rule, click Add Rule. To modify the rule, click the edit icon.
The Rule creation/editing page opens. Fields marked with asterisk (*) are mandatory.
How to add the name and description of a rule?
In the Basic information section you can enter the name and description of the rule.
Attention! The description text shall not exceed 500 characters.
How to set up filters for a rule?
First, select the companies for which the rule will be available.
In the opened window, select the desired companies from the list and click Finish.
To find the desired company, you can use the search field by name or address, as well as filters by brands and groups.
You can view the already selected companies to understand which locations are still missing. To do this, check the box for Show only selected companies.
If the necessary companies were sorted in the top filter, they can be selected by clicking on Select from common filter. More information about this filter can be found here.
To select the catalogs for which auto-replies will be sent to reviews, click on Feedback source. In the dropdown list, choose the desired options.
Then, select the rating. The auto-reply rule will be applied to reviews with this rating.
Next, choose the review content:
- All reviews.
- Reviews with text.
- Reviews without text.
Next, select the review reception time. Auto-replies will be sent to reviews received within the specified time period. If no time period is set, auto-replies will be generated around the clock.
Then, choose the time zone.
How to set up response templates?
Select response templates for reviews. You can learn how to create response templates here.
In the window that opens, choose templates from the list and click on Apply. Templates can be found by name and filtered by groups.
Attention! If the template is private, it cannot be used. In such a case, you have to create a new one or change access to command in template settings. You can learn more about creation and access editing here and here.
If you need to modify or create a new template, click on Template settings. More information about this can be read here. When you return to the selection window after modifying/creating a template, click on Update template list for it to appear in the list.
Next, select the order in which the selected reply templates will be sent:
- Randomly.
- Sequentially.
Attention! This field will be available only after choosing more than one template.
How to set up a schedule?
In the Days of the week field, select the days on which this auto-reply rule will be active.
Infinite validity of the autoreply rule will be set by default. It means that its application is not limited to any period, but will be used all the time depending on the selected days of the week.
If you need to set up a certain duration of the autoreply, clear this tick box.
In the field Date period, you can:
- Choose the starting day of sending autoreplies. This setting is available if you tick the box of Infinite validityof the rule.
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Date from is the date from which the established auto-reply rule will start working. It could be an earlier date if you want to reply to earlier reviews.
Attention!-
If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
- You cannot specify a date more than a year ago!
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Choose the date period for sending autoreplies. This setting is available if you clear the tick box Infinite validity of the rule.
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Date from is the date from which the established auto-reply rule will start working. It could be an earlier date if you want to reply to earlier reviews.
- Date to is the date until which the established auto-reply rule will work.
Attention!- If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
- You cannot specify a date more than a year ago!
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To set up a temporary schedule, check the box next to Temporary.
The Temporary Mode of Operation is the choice of a specific date or several dates for which the selected auto-reply conditions will work. For instance, you need to include special rules for answering machines on May holidays. The established auto-reply rule will work only on selected days.
After you tick the box, the field For dates will appear where you have to choose the days when the rule will be valid. In this case, it will be impossible to choose days of the week and period of the rule application.
Attention!
- If a past date is set when creating a rule, an autoresponse for old reviews might appear with a delay within a day.
- You cannot specify a date more than a year ago!
How to enable/disable a rule?
To enable the rule, toggle the corresponding switch.
To enable test mode, check the box next to Test Mode.
In the test mode, the reviews page will display auto-reply suggestions. This way, you can make sure that the settings are correct.
Attention! If the test mode is not enabled but the auto-response option is displayed, it means there was an error in sending them. After some time, the system will automatically resend the responses to the directories.
To save the rule, click on the Save button.
Attention! The rule cannot be saved if its settings overlap with the settings of an existing rule.
You can find out about the Review and Response Statistics page further.