Getting Started

Set up your account, connect your CRM, and create your first review campaign

Create Your Account

  1. Go to Sign Up and create your account with email or social login
  2. Verify your email address
  3. Set up your organization (business name, phone number, address)

Add Your Google Business Profile

Connect your Google Business Profile so ReviewMe can track reviews:

  1. Go to Settings > Google Business
  2. Enter your Google Place ID (we’ll help you find it)
  3. ReviewMe will start monitoring your review count and rating

Finding Your Place ID

Search for your business on Google Maps, then look at the URL. Your Place ID is the string after place/. You can also use Google’s Place ID Finder tool.

Import Your Contacts

From a CRM

  1. Go to Settings > Integrations
  2. Select your CRM (Housecall Pro, Jobber, or Salesforce)
  3. Authorize the connection
  4. Choose which completed jobs to sync

New jobs will sync automatically going forward.

Manually

  1. Go to Contacts
  2. Click Add Contact
  3. Enter the customer’s name, phone number, and/or email

Create Your First Campaign

  1. Go to Campaigns > New Campaign
  2. Give it a name (e.g., “Post-Job Review Request”)
  3. Build your sequence using the block editor:

Recommended starter campaign:

Block Type Details
1 Contact (SMS) Thank-you message with review link
2 Timer Wait 3 days
3 Contact (Email) Friendly reminder with review link
4 Timer Wait 4 days
5 Contact (SMS) Final gentle nudge
6 Report Email summary to you
  1. Write your messages (or use our templates)
  2. Activate the campaign

What Happens Next

Once your campaign is active and your CRM is connected:

  • Completed jobs automatically create contacts
  • Each new contact enters your campaign
  • Messages are sent on the schedule you defined
  • Reviews are detected and campaigns stop automatically
  • You can monitor everything from your dashboard

Next Steps

← IntroductionCampaigns →
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