Articles for Mastering The Dashboard | Working Feedback Support Hub

Mastering The Dashboard

How do I change my notification preferences?

In the top right-hand corner, select the drop-down arrow, next to your name Click ‘Preferenc…

Emails from Working Feedback are going straight to my junk/spam, can I fix this?

Yes, it can be quite a challlenge to ensure that important emails are reaching you and there are so …

Can I customise the name of who the text comes from for text requests?

Yes, you can. By changing the name of the sender to yours it will greatly improve the likelihood tha…

How do I send a BCC email request?

A BCC (Blind Carbon Copy) request allows you to add your unique review invitation address into the B…

Can I ask for feedback in bulk?

Yes, if you want to send out feedback requests to a large number of customers all at once, you can. …

How do I order more postage paid feedback cards?

First request some forms by selecting 'Collect' from the menu at the top of the screen. Then selec…

We have a feedback collection box in practice, how’s best to send the forms to yourselves?

Put all the forms into a suitably sized envelope/jiffy bag Tape a blank feedback form to the f…

How long does it take to process feedback cards?

It can take our moderation team up to 48 hours to manually upload and moderate feedback cards. Feedb…

How can I quickly boost my review responses?

Build up your Google Reviews - Working Feedback gets you Google reviews simply and all built in wi…

My email feedback requests seem to be going to my customer’s spam/junk, how can I prevent this?

The possible reason that this might be going to spam is because your emails are coming from Working …

When I reply to a review, does the customer get notified of this?

Working Feedback has added the ability for your reply to be automatically sent directly to the revie…

How do I share a review to Facebook?

Once you've linked your company Facebook page to the dashboard, head over to your published review…

How do I share a review to Twitter?

Once you've linked your company Twitter page to the dashboard, head over to your published reviews…

How do I share a review to Instagram?

From the menu at the top of the screen, select 'review' and, click on 'published reviews' Locat…

How do I share a review to LinkedIn?

From the menu at the top of the screen, select 'review' and, click on 'published reviews' Loca…

How do I view my rejected reviews?

From the menu at the top of the screen, select 'review' and, click on 'rejected reviews' This w…

Working Feedback has rejected a review that I'd like to be published, how do I get this review published?

From the menu at the top of the screen, select 'review' and, click on 'rejected reviews' This w…

How do I view my restricted reviews?

From the menu at the top of the screen, select 'review' and, click on 'restricted reviews' Thi…

Working Feedback has restricted a review that I'd like to be published, how do I get this review published?

From the menu at the top of the screen, select 'review' and, click on 'restricted reviews' This…

How do I view my reviews from Google/Facebook?

From the menu at the top, select 'review' then 'reviews from around the web' from the dropdown …

How do I see and action my sales opportunities?

Upon login of the dashboard, you’ll see a pop up, stating reviews need your attention, click 'ta…

I've had an URGENT ACTION REQUIRED email. How do I deal with the review in question?

When you log in, a pop up will prompt you to 'take action', click 'take me there' to head over to …

I've had an URGENT ACTION REQUIRED email for one of my companies, but the pop up does not show and there is no Action Centre option, what do I do?

If you manage multiple companies/practices, check in the white drop-down box in the top right corn…

How do I ask for feedback without having to obtain customer opt in?

It can be especially frustrating when asking your customer the standard opt in question 'Are you h…

How do I ensure that my Reviews are seen when I upload them to Instagram?

Here are some of our key tips on how to nail sharing your reviews on Instagram: As a rule of thum…

Can I ask for Google reviews?

Yes, absolutely, you're guaranteed to get more Google reviews when using the Working Feedback suite …

How do I view my review analytics?

Select 'analyse' from the menu bar at the top of the screen, and select 'review data' from the dro…

How do I download a feedback report?

Select 'analyse' from the menu bar at the top of the screen, and select 'reports & spreadsheets' f…

Why hasn't one of my reviews been sent to NHS Digital?

For a review to be eligible to be sent to the NHS, it must have a verifiable email or mobile numbe…

What is the moderation process for NHS eligible reviews?

NHS has requested that all NHS relevant reviews be sent 'unedited' to their moderation team. Th…

I have not received my certificate email/I missed the email. How can I retrieve my certificate?

Select 'analyse' from the menu at the top of the page, and choose 'certificates'. You can dow…

When do the certificate emails get sent?

We usually schedule to send the previous month’s certificates within the first week of the next mo…

I have tried to download my certificate however the dashboard states I’m not eligible, why is this?

This means you have not collected any feedback within the month. Start collecting some feedbac…

I had an email stating we've got a new referral, what does this mean?

'Referrals' are individuals that your client has stated that may be interested in your products an…

How do I deal with a new referral?

Select 'analyse' from the menu at the top of the page, and choose 'referral data'. Displayed,…

We've had an email saying we've generated a new business lead. What does this mean?

These emails are sent directly to all members of your team with Dashboard access. It means that one …

How do I deal with a new business lead?

Select 'analyse' from the menu at the top of the page, and choose ‘Cross-Sell Data’. New c…

I'd like to add some products and services (cross sell) to my feedback form, how do I do this?

Choose 'customise' from the menu Click 'Your products and services' from the drop down Cli…

I want to add more questions to my online form. How do I do this?

Select 'customise' from the menu at the top, and choose 'your questions' from the drop-down menu …

I want to alter the wording on some of my questions, how can I do this?

Select 'customise' from the menu at the top, and choose 'your questions' from the drop-down menu …

I don't like the default social media graphic that is used. Can I change this?

Select 'customise' from the menu at the top, and choose 'Social Media Graphics' from the drop-down…

I have uploaded my desired graphic, but it does not display properly. Why is this?

In order for the image to display correctly, the image must be 1200 x 630 pixels. If the image does …

How do I change the email feedback request template to fit my brand?

Choose 'customise' from the menu at the top of the screen Click 'email templates' from the dro…

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