Configuring Post-Trip Review Generation

Send the trip leader an SMS and/or Email with an online review request to any of of the following review sites: Google, TripAdvisor, Yelp or Facebook.

Post-Trip Review Generation Configuration Settings

1. Log into the TOMIS app

2. Navigate to Marketing HQ > Review Generation

3. Click on Configuration under Post-Trip Review Generation 

4. Choose to use a Default Message Template for All Trips OR configure a New Template for Trip-Specific Messages.

5. Set the time frame in which the post-trip message should be sent in the Format Operating Window settings.

   1. This time frame is to ensure post-trip messages are not being sent too early or too late in the day to customers. The operating window should not be outside 8:00 am or 9:00 pm.

   2. The timezone specified in your TOMIS app account settings is the timezone the pre-trip and post-trip messages will be sent out.
6. Choose to Send Review Links Directly, OR use the Review Widget to capture star ratings before encouraging customers to click a review link.

The Default Template

1. Create your post-trip message by clicking the the Edit pencil icon
2. You can configure both automated SMS and Email Messages, or just one of your choosing. 

3. Set the time period for how long after the trip end time the post-trip review generation message(s) should be sent. Choose from the drop down to select days, hours or minutes after trip end time. 

4. Click the Edit SMS button to create your post-trip text message to drive reviews.

   1. The SMS should have the company name in it.

   2. The SMS should not have any promotional verbiage in it.

5. Choose who the Send the SMS or Email to
   1. just the purchaser
   2. everyone on the trip (only available for XOLA waiver integration at this time)

6. Click the Edit Email button to create your post-trip email review message.

7. By enabling (toggling on) the “Send automated post-trip SMS/email”, you are turning on the functionality.

Default Template Notes

The Default template cannot be deleted, only edited.

When post-trip messages are initially configured, all tours will be assigned to the Default template. In order to add tours to a new template that is not the default, you must unassign them from the Default template. To do this, scroll to the “Associated Tours” section at the bottom of the Default template page. Click on the ⊗ icon to the left of the tour name to disassociate the tour from the Default template. Be sure to select the blue “Save Changes” box that appears on the top right of the “Associated Tours” widget to save!

Create New Template / Customize Trip-Specific Review Messages

1. To create a new template, select the “+ CREATE A NEW TEMPLATE” to the left of the Default template. This will generate a new template, automatically labeled “Edit & Save1”
2. To edit, select the Edit icon in the bottom right-hand corner of the template.
3. Once in the template editor, change the Template title.
4. You can customize each SMS template with the following settings:
   
   1. Toggle on “Send post-trip SMS”
   2. Customize the send-time
   3. Edit the SMS copy
   4. Configure who to Send the SMS to 
5. Edit Automated Emails for trip-specific review messages.
   1. Toggle on the “automated post-trip email”
   2. Customize the send-time
   3. Edit the Email copy
6. Associate specific tours with review message templates.
   1. By default, all tours are associated with the Default Template. To assign tours to a new template, you must first open the Default Template and disassociate any tours you’d like to reassign.
   2. Once you have disassociated tours from the Default, they will appear under “TOURS THAT HAVE NOT BEEN ASSIGNED”.
   3. To add a tour to your new template, simply select the + icon to the left of the tour name.
   4. Be sure to select the blue “Save Changes” box that appears on the top right of the “Associated Tours” widget to save!
7. To delete a template, simply select the “X” that appears in the top right corner of the template on the main Post-Trip Review Configuration page.

Send Review Links 

Send links to the review sites of your choosing directly in the SMS or Email message. To configure the review links to be used in the post-trip review messages, follow these configurations. You don't need to enable all review sites, but you must enable at least one for Review Generation to work.

1. On the main Post-trip Reminder Configuration page, navigate to Review Links
2. Click the Edit pencil ✏️ to connect to the business listing for the review site. Follow the on-screen instructions to connect.
3. To Enable toggle over the review site when connection is complete.
4. Change the display order of the review links by clicking and dragging any review link box.

Configure Review Star Widget 

1. Add Post-Trip Landing Page URL

   1. This landing page will need to be created within the backend of the website. You will create a new page, add the HMTL code to the page and publish the page.

   2. This page should be blocked from robots.text so it does not organically appear in Search Results.

   3. When you publish and view the page, you will not see the star pack rating widget on the page. The only way someone will see the star pack rating widget on the page is if they land on the page via the link sent through the SMS and/or Email.

   4. Pick a theme color for your Review Widget. Make sure color contrast is high enough

2. Configure the Rating Settings

   1. 1. Configure which star rating is considered “happy” for your business.

      2. The “Happy” and “Unhappy” messages can be customized.

      3. Provide an email for contact forms of “unhappy” reviews to be sent to for your team to address.

3. Save Changes