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Configuring a Request Integration

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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:

  1. Review the Request Reviews section within the API documentation.
  2. 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:

  1. Contact your Customer Success Manager or Support to begin a conversation with a Professional Services Consultant.
  2. 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)
  3. Configure your data export to adhere to the standard file format (view sample), or provide Professional Services with a custom file format for analysis.
  4. 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.

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The standard data file format is a Comma Separated Values (CSV) file that uses the following naming convention:
feed_YYYYMMDD.csv
The file must include a header row with column names shown below. If your data export is constrained to a fixed format that does not match these column names, you require a custom datafeed.
Field Name          Required Description
template X Name of the request review template. Supported templates include multi­brand and multi­channel businesses.
location-code X Code used to identify the location about which to send the request review. Location codes within the platform are typically provisioned to match your internal location code system. You can find the location code in admin settings.
to-email X Email address of the request recipient.
to-name - First name of the request recipient.
subject - Email subject line. If not defined, the subject will default from the selected template.
from-name - From name of the request sender. You can also define this value within admin settings.
from-email - From email address of the request sender. You can also define this value within admin settings.
{{variable-name}} - The value of the related variable if it is included in the request template specified. Each variable requires its own column.