RevuBoost setup guide

Set up your review system step by step

Follow this guide in order to connect Google, copy the review link, update the custom values, connect the review filter funnel, add the client logo, set up email/SMS sending, add customers or connect a CRM and test the full review journey before sending requests to real customers.

Important: Do not send review requests to real customers until the Google Review URL, Review Survey Link, Client Company Name, Client Email, Client Phone, Client Logo URL, email sending, SMS setup and customer import have all been checked.
1

Connect Google

The business owner needs to connect the Google account that manages their Google Business Profile.

Settings→Integrations→Sign in with Google
Use the Google account that has access to the correct Google Business Profile.
Approve the Google permissions.
Return to the RevuBoost account after connection.
Note: If the correct Google Business Profile does not appear later, the wrong Google account may have been connected.
GoHighLevel Google integration screen showing where to sign in with Google
Settings → Integrations → Sign in with Google
2

Copy the Google Review Link

Once Google is connected, copy the direct Google review link from the Reputation settings.

Reputation→Settings→Review Link→Copy Link
Copy the direct Google review link.
Keep this link ready for the custom values step.
Open the link once to confirm it points to the correct business.
GoHighLevel Reputation settings screen showing the Google review link
Reputation → Settings → Review Link
3

Fill out the custom values

Custom values power the funnel, review request messages and automations. Fill these in before testing anything.

Settings→Custom Values→Update values
Review Google URL
Paste the Google Review Link copied from Reputation settings.
Charity
Add the agreed local charity. Only use this if confirmed with the business owner.
Client Company Name
Add the client’s business name.
Client Email
Add the client’s main email address.
Client Logo URL
Leave blank for now. This gets filled after uploading the logo.
Client Phone
Add the client’s phone number.
Next Visit Discount
Add the agreed percentage discount. Only use this if confirmed with the business owner.
Review Survey Link
Leave blank for now. This gets filled after copying the funnel preview URL.
User First Name
Add the client’s first name or a suitable account user name.
Important: Do not make up a discount or charity offer. Confirm this with the business owner before activating review requests.
GoHighLevel custom values screen for RevuBoost setup
Settings → Custom Values
4

Copy the Review Survey Link

The Review Survey Link comes from the second funnel step called Customer Review Filter.

Sites→Funnels→Reputation Management→Customer Review Filter→Preview / View Page
Open the second funnel step: Customer Review Filter.
Click Preview or View Page.
Copy the URL from the preview page.
Go back to Custom Values.
Paste the URL into Review Survey Link.
Why this matters: This survey link is the review filter page customers visit before being sent to Google or private feedback.
GoHighLevel Reputation Management funnel screen
Sites → Funnels → Reputation Management
Customer Review Filter funnel step preview screen
Customer Review Filter → Preview / View Page
5

Upload the client logo and copy the logo URL

Upload the client’s PNG logo into Media Storage, copy the file link and paste it into the Client Logo URL custom value.

Media Storage→Upload PNG logo→Three dots→Get Link
Upload the client’s PNG logo.
Hover over the uploaded image.
Click the three dots.
Click Get Link and copy the URL.
Paste the URL into Client Logo URL under Custom Values.
GoHighLevel Media Storage screen showing how to copy the client logo URL
Media Storage → Three dots → Get Link
6

Set up custom email sending

Email review requests should ideally send from the client’s own business domain for better trust and deliverability.

Settings→Email Services→Add Sending Domain→Add DNS Records
Go to Settings and open the email sending area.
Create or add the client’s sending domain.
Copy the DNS records shown inside the platform.
Add those DNS records inside the client’s domain provider.
Wait for the domain to verify before relying on email review requests.
Example: The client’s domain provider could be Namecheap, GoDaddy, Cloudflare, IONOS, 123 Reg or similar. The records shown inside the account must be copied exactly.
Important: If the email domain is not verified yet, review requests may not send properly or may land in spam. Test the email request before sending to real customers.
GoHighLevel email services screen for setting up a sending domain
Email Services → Start sending domain setup
GoHighLevel sending domain setup screen showing domain details
Add the client’s sending domain
GoHighLevel DNS records screen for email sending domain verification
Copy the DNS records and add them to the domain provider
7

Set up phone number and SMS verification

SMS review requests need the correct phone number, regulatory bundle and verification setup before sending to real customers.

Settings→Phone Numbers→Add Number→Regulatory Bundle→Business or Individual
Important: The Business or Individual option is based on who is registering/sending the SMS, not who receives the message.
Choose or request the phone number setup.
Open the regulatory bundle setup.
Select the correct end-user type: Business or Individual.
Provide the required details for the client.
Confirm the SMS use case: review requests after completed service, booking or purchase.
Wait for approval before relying on SMS sending.

When to select Business

Select Business when the client has registered business documents or formal company details.

Limited company registered on Companies House.
Registered organisation, practice, garage, salon, restaurant or local company.
Client has a legal business name, business address and business registration details.

When to select Individual

Select Individual when the client is a sole trader or individual without registered company documents.

Sole trader with no limited company registration.
No Companies House company number.
No formal business registration documents available.
The person trades under their own name or trading name but is not registered as a limited company.
Simple rule: If they have official registered business documents, choose Business. If they are a sole trader or individual without registered company documents, choose Individual.
SMS use case example: We send SMS review requests to customers after they have used the business, completed a booking, received a service or made a purchase. The message asks them to leave feedback or a Google review.
Example SMS message:
Hi {{contact.first_name}}, thanks for choosing {{custom_values.client_company_name}}. Could you leave us quick feedback here? {{custom_values.review_survey_link}} Reply STOP to opt out.
Regulatory bundle setup screen showing Business and Individual end-user type selection
Regulatory Bundle → Select Business or Individual
8

Add customers, upload a CSV or connect a CRM

Customers can be added manually, imported by CSV, or pulled in through a CRM connector where available.

Contacts→Add Contact/Import Contacts/CRM Connector
Use manual entry when adding one customer at a time.
Use CSV upload when importing a list of previous customers.
Use CRM connector when the client already has a CRM that can connect to the system.
Only upload or connect customers where the business has permission or a lawful basis to contact them.

Minimum CSV details needed

The CSV should be kept simple. Ideally, it only needs the customer name, mobile number and email address.

First Name
Customer’s first name. This can be used for personalising review requests.
Last Name / Full Name
Add surname if available, or use a full name column if that is how the file is formatted.
Mobile
Customer’s mobile number for SMS review requests.
Email
Customer’s email address for email review requests.
CSV upload process: Go to Contacts, choose Import Contacts, select Contacts, continue to the next step, then download the sample file. The sample file shows the correct CSV format before uploading the client’s customer list.
CRM connector: If the client uses an existing CRM, use the CRM connector option where available. This can reduce manual uploads and help keep customer records synced.
GoHighLevel Contacts screen showing where to add a customer or import contacts
Contacts → Add customer manually or import contacts
GoHighLevel import contacts screen showing where to select contacts and continue
Import Contacts → Select Contacts → Continue
GoHighLevel CSV import screen showing where to download the sample file
Download the sample file to check the correct CSV format
CRM connector screen showing where to connect a client CRM
CRM Connector → Choose the client’s CRM
CRM connector setup screen showing integration options
CRM Connector → Connect and configure the integration
9

Social media, widgets and testimonials

These steps cover the social media integration, Google review widget and video testimonial widget. Screenshots can be added here once captured.

Connect social media accounts

Connect Facebook and Instagram so positive reviews can be repurposed into social proof content.

Marketing→Social Planner→Connect Facebook / Instagram

Set up Google review widget

Add the Google Business Profile review widget so selected reviews can be displayed on the client’s website.

Reputation→Widgets→Google Review Widget→Copy Embed Code

Set up video testimonials

Create the video testimonial request link or widget where this is included in the client’s account.

Testimonials→Video Testimonials→Create Link / Widget
SCREENSHOT PLACEHOLDER:
Social Planner / Google review widget / Video testimonial widget screenshots
10

Test everything before going live

Before sending real review requests, test the full journey yourself and make sure every link, message and automation works correctly.

Send a test SMS review request.
Send a test email review request.
Check that the client logo appears correctly.
Check that the client company name, phone and email are correct.
Open the Review Survey Link and test the rating filter.
Confirm positive feedback goes to the correct Google Review URL.
Confirm private feedback works correctly.
Check all active automations and follow-up messages.
Check the workflow itself so you understand what triggers the review request.
Only go live once the full journey has been tested.
Final check: Understand what triggers the automation, which messages are sent, where the Review Survey Link is used, where the Google Review URL is used, and what happens after positive or negative feedback.
SCREENSHOT PLACEHOLDER:
Test SMS / Test email / Workflow overview screenshots

Setup complete

Once every step has been completed and tested, the account is ready to collect reviews, send requests and guide customers through the review filter journey.

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