An opt-in page is a dedicated landing page where customers can sign up to receive review invitations from your business. It gives you a compliant way to build your review request list, and customers explicitly consent before you contact them.
Steps to create your opt-in page
Navigate to Opt-In
In the left-hand navigation, expand Reputation and select Opt-In under the Requests section. This opens the Opt-In page at /dashboard/reputation/opt-in. At the top, the Download button opens a menu to Show QR code, Download QR code or Copy link, and the button next to it opens your live opt-in page.
Upload your business logo
Click Upload logo next to the Logo section. This helps customers recognize your brand when they land on the page.
Customize the main page content
With the Main tab selected (it's active by default), click Main Page to expand the customization options. You can edit the headline, description text, and call-to-action button that customers see when they visit your opt-in page.
Configure the thank you page
Still on the Main tab, click Thank You Page to expand the options customers see after successfully opting in.
Customize thank you page messaging
Edit the Title and Subtitle customers see after opting in. Use them to set expectations about when they'll hear from you. The Other tab holds two switches, Require Email and Require Phone Number, which make those fields mandatory.
Save your opt-in page
Once you've customized both pages, click Save to publish your changes. Clear empties every field and switch, so the default text shows again once you save.
What's Next?
After creating your opt-in page, you can:
Share the URL through email signatures, social media, or your website
Add the link to receipts or other customer communications
Switch on Auto-Send so new sign-ups who give an email address get a review request automatically
Send review requests to customers who've opted in, they're automatically added to your Contacts section