Welcome to the
Help Center

• check_circle Log in to your Snoball account and navigate to "Request" on the left-hand side. Ensure that the "Referrals" tab is selected.
• check_circle Choose between a company or personal referral request. Admin controls determine who manages the messages for company requests.
• check_circle Add the first and last name of the person you're requesting a referral from, along with their phone number. If applicable, select the referral payout option based on admin settings.
• check_circle Preview the referral request to ensure it looks correct.
• check_circle Click "Send Request" to deliver the message to your contact.
• check_circle Check out the referral summary, referral leaderboard, and referral history report to track referral activity and payouts.

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• check_circle Log in to your Snoball account, and select the "Message" tab from the menu on the left.
  Note: To have access to the Messaging Desk, you must be on our referral plan with a paid seat. You'll also need to assign yourself to the messaging desk in "Admin Controls."
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  Use the search bar or filter icon to find specific conversations.

  Click the pencil icon to start a new conversation with a contact.

  Select a conversation. Identify referral, review, and video testimonial icons underneath the customer's name and phone number. Icons are highlighted when actions are performed.

• check_circle Click on the message field. You can type a personalized message or use templates.
  Click on the template icon to select the template you'd like to use.
  The template will auto-populate, and you can edit the message to fit the specific conversation.
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  Click the paper clip icon to add attachments to the message.
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  Use the bell icon to set reminders to follow up with the customer.
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  Either send the message immediately, or click the arrow icon to schedule the message.
  Choose a date and time. Click "Schedule."
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  Access and manage scheduled messages from the clock icon next to the search bar.

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• check_circle Log in to your Snoball account.
  Select the "Referral Marketing" tab from the menu on the left.
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  Stay on the "Create Placement" tab.
  Scroll down to find the assets and widgets.
• check_circle Click on each asset or widget to generate it. You'll be directed to a form to fill out details like name, description, and payouts.
• check_circle The payouts you set are specific to that individual asset and will have no effect on payouts you have set in “Admin Controls.”
• check_circle After generating, click on "Copy Link" or "Copy Code" or "Download PNG" to access the asset or widget you created.
• check_circle Manage the assets & widgets by editing details, changing payouts,
  or deleting them in the "Manage Placements" section.
• check_circle Referrals will automatically be sent to your CRM if it has been integrated. You can also track referrals in the Snoball platform
  by accessing the "Referrals Report",
  in the “Admin Controls” tab.

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• check_circle Log in to your Snoball account, and select the "Profile" tab from the menu on the left.
• check_circle If it's your first time, click "Get Started" after reading the introductory pop-up.
• check_circle Click "Upload Photo" to add your profile picture.
• check_circle Enter your full name.
• check_circle Choose your title from the drop-down menu.
• check_circle Select your start date in the "When did you start selling" field.
• check_circle Type out a compelling personal introduction in the "About Me" section.
• check_circle Include links to your personal social media accounts.
• check_circle Activate "Text Me" and "Make Me Visible on Google" features if you have a paid seat.
• check_circle Click "Save Changes" at the bottom to complete your profile.
• check_circle Scroll to the top. Click "View Your Public Page" to preview how your profile appears to the public.
• check_circle Click "Copy Public Page Link" in your Snowball account to share your public profile link.

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• check_circle Log in to your Snoball account, and select the "Request" tab from the menu on the left.
• check_circle Click on the "Endorsements" tab at the top.
• check_circle Provide the first name, last name, and mobile phone number of the customer you'd like to request the endorsement from.
• check_circle Manually type a personalized text or use a template. Click the "Select Template" dropdown to choose a template.
• check_circle Click "Preview" to see how the text will appear to the customer.
• check_circle Click "Send Request" once you're satisfied with the preview.
• check_circle Scroll to the bottom to view your endorsement summary and history.

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle On the right-hand side, click on the "Add Featured Images" section.
• check_circle Click the "Add Image" button to select an image from your files.
• check_circle Provide the image with a title and description for better context.
• check_circle Click "Submit" to add the image to your profile.
• check_circle Please note that changes may take up to two business days for approval and publication.
• check_circle To reorder the images on your profile page, click and hold the six dots to the left of the image, and then drag and drop it to the desired position.
• check_circle To edit the title or description of an image, find the image you want to edit and click the pencil icon to the right. Make your changes and click "Save Changes."
• check_circle If you wish to delete an image, go back to your Snoball account, click on "Company Profile Builder," find the "Featured Images" section on the right, click the "Edit" button, locate the image you want to delete, and click the trashcan icon.

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Scroll down a bit, and in the middle of the page, you'll find the "Featured Company Video" section.
• check_circle Click on "Featured Company Video" to proceed.
• check_circle Have your video link ready (from YouTube, Vimeo, or an HTML), and paste it in the provided field.
• check_circle Click "Save" to add the video to your profile.
• check_circle Please note that changes may take up to two business days for approval and publication.
• check_circle To change the video on your profile, go back to the “Company Profile Builder,” find the "Featured Company Video" section, and click the "Edit" button.
• check_circle Paste the new video link in the field, and then click "Save."

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Towards the top of your profile, you'll find the "Add Product Overview Page" section.
• check_circle Click on the "Add Product Overview Page" and then click the "Add Product" button.
• check_circle Choose a product image from your files, then provide a name, subtitle, and description for the product.
• check_circle Enter the price of the product and its payment frequency (e.g., monthly, yearly).
• check_circle Click "Submit" to add the product to your profile.
• check_circle Please note that changes may take up to two business days for approval and publication.
• check_circle To add more products, repeat steps 3 through 6 with additional products.
• check_circle To reorder the products on your profile page, click and hold the six dots to the left of the product, then drag and drop it to the desired position.
• check_circle To edit product information, find the product you want to edit and click the pencil icon to the right.
• check_circle Make any changes you desire and click "Save Changes."
• check_circle To delete a product from the page, go back to the “Company Profile Builder,” click the "Edit" button next to "Product Overview," find the product you want to delete, and click the trashcan icon.

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.

Written Reviews

• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Click the "Add Reviews" button to see a list of your positive reviews.
• check_circle Choose the review you want to feature and click "Select." You can feature up to two reviews at the top of your review list.
• check_circle To add another review, click "Add Reviews" again and select the next review you want to feature.
• check_circle Reorder the featured reviews by clicking and holding the six dots to the left of the review, then drag and drop it to the desired position.
• check_circle You can switch out a review by clicking the two arrows to the right of the review, selecting a new one, and clicking "Select."
• check_circle To delete a featured review, click the trashcan icon next to the review.

Video Testimonials

• check_circle Scroll down a bit until you see the "Add Video Review" section and click on it.
• check_circle Click the "Add Video" button to see a list of your video testimonials.
• check_circle Choose the video you want to feature and click "Select."
• check_circle You can feature up to three video reviews on your profile page. To add another video, click "Add Video" again and select the next video testimonial you want to feature.
• check_circle Reorder the featured video reviews by clicking and holding the six dots to the left of the video, then drag and drop it to the desired position.
• check_circle You can switch out a video by clicking the two arrows to the right of the video, selecting a new one, and clicking "Select."
• check_circle To delete a featured video review, click the trashcan icon next to the video.

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Scroll down a bit until you find the "Add Fact Sheet" section on the right-hand side.
• check_circle Click on "Add Fact Sheet" to begin.
• check_circle Input the answers and provide a verification URL to ensure the accuracy of the information you provide.
• check_circle Once all company information and verification URLs are entered, click "Submit" in the bottom right corner.
• check_circle Please note that your fact sheet will be pending for up to two business days for approval and publication.
• check_circle After the waiting period, refresh the page to check if your fact sheet has been approved.
• check_circle If you need to make changes to your fact sheet in the future, return to the “Company Profile Builder,” click on the "Fact Sheet" section, make the necessary changes, and click "Submit" again.

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Scroll down and find the "Add Company Message" section on the right-hand side.
• check_circle Click on "Add Company Message" and write your message using up to 800 characters.
• check_circle Once you're done, click "Submit" in the bottom right corner.
• check_circle Please note that your message will be pending for up to two business days for approval and publication.
• check_circle After the waiting period, refresh the page to check if your message has been approved.
• check_circle If you need to make edits, go back to your Snoball account and access the “Company Profile Builder.”
• check_circle Click on "Edit" in the company message section, make the necessary changes, and click "Submit" to save your edits.

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle Scroll down until you find the "Add FAQ Section" button. Click on "Add FAQ Section" to begin.
• check_circle Click "Add Question" to input a new FAQ and its corresponding answer.
• check_circle Once done, click "Submit" to save the changes.
• check_circle Please note that your FAQ section will be pending for up to two business days for approval and publication.
• check_circle After the waiting period, refresh the page to check if your FAQs have been approved.
• check_circle To edit an existing FAQ, find the question you wish to modify, and click the pencil icon to the right. Update the question or answer, then click "Save Changes" at the bottom.
• check_circle If you need to make changes to your FAQ section in the future, return to the “Company Profile Builder,” click on the "Frequently Asked Questions" section, make the necessary changes, and click "Submit" again.

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• check_circle Log in to your Snoball account and navigate to the "Company Profile Builder" on the left-hand side.
• check_circle You have control over and can edit many elements of your BestCompany.com profile. But note that some sections are provided by BestCompany.com, which offers third-party validation.
• check_circle Go to BestCompany.com. Find and review your company profile to identify any inaccurate or outdated information.
• check_circle Go back to your Snoball account. Scroll to the top and click on the question mark icon in the top right corner. Click on "Support."
• check_circle In the first field, type out your request with enough information and details for the BestCompany.com team to know exactly what you want updated on your profile. Include a source for verification if possible.
• check_circle Enter your email in the second field.
• check_circle Click "Send" to submit your request.
• check_circle Your request is now sent to the BestCompany.com content team. They will reach out for further information if needed. The team will inform you of their decision regarding your request.

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• check_circle Log in to your Snoball account, and select "Company Profile Builder" on the left-hand menu.
• check_circle Locate the grey "Visit Site" button near the top. Click on "Edit" right next to it.
• check_circle Here, you'll find two URLs associated with your BestCompany.com profile.
• check_circle Focus on the "Share your Best Company Promotion URL" section. In this section, you'll see your BestCompany.com promotional URL. Click on it to see your BestCompany.com profile. Click "Copy Link" next to the URL for sharing.
• check_circle Use the copied promotional URL in marketing materials, emails, website, etc. Note that you do not pay for leads or linkouts generated from visitors using this promotional URL.
• check_circle Next, focus on the "Enter a destination URL" section. When a customer clicks your promotional URL, they'll see the "Visit Site" button at the top of your BestCompany.com profile. Edit the destination of that button in this setting.
• check_circle Once you have entered the desired URL where you want your customers to go after viewing your profile, click "Save Changes" at the bottom.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Ensure the “Awards & Badges” tab is selected at the top.
• check_circle Here, you'll see four different categories of awards, like Award Badges, Quantity Badges, Ranking Badges, and Star Rating Badges.
• check_circle Click on one of the categories to see the different badges available to you. Once you've earned badges, you'll have the option to download them as a PNG or get the embeddable code.
• check_circle To download the badge as a PNG image, click the “PNG” option, and it will be saved to your hard drive for use in social posts, newsletters, or other marketing materials.
• check_circle To add the badge to your website, click the “Get Code” option, which will provide the necessary code to embed the badge directly onto your site. Simply copy the code and paste it where you want the badge to appear.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Next, click on the "Review Widgets" tab at the top to access the library of widgets available.
• check_circle Here, you'll see a variety of review widget options. The two review widgets at the top showcase a single review. Click "Choose Review."
• check_circle Scroll through the list of reviews and choose the one you wish to showcase. Click "Select" to turn it into an embeddable widget.
• check_circle To embed the widget on your website, click "Copy Code" on the selected review widget and then paste it where you want the widget on your website.
• check_circle Within the review widget library, you'll find various widgets with different purposes. Some display review statistics, while others showcase the actual reviews.
• check_circle Click on any widget to read the description and view an example. To use any widget, click "Copy Code" to obtain the embed code.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Click on the "Create Custom Asset" tab at the top. You'll find two social media asset builders, one for endorsements and one for reviews. For this example, we'll use the "Single Social Review" tool, but the steps are the same for both.
• check_circle Click "Choose Review" and browse through your reviews. Filter by star rating or scroll to find the review you want.
• check_circle Click "Select" next to the review you want to feature to continue.
• check_circle Highlight the text you want to include in your social media post. You have up to 300 characters to use.
• check_circle Toggle between Instagram, Twitter, and Facebook sizes.
• check_circle Choose between a light or dark theme.
• check_circle Click "Choose File" to add an image from your files. Adjust the image size using the slider.
• check_circle Click on the color swatch and choose your desired background color or use the eyedropper tool to match the background to the image.
• check_circle Review your asset and make any necessary adjustments. When you're satisfied, click the "Download PNG" button at the bottom.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Click on the "Create Custom Asset" tab at the top. Find and click on "Infographic Asset Builder."
• check_circle You'll be able to see and manage any previous infographics here. Click "Create Asset" to start a new infographic.
• check_circle Click the "New Section" button to add a new content section to your infographic. Choose from various content options like image, paragraph, review, star rating stats, average star rating, company comparison, sentiment stats, or award/badge.
• check_circle Customize each section using the available tools. Edit text, background colors, alignment, and image size.
• check_circle Use the position arrows in each section to rearrange their order.
• check_circle Use the trashcan icon to delete sections you don't need.
• check_circle Once your infographic looks perfect, click "Save" at the top, give your infographic a name, and then click "Submit."
• check_circle To download your completed infographic, click the "Download" button and select your preferred format.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Click on the "Create Custom Asset" tab at the top. Find the "Company Comparison" tool and click "Create Asset."
• check_circle In the builder, click the "Compare with" dropdown menu to choose a competitor from the list or select "Industry Average" instead.
• check_circle Toggle on or off the data points you want to feature in your company comparison. Customize the comparison to suit your preferences.
• check_circle Once you've selected the data points, your comparison is ready! Click the "Download" button at the bottom and select your preferred format to save your completed company comparison.

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• check_circle Log in to your Snoball account and navigate to "Reputation Marketing" on the left-hand side.
• check_circle Click on the "Create Custom Asset" tab at the top. Find the "Award Announcement" tool and click "Create Asset."
• check_circle Choose an award category from the list. Scroll through and click "Select" under the award or badge you want to feature in your asset.
• check_circle Toggle between Instagram, Twitter, and Facebook sizes.
• check_circle Title your award announcement with up to 45 characters.
• check_circle Customize the colors of the header, text, and background by clicking on the color swatch and using the circle to pick your desired color.
• check_circle Upload an image by clicking "Choose File." Adjust the image size using the slider and drag it to position it.
• check_circle Review your award announcement and make any desired changes. When you're satisfied, click "Download PNG" at the bottom.

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Generate Reviews" from the menu.
• check_circle You'll see three campaign options: text, phone, or email. Choose “Text Campaign.”
• check_circle Download the CSV template provided to easily organize your customer information. It includes the required fields: name, email, zip code, and phone number. Optional fields are available, like the sales rep's name, email, and CRM ID.
• check_circle Enter your customer data into the CSV template and save the file.
• check_circle Now, upload the CSV file to the platform by dragging and dropping it or clicking "Choose File." Each file can have up to 1500 customers, and duplicates will be automatically excluded from the campaign.
• check_circle Click "Start Campaign" to launch your text message campaign.

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Generate Reviews" from the menu.
• check_circle You'll see three campaign options: text, phone, or email. Choose “Phone Campaign.”
• check_circle Download the CSV template provided to easily organize your customer information. It includes the required fields: name, email, zip code, and phone number. Optional fields are available, like the sales rep's name, email, and CRM ID.
• check_circle Enter your customer data into the CSV template and save the file.
• check_circle Now, upload the CSV file to the platform by dragging and dropping it or clicking "Choose File." Each file can have up to 1500 customers, and duplicates will be automatically excluded from the campaign.
• check_circle Click "Start Campaign" to launch your phone campaign.

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Generate Reviews" from the menu.
• check_circle You'll see three campaign options: text, phone, or email. Choose “Email Campaign.”
• check_circle Download the CSV template provided to easily organize your customer information. It includes the required fields: name, email, and zip code. Optional fields are available, like the sales rep's name, email, and CRM ID.
• check_circle Enter your customer data into the CSV template and save the file.
• check_circle Now, upload the CSV file to the platform by dragging and dropping it or clicking "Choose File."
• check_circle Click "Start Campaign" to launch your email campaign.
• check_circle The campaign performance dashboard will appear, showing the date of the most recent upload, the number of requests sent, and any personalization included. As reviews come in, you'll see the number of reviews, conversion rate, and average rating. Keep an eye on the status bar to track the progress of your email campaign.

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Request" from the menu.
• check_circle Choose the “Reviews” tab at the top.
• check_circle Enter your customer's name and phone number for this text message.
• check_circle Choose the review type, which is a written review by default.
• check_circle Customize your text greeting, either using the default or one of your custom templates. You can manually customize the message and even include data hooks to personalize the message with the customer's first name.
• check_circle Use the preview feature to see exactly what your customer will receive on their phone, including their name, custom message, and review link.
• check_circle Once everything looks great, click "Send Request."

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Request" from the menu.
• check_circle Choose the “Reviews” tab at the top.
• check_circle Enter your customer's name and phone number for this text message.
• check_circle Choose “Video” as the review type.
• check_circle Customize a text greeting by using the default or selecting custom templates you've created. You can also manually enter a message and use data hooks to personalize the message with the customer's name.
• check_circle Preview the message to see how it will appear to the customer.
• check_circle Send the request, and your customer will receive a personalized message with a link to schedule a video call.

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Reviews" tab on the left-hand side.
• check_circle Click "All Reviews" at the top to see all the reviews you've received.
• check_circle Use the filters on the right-hand side to click "Video Reviews Only." You will now see a list of all the video reviews you've received.
• check_circle Find the video testimonial you want to download.
• check_circle Click the three dots in the top right-hand corner of the video review.
• check_circle Click "Download Video." It will open a new tab displaying the video.
• check_circle Click "Download" on the video player to start the download.
• check_circle Choose the file size that you prefer for the download.

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Reviews" tab on the left-hand side.
• check_circle You'll now be in your reviews inbox, which includes reviews you've received but haven't responded to yet. Use the filters on the right if you want to find reviews with specific star ratings or review types.
• check_circle Scroll through the reviews and find the one you want to respond to.
• check_circle The first way to respond to the review is by clicking the "Reply" button. Type out a personalized response and choose whether you want it to be public or private. Click the arrow at the bottom right of the review to send your reply.
• check_circle The second way to respond to the review is by clicking the "Reply Templates" dropdown. Here, you can manage templates or select a preexisting template. Customize the message as needed and choose the public or private option. Click the arrow to send your reply.
• check_circle If you want to edit a reply, go to the "Sent" tab at the top. Find the reply you want to edit, click the pencil icon next to it, make your changes, and click the arrow at the bottom to save the updated reply.

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• check_circle Log in to your Snoball account and navigate to the "Reviews" tab on the left-hand side.
• check_circle You'll see a list of all the reviews on your BestCompany.com profile. Use the search bar, star rating, and review type filters on the right to find the specific review you want to dispute.
• check_circle Before disputing a review, ensure it meets one of these criteria:
  • False Information: a review makes an untrue comment in their review.
  • Moderation Error: a review doesn't meet BestCompany.com guidelines but was published.
  • Duplicate Review: a reviewer submits 2 or more reviews under different names.
  If the review is negative but can be resolved, consider requesting a rescore instead. Watch our "Request a Rescore" video for details.
• check_circle Click "Reply" on the review. Type a message to the reviewer in an attempt to resolve the issue.
• check_circle Click the send icon. Three days later, you will be able to dispute the review if the issue has still not been resolved.
• check_circle Click the three dots in the top right-hand corner of the review. Select "Dispute."
• check_circle Type your reason for disputing the review. Include as much proof, evidence, or explanation as possible.
• check_circle Click "Submit" when you've completed the dispute.
• check_circle Within 48 hours, you'll receive an email explaining if your dispute was approved or denied.
  • If approved, the review will be deleted from your BestCompany.com profile.
  • If denied, you may be asked for more proof or information. The team will reevaluate your dispute based on the additional details you provide.

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Reviews" tab on the left-hand side.
• check_circle Use the filters to find the specific review you want to request a rescore for.
• check_circle Before requesting a rescore, try to resolve any issues with the consumer who left the review.
  • This can be done using the Snoball platform's "Reply" button or through any other outside communication.
  • You can only request a rescore once, so be sure the consumer is willing to provide a better star rating and review before you request it.
• check_circle Click on the three dots in the top right corner of the review.
• check_circle Select "Request Rescore."
• check_circle The consumer will now receive an email asking them to rate your company again on your BestCompany.com profile. Keep an eye out for their revised review!

Watch Video Tutorial

• check_circle Log in to your Snoball account and navigate to the "Reviews" tab on the left-hand side.
• check_circle Use the filters to find the specific review you want to share.
• check_circle Once you've found the review, click on the social network icon in the top right corner.
• check_circle You can either copy the link to your clipboard for easy sharing or choose a social media platform. For this example, click LinkedIn.
• check_circle LinkedIn will open, and you'll have the option to share the link in a post or through a private message. Whichever you choose, you can type a message and then share the link.
• check_circle Click on the shared link to review its content.
  • The link will direct you to the reviewer's BestCompany.com profile.
  • Here, you can see the reviewer's activity, including the review you shared, displayed at the top of their profile.

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  Log in to your Snoball account, and select the person icon in the top right corner.
• check_circle Select "My Team" from the dropdown menu that appears.
• check_circle Scroll down to the "Manage Team Members" section.
• check_circle Click "Add Team Member" in the top right corner. Enter the new member's name and email. Assign a role (admin, reputation marketer, sales, or support) based on responsibilities. Choose the relevant companies they'll have access to. Click "Create User" to add the new team member.
• check_circle Back in the "Manage Team Members" section, scroll to find the team member you want to edit. Click the pencil icon next to their name. Edit name, email, role, or company as needed. Click "Save Changes" to confirm edits.
• check_circle Back in the "Manage Team Members" section, scroll to locate the team member you wish to delete. Click the trash can icon on the far right of their name.

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• check_circle
  Log in to your Snoball account, and select the person icon in the top right corner.
• check_circle Select "Personal Settings" from the dropdown menu that appears.
• check_circle In the "Profile" section, update your name, phone number, email, job title, and personal LinkedIn. Click "Save Changes" after updating.
• check_circle In the "Change Password" section, enter your new password in the first field. Confirm the new password in the second field. Click "Change Password" to set your new password.
• check_circle In the "Email Notifications" section, choose notifications you want to receive. Select from the list based on your role and responsibilities. Click "Save Changes" to apply your notification preferences.

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• check_circle Log in to your Snoball account, and select the "Templates" tab from the left-hand menu.
• check_circle Navigate to the type of template you'd like to create using the top tabs. Then, click "New Template."
• check_circle Give the template a name.
• check_circle Craft the message, utilizing personalization tokens as needed.
• check_circle Click "Save" to add the template.
• check_circle Make adjustments to a template by clicking "Edit" beneath it. Modify content and click "Save" to update.
• check_circle Utilize templates in the relevant sections of the software (e.g., "Request" tab, "Message" tab, "Reviews" tab). Customize templates further if needed before sending.
• check_circle Delete a template by finding it in the "Templates" tab and clicking "Delete."

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Admin Controls" from the menu.
• check_circle Make sure you are in the "Referrals" tab at the top.
• check_circle Find the “Send Referrals to” setting.
  • To send referrals only to your Snoball account, click on "Sales." Open the drop-down menu and select the user who will manage communications with your referrals.
  • To send to both Snoball and your CRM, choose "CRM." Again, select the user for managing communication.
• check_circle Find the “Set Payouts” setting. There are two types of payouts: Referral Payout and Sale Payout. Enter the desired amount for both payouts.
• check_circle Find the “Promotions” setting. Click "Create New Promotion." Enter a title and description for your promotion. Choose a start and end date. After entering all the details, click "Save."
• check_circle After adjusting your settings, click "Save Changes" at the bottom.
• check_circle Click the "Referrals Report" tab in the top right.
• check_circle Filter results using the "Time" drop-down menu and choose your desired timeline. Filter your referral history by clicking the filter icon in the top right.

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• check_circle Log in to your Snoball account and navigate to the left-hand side. Select "Admin Controls" from the menu.
• check_circle Click on the “API and Webhooks” tab at the top.
• check_circle Find the “Webhooks” section. To create a webhook bridge, select "Add Endpoint" on the right. Choose the webhook type (e.g., Referral Posting Webhook). Paste your CRM's endpoint URL here.
• check_circle Test the connection by clicking "Test Payload." If successful, toggle on “Set Webhook Live” and submit it.
• check_circle Under the “Webhooks” section, you'll see your newly added webhook. Edit or delete webhooks as needed with the pencil and trash can icons.
• check_circle Find the “API Keys” section. Click "Create New Key." Add a key name, and it will generate a one-time key. Copy the key for implementation with your CRM.
• check_circle Scroll down to review logs of successful and unsuccessful webhook tests.
• check_circle To access our documentation, go to snoball.com. Navigate to the top and select "Integrations." Scroll down to find API and webhook information.
• check_circle You'll find documentation for various APIs and webhooks, like the "Referral Request." Get detailed information on required and optional fields. Access the URL where your CRM will post data to our system.

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• check_circle Log in to your Snoball account, and select the "Admin Controls" tab from the left-hand menu.
• check_circle Click "Reviews and Reputation" at the top.
• check_circle Locate the "Post Review Actions" section. Toggle on the "Google Review" setting.
• check_circle Click on "Edit" to configure the setting.
• check_circle Enter your Google My Business short URL in the provided field.
• check_circle Choose when to solicit Google reviews (after customers leave a review, after customers leave an endorsement, or both).
• check_circle Click "Save Changes" to apply the settings.

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