How to edit and customize the rating & feedback form
The rating & feedback form is the form where your contacts provide a Net Promoter Score rating and feedback about their experience. It also directs them to the reviews sites of your choice.
When you create a new review profile you'll be taken to the rating & feedback form settings.
If you previously created a review profile and you need to update the settings you can navigate there by going to Settings > Review Settings > Review Profiles, and in the "Edit Review Profile" column click the pencil icon for the applicable review profile.
You can use the default settings that are already in place, or you can customize the form. You can also test the form right here on the settings page to see exactly how it will work for your contacts.
Parts of the rating & feedback form
Here's an explanation of each part of the rating & feedback form:
1. Review Profile Title & Visibility: The "Review Profile Title" is the name of your review profile. "Visible to" settings (to the right of "Review Profile Title") allow you to control which of your review profiles are visible to other ReputationStacker users in your account.
2. Form Preview: This is an interactive preview of the rating & feedback form. Any changes you make to the form will update the preview and the live form that your contacts see in the exact same way. Feel free to click around and submit feedback via the form preview - any rating or feedback you enter here won't be saved. To reset the form to its default state, click the "Reset Form" button.
3. Style Settings: Here you can choose to show or hide your logo, profile name, and ReputationStacker link.
4. Rating Question: Edit the question that appears on the form, and choose whether or not to include a text box for additional feedback (we recommend keeping this checked so the box is visible).
5. Submission Settings: Here you can require your contacts to check a box to agree to the feedback submission policy before they submit their feedback, and enable reCAPTCHA security (in the rare case that you have an issue with bots submitting your form).
6. Rating Threshold Settings: The rating threshold number determines the rating at which your contacts will be shown the "Threshold+ Message" (meaning that rating number or higher) or the "All Other Ratings Message" (meaning below the threshold number). When your contacts rate their experience at or above the threshold number and submit their rating, they are by default asked to post a review on a review site (although you can uncheck "Show review site links" if you don't want to show them your links). If they rate their experience below the threshold number then they are asked to provide any additional feedback. Here you can also choose to show or not show your review site links. Note that the U.S. Federal Trade Commission and many review sites require you to treat all reviewers the same, so if you show your review sites to those who rate you at or above the threshold number then you should also show them to those who rate you below the threshold in order to be compliant.
7. Review Site Links: This is where you add and manage the links to your review sites. Here's an article about adding and managing review site links.
8. Additional Settings > Kiosk Mode: If you already have your contacts' email addresses and/or phone numbers then you should leave Kiosk Mode unchecked. But if you don't already collect your contacts' email addresses or phone numbers you can turn on Kiosk Mode, which allows you to collect their contact info in-person at your place of business. Here's an article about how to enable and use Kiosk Mode.
9. Sharing Code Snippets (optional, not required): If you want to embed your rating & feedback form on your own website, you can click either of the two bottom green buttons depending on how you want to share your form. When you click a green button then the code will be copied to your clipboard and you can paste it between the <body> and </body> tags on any page on your website.
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After you make changes to your rating & feedback form, be sure to click the "Save Profile" button in the upper right.
You can also click the dropdown arrow for the "Save Profile" button to see options to duplicate the profile (which can save you time when adding additional review profiles), return to the profile list, or delete the profile (make sure really know what you're doing if you delete a review profile, as it will delete all associated data - including all of your reviews in ReputationStacker).