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Online Reputation Management Tool (Beta)
Online Reputation Management Tool (Beta)

Learn how SmartMoving’s ORM tool streamlines the management of your business's online reputation.

Lauren Greener avatar
Written by Lauren Greener
Updated over a week ago

Overview

SmartMoving's Online Reputation Management (ORM) tool is designed to streamline the process of managing and responding to online reviews across multiple platforms, managing your business’ listings, social media content, Crew Scoreboard, and automations. It offers a single interface to update business information, automate responses, and manage reviews, helping moving companies maintain their online reputation efficiently. This tool is currently in beta, but once fully launched, it will allow moving companies to handle their online reputation more efficiently, saving time and effort.


Key Features

Centralized Review Management

  • Centralized Review Hub: Aggregates reviews from Google, Facebook, and internal SmartMoving reviews. Future updates will add more review platforms.

  • Linking Reviews to Opportunities: Automatically or manually link reviews to specific job opportunities within SmartMoving, providing context for each review.

  • Crew Tracking for Reviews: Automatically links crews to opportunities associated with reviews. Users can manually adjust crew members if needed.

  • Internal Review Funnel: Our ORM tool is designed to carry out your daily marketing operations through a robust variety of features and automations, such as triggering public review requests based on internal feedback.

Review Responses

  • Responding to Reviews: Seamless integration with Google and Facebook to respond to reviews directly within SmartMoving. Responses sync across platforms.

  • Automatic Review Replies: Set rules to automate responses based on rating, platform, or source, with customizable templates to ensure responses don’t appear robotic.

Automation and AI Tools

  • Inbox Management: New reviews are marked "unprocessed" until addressed, allowing for easy review management.

  • AI Tools for Replying: Generate response templates using AI, which can be adjusted by users.

  • AI Summary of Reviews: Provides an AI-driven overview of trends and customer sentiment, updated regularly.

  • Automated Ticket Creation: Automatically create customer support tickets for negative reviews, linking them to the relevant job opportunity.

Notifications and Communication

  • Notification System: Set up email notifications for specific review criteria, ensuring quick responses to customer feedback.

Social Media

  • Content Management: Create drafts and manage your planned content in bulk with ease for Google Business Profile, Instagram, Facebook and X -- without ever leaving SmartMoving.

  • AI Post Generation: Use our integrated AI tool to write social media posts for you!

Scoreboards and Incentives

  • Crew Performance Scoreboard: Track crew performance based on customer reviews, with upcoming features allowing businesses to incentivize high-performing crews through bonuses or rewards.


ORM Subscriber Comparison

Functionality

Included in Growth Plan

Premium ORM Tool

Reviews Inbox: SmartMoving Reviews (internal)

Reviews Inbox: Public Reviews (external)

Listings

Socials

Crew Scoreboard

Limited Version


Full Version

Auto-Reply Rules

Crew Review Bonuses

Manage Accounts

Marketing Spend

Public Review Tickets

Reply Templates

Review Notifications

Review Reminders

Review Screening

Overview

Limited Version

Full Version


Step-by-Step Guide to Setting Up the ORM Tool

In order to configure your ORM tool, you must first connect your social media accounts.

Connecting Your Google Business and Facebook Business Accounts with SmartMoving

  1. Navigate to Settings > Marketing > Manage Accounts.

  2. From this page, you will be able to connect your Google business and/or your Facebook business accounts. Contact Customer Support if you want to connect to Instagram or X, and they will get your business accounts connected on their side.

    Important note: Only Instagram Business accounts will be able to connect to SmartMoving. Personal accounts are not supported.

  3. To connect to Facebook or Google, click Connect. You will be prompted to complete the connection process specific to the account you've selected.

  4. Another window will prompt you to continue the login process. To do so, click Connect with Google.

  5. Whether you are connecting to Google, Facebook, or another social media account, this is the point in the process where you'll need to enter your login credentials for the account.

  6. Once credentials are in, you’ll be able to select the account, grant the proper permissions and continue.

  7. After selecting the account, the business associated with the account will appear on the connection window. The window might take a moment to populate.

  8. Select the business that needs to be connected to SmartMoving and click Add.

  9. Once the account has been successfully connected, you will see a confirmation message.

  10. That’s it! Close your connection windows and return to the Manage Accounts page. The account that you've connected to will show as "Connected" on this screen, along with the name of your business. Repeat this process if you have additional social accounts to connect.

Connecting Your X and Instagram Accounts to SmartMoving

At the moment, users cannot directly connect their Instagram or X accounts to SmartMoving. Instead, a member of SmartMoving's Customer Success team will complete the process on your behalf. There are two ways to provide access to your Customer Success representative:

  1. During Onboarding or Via Email:

    • You can share your credentials during the onboarding call or through email for a seamless connection.

  2. Grant Admin Access:

    • Alternatively, you can create a new user for the SmartMoving representative under your company as an admin, allowing them to authenticate the connection. Follow these steps:

    For Instagram Business Accounts:

    • Instagram Business accounts are managed through a connected Facebook Page. Here’s how you can grant admin access to the Facebook Page:

      1. Go to the Facebook Page of the current admin.

      2. On the Facebook Page, click on Settings (found in the bottom-left corner).

      3. In the left-hand menu, select Page Roles.

      4. Scroll down to Assign a New Page Role, type the person’s name or email, and select Admin from the dropdown.

      5. Click Add, and the person will receive a notification to accept the role.

Note: Instagram accounts must be “Business” accounts for this integration. For X accounts, you can use either a personal or business account for the connection; there are no specific account type requirements.

How to Check if Your Instagram Account is a Business Account

  • Open the Instagram app and go to your profile by tapping your profile picture.

  • If you see buttons like Insights, Promotions, or Ad Tools under your bio, then your account is already a Business Account.

Switching to a Business Account on Instagram

If your Instagram account is personal, you can easily switch to a Business Account:

  1. Tap the menu (three horizontal lines) in the top-right corner of your profile.

  2. Go to Settings and Privacy.

  3. Scroll down and select Account Type and Tools.

  4. Tap Switch to Professional Account and follow the prompts.


Additional ORM Settings

There are many settings to configure within the Marketing Module and within Marketing Settings so that you can make the most of this incredible new SmartMoving add-on.

Updating Business Information

Keep your business details consistent and accurate across the web with ease. By updating your information in SmartMoving’s Listings tool, you ensure that every platform reflects the latest details about your business, helping to maintain your online presence and attract more customers.

  1. Navigate to the Marketing Module > Listings. Click the name of the branch you would like to see the business details for.

  2. Click the Edit Profile button to verify and/or adjust your business’ information.

  3. Review the following sections to ensure the information is up to date: Business Information, Hours of Operation, Additional Information, Media Gallery, Google Business Profile Details, Apple Business Contact Details, Facebook Listing, Other Third-Party Listings, and Social Profiles.

  4. If anything needs to be updated, click the pencil icon for that section, make the changes, and click the Save Changes button.

  5. SmartMoving will automatically push these updates across all platforms.

Setting Up Automated Review Replies

Automated replies help streamline your communication with customers by allowing you to respond quickly and consistently to reviews while still maintaining a personalized touch.

  1. Go to Settings > Marketing > Auto Reply Rules.

  2. Create a new reply rule and define the criteria for automatic responses (e.g., Google 5-star reviews).

  3. Attach templates to configure the content of the automatic response. Multiple templates can be selected to ensure responses maintain variation and credibility. Read more about the templates in the upcoming sub-section titled Reply Templates. That section will teach you how to access and modify the reply templates that are utilized for automated replies.

  4. Enable the Mark the Review as Processed checkbox if you want reviews marked as completed after replying.

  5. Test various rules to see what works best for your business.

Reply Templates

Using Reply Templates ensures your team can respond quickly to customer feedback without compromising on the quality of the communication. By creating pre-written responses that can be tailored to specific reviews, you maintain consistency in your messaging and address customer concerns efficiently.

  1. Replying to a Review: When you click "Reply" to respond to a customer review, you can manually type out a response or select a pre-existing reply template by clicking on the template icon. This allows you to choose from templates you've previously created, enabling you to quickly deliver professional and personalized responses.

  2. Customizing a Template for a Specific Review: Even when using a template, you can still personalize the response to fit the specific details of the review. This ensures that while your response remains consistent, it feels tailored to the customer's experience.

  3. Creating and Managing Reply Templates: To create or modify templates:

    • Navigate to Settings > Marketing > Reply Templates.

    • To edit an existing template, click the three dots (kebab icon) next to the template name and select "Edit."

    • To create a new template, click the Create Template button and enter your desired response. You can customize the content, tone, and structure to match your brand’s communication style.

Using Reply Templates simplifies your review management process and ensures a professional, personalized touch in every customer interaction, improving both efficiency and customer satisfaction.

Managing Customer Support Tickets

Ensure every customer concern is addressed promptly by automating support tickets for low-star reviews. With SmartMoving’s ticket management system, you can set triggers for reviews, allowing your team to quickly respond and improve customer satisfaction.

  1. Go to Settings > Marketing > Public Review Tickets to enable the automatic creation of tickets for low-star reviews, both SmartMoving Only and public reviews.

  2. You can define what triggers a ticket (e.g., reviews with 1-2 stars).

  3. Once enabled, customer support will be notified to handle issues immediately.

Customizing Notifications

Stay on top of your online reputation by customizing notifications for new reviews. With SmartMoving, you can easily set triggers to alert your team about reviews from key platforms or those with low ratings, ensuring timely responses and seamless coordination across your team.

  1. Go to Settings > Marketing > Notifications to set up notifications to alert your team when new reviews are received.

  2. Define what triggers a notification, such as reviews from specific platforms or with low ratings.

  3. You can send notifications to multiple email addresses for team coordination.

Review Reminders

One of the key challenges in managing customer reviews is ensuring that your customers don’t forget to submit their feedback after a move. Manually following up with each customer can be a tedious and time-consuming task. With SmartMoving's Online Reputation Management (ORM) tool, we've streamlined this process by allowing you to set up automatic reminders to nudge your customers to complete their reviews.

The best part? These reminders work automatically, so you don’t have to chase down feedback manually. Different templates are available for each reminder type, giving you flexibility in how you communicate with your customers. You can customize these reminders in Settings > Marketing > Review Reminders to ensure your messages are on-brand and timed just right.

Here’s what you can enable:

  • Move Review Survey: Automatically sends a survey to the customer once their move is completed, ensuring they have a chance to provide feedback right away.

  • Review Notification: Alerts you when a new review has been submitted so that you can stay on top of customer sentiment.

  • Survey Reminder Notifications: There are three customizable reminders you can set up to follow up with customers who haven’t completed their review. These gentle reminders ensure your customers don’t forget to provide feedback after their experience with your company.

By setting up these automatic notifications, you ensure that no review opportunity is missed. Customers are prompted at the right time, which increases the likelihood of receiving valuable feedback. Plus, having the ability to customize each template allows you to tailor your messaging to your brand voice.

Adding Social Media Review Buttons to the Move Review Survey

You can enhance the customer feedback process by adding social media review buttons at the end of your post-job survey. This allows your customers to easily leave public reviews on platforms like Google and Facebook, encouraging more visibility and engagement for your business. Follow the process below to learn how you can configure the survey to include these social media buttons.

  1. Navigate to Company Settings:

    • From your SmartMoving dashboard, go to the Settings section.

    • Select Company Settings from the options listed.

  2. Add Social Media Links:

    • Under Social Media, you’ll see fields where you can input your social media profiles.

    • Enter the URLs for the social media platforms where you want customers to leave reviews, such as Google or Facebook.

  3. Customize Links by Branch (if applicable):

    • If your company has multiple branches, you can customize the social media links for each branch.

    • Go to the Branches section within Company Settings.

    • Select the specific branch you want to customize.

    • Scroll down to the Override Social Media Links section and add the appropriate social media URLs for that branch. This will ensure that the survey buttons reflect the correct branch-specific links.

Once set up, customers who give positive feedback (e.g., 4 or 5-star ratings) in the internal review process will be presented with buttons that link directly to the social media platforms you configured. These buttons will be labeled accordingly (e.g., “Review on Google,” “Review on Facebook”).

By following these steps, you'll make it easier for satisfied customers to leave public reviews, increasing your online presence and strengthening your reputation.

Review Screening

The Review Screening feature in SmartMoving's Online Reputation Management tool allows you to manage customer feedback more effectively by giving you control over how reviews are submitted and handled. This feature can improve customer experience by ensuring that issues are addressed internally before prompting customers to leave public reviews, protecting your business’s online reputation.

Encouraging customers to provide feedback through a private, SmartMoving-only review before they post publicly can help identify and resolve issues quickly. By handling customer concerns internally, you can mitigate the chances of negative reviews appearing on public platforms. Additionally, if a customer submits a poor rating, SmartMoving automatically creates a customer service ticket to ensure the issue gets immediate attention.

  1. Accessing the Review Screening Page: In the Settings section of SmartMoving's Online Reputation Management tool, navigate to the "Review Screening" page.

  2. SmartMoving-Only Review Option: Enable the option to let customers submit a private SmartMoving-only review before they are prompted to leave a public review. This allows you to manage feedback and resolve issues before public exposure.

  3. "What Went Wrong?" Trigger Settings: Choose the rating threshold that triggers the "What went wrong?" prompt for the customer. For example, if you set it to 3 stars or below, customers who leave a rating of 3 stars or less will be asked to provide additional details about their negative experience.

  4. Subpar Review Reasons Settings: This section lets you define the reasons a customer can select when leaving a subpar review. You can customize these options to fit common issues your business encounters. Examples of subpar review reasons include:

    • Damaged Items

    • Late Arrival/Departure

    • Unprofessional Crew

  5. Handling Subpar Reviews: Once a customer submits a subpar review, a customer service ticket will automatically be created in SmartMoving, allowing your team to promptly address the issue and follow up with the customer.

By setting up Review Screening, you can proactively manage customer dissatisfaction, improve service recovery, and maintain a strong online reputation.


Workflow for Managing Reviews

Managing and responding to reviews is an essential part of maintaining your company’s online reputation. With SmartMoving’s Online Reputation Management (ORM) tool, the Review Hub makes it easy to track and engage with customer feedback across multiple platforms—whether it's Google, Facebook, or reviews submitted within SmartMoving. Responding promptly and thoughtfully to reviews can enhance customer relationships and demonstrate your commitment to excellent service.

Here’s how you can efficiently reply to reviews within SmartMoving’s ORM tool:

  1. Access the Review Hub
    Start by navigating to the Marketing module, then select Reviews. This will bring you to a centralized list of all your reviews, organized by platform. You'll see feedback from Google, Facebook, and SmartMoving (internal) reviews in one place, giving you a complete view of customer sentiments.

  2. View and Respond to Reviews

    • Click on any review to view its full details.

    • To respond, click the Reply button. SmartMoving automatically syncs your response with Google and Facebook by matching, so you won’t need to log in to each platform separately, saving you time and effort.

    • For SmartMoving Only, or internal reviews, responses will be sent via email to the customer.

  3. Writing or Selecting a Response

    • You can write a custom response directly in the reply field.

    • If you prefer a faster approach, click the template icon to select a pre-existing reply template or utilize the AI content generation tool.

  4. Managing Your Inbox:

    • Regularly review the "unprocessed" reviews in your inbox, mark them as processed once addressed, and keep your inbox clean for new feedback.

  5. Creating Support Tickets:

    • When a negative SmartMoving Only or public review comes in, you can manually create a ticket if you do not have rules configured by clicking the "Create Ticket" button. This will open a support ticket, linking the review to a customer support case.

  6. AI-Powered Assistance
    Not sure how to respond to a tricky review? SmartMoving’s built-in AI tool can help. The AI analyzes the review and generates a suggested response that you can edit before sending. This feature is particularly helpful when you need to quickly craft professional and thoughtful replies.

  7. Review Insights and Trends
    For a broader view of how customers perceive your service, use the AI-driven summary tool. This feature generates insights from your reviews, highlighting customer sentiment, recurring feedback, or areas where improvements may be needed. Understanding these trends can help you adjust your customer service strategy and address any common issues.

  8. Linking Reviews to Jobs and Crews
    SmartMoving links reviews directly to the jobs they are associated with, providing valuable context for the feedback. If a review isn’t automatically linked to a job, you can manually connect it by clicking the Add Job button. This ensures that all feedback is tied to the appropriate customer and service experience.

If a review doesn’t correspond to a specific job but is still valuable for assessing team performance, use the Add Crew button to assign the review to a specific crew member. This will reflect on the crew member’s performance metrics and update their scoreboard, helping you track individual contributions and performance across your team.

By using SmartMoving’s ORM tool, you can manage reviews efficiently, respond to customer feedback across multiple platforms, and gain deeper insights into how your service is perceived. This not only saves time but also strengthens customer relationships and improves your overall online reputation.


Listings Management

The Listings Management feature in SmartMoving's Online Reputation Management tool provides a centralized hub for keeping your business information accurate and consistent across all online platforms. This powerful tool ensures that essential details like your business hours, phone numbers, and addresses remain up to date, helping to boost your online presence and save time by eliminating the need for manual updates across multiple websites.

Having accurate and consistent business information across platforms helps potential customers find and trust your business. Any discrepancies in your details can lead to confusion or missed opportunities. With Listings Management, all updates made within SmartMoving are automatically synced across all platforms, so your information stays uniform everywhere customers search for you, including major platforms like Google, Facebook, and Yelp.

How to Use the Listings Feature:

  1. Accessing the Listings Section: Navigate to the Listings section within the Online Reputation Management tool. Here, you’ll see all of your business locations listed.

  2. Selecting a Location: Choose the specific business location you want to update by clicking on its name.

  3. Editing Profile Information: Click on the "Edit Profile" button for that location. From here, you’ll be able to modify various business details such as:

    • Business Hours: Update your opening and closing times.

    • Phone Numbers: Add or adjust contact numbers.

    • Addresses: Modify or correct location details.

    • Logo and Branding: Upload a new logo or update any other branding materials.

  4. Automatic Sync Across Platforms: After making your changes, they will automatically get sent to update across all platforms connected to SmartMoving, ensuring that customers always see the most current information.

Note: Updates made on listings can be turned off for Google Business in the event that you would like to manage your Google Business profile manually through Google. To turn this feature on or off, please contact your Customer Success Manager. Turning off this feature will not disable review management for Google; it will only impact Google listings.

By using Listings Management, you can avoid inconsistencies that could harm your brand and ensure that potential customers always have the correct details when they find your business online.


Social Media Management

SmartMoving's Online Reputation Management (ORM) tool includes robust Social Media Management functionality, making it easy for businesses to manage their social presence across multiple platforms. Let’s dive into an overview of the key features.

Multi-Platform Post Creation and Scheduling

Managing your company’s online reputation across multiple platforms can feel like juggling too many things at once. In the past, you may have had to switch between different apps—logging into Facebook, then moving to Google, and finally hopping over to Instagram to post updates. This process is not only time-consuming but becomes even more overwhelming if you’re managing multiple branches within your company. Each platform has its own login, interface, and workflow, which makes keeping track of all your content and schedules a challenge.

With SmartMoving's new Online Reputation Management (ORM) tool, you can say goodbye to the hassle of platform-hopping. Our tool allows you to create posts and schedule them across multiple platforms directly from the SmartMoving dashboard. Whether you’re posting updates for a single location or multiple branches, everything is managed in one unified space. This means less time spent switching between apps and more time focusing on growing your business.

By centralizing your post creation and scheduling, you can keep your messaging consistent across all platforms without the headache of managing each one individually. It’s a seamless experience that saves time and reduces the chances of missing a post deadline.

The multi-platform post scheduling feature allows you to:

  • Create a post once and publish it to multiple platforms simultaneously.

  • Schedule posts ahead of time for each platform or branch.

  • Monitor your posts from a single dashboard, ensuring everything is on track.

This feature is especially useful for businesses with multiple branches. No longer will you need to log in and out of each branch's individual account or struggle with inconsistent branding across platforms. The ORM tool takes care of everything in one place, making your job easier and more efficient.

In addition to post creation, users can schedule posts for future publishing. The interface displays all scheduled posts in a clean, chronological list, with the most recent posts appearing at the top. From this list, users can easily manage scheduled content by modifying, deleting, rescheduling, or posting immediately.

AI-Assisted Content Creation

One of the most powerful features of the ORM tool is the integrated generative AI, designed to assist users in crafting social media content quickly and efficiently. Users can leverage the AI to generate topic ideas and auto-create post content. If a suggested topic resonates, the AI will generate draft content for the post, which can be inserted directly into the editable post form.

The AI-generated content can be revised as many times as needed by clicking the "regenerate" button, allowing users to fine-tune the message without starting from scratch. While the AI drafts content, users retain full control over the final wording and can edit the post as necessary.

Post Deletion and Modification

SmartMoving’s ORM tool allows users to manage their scheduled and drafted posts with ease. If a scheduled post needs to be deleted, users can simply click the delete button, which instantly removes the post. Similarly, modifications can be made to scheduled posts before they go live, ensuring that any last-minute changes are reflected.

Character Limit Validation

To further enhance ease of use, SmartMoving includes a character limit tracker for each social platform. When creating a post, a real-time character count is displayed next to the post, showing how many characters have been used out of the platform's limit. If the content exceeds the platform’s character limit, the tool highlights the issue by flagging the over-limit section in red and prevents the post from being submitted until it is adjusted to meet the platform's requirements.

This comprehensive approach to social media management within the ORM tool streamlines the process of creating, scheduling, and managing posts, while ensuring that all content meets platform-specific guidelines. By utilizing AI-driven content suggestions and enforcing character limits, businesses can maintain an active and consistent social presence across multiple platforms with minimal effort.


Crew Scoreboard

The Crew Scoreboard feature in SmartMoving’s Online Reputation Management (ORM) tool automatically ranks crew members based on customer feedback via review ratings, helping you track performance and incentivize quality service.

Overview of the Crew Scoreboard

To access the Crew Scoreboard, navigate to the Marketing module and select Scoreboard. At the top of the Crew Scoreboard page, you’ll find key metrics that highlight the top-performing crew members based on a specially calculated average rating. This calculation isn’t just a simple average; it considers the number of ratings each crew member has received. This ensures that a crew member with only one five-star rating won’t outrank another who has consistently received four-star ratings across many jobs.

The crew member ranked at the top is determined by this carefully weighted average for the current month. If two crew members happen to have the same weighted average, they will be listed alphabetically. This approach ensures a fair and accurate representation of performance, so larger data sets are appropriately valued over smaller ones.

The default time period for displaying crew performance data is set to the first of the current month—meaning that any metrics shown only represent the current month up to today's date. This default can be modified, although the metrics at the top will continue to display data for the current month.

Crew Member Ratings Breakdown

The scoreboard ranks each crew member according to their SmartMoving Only (internal) and Public (external) ratings. These ratings are displayed in the following format:

  • Average rating (out of five stars)

  • SmartMoving Only ratings: These ratings are based on customer responses to our Move Review Survey where they can give crew members a 1-5 star rating.

  • Public ratings: Public ratings are based on customer feedback received through social media reviews.

Positive public ratings (four stars or higher) are highlighted in green, while those below four stars appear in red, allowing for quick visual differentiation between high and low reviews.

You can sort the list of crew members by any of the available metrics—such as rank or name—making it easy to customize your view. Additionally, you can filter the data to display SmartMoving Only, Public only, or both types of reviews, and search by a specific crew member’s name. You can also filter the table by a specific date range.

Crew Profiles and Detailed Metrics

By clicking on a crew member’s name, you can view a detailed Crew Profile in a side panel. This includes:

  • Number of jobs completed today

  • Total ratings received

  • SmartMoving Only and Public rating averages

  • Number of positive ratings (four stars or higher)

In addition, the Crew Profile displays associated reviews, which you can sort by positive or negative feedback, and even click to view the review in the Reviews Inbox. This ensures you can easily access relevant reviews for each crew member, giving more context to the ratings shown.

Crew Scoreboard Access Without ORM

For customers who do not have the ORM feature enabled, the Crew Scoreboard will only display SmartMoving Only ratings. All columns related to Public reviews will be blurred out. Attempting to filter by Public ratings or access external data will prompt a message encouraging you to upgrade your plan to unlock these features.

With the Crew Scoreboard, businesses can continuously monitor and improve their service by identifying top performers and addressing areas of improvement, while also providing incentives for crew members through the integrated bonus system.


Conclusion

SmartMoving’s Online Reputation Management tool will make it easier than ever for moving companies to manage their online presence and respond to customer feedback. With its centralized review hub, AI-driven tools, and upcoming features like scoreboards and social media posting, the ORM tool is designed to save time, improve workflow, and provide valuable insights into customer satisfaction.

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