Launch Survey: Request Campaigns for Google & Yelp

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In this section, we will go over:

Introduction

You can now use Launch Survey to send patients directly to third party review sites, specifically Google and Yelp. **Please note, you can add any third party review system as long as you have a public link.  

First Time Login & Accepting Terms

  1. Login to your website admin
  2. Once you login, you will be prompted with a pop-up regarding this new feature, select Yes to continue:
    image7.png
    **You will only see this pop-up one time, after that you can access Launch Survey through you LEFT hand menu. 

    • You can also access Launch Survey from your LEFT hand menu:
      ls-login.png              
  3. Along with this update, the Launch Survey admin section will now default to the new Request Reviews tab.
    image53.png
           
  4. Before using this new feature, you will be prompted (one time) to agree to the terms of the new feature, select "I agree to the terms" button to accept (you may need to scroll down on this page to see this button).
    • **If you office previously accepted the terms, you will no longer see this page (skip this step)
    • **If you have multiple users, each user much accept the terms before that unique user can utilize the new feature!
      image8.png

Single Review Link Campaign

While request campaigns allow for and work well with multiple review links, the best user experience for your patients is to only include one review link per campaign.

Using one review site means that the potential patient reviewer will be sent to the review site (directly to Yelp, Google or Facebook) automatically instead of seeing the list of possible choices. This puts fewer steps in between the patient reviewer and the conversion.

A single review campaign will create a more focused approach to review collection.  We will go over that below:

  1. Once you agree to the new terms above, select the new button labeled Create a New Campaign:
    image9.png
  2. Enter a title for your campaign (also used as the Email Subject):
    1. By default it will provide a title for you Thank You For Choosing [Practice Name Auto Inserted]
    2. You can add or modify your own title, by clicking/typing in the text field:
      image11.png
  3. Select "Next" once your Title/Email Subject is set:
    image12.png
          
  4. Select ONE review site you would like to use by clicking the checkbox to the LEFT of each option:
    image14.png
            
  5. Once you've made your review selections, please select the + Create Campaign button (located in the bottom RIGHT hand corner):
    image17.png
            
  6. Select the patient contact you would like to send to by clicking the checkbox to the LEFT of each name:
    • PLEASE NOTE:  Google's review policy specifically states "Don't solicit reviews from customers in bulk"

      image1.jpg

      **Best practice would be to send out review request campaigns immediately after a patient visits the office or sending out a small batch of requests at the end of the day. **Google may remove reviews if they violate the terms listed above.
      image31.png

  7. Once you've made your selection, please select the Send Selected Contacts [1] blue button (located in the bottom RIGHT hand corner) to complete and send:
    image32.png
          
  8. Once sent, the selected contacts in this campaign will turn green, along with a confirmation stating it successfully sent (located in the upper right hand corner):
    image33.png
            
  9. Select the X in the upper RIGHT hand corner to exit this page at anytime:
    image34.png
          
  10. This will bring you back to your main Launch Survey Request Reviews Page:
    image26.png

Patient View

The patient would see something similar to this (if you sent an email and/or a text message):

Google Campaign

Email

Text

image35.png image38.png

The review links in the above Email/Text message will take the patient directly to Google to leave a review for your practice:

image42.png

Yelp Campaign

Email Text
image41.png image40.png

The review link in the above Email/Text message will take the patient directly to your Yelp page, where they can select "Write a Review" to leave a review for your practice:

image39.png

 

Multiple Review Link Campaign

While request campaigns allow for and work well with multiple review links, the best user experience for your patients is to only include one review link per campaign.

Using multiple review sites will take the potential patient reviewer to a generated page like below, where they can pick which review site to use  (note they can use the email or text link again if they would like to leave a review on both platforms):

image43.jpg

We will go over this below:

  1. Once you agree to the new terms above, select the new button labeled Create a New Campaign:
    image9.png
  2. Enter a title for your campaign (also used as the Email Subject):
    1. By default it will provide a title for you Thank You For Choosing [Practice Name Auto Inserted]
    2. You can add or modify your own title, by clicking/typing in the text field:
      image11.png
  3. Select "Next" once your Title/Email Subject is set:
    image12.png
          
  4. Select multiple review sites you would like to use by clicking the checkbox to the LEFT of each option:image44.png     
  5. Once you've made your review selections, please select the + Create Campaign button (located in the bottom RIGHT hand corner):
    image45.png
               
  6. Select the patient contact you would like to send to by clicking the checkbox to the LEFT of each name:
    • PLEASE NOTE:  Google's review policy specifically states "Don't solicit reviews from customers in bulk"

      image1.jpg

      **Best practice would be to send out request campaigns immediately after a patient visits the office or sending out a small batch of requests at the end of the day.
      **Google may remove reviews if they violate the terms listed above.

      image31.png

  7. Once you've made your selection, please select the Send Selected Contacts [1] blue button (located in the bottom RIGHT hand corner) to complete and send:
    image32.png
          
  8. Once sent, the selected contacts in this campaign will turn green, along with a confirmation stating it successfully sent (located in the upper right hand corner):
    image33.png
            
  9. Select the X in the upper RIGHT hand corner to exit this page at anytime:
    image34.png
          
  10. This will bring you back to your main Launch Survey Request Reviews Page:
    image26.png

Patient View

The patient would see something similar to this (if you sent an email and/or a text message):

Google/Yelp Multiple Campaign

Email

Text

image46.png image47.png

The review links in the above Email/Text message will take the patient directly to a generated page to pick the review platform they would like to use:

image43.jpg

If they select Yelp: It would take them to your Yelp Page, where they can select "Write a Review" to leave a review for your practice:

image39.png

If they select Google: It would take them directly to the Google Review Post, where they can leave a review for your practice:

 image42.png

 

 

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