Getting Started Guide

Set up in minutes.
Collect reviews on autopilot.

Walk through every section of your Gopinion dashboard. By the end, you'll be collecting feedback and driving 5-star reviews without lifting a finger.

Start the walkthrough
1 Navigation

Your command center

Click the ☰ menu in the top-left corner after logging in. Everything in Gopinion lives in this sidebar.

Navigation Menu
1

Clients

Your business locations. Multiple locations = multiple clients. This is where you manage everything.

2

Phone Numbers

Every SMS sent from your account — full log with delivery status and click tracking.

3

Subscription

Manage your plan and purchase SMS credits.

4

Reviews

Your results dashboard — see how customers responded (Yes / No / Maybe) and read their feedback.

5

Employees

View all employees. Used with "Require Login" to track who's collecting customer info.

6

Users

Create individual logins for your team members with assigned roles and client access.

💡
Tip

If multiple staff members send review requests, create individual Users and enable "Require Login" — you'll see exactly who's collecting what.

2 Dashboard

Client Management

This is your home screen. Every location you manage shows up here with quick stats and one-click actions.

Client Management Dashboard
1

Client Name

Your business or location name. Each row = one location.

2

SMS Credits

Remaining text messages in your plan. Shown in green for quick visibility.

3

SMS / Phone

Click the green SMS icon to go to the sending screen. Phone shows your assigned outgoing number.

4

Edit (Pencil Icon)

This is the big one — opens the full settings panel where you configure everything: landing page, SMS, reviews, and more.

3 Configuration

Setting up your client

Click the pencil icon on any client to open settings. The sidebar has everything organized into tabs. Let's walk through each one.

Landing Page

Controls what your customers see when they visit your feedback page — on a tablet at your desk or via a shared link.

Landing Page Settings
1

Instructions Text (EN/FR)

The main prompt customers see. Built-in bilingual support for English and French.

2

Thank You Text

Confirmation message after a customer submits their phone number.

3

Require Login

Enable this so each employee logs in before using the page. Tracks who collected each customer's info.

4

Show Name / Email / Birthday

Toggle extra fields on or off. Name is recommended for personalizing SMS messages.

💡
Tip

Keep "Show Name" enabled — personalizing SMS messages with the customer's name significantly improves click rates.

SMS Settings

Configure the text message sent to customers after they enter their info.

SMS Settings
1

SMS Template (EN/FR)

Your message template. <reviewerName> and <name> are auto-replaced with the customer's name and your business name.

2

Delay Settings

Set minutes, hours, or days between submission and SMS delivery. Set all to 0 for instant.

3

Send SMS Link Separately

Sends the review link as a follow-up text instead of in the main message. Improves click-through rates.

4

Follow-up SMS

Automatically send up to 2 reminders to customers who haven't clicked yet. Customizable in EN & FR.

🚀
Pro Tip

Enable at least one follow-up SMS. Many customers forget — a gentle reminder 2 days later can significantly boost your response rate.

Logo

Upload your business logo. It appears at the top of every customer-facing screen.

Logo Upload
💡
Tip

Use a high-quality PNG or SVG. It shows prominently on every screen your customers see — make it look sharp.

Review Routing — The Heart of Gopinion

This controls the entire feedback flow — what customers see after clicking the SMS link, and where their response goes.

Review Tab Top
Review Tab Bottom
Welcome Text The main question: "Would you recommend us to a friend?"
Yes / Maybe / No Button labels. Default: "Sure!" / "Meh.." / "Nope" — fully customizable in both languages.
Review Thanks Shown after "Sure!" — encourages sharing on a review site.
Review Sorry Shown after "Meh.." or "Nope" — asks for private feedback sent to management.
Review SMS Secondary SMS with direct review page link. Uses <title> and <link> placeholders.
Review Empty Error message if someone submits without writing anything.

Alerts

Get emailed instantly when feedback comes in — especially important for negative reviews that need follow-up.

Alert Settings
💡
Tip

Add your GM, service manager, and sales manager. Quick follow-up on negative feedback can turn a bad experience into a loyal customer.

Social Media & Review Platforms

Choose where happy customers go to leave public reviews. These become the buttons on your positive review page.

Social Media Configured
1

Toggle On/Off

Enable or disable each platform.

2

Show on Negative Pages

Also show this platform on the negative feedback path. Usually keep this off.

3

Review Link

Paste your direct review URL for each platform (e.g., your Google review link).

Click "+ Add Social Media" for more platform options:

Platform Options

Dealer Rater · Yellow Pages · Trip Advisor · RateMDs · CarGurus

🚀
Pro Tip

At minimum, enable Google — it's the #1 review platform for local businesses. Add Facebook and Dealer Rater for maximum coverage.

Terms & Conditions

Pre-written CASL-compliant text in English and French. Just add your website URL for the unsubscribe link.

Terms & Conditions
💡
Tip

This text is already compliant with Canadian anti-spam law. Replace the placeholder URL with your website and you're good to go.

4 Customer Experience

What your customers see

Everything you configured comes alive here. This is the complete journey your customers go through.

The Landing Page

On a tablet at your front desk or via a shared link — customers enter their info in about 10 seconds.

Landing Page

Customer enters info

Thank You Screen

"Start Again" resets for next customer

💡
Tip

"Start Again" makes this perfect for a shared tablet. Each customer submits and hands it to the next person.

The Review Prompt

After getting your SMS, customers click the link and see this. The three buttons route them to completely different experiences.

Yes No Maybe Prompt

✓ Positive Path — "Sure!"

Happy customers see your 5-star thank-you and buttons to leave a public review on the platforms you enabled.

Positive Review Path

✗ Negative Path — "Meh.." or "Nope"

Both "Meh.." and "Nope" go to the same private feedback form. Comments are sent directly to your management team — never to a public review site.

Negative Feedback Form
🚀
This is the Gopinion advantage

Unhappy customers get heard and your team can follow up personally — but their frustration never becomes a 1-star Google review.

5 Team Management

Users & employee tracking

Track which team member is collecting customer info by setting up individual logins.

Add User Screen
1

User Details

Username, email (can be any email), password, and role. Each person gets their own login credentials.

2

Client Assignment

Check which location(s) this user can access. Selected clients appear in the panel on the right.

Don't forget to click the green checkmark ✓ to save the new user.

🚀
Pro Tip

Use this for friendly internal competitions! Track who collects the most reviews each month and reward your top performers.

6 Monitoring

Track your results

Once customers start flowing through, these two dashboards show you everything.

Phone Numbers — SMS Log

Every SMS sent with full tracking: delivery time, link clicks, and follow-up schedule.

SMS Log
!

Has Followed Link

Green "Yes" = customer clicked. Red "No" = hasn't clicked yet. If you see lots of red, tweak your SMS message or enable follow-ups.

Filter by date range, client, or employee. Use Export for reporting.

Reviews Dashboard

See exactly how each customer responded — color-coded badges make it instant to read.

Reviews Dashboard
!

Recommend Column

● YES = headed to a public review site. ● MAYBE and ● NO = private feedback captured.

💡
Tip

Pay special attention to "Maybe" responses — these are customers on the fence. A personal follow-up can convert them into fans.

7 The Big Picture

How it all connects

Here's the complete flow from setup to results.

1

Set up your Client

Upload your logo, add your review links, customize your messaging.

2

Customer visits your landing page

On a tablet at your front desk, or via a shared link. They enter their phone number.

3

Gopinion sends an SMS automatically

With your custom message and a link to your review page. Follow-ups are automatic too.

4

Customer taps Sure!, Meh.., or Nope

One click determines where they go next.

5a

"Sure!" → Public review site

Directed to Google, Facebook, or your chosen platforms. 5-star reviews, incoming.

5b

"Meh.." or "Nope" → Private feedback

Comments go directly to your management team. Nothing goes public. You follow up personally.

6

Monitor from your dashboards

Phone Numbers for SMS tracking. Reviews for customer sentiment. Everything filterable and exportable.

Quick Setup Checklist

Upload your logo
Customize your landing page text
Set up your SMS message template
Add your Google and Facebook review links
Add alert email addresses
Update Terms & Conditions with your website URL
Create Users for your team (optional)
Test the full flow yourself before going live!