When a deal enters a closed stage in Follow Up Boss, Reviewflowz asks each person on it for a review by email or text. The review that comes back is matched to that client and credited to their agent.
How it works
A deal enters a closed stage in Follow Up Boss.
Reviewflowz reads the deal, the people on it and their assigned agent.
The request goes out by email or text after your delay.
The client's review is matched to the deal and credited to the agent.
What triggers a request
Trigger | When it fires | Who is asked |
Deal stage | An active deal enters one of the stages you pick, starting with the stages Follow Up Boss marks as closed | Each person on the deal, by email or SMS |
The trigger is on from the moment Follow Up Boss is connected and feeds one request, Follow Up Boss deal closed. Stages are picked by name, so Closed covers the Closed stage of every pipeline. Want to ask earlier, say at Under Contract? Tick that stage in the trigger's stage list. It counts from the moment you add it.
Deals closed in the 90 days before you connected are imported so their reviews still match. Nobody is messaged for those.
Tag a person Unsubscribed, Do Not Email or Do Not Text in Follow Up Boss and that person isn't asked.
Connect Follow Up Boss
You connect with one value: a Follow Up Boss API key.
Where to get it. In Follow Up Boss, go to Admin, then API, and choose Create API Key. Name it Reviewflowz and copy the key right away: Follow Up Boss shows it only once. Follow Up Boss's own guide is API Key.
Whose key. Create it as the account Owner, a Broker or an Admin. A key made by an Agent or a Lender only sees that user's own contacts, so Reviewflowz asks for another.
Plans. Every Follow Up Boss plan has API keys.
Cost. None: there is no add-on.
Turnaround. Right away: you create the key yourself. If your account uses the API Key Restrictions power-up, ask your account Owner to create it.
In Reviewflowz, open Integrations, go to the Automate Review Requests tab and click the Follow Up Boss card. If you already have an integration connected there, click Connect another integration first. Paste the key into Follow Up Boss API key and click Connect Follow Up Boss. The Connection card shows your Follow Up Boss account, harbor-realty.followupboss.com for Harbor Realty, with Status: Connected.
Pick the location your deals belong to
Every Follow Up Boss request carries one Reviewflowz location, set under Locations in Deals belong to. It decides which review profiles your clients see. Reviewflowz picks your first location when you connect; change it any time. Harbor Realty, in San Diego, points its deals at Harbor Realty.
Set up the request
Timing. Your delay counts from when Reviewflowz picks the deal up, shortly after it enters the closed stage. Harbor Realty emails 3 days later, then sends a reminder 7 days after that with the subject "A minute for Harbor Realty, {{first_name}}?" and the button "Leave a review". Follow-ups stop once a client clicks, reviews or unsubscribes.
Channel. Email or SMS. A text goes to the person's mobile in Follow Up Boss.
Message. Harbor Realty's From name is "Harbor Realty", the Subject "Congratulations on your new chapter, {{first_name}}!", which Jo Kim reads as "Congratulations on your new chapter, Jo!", and the Button text "Review your agent". Try yours with Send myself a test.
Direct reviews to. Smart routing gives one button, and your goal for reviews decides which site it opens. Harbor Realty aims for as many Google and Yelp reviews as possible. Show all options on the email lists every site instead.
Turn it on
Open Follow Up Boss deal closed in Requests and click Turn requests on. The status line reads "Sending requests to every new contact", and the Syncing panel's Asking people whose deal closed after shows the day you connected. At Harbor Realty, Greta Vogel and Jo Kim are already Scheduled.
When a deal moves out of Closed
If a deal leaves the closed stages, is archived or deleted, or its person goes to Trash before the request goes out, the request is withdrawn.
See what it brings back
A review from one of these clients is matched to them and the deal, and credited to the person's assigned agent in Follow Up Boss, or to the first team member on the deal when nobody is assigned. Elena Bryant's five star Google review, "Patient with every one of our questions, first-time buyers here. Thank you, Dana!", lands on Dana Whitfield. Reports > Dashboard > Team Attribution Leaderboard counts the reviews credited to each agent. The Requests page counts Contacts, Requests, Clicked CTA, Matched and Stopped, and the CRM Integration widget under Reports > Dashboard tracks new requests, links clicked and reviews matched from Follow Up Boss.
Good to know
Keep the key you created for Reviewflowz. If it's deleted, the card shows Reconnect needed: create a new key under Admin, then API, and enter it with Enter new credentials. Your location and your request stay as they are.
A client with no email or phone in Follow Up Boss is still kept, so a review from them is matched by name.
Disconnect stops the reads and withdraws every request that hasn't gone out. Your contacts, requests, triggers and location are kept, and you can reconnect any time.
