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FSRevsFSRevs User Guide

Creating a Review Flow

Before You Start

Section titled “Before You Start”

Make sure you have a role with flow-management permission and at least one location configured. Add external destinations first if you want to offer Google, other review sites, social pages, or custom links.

For a walkthrough of the customer experience, start with How Review Flows Work. The Settings Guide explains every option.

Create the Flow

Section titled “Create the Flow”

Open Review Flows under Customer Engagement and select New Review Flow.

The Basics tab shows every setting required to begin:

  • Flow Name is an internal name customers do not see.
  • Location determines whether the flow is local or available across locations. If your management access covers exactly one location, it is selected automatically. Users with global management access choose a location or Accessible to All Locations. This scope is fixed after creation.
  • Accept New Responses determines whether Smart Links and new system requests can start this flow. Turning it off does not break existing system-sent requests.

After Location is resolved, the remaining tabs appear. You can move between tabs before completing every field, but saving still requires the applicable fields to be valid. To prepare a flow before launch, save a valid configuration with Accept New Responses off, then turn it on when you are ready to test public entry.

Work Through the Five Tabs

Section titled “Work Through the Five Tabs”

The tabs follow the customer experience:

  1. Basics — name, Location, and availability.
  2. Customer Details — contact timing, optional email or SMS marketing permission, experience rating, Team Member Attribution, and introductory content.
  3. Reviews & Feedback — external destinations, written feedback and fallback behavior, testimonial details, and photos.
  4. Completion — an on-page thank-you message or a linked destination.
  5. Sharing & Delivery — Smart Link, email and SMS request messages, reminders, and Link Preview metadata.

Settings that cannot affect the current configuration are hidden. Their saved values are retained, so turning a feature off and back on restores its configuration.

For a custom question above the stars, open Customer Details > Experience Rating, select 5-star rating, and enter a Rating Field Label. For example, use How was your visit? Leave it blank for Rating. See Rating Field Label for placement and limits.

The customer-facing introduction fields use the Rich Editor. They support formatting, managed Customer destinations, and image blocks.

Use Preview Current Settings from the page header or a section Preview action to try the current form state, including unsaved changes. Preview actions cannot submit real customer data or grant marketing permission.

To share the Flow publicly, fill in Smart Link (Optional) under Sharing & Delivery and save it with the Flow. Link Enabled starts off for a new link and requires a Public Page Address when turned on. See create a link while configuring a Flow.

Work with an Existing Flow

Section titled “Work with an Existing Flow”

After creation, the Review Flow workspace can include:

  • Reports — Results, funnel, destinations, delivery, and attribution.
  • Activity — Customer activity locked to this Flow, with location context.
  • Build & Configure — Editable settings or a read-only configuration summary.
  • Team Notifications — Staff notification rules when your access includes them.

These pages are permission-aware. Someone with view access but no edit access sees the safe configuration summary and preview instead of editable fields.

Save and Test

Section titled “Save and Test”

Use Preview first, then save the flow and test the same Smart Link, QR code, or request route customers will use. A live test creates real activity and may trigger Team Notifications; a request delivered through FSRevs also uses the applicable sending allowance. Use contact details you control.

Check that:

  • Location selection is skipped or shown when expected.
  • Customer details and Team Member Attribution appear only when useful.
  • The rating appears at the intended step, with your custom label or the default Rating for stars.
  • Any configured marketing choices appear beside the correct valid contact values and remain optional.
  • The correct external destinations and written-feedback choices appear.
  • Written Feedback is available as a fallback when external destinations are enabled but a Location has no eligible destinations.
  • The configured thank-you message or linked completion destination works.
  • The test appears in the Flow’s Activity, with the intended Location and team member. An external-destination click is a Review Attempt, not proof that a review was published.

Next Steps

Section titled “Next Steps”