For an agent, we understand that time is valuable. The Templates tab in your dashboard streamlines the review request process and gives you the power to create, edit and set default templates.
Step 1 : Simply login to your account and select Templates from the dashboard
Step 2: Click Create Template
Step 3: Fill in the fields. Select the type of request - review request or listing report (Professional and Enterprise subscribers only). Create a name for your template and fill in your content. Click Save
Step 4: Once you've built up your template collection, you will be able to edit, delete and also assign a default template that will pre-fill your requests automatically
Step 5: Once the template has been saved, you will be able to send a request to your client as described in the Request a review article. Make sure to select your template from the drop-down list.