Olivia Marr takes you through the process of checking your Pulse review, and how to send it to your recipients once you're happy with it. Every time a review is sent using Clientshare Pulse, a tree is planted with our partners, Ecologi. 

Transcript: 

Olivia: Hi, for those that don't know me already, I'm Olivia and I'm a Customer Success Manager here at ClientShare. Today I'm going to show you how to preview your review to make sure you're happy with it before sending it. So you're going to create your review. I've added a draft here. And what you want to make sure you've done in this workflow is completed every single one of these steps.

They will be marked as blue once they are completed. And once every step is completed, you will see this tag at the bottom saying, awesome, your review is ready to preview and send. So I'm just going to scroll through. All the way to the bottom, you can see that's all populated. And once you get to the bottom, step 8 is to preview your review.

So I'm going to click Preview. And then that will open up the review that I have just created. You will see the name of the review and your clients. This will won't be populated to start with and as you can see here, it will be automatically addressed to each of your recipients names from your recipient list.

So you can click on the video to make sure that you're happy with it before sending, um, and you can click through every page of the review so you can see the content, you can preview, download, click through and see the scores. Again, this will all be personalised to your clients once it is sent through to them.

Lovely. So once you're happy with that, you can check every page and you can click X and make sure you're happy to send it. Then you want to click send a review. Ensure you're happy with the recipients that pop up and then click send. That would then go straight through into your client inbox. I hope this answers any questions you have, um, but please do contact the Clientshare support team if you do have any further questions.

Thank you.

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