In your Broadly App (app.broadly.com), you can make adjustments to your Review Requests in 'Settings' > 'Review Requests'.
Review Request Method
By default, Broadly sends a review request by text first then follows up via email. If the customer does not have a number that can receive texts available, Broadly will email the first review request instead. Texts are sent using a dedicated phone number, provided by Twilio, listed under the Messaging Settings, and is only displayed once the SMS registration is completed and approved.
If you do not wish to send text review requests, select "Email only" and a checkmark will appear next to that option. You will still be able to text customers directly at any time, but all review requests will be sent out via email.
Review Request Frequency
This setting allows you to control how often your repeat customers receive a review request. By default, if you enter the same customer information more than once within 60 days, the following customer entries will be recognized as duplicates, and that customer will not receive an additional review request. If a customer is added to the app 60 days or more after their initial transaction, only then will Broadly send a fresh round of review requests. This is to prevent over-messaging your customers with review requests. You may adjust this to a 30, 60, or 90-day delay.
Text Message
To change the "image" included with your text review requests, select the blue edit button in the upper right-hand corner. For best results, we recommend sticking to a 4:4 ratio.
If you'd like the change the image included with your email review requests, please email support@broadly.com. The ideal banner photo is 1940px by 776px or 970px by 388px.
We recommend including something recognizable to your customers in both of these images. This can include your logo or a picture of your storefront or team members.
When editing the "Message" included with your text review requests, be sure you include the name of your business in the body of the text.