How to Send Review Requests in Bulk

Learn how to efficiently send review requests in bulk using the Topline application by following these detailed instructions. From accessing specific sections to entering information and scheduling actions, streamline your employee training process with these precise steps.

Go to app.topline.com

1. Click "Contacts"

Navigate to the Contacts section on the left side menu.

Click 'Contacts'

2. Select Contacts

Select the contacts you want to share the review request by clicking on the checkbox next to their name.

Select Contacts

3. Click "Send Review Requests"

Click here to send the review request to the selected contacts.

Click 'Send Review Requests'

4. Send Review Requests

A pop up with the selected contacts icon will appear.

Send Review Requests

5. Click "Ok, proceed"

Proceed by clicking the confirmation button.

Click 'Ok, proceed'

6. Choose Review Request Options

To indicate your preference, you may choose to submit your request through email or SMS.

Choose Review Request Options

7. Click "Add all at once"

This feature which allows you to send the review request to all of your selected contacts simultaneously.

Click 'Add all at once'

8. Select "Add at all schedule time"

By activating this feature, you have the option to schedule the delivery of review requests to all the selected contacts at a specific date and time.

Select 'Add at all schedule time'

9. Select "Add in drip mode"

This option send the review requests in drip mode, one by one.

Select 'Add in drip mode'

10. Input "Action"

Please enter a name that accurately describes this action. The given name will appear on the tracking report. It is imperative that you choose a recognizable name to locate this action easily in the future when required.

Input 'Action'

11. Click "Send Review Requests"

Initiate the process to send review requests by clicking on the option.

Click 'Send Review Requests'

12. Send Review Requests

A pop up window will appear informing that the requests have been sent.

Send Review Requests

13. Click Check Progress

Click on the message on the pop up to check the progress.

Click Check Progress

14. Check Status

Here you can visualize the status of your requests.

Check Status
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