Monthly Funnel
Target: 15% review rate| Month | Recipients | Sent | Clicked | Click Rate | Reviewed | Review Rate | Positive | Positive Rate |
|---|---|---|---|---|---|---|---|---|
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Click-Through Rate By…
Sorted by volume (Sent), not rate — a rate from a handful of sends isn't meaningful, so the busiest rows lead.
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Recipients
| Customer | Agent | Close Date | Side | Sent | Bounced | Clicked | Reviewed | Positive | |
|---|---|---|---|---|---|---|---|---|---|
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Unmatched Reviews
Reviews we can see but can't tie to a tracked recipient (their Google/Facebook name or email didn't match who we sent to — most likely, though it's possible some are organic). Counted toward the Monthly Funnel's "Reviewed" total for the month they were found, but not attributable to any one recipient/agent/office.| Date | Platform | Rating | Reviewer (as shown) | Notes |
|---|---|---|---|---|
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Tests
Starting one is done per-step, from its "Start A/B Test" button on the Campaigns tab| Status | Test | Step | Started | Ends | Notes | |
|---|---|---|---|---|---|---|
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A/B Variant Performance
| Step | Variant | Sent | Clicked | Reviewed | Review Rate |
|---|---|---|---|---|---|
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Campaign Templates
Merge fields: {{customer_name}} {{first_name}} {{agent_name}}
{{google_link}} {{facebook_link}}
{{zillow_link}} {{reply_link}}
{{first_name}} is a best-effort greeting name — "Linwood and Nancy" for a joint customer, the first token otherwise. Company/trust names (LLC, Trust, Properties, etc.) fall back to the full {{customer_name}} rather than guessing.
Testimonials
Pull reviews from Google/Zillow/email, confirm the agent, approve, then export a CSV in DeltaNet's import format.| Source | Customer | Rating | Date | Content | Agent | Customer match | ||
|---|---|---|---|---|---|---|---|---|
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Review Link Settings
Links in emails pass through a tracking redirect before reaching these destinations, so you can update URLs at any time without re-sending.
Testimonials Pipeline
Used by the Testimonials tab's pull buttons and the nightly pull (Google, Zillow and email, every night).
Google Review URLs by Office
Use the Write a review link from each office's Google Business Profile —
looks like https://g.page/r/…/review.
Leave blank for virtual or unlisted offices; they'll use the fallback below.
| Office | Google Review URL |
|---|---|
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Email Branding
Shown in the header/footer of every outbound review-request email.
From-Name Options
Choices available on each template's "From" dropdown (Campaigns tab). {{agent_name}}
in Display Name is replaced with the transaction's agent. Every email actually sends from
[email protected] no matter what's shown here — set Reply-To to "Agent" so a
customer's reply genuinely reaches that agent instead of landing wherever this dropdown implies.
| Dropdown Label | Display Name | Reply-To | |
|---|---|---|---|
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