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Requesting Spectora Reviews with the Client Portal
Requesting Spectora Reviews with the Client Portal
Request Spectora reviews when clients access their report through the new client portal
James Dixon avatar
Written by James Dixon
Updated over a week ago

Spectora Reviews are a great way to receive customer feedback and grow your business. ๐Ÿชด The new client portal makes collecting reviews effortless.

โŒ›Time Saving Tip: On the new client portal, clients or agents can edit their reviews, you no longer have to reach out to Spectora to have a review fixed!

With the new client portal, you have two options to solicit reviews from clients.

Option 1: Your client will see "Leave a Review" as a task

Customers DO NOT need to leave a review to view their report, and they can hit Decline to remove the task from the list.

Option 2: Your client will see "Review Us" on the side panel

Enabling Reviews on the New Client Portal

Under Settings > Business Tools > Reviews Options you will see the following menu.

For Option 1 check "Display 'Leave a Review' as a task in the Client Portal"


For Option 2 uncheck "Display 'Leave a Review' as a task in the Client Portal"


At this time, Spectora does not integrate with Google Reviews. You can add a link for your Google Review page to your emails if you'd prefer to use Google.

Please let us know if you have any questions by writing into the chat bubble!

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