The best way to ensure a good flow of reviews is to send automated request emails via direct data integration with your source system (CRM, POS, DMS, internal database, etc.).
Integration Setup
You can configure a request integration using our REST API endpoints, or we offer a file-based data automation. All integration options require initial setup. Please reach out to your Customer Success Manager or Support Team, who can help start a conversation with our Professional Services team for more information.
API Setup
The Reputation.com REST API endpoints can be used to automate outbound requests to your customers. Posts can be sent to the API to send out requests in real time after key events. This allows for the most flexibility and timeliness when it comes to sending requests.
To set up an API integration:
- Review the Request Reviews section within the API documentation.
- Contact your Customer Success Manager or Support to receive your API key, and schedule a call with a Professional Services Consultant to help answer questions.
SFTP Setup
Setting up a data feed via secure FTP ensures that batch files (CSV) are automatically picked up by the Reputation automation tool and processed with your business logic. You can post the request data through your own SFTP server or through an SFTP server that we provide.
To set up SFTP server integration:
- Contact your Customer Success Manager or Support to begin a conversation with a Professional Services Consultant.
- Define the SFTP server to use: Your own (Client) or the platform’s (Reputation).
- Client: Provide the following data to Professional Services:
- SFTP address
- SFTP Port
- Credentials (username and password)
- Reputation: Professional Services will provide you with the following data:
- SFTP IP address
- Credentials (username and password)
- Client: Provide the following data to Professional Services:
- Configure your data export to adhere to the standard file format (view sample), or provide Professional Services with a custom file format for analysis.
- Provide a sample data file for us to configure and test the automatic file pick-up process.
If you have any questions on the above, please contact your Customer Success Manager or Support to start a conversation with our Professional Services team.