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Getting started with RaveCapture
Getting started with RaveCapture

Learn the Basics

Updated over 2 months ago

Welcome to RaveCapture!

We’re excited to have you with us! This guide will walk you through the basic setup of your RaveCapture account, helping you get started with key features that will boost your business visibility and engagement.


WHY Setting Up RaveCapture is Important

Setting up your RaveCapture account correctly is the first step to unlocking its full potential. Whether you’re collecting reviews, customizing your public profile, or managing customer interactions, an optimized RaveCapture account will help you:

  • Build trust with potential customers through authentic reviews.

  • Enhance brand visibility with a professional company profile.

  • Streamline customer communication by managing reviews, Q&A, and email notifications efficiently.

  • Save time with features like automated review imports and email campaigns.

By completing your account setup, you’ll be ready to leverage RaveCapture's powerful tools to increase sales, enhance customer engagement, and improve overall customer satisfaction.

Use Cases

Here are some practical ways merchants can benefit from getting started with RaveCapture:

  1. Retail Businesses: Import existing product reviews from third-party platforms to showcase customer feedback.

  2. Service Providers: Set up your company profile with support contact options, making it easy for clients to get in touch.

  3. E-commerce Brands: Customize your email templates to encourage customers to leave reviews after purchase.


Step 1: Account Management

When you first log into your RaveCapture account, we recommend setting up your Account Information before exploring other features. This helps create a polished profile page that prospective customers can view.

  1. In the header, click the Settings Icon to access your account settings.

  2. Inside the Account Settings area, you can update the following:

    • General Settings: Manage user settings and reset your password.

    • Billing: View your plan information and billing history.

    • Company Page: Customize your public profile by uploading your company logo and header image.

    • Employee Access: Invite employees to manage your account (available on Advanced Plan).

    • Email Preferences: Choose notifications for new reviews and Q&A submissions.

    • Email Blacklist: Manage unsubscribed customers and prevent them from receiving further emails.

    • Export Data: Available on Advanced Plan, this feature lets you export your reviews and related data.

    • Credit History: Track email credit consumption and view the credit balance.

Step 2: Setting Up Your Company Page

Your Company Page is a public profile hosted on RaveCapture, giving prospective customers easy access to learn more about your business. This page can appear in search results, offering you extra visibility.

How to Customize Your Company Page:

  1. Click on your profile icon in the top-right corner and select Visit Company Page.

  2. Customize your company profile by editing the following options:

    • Company Name

    • Website

    • Category: Select the business category that best fits your brand.

    • Company Description: Provide a brief description of your business for visitors.

    • Company Logo: Upload a logo that will also appear in your RaveCapture emails.

    • Header Image: Add a custom image to the top of your profile page.

    You can also enable a Support Box, allowing visitors to easily contact you:

    • Add a Block Title (e.g., "Contact Us").

    • Enter your Support Email, Phone Number, and Support Hours.

Note: Power and Enterprise Plan customers can white-label their profile pages, removing RaveCapture branding and customizing the colors using Custom CSS.


Step 3: Importing Existing Reviews

Once your account setup is complete, the next step is to import any reviews you currently have from third-party sources. RaveCapture allows you to import both Company and Product Reviews from hundreds of reputable platforms.

How to Import Company Reviews:

  1. Click on Review Management > Company Reviews in the left menu.

  2. Select Import Existing Reviews button in the top right.

  3. Download the Sample File and input your review data in the required fields.

  4. Choose the source from the dropdown menu, including:

    1. Native (reviews you own or reviews collected from other softwares like Yotpo, Okendo, TrustPilot, etc.)

    2. Google Reviews

    3. Facebook Reviews

  5. Upload the file as a Comma Separated Values (CSV) file type.

  6. Submit the file, and RaveCapture will begin the review and processing. You will receive an email notification once the import is complete, which can be tracked in the Import History tab.

Note: Make sure your date format follows the required structure - YYYY-MM-DD. If you're having trouble, please reach out to support.

How to Import Product Reviews:

Product reviews require additional details such as Product IDs. Follow these steps to ensure a successful import:

  1. Click on Review Management > Product Reviews in the left menu.

  2. Select Import Existing Reviews button in the top right.

  3. Download the Sample File and input your review data in the required fields.

  4. Choose the source from the dropdown menu, including:

    1. Native (reviews you own or reviews collected from other softwares like Yotpo, Okendo, TrustPilot, etc.)

    2. Amazon

    3. Ebay

    4. Walmart

  5. Upload the completed CSV (Comma Separated Values) file and submit.

  6. You will receive an email once the reviews have been imported, with progress visible in the Import History tab.

Note: Each platform is different as some recognize product_sku and others recognize product_id. For most, like Shopify & BigCommerce, they will have both values, but you must use product_id where WooCommerce it's called the WooPostID and Magento uses product_sku. If you're having trouble please contact support.

IMPORTANT: If you're importing reviews related to a product that is not yet created in your RaveCapture product catalog, you must input additional fields like product_name and product_url. Keep note of which fields are required.


Step 4: Customize Your Email Template & Settings

Before inviting customers to leave reviews, we recommend customizing your Email Template to match your branding. You can do this from the Email Campaign Editor:

  • Go to Campaigns > Email & Survey Campaigns and choose either Product or Company Default Review Campaign.

For detailed guidance on email strategies, refer to our Email Best Practices guide.


Step 5: Integrate Your Store

If you're not using Shopify or BigCommerce, you'll need to integrate your store with RaveCapture before you can start collecting and managing reviews. For Shopify and BigCommerce merchants, installing the RaveCapture app on those platforms automatically starts your account integration.

How to Integrate Your Store:

  1. For merchants on platforms other than Shopify or BigCommerce, connect your store through the Integrations section in your RaveCapture account.

  2. Once integrated, pending review requests will begin being generated in your account.

  3. To send review requests automatically, toggle on the Auto Send setting in the My Campaigns page.

Note: This Auto Send option also applies to Shopify and BigCommerce merchants once their integration is complete.


Step 6: Set Up Widgets on Your Account

Once your store is integrated, it's essential to set up key widgets to display customer reviews and build trust on your website. RaveCapture provides several tools to help showcase your reviews effectively:

How to Set Up Widgets:

  1. Review Widget:
    Add the Review Widget to your product pages to display customer reviews and photos directly where potential buyers are making decisions. This widget is customizable to fit your brand’s design.

  2. TrustBanner:
    Install the TrustBanner to highlight your average rating and review count across your site, providing visitors with an immediate sense of trust and credibility.

  3. Dedicated Reviews Page:
    Create a dedicated reviews page where all your company and product reviews can be displayed in one place. This page can be easily linked from your main navigation or footer, giving customers a convenient way to read all reviews at once.

To install these widgets:

  1. Navigate to the Widgets section in your RaveCapture account.

  2. Choose the widgets you want to install and customize their appearance to match your brand.

  3. Follow the prompts to copy and paste the widget code onto your website.

Note: Widgets are a great way to increase customer trust and drive conversions by showcasing real user feedback throughout your site.


Next Steps & Additional Support

You’ve completed the basics of setting up your RaveCapture account! For more advanced features, explore our full support center, where you can find detailed guides on every aspect of the platform.


Need Help?

If you have questions or need assistance with getting started, contact our support team via live chat or email at support@ravecapture.com

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