How to Add a New Brand on SocialPilot Reviews?
The term ‘brand’ refers to the profile you create on SocialPilot Reviews, representing your business. Before you can start managing reviews, engaging with customers, or analyzing feedback on the platform, the very first action you need to take is to connect your brand.
In this article
Check out a how you can add a new brand on SocialPilot Reviews in this quick video.
How to Add a New Brand to SocialPilot Reviews?
Here is how you can add brands you want to manage on SocialPilot Reviews:
- In your SocialPilot Reviews dashboard, on the top right corner of the screen, click on the dropdown menu and click on the Create Brand option.
- Now, enter the following brand information.
- Brand Logo (in PNG or JPG format)
- Brand name
- Time zone
- Date format
- Location details - whether single-location or multi-location
In the location details, specify if the brand has a single location or multiple locations.
For single location: Fill in all the details such as Brand Name, Location Name, Website, Country, Address, City, State, Zip Code, and Tags.
For multiple locations: Just specify the brand has multiple locations and then add the location details from Setup, where you can find the list of brands you have created. To add multiple locations, click on the brand and add multiple location details.
- The next section is Location details, where you fill in all the details of the brand’s location.
- Brand Name
- Location Name (specify the location name for internal use)
- Website
- Country
- Address
- City
- State
- Zip
- Tags
- After entering all details, connect the brand to the review platform.
- Use the Connect button to link your profiles. A window will appear. In this window, sign in with your Google account or pick an account that is already linked. The step is the same for Google Business Profile and Facebook.
📢 If accounts are already linked to your SocialPilot account, opt to import them directly. Click on Import from SocialPilot. You will see a pop-up with all the connected accounts on SocialPilot. Select the account and now click on Connect.
Your account(s) are now connected.
- If you want to connect to any other review platform, click on Add Link from Custom Link. You will see two sections- one with a list of review platforms and one asking you to add the review link.
- Select the platform and add the URL where you wish to direct customers to leave reviews or feedback.
👉 Note
- If a user is a team member on SocialPilot the accounts they have access to on SocialPilot only will be shown on SocialPilot Reviews.
- You can use Custom links in email or SMS campaigns even if they don't pull reviews directly into the platform.
- SocialPilot Reviews allows you to connect up to 3 locations for each brand. However, you can also add extra locations by paying a particular amount.
- After entering all the details, review everything to ensure accuracy. Once satisfied, click Save & Next. Your brand is now added.
Once you have entered all the necessary details, save the brand. Review the information to ensure accuracy and completeness.
⭐ You can have multiple brands, which is particularly useful for agencies managing multiple businesses for different clients
After saving your brand details, you will prompted to an optional email set-up where you can fill in the details of how you would like your emails to go.
How to Setup Custom Email for Brand?
Email setup is an optional setup. However, if you configure custom email settings it personalizes your outreach, making it more professional and trustworthy.
- After saving the brand details, you will How to Custom Email Setup for the Brand?see the email setup screen. Here, you can customize the email settings by entering these fields:
- From Name
- Reply-to Email
- From Email
- After entering the details, you have to click on 'Start Verification.’ A pop-up will appear with instructions on how to verify the email.
- Now click on Send Link. A verification email will be sent to the email address you entered.
- Open your inbox and then click on the verification link.
- Your email is all verified. The next step is SPF Verification. Now, add the provided MX and TXT records to your DNS zone editor settings.
After setting it up, your email verification window will look something like this.
Now, all you have to do is click on Save and your email information will be saved for that particular brand.
⚠️ Note:
For users on the Starter plan, you can manage one brand and one location. However, with the Pro plan, SocialPilot Reviews allows you to manage multiple brands and up to 3 locations, with the option to add unlimited additional locations.