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Getting Started with Smart Reputation

Set up Smart Reputation in SmartMoving. Connect your business accounts, then configure review, reply, reminder, and listings settings under Settings > Marketing.

Written by Michelle Carone

Overview

Smart Reputation brings reviews, listings, and social media into one place inside SmartMoving. Before you can use the full set of features, connect your business accounts and configure a handful of settings. This guide walks you through the setup in order so you can be up and running quickly.

All Smart Reputation setting pages live under Settings > Marketing.

Before You Start

  • Access to Settings > Marketing is required.

  • Have login credentials ready for the platforms you plan to connect, such as Google Business Profile, Facebook Business Page, or Instagram.

  • An active Smart Reputation subscription unlocks the full feature set. Customers without a subscription still have access to internal reviews and basic survey customization.


How To Do It

Step 1: Open Marketing Settings

  1. Go to Settings in SmartMoving.

  2. In the settings navigation, select Marketing. Every Smart Reputation setting page is listed under this section.


Step 2: Connect Your Business Accounts

To unlock the full functionality of Smart Reputation, you must connect at least one supported business account.

  1. Under Marketing, select Manage Accounts.

  2. Click Connect next to the platform you want to link, such as Google Business Profile or Facebook.

  3. Sign in with that account's credentials and approve the permissions SmartMoving requests.

  4. The account shows as Connected when the link is complete. Connected accounts unlock reviews, listings, and social features for that platform.

Note: Instagram accounts can also be connected, but this process is completed by SmartMoving’s Customer Success team. Learn more here.


Step 3: Configure Review Settings

Review Settings is where you control how customer reviews are screened and how your team is alerted when new reviews arrive.

  1. Under Marketing, select Review Settings.

  2. On the Review Screening card, turn on screening and set your star threshold, subpar review reasons, auto-ticket creation, and positive follow-up email.

  3. On the Review Notifications card, create or edit the notifications that alert your team when new reviews arrive.


Step 4: Configure Reply Settings

Reply Settings is where you manage auto-reply rules, reply templates, and AI tone and voice.

  1. Under Marketing, select Reply Settings.

  2. On the Auto-Reply Rules card, click Create Rule to set up a rule that posts template or AI replies to matching reviews.

  3. On the Reply Templates card, click Create Template to save reusable replies.

  4. Click the ✦ AI Tone & Voice button in the Auto-Reply Rules card header to adjust the tone sliders and brand personality tags that shape every AI reply.


Step 5: Set Up Review Reminders

  1. Under Marketing, select Review Reminders.

  2. Turn on the reminders you want to send customers who have not completed their survey, and customize each template.


Step 6: Verify Your Business Listings

  1. Under Marketing, select Listings.

  2. Review the business information shown for each connected platform.

  3. Update any fields that are out of date. Changes sync to connected platforms automatically.


What You Get With a Smart Reputation Subscription

  • Centralized inbox for Google, Facebook, and SmartMoving-only reviews

  • Auto-reply rules using templates or AI-generated responses

  • AI-powered review summaries and sentiment analysis

  • Social media post creation and scheduling

  • Listings management across connected platforms

  • Crew Scoreboard performance metrics

Customers without a Smart Reputation subscription still have access to internal reviews and basic survey customization through Settings > Marketing.


Best Practices

  • Connect at least one public review platform (Google or Facebook) before turning on auto-reply rules so rules have public reviews to respond to.

  • Set your AI tone and voice before turning on any AI-based auto-reply rules. This keeps every AI reply on brand from the start.

  • Revisit your subpar review reasons quarterly so categories stay aligned with the issues your team sees.


What’s Next?

Once your accounts are connected and settings reviewed, you’re ready to start using Smart Reputation day to day.

Next recommended articles:

These step-by-step guides will walk you through each feature in detail so you can confidently manage your online reputation inside SmartMoving.

💡 Dive deeper in the Academy

Learn SmartMoving's Smart Reputation tool through short videos, interactive lessons, and real-world best practices, and earn a shareable certification by completing the Turn Reviews Into Revenue with Smart Reputation course.

After signing in to the SmartMoving website, select Academy from the User Account Settings to access the course.

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