THE EMBEDMYREVIEWS HELP CENTER
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Getting Started
Set up your account and onboard your first customer.
9 guidesReview Tools
Collect feedback with forms, QR codes and video.
4 guidesReview Campaigns
Send review requests and automate the follow-up.
2 guidesWhite-Label Setup
Make the platform look and feel like your brand.
8 guidesMessaging & AI
Connect your email, SMS and AI providers.
24 guidesBilling & Invoicing
Create plans, take payments and manage billing.
18 guidesSocial Proof
Show your best reviews on websites and social media.
2 guidesPublishing
Create and schedule Google Business Profile posts.
13 guidesAI Features
Write replies, understand feedback and save time.
7 guidesSales Tools
Find prospects and show them where you can help.
5 guidesReporting & Analytics
Track local rankings and share customer reports.
2 guidesIntegrations
Connect the tools you already use.
9 guidesDevelopers
Connect your own tools with the API, webhooks and MCP.
1 guidesTHE FULL LIBRARY
Browse all guides
Getting Started
9 guides
Account Setup
Choose how you will use the platform, then follow the setup checklist for your business.
Organizations and Locations
Understand how customer accounts are structured so you can set up one location or one hundred without confusion.
Connecting Review Sources
Sync reviews from Google, Facebook, and dozens of other platforms so the dashboard, widgets, forms, and analytics all have the right data behind them.
Team Members and Permissions
Give the right people the right access without overexposing locations, settings, or billing controls.
Onboarding Blueprints
Build package-based onboarding setups once, then apply them automatically or manually so new customer locations get forms, campaigns, widgets, auto responders, and AI prompts without repetitive setup work.
Platform Navigation Map
The complete map of where everything lives: the agency sidebar, the customer sidebar, the sales agent sidebar, and the screens that hide until something unlocks them.
First Customer Setup Order
The exact order to set up EmbedMyReviews, from a fresh agency account to your first customer sending review requests, and why each step comes before the next.
Troubleshooting Common Setup Errors
A symptom-to-fix reference for the errors agencies actually hit during setup: exact messages, what each one really means, and the fastest way to resolve it.
Notifications and Alerts
Set up email and Slack notifications for new reviews, private feedback, customer signups, and service purchases, manage a customer's notifications for them, and stop a client receiving alerts.
Review Tools
4 guides
Feedback Forms
Build branded review funnels that push happy customers toward public reviews and route unhappy customers into private feedback.
Video Testimonials
Let customers record video testimonials on the feedback form, approve them, and show them off in a Wall of Love widget.
QR Codes and NFC
Create scannable or tap-enabled review entry points for in-store, print, and offline campaigns.
How to Set Up and Sell NFC Products for Review Collection
Create NFC product listings, sell physical review-tap products through your platform, fulfill the orders yourself, and use those buyers as a low-friction entry point into the wider platform.
Review Campaigns
2 guides
Review Campaigns
Build automated multi-step review request invitations across email, SMS, and WhatsApp (coming soon) so customers get timely follow-up without manual chasing.
Campaign Sending Rules
The engine-room reference for review campaigns: exactly when invites send, what stops a sequence, how the duplicate-invite window works, and how every send is charged in credits.
White-Label Setup
8 guides
White-Label Configuration
Brand the platform so customers see your company, your design choices, and your positioning instead of the underlying infrastructure.
Onboarding and Onboarding Videos
Configure customer sign-up, guided onboarding checklists, call-to-action banners, and video tutorials so new users know what to do the moment they arrive.
Cloudflare Turnstile
Protect public-facing forms on your white-label app from spam and automated abuse with Cloudflare’s low-friction verification system.
Custom Code
Install chat widgets, analytics tags, and other third-party scripts across the white-label app without touching the codebase directly.
Custom Menu Links
Add support links, training links, booking pages, and other useful navigation items to the customer sidebar so the white-label app feels more complete and easier to use.
Custom Domains
Move customers onto your own domain so the platform feels fully owned and properly branded from the first login.
Sales Intelligence Report Branding
Customise the branding shown on Sales Intelligence prospect reports and analysis reports so your call to action, trust signals, proof points, and trust score messages match how you sell.
Website Builder and Help Center
Launch a branded front-end website and a customer-facing knowledge base from the same white-label environment.
Messaging & AI
24 guides
Email in EmbedMyReviews
Understand how email works across the platform, how custom-plan email credits really work, when BYOK matters, and how agencies should think about sender reputation, routing, and customer-level email.
EmbedMyReviews Free Email Service
Set up the built-in email service for fast agency-side sending when you want zero external setup, understand its trade-offs, and know how it fits into plan limits and the 3-tier email system.
Setting Up SendGrid
Connect SendGrid as your email provider, authenticate your sending domain, configure throttling and webhooks, and make it the right fit for agency-managed email delivery.
Setting Up Brevo
Connect Brevo as your email provider, authenticate your domain, configure throttling and feedback webhooks, and understand where Brevo fits best for agency-managed sending.
Setting Up Mailgun
Connect Mailgun as your email provider, verify the right domain and region, configure probation-safe throttling, and understand where Mailgun fits best for agency-managed email.
Setting Up Postmark
Connect Postmark as your email provider, understand message streams and the two-token setup, and use it when inbox placement matters more than anything else.
Setting Up Amazon SES
Connect Amazon SES as your email provider, get out of sandbox mode, configure AWS credentials and feedback infrastructure, and use it when cost at scale matters most.
Setting Up SMTP for Agencies
Use Gmail, Outlook, or a custom SMTP server on the agency side when you want simple mailbox-based sending without the complexity of a full API provider.
Setting Up Gmail for Customers
Let customers connect their own Gmail or Google Workspace account so review request emails come from their real mailbox instead of the agency sender.
Setting Up Outlook for Customers
Let customers connect their own Outlook or Microsoft 365 mailbox so review request emails come from their real business address.
Setting Up Emailit
Connect Emailit as a simple low-friction provider, verify your sending domain, use the right API and SMTP keys, and understand where its limits matter for agencies.
BYOK Setup: Email, SMS, and AI
Connect your own providers so you control deliverability, costs, sender identity, and model choice.
OpenAI: Setup & Features
Connect OpenAI as your AI provider, choose the right models, understand which platform features it powers, and know where OpenAI stops and OpenRouter begins.
Fixing OpenAI: "You exceeded your current quota"
Fix the OpenAI quota and billing error that blocks AI features by checking usage, billing, credits, organization limits, and project budgets in the correct OpenAI account.
OpenRouter: Setup & Features
Connect OpenRouter as your AI provider, access multiple model families through one API key, and unlock Search AI alongside the rest of the platform's AI features.
SMS Providers: Complete Setup Guides
Understand how SMS sending works in the platform, how organization assignment and sender selection behave, how SMS credits are consumed, and which provider direction fits the customer base best.
Setting Up Kudosity
Connect Kudosity as your SMS provider for Australia and New Zealand, choose between sender names and phone numbers, and understand where local compliance and regional delivery advantages matter most.
Setting Up GatewayAPI
Connect GatewayAPI as a European-focused SMS provider, choose between sender names and phone numbers, and use it when cost, GDPR posture, and EU delivery matter most.
Setting Up Brevo SMS
Connect Brevo as an SMS provider, use sender names for European messaging, and understand where Brevo fits best versus Twilio-style phone-number providers.
Setting Up SignalHouse
Connect SignalHouse as your SMS and MMS provider and register 10DLC for the US and Canada directly inside the dashboard, with EMR guiding the brand, campaign, and number setup for you.
Setting Up Twilio
Connect Twilio as your SMS provider and use the recommended toll-free setup for US and Canada, with EMR handling most of the compliance heavy lifting.
How to Set Up a Twilio Toll-Free Number for US & Canada in EMR
Use one Twilio toll-free number for US and Canada review invites, let EMR handle most of the compliance flow, and follow the simplest path from setup to approval.
Setting Up TextGrid
Connect TextGrid as a lower-cost Twilio-style SMS provider, understand its US and Canada fit, and use it when you want Twilio-style compliance with lower message pricing.
Supported Providers and Languages
The canonical reference for every provider you or your customers can connect (email, SMS, WhatsApp (coming soon), AI, and rank data), plus the 27 platform languages.
Billing & Invoicing
18 guides
Custom Plans and Stripe Billing
Create customer subscription plans, connect them to Stripe, control what each customer gets, and manage the full subscription lifecycle from signup to downgrade.
How to Enable iDEAL as a Payment Option for Your Customers
Enable iDEAL for subscription checkout in Stripe, make sure SEPA Direct Debit is also turned on, and confirm your plans are priced in EUR so Dutch customers can use it.
How to Enable Automatic Tax Collection for Your Customers
Set up Stripe Tax in your Stripe Dashboard, turn on the platform tax toggle, and let Stripe calculate sales tax, VAT, or GST automatically based on customer location.
How to Charge Customers via Stripe Without Requiring a Platform Login
Add the customer yourself, keep login access turned off, and generate Stripe checkout links from the Manage Customer page so they can subscribe without ever logging into the platform.
How to Collect Payment Details or Payment Upfront Before Signup
Use Stripe Payment Links and the Require Payment Before Signup setting to collect a card for trial starts or require full payment before a customer can register.
How to Create and Use Coupon Codes for Your Customers
Create coupons and promotion codes in Stripe, then let customers apply them automatically on the subscription page or during Stripe checkout.
Custom Plans for Multi-Location Pricing
Set up subscription plans that include base locations, extra-location pricing, and optional volume discounts for customers with more than one business location.
Changing the Default Currency for Custom Plans
Set the single currency your agency account uses for subscription pages and custom-plan pricing, and understand how it relates to your connected Stripe account.
Custom Plans without Stripe Billing
Create and manage custom plans when billing happens outside the platform, including free plans, manual plan assignment, and monthly credit renewal without Stripe.
Credit Handling for Custom Plans
Understand how email, SMS and WhatsApp (coming soon) credits are configured, spent, renewed, adjusted, and displayed so campaign failures make sense before they become support tickets.
Sell Services and Add-Ons to Your Customers
Create a service in Custom Products, choose Stripe checkout or your own link, and put it on your customers' Services page and dashboard.
Services: Stripe Checkout vs Your Own Link
Decide how customers pay for each service, what the platform records for each option, and how links from Calendly, Cal.com, and Stripe Payment Links get pre-filled.
Selling Monthly and Yearly Add-Ons as Services
Sell recurring add-ons such as Google Business Profile management or a remove-branding upgrade, and understand renewals, cancellations, currencies, and delayed payments.
Selling Review Stands and Merchandise as Services
Sell physical items such as review stands, starter packs, or branded t-shirts to existing customers, collect a shipping address at checkout, and ship from Orders.
Service Orders, Notifications and Delivery
Find service purchases in Orders, mark services as delivered, choose who is notified by email or Slack, and send orders to other tools with webhooks.
Troubleshooting Services
Fix the common problems with services: missing Services menu, disabled Stripe checkout, Stripe price errors, currency conflicts, blocked purchases, and missing orders.
The Custom Plan Feature Matrix
The authoritative reference for every option on a custom plan: what each toggle controls, its default, and the gotchas that catch agencies out.
Your EMR Subscription and Billing
How your agency pays EMR: the flat plan, trial, invoices, pausing, cancelling, and fixing failed payments, kept clearly separate from what your customers pay you.
Publishing
13 guides
Set Up Publishing for a Customer
Turn on Google Business Profile posts for a customer: plan options, connecting Google with no client login, the time zone, and who approves.
Set Up Google Posts With No Client Login
Connect a client's Google profile with a connect link, turn on posts and send approvals by email. The client never logs in to your platform.
Create and Schedule Google Posts
Write a Google update, offer or event with a photo and a button, let AI draft it from the business's confirmed facts, and schedule it on the calendar.
Approve Google Posts by Email Link
Approve Google Business Profile posts from an email link with no login, or in the dashboard: one post or a batch, edit and approve, and reminders.
What Your Client Sees When Approving
Your client approves Google posts from one branded email with no login: approve, edit and approve, ask for changes, or pause Autopilot in one tap.
Autopilot for Google Posts
Autopilot drafts Google posts on a schedule from each business's confirmed facts and real photos, and a person approves each one by email or in the dashboard.
Business Facts and Post Voice
Confirm the facts AI writes from, set the voice of every post and pick post languages, so each Google post sounds like the business and gets details right.
Photo Library and Photo Location
Keep real photos for every location, describe them so posts match the picture, choose which ones Autopilot uses, and tag each photo with the business's town.
Pause Autopilot or Hold All Posts
Two brakes for a business: pause Autopilot to stop new drafts, or hold every post, approved ones included, for a closure, a rebrand or a busy week.
Draft Google Posts with Claude or ChatGPT
Plan, draft and send Google Business Profile posts for approval from Claude or ChatGPT through the AI Hub. A person approves every post before it goes out.
Fix a Google Post That Did Not Go Out
Every post that did not go out shows its status, Google's own words where there are any, and the next step. Here are the causes and the fixes.
Run Google Posts for Every Client
One page for Google posts across every client: approvals in bulk, what needs attention, your playbook of defaults, client emails and many locations at once.
Share a Review Image to Google
What happens when you share a review image to Google from Social share: the checks, the outcome in the window, and the post it leaves under Posts.
AI Features
7 guides
Auto Respond
Reply to reviews automatically with AI or approval-based workflows so reputation management stays active without becoming manual.
AI Insights: Setup & Usage
Analyze customer reviews with AI, surface sentiment and category trends, and turn raw review data into practical recommendations for service improvement and reporting.
AI Prompts
Create reusable prompt instructions that make AI-generated review replies sound more human, more specific, and more aligned with each business.
AI Review Assistant
Add an AI-guided review-writing flow to feedback forms so customers can answer a few simple questions and publish better, more specific reviews with less friction.
Search AI: Setup & Usage
Track how businesses appear across AI-powered search platforms, configure OpenRouter correctly, and use Search AI as a new kind of local visibility reporting channel.
AI Insights and Search AI
Use AI to understand review sentiment and track how a business appears across emerging search surfaces.
AI Hub (MCP Server): Setup & Usage
Connect Claude Desktop, Cursor, ChatGPT, and any MCP-compatible AI client to your live review data, Google Business Profile performance, and agency-only Local Search Grid scans. Covers token creation, the full tool catalog, PII and write controls, audit log, rate limits, and troubleshooting.
Sales Tools
5 guides
Sales Intelligence
Use Sales Intelligence to research prospects, generate branded reputation reports, capture self-serve leads, and track every opportunity through your pipeline.
Sales Intelligence Setup
Connect DataForSEO, OpenRouter, and the optional AnyMailFinder integration so Sales Intelligence can search prospects, generate reports, and find email addresses.
Self-Serve Lead Capture Form
Give prospects a branded page on your own domain where they can request a reputation report on their business, then capture their contact details automatically.
Managing Sales Intelligence Leads
Work the pipeline, change lead status, contact prospects, regenerate reports, and export everything as CSV so Sales Intelligence supports your real sales process.
Sales Intelligence API and Webhooks
Automate Sales Intelligence with outbound webhooks, the read-only REST API, MCP tools for AI assistants, and Zapier integration.
Reporting & Analytics
2 guides
Local Search Grid
Measure Google Maps visibility across a real geographic area, understand where a business actually appears for local searches, and turn that data into useful reporting and SEO direction.
Why a 5x5 Local Search Grid Has 91 Scan Points, Not 25
How the Local Search Grid actually calculates the number of scan points for each grid size, why the layout is hexagonal rings instead of a square grid, and how to estimate the DataForSEO cost of a scan before you run it.
Integrations
9 guides
Google
Connect Google properly, understand the difference between Grant Access and Public Access, and choose the right review-link behaviour for desktop and mobile.
Google Business Profile Insights: Permission Denied
Fix the most common reason Google performance insights fail by making sure the connected Google account has the right Business Profile access.
Getting Google Business Profile Access from Your Customers
Use this guide to get the right Google Business Profile access from clients so you can sync reviews, reply properly, and pull insights without asking for more control than you need.
Customer Connect Links: Google & Facebook
Send a client one secure link. They sign in with Google or Facebook and pick their listing, with no platform login. It is all they need to set up Google posts.
Facebook
Connect a Facebook Page for synced recommendations, direct replies, mobile app deep links, and automated response workflows.
Review Source Compatibility
Use this guide to understand which review sources support syncing, deep links, feedback forms, direct replies, auto-respond, and mobile app behaviour.
Email Triggered Invites
Launch review requests from ordinary outbound emails so invites happen inside the workflows your team already uses.
Zapier, Google Sheets, and Google Calendar
Connect everyday tools so review requests can be triggered by spreadsheets, appointments, and thousands of third-party apps.
Review Request Automations
Set up Calendly, HubSpot, HighLevel, Stripe, Square, WooCommerce, Shopify and inbound webhooks (Zapier, Make, n8n, Pabbly Connect) so review requests follow real customer events.
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