Requesting Reviews from Existing Contacts

You can send a review request when you first add a contact to Broadly, but you can also send review requests to existing customers if needed!  This is helpful when:

  • A lead has become a customer and you're ready to request a review.
  • You just talked to a happy customer and would like to re-request a review.
  • A contact was originally added to Broadly for communication purposes, but you're now ready to request a review

To request a review, find the contact in question and select the review request button in the lower-left of the conversation view:

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After the review request button has been selected, you will need to confirm that you'd like to request a review from this contact.
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Once confirmed, the review request will be sent out!rtaImage (46).jpg

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