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How do I edit the body of my email and text review invitations?

Sending a personalized invitation message is the best way to increase the likelihood of getting reviews from your customers. Writing texts and emails that are customized to match your tone and brand will improve your chances of receiving customer reviews.

Setup is easy:

  1. From the ZipBooks Growth menu, click “Settings”
  2. Under “Review invitation setup,” find “Invites via email” and “Invites via text”
  3. Edit the default text
  4. Click “Save”

You’ll notice that ZipBooks has scripted a default email and text message for you.  You can edit what’s written in order to better match your message or tone of voice. You can also use dynamic variables—personalized text shortcuts—to reach customers individually and save you time.

We suggest including dynamic variables like name, company name and review links (at the very least), but you can personalize as much as you like.  Click here for a complete list of dynamic variables that you can use in your ZipBooks texts and emails.

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