Integrations
The best way to get more reviews is to ask your happy customers for reviews.
The best way to get more reviews is to ask your happy customers for reviews. We’re building integrations to make it even easier to automatically upload your recipients to GatherUp.
Integrations are a way to connect your favorite apps, such as Google Sheets, Salesforce, Constant Contact, Mailchimp or Quickbooks Online to GatherUp.
You can connect two or more apps to automate review generation tasks. It's easy enough that anyone can connect their apps with just a few clicks (no coding is necessary). Integrations are now available through GatherUp, and this article walks through the steps to get started.
In this Article:
How it works
When configured, you will be able to have third-party systems send recipients automatically to GatherUp and add them to your review request campaigns.
Here’s an example:
Imagine your client runs a bakery and every sale they make asks for an email or phone number to send customer receipts.
Once that information is entered into your POS system, it automatically sends the customer info to GatherUp to add the details to the recipient list. Then GatherUp sends the customer an email or text to leave a review!
How to connect
In order to get this process started, make sure you have your client’s account credentials for the integration app.
1. Log in to your GatherUp account, navigate to the preferred location, and click the “Integrations” tab on the sidebar.
2. Choose the application you would like to integrate with.
3. Follow the authorization instructions and log into your account.
4. When necessary, you will be asked whether uploaded customers will receive a feedback request or not. This is what you're setting when you choose "true" or "false" under the "Send feedback request" option. True means each uploaded customer WILL automatically receive a feedback request. False means each uploaded customer WILL NOT automatically receive a feedback request.
You'll also be able to set the Customer Preference of email or SMS. This dictates whether customers receive the initial feedback request via email or SMS.
5. Decide whether you would like to bulk upload the existing contacts found in this account or add new contacts going forward.
6. Your active integrations will be highlighted in green. To edit your integration click "Configure" and to remove your integration click "Delete."
FAQ
How much do integrations cost?
There is NO additional cost for your first integration. Contact your sales or customer success representative for more details on setting up one of these integrations.
How do I manage User Permissions?
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If you have any questions about the integrations, please feel free to reach out to support@gatherup.com. If you would like to request a new integration, please fill out the following survey: Integration Survey