> For the complete documentation index, see [llms.txt](https://docs.adtosign.com/llms.txt). > Use it to discover all available pages before exploring further. # Review Module — End-User Step-by-Step Guide Audience: employees whose email signature collects customer reviews, and a section on > Audience: **employees** whose email signature collects customer reviews, and a section on > what your **customers** experience. No admin access needed. > > See also: [`gmail-addin-install.md`](./gmail-addin-install.md) · > [`zoho-extension-install.md`](./zoho-extension-install.md) · > [`zimbra-zimlet-install.md`](./zimbra-zimlet-install.md) · > [`browser-extension-install.md`](./browser-extension-install.md) · > [`bookmarklet-install.md`](./bookmarklet-install.md) --- ## 1. What the review module does The review module turns your everyday email signature into a review-collection engine: - A **review button/stars** can appear in your signature so any recipient can rate you in one click. - You can **request a review** for a specific email/customer from inside your mail client. - You get a personal **portal** (`/my-reviews`) to track your ratings, badges, and links. - Customers leave reviews on a hosted, mobile-friendly page — no app or login required. There are two review types: | Type | What it is | Where it lands | |---|---|---| | **Internal** (Rate My Service) | A 1–5 star rating hosted by AdtoSign | `/r//review` | | **External** | A click-through to Google / Trustpilot / etc. | Your configured platform link | --- ## 2. Request a review for a specific email Your admin enables the surfaces below. Use whichever matches your mail client. | Your mail client | Use this surface | |---|---| | Outlook (desktop / web) | AdtoSign Outlook add-in | | Gmail | AdtoSign Gmail add-on **or** the browser extension | | Zoho Mail | AdtoSign Zoho extension **or** the browser extension | | Zimbra | AdtoSign Zimbra Zimlet | | Yahoo / other webmail | Browser extension **or** the bookmarklet | | Anything (no install) | The web page `/app/request-review` | ### Outlook (add-in) 1. Compose a new email (add the recipient + subject first). 2. Open the **AdtoSign** add-in from the ribbon → the task pane opens. 3. Click **Request a Review**. 4. **(Optional)** Pick the **placement** (at your cursor, top, or bottom) and — for internal reviews — the **style** (stars or a button). 5. A review call-to-action (CTA) is inserted into your draft. Send as normal. ### Gmail / Zoho / Zimbra / other webmail 1. Compose your email. 2. Open the **AdtoSign** add-on/extension panel (or the floating **Request a Review** button). 3. Click **Request a Review** → the CTA is inserted into your draft. Send as normal. > See the per-client install guides linked at the top. ### Web fallback (works everywhere — zero install) 1. Go to **`/app/request-review`**. 2. Pick the review type, enter the recipient + context. 3. Choose a handoff: **Copy HTML**, **Open in mailto**, or **Copy plain link**. 4. Paste into any email or messaging app and send. ### Bookmarklet (one-click from any webmail) 1. Visit **`/app/request-review/install`** and drag the **Request a Review** button to your bookmarks bar. 2. While composing in any webmail, click the bookmark — it pre-fills the form from the page. --- ## 3. See your ratings instantly ("See My Ratings") From the Outlook add-in task pane (compose **or** read mode): 1. Click **See My Ratings**. 2. A browser tab opens an **aggregate-only** dashboard (your average, total, last-30-day trend, badges). 3. To see full detail (individual reviews + reviewer names), click **Log in for full details** → signs you into `/my-reviews`. > The magic link is aggregate-only by design — it never exposes reviewer names/emails. --- ## 4. Your personal portal — `/my-reviews` Sign in at `/sign-in` with your **work account** (Microsoft or Google SSO). You do **not** need a paid "team member" seat — directory users are admitted automatically. | Tab | What you do there | |---|---| | **Overview** | Your reviews received, average rating, last-30-day trend, badges earned | | **History** | Every individual review over the last 12 months *(plan-gated — see §6)* | | **Request a Review** | The web request form, pre-filled with your identity | | **Requests** | Review requests you've sent (status: pending / reviewed / expired) + resend reminder | | **Badges** | Badges you've earned + progress to the next one | | **My Links** | Your active review links — copy, QR code, health (active/expiring/expired) | **Not enrolled?** If your email isn't in your organization's synced directory yet, you'll see a "You're not enrolled yet" message. Ask your admin to add you to the directory, then sign in again. --- ## 5. What your customer sees 1. The customer clicks the review button/stars in your signature (or your requested CTA). 2. They land on the hosted page `/r//review`. 3. **One-click star path:** they tap a star → a quick rating is captured, then they continue. 4. **Full review:** they can add a comment + name. 5. **Anti-spam:** before a written review is accepted, they verify once via **email magic-link** or **Google/Microsoft sign-in** (this is automatic and fast). Internal quick-ratings are exempt. 6. After submitting, low ratings are routed privately to a manager; high ratings can be nudged toward a public platform review. --- ## 6. Plan limits - **Aggregate stats + See-My-Ratings link** are available on all plans that include Rate My Service. - **Full review detail** (individual reviews, reviewer identity, 1-year history, PDF export) requires the **Pro+** review entitlement. If you're not entitled, the History tab shows an "ask your admin to upgrade" prompt while the aggregate tabs keep working. --- ## 7. Tips to get more reviews - **Ask at the right moment** — request a review right after you've delivered something the customer is happy with. - **Personalize** — a short, genuine line above the CTA lifts response rates. - **Make it easy** — the one-click star path needs no login; keep your ask brief. - **Keep your links healthy** — check **My Links** in your portal and replace any link marked *expiring* or *expired*. - **Share your link directly** — copy your review link or QR code from **My Links** for chat, SMS, or in person. - **Let reminders do the work** — if your admin enabled reminders, a gentle follow-up is sent automatically until the customer reviews. --- ## 8. FAQ / troubleshooting | Symptom | Fix | |---|---| | Review button missing from my signature | Ask your admin to enable reviews on your master signature, then re-sync. | | "Request a Review" button not in my add-in | Restart your mail client (the add-in caches its config ~10 min). | | "See My Ratings" button missing | Your org hasn't enabled it yet (needs a server secret) — ask your admin. | | `/my-reviews` says "not enrolled" | Your email isn't in the directory yet, or you signed in with a different address. | | History tab is locked | That's the Pro+ feature gate — ask your admin to upgrade. | | My CTA went to the bottom but I wanted it at the cursor | In the Outlook add-in, set **Placement** before clicking Request a Review. | | Stars vs button looks different than expected | Style applies to **internal** reviews only; external links always show a button. | | Customer says the review link expired | Open **My Links**, copy a fresh active link, or ask your admin to re-sync. | | I'm on a leaderboard and want off | Leaderboards are optional and can be anonymized — ask your admin. |