1.1Getting Started with Integrations
Your First Step: Connecting Integrations
When you first log into the platform, your very first task is to connect your integrations. This is the foundation of everything else you'll do in the system, so it's important to get it right from the start. Don't worry though — the process is straightforward, and we'll walk you through each step.
What Are Integrations?
Think of integrations as the bridges that connect this platform to all the places where your customers leave reviews. Once these bridges are built, you'll be able to see all your reviews in one place, respond to them quickly, and even automate requests for new reviews.
Why This Matters
The sooner you connect these integrations, the sooner you can start managing your online reputation effectively. Every minute your integrations are connected, the platform is working for you — monitoring reviews, organizing feedback, and preparing data for your dashboard.
Where to Start
Start by connecting to the review sites where you plan to gather new reviews. This means the platforms where your customers are most likely to share their experiences — whether that's Google, Yelp, TripAdvisor, or other review sites relevant to your business.
1.2Connecting to Google
Why Google Comes First
Let's begin with the most important integration: Google. For most businesses, Google is where the majority of customers will leave reviews, so this connection is crucial. The good news is that once you set it up, the platform will automatically manage your reviews and your Google Business Profile.
Starting the Connection Process
To get started, simply click on the "Connect" button next to Google in your integrations list. You'll see two different ways to connect: through login or through public access.
Choosing the Right Connection Method
We strongly recommend using the login method because it gives the platform full access to automatically manage your reviews and your Google Business Profile. The public access option is more limited and won't give you all the automation features. Think of the login method as getting a VIP pass — it unlocks everything.
Logging In with the Correct Account
When you choose the login method, click the button to log in with Google. Here's an important tip: make sure you use the Google account that actually manages your Google Business Profile. If you use a different account, the connection won't work properly.
Granting Permissions
After you log in, Google will ask you to give consent for the platform to access your business information. Go ahead and approve this — it's necessary for the integration to work. This permission allows the platform to see your reviews, respond on your behalf, and keep everything synchronized.
Selecting Your Profile
Next, you'll see a dropdown menu asking you to select the user who manages your Google Business Profile. Choose your account from this list and confirm your selection.
Choosing Your Business
Finally, you'll see another menu where you need to choose your actual Google Business Profile from all the profiles associated with your account. This is especially important if you manage multiple businesses. Take a moment to make sure you're selecting the right business location.
Connection Complete
Select the correct profile and click "Confirm." That's it! Your Google integration is now complete. The platform will start importing your existing reviews and will monitor for new ones in real-time.
1.3Connecting Other Review Sites
Beyond Google: Other Review Platforms
After Google, you'll want to connect to other review platforms where your customers leave feedback. The process varies slightly depending on the platform, but it's generally quite simple. Let's use Yelp as an example since it's one of the most common review sites for local businesses.
Starting with Yelp
To connect Yelp, just click the "Connect" button next to Yelp in your integrations list. Unlike Google, Yelp doesn't require you to log in. Instead, you just need to provide the link to your Yelp business page.
Finding Your Yelp Link
This is the URL that customers use to find your business on Yelp. The easiest way to get your correct Yelp link is to open Yelp in your web browser, search for your business, and then copy the URL from the address bar once you're on your business page.
Completing the Yelp Connection
Paste this link into the connection field and confirm. The platform will verify the link and start monitoring your Yelp reviews. From that point forward, any new Yelp reviews will appear in your dashboard alongside your Google reviews.
Connecting Additional Platforms
The same basic process applies to other review sites like TripAdvisor or Facebook. Some may require a login (similar to Google), while others just need a link to your business page (like Yelp). The platform will guide you through the specific requirements for each site.
1.4Setting Up Text Channels
Understanding Text Channels
Text channels are the messaging methods you'll use to send review requests to your customers. Think of them as the ways you'll reach out to ask for reviews — whether that's through email, text message, or WhatsApp. Setting these up properly is essential because they're how you'll actively gather new reviews.
Channels Ready to Use Immediately
The good news is that some channels are enabled by default and ready to use right away. Email and SMS channels are automatically set up when you create your account, so you can start sending review requests through these methods immediately without any additional configuration.
Adding WhatsApp to Your Channels
However, if you want to use WhatsApp to send review requests, you'll need to take an extra step. WhatsApp requires you to connect your WhatsApp Business account, and to do this, you need to log in with your Facebook profile.
Why Facebook is Required for WhatsApp
Here's why Facebook is needed: WhatsApp Business accounts are managed through Facebook's Business Manager, so the two platforms are connected. This is a standard requirement set by WhatsApp, not something specific to our platform.
Completing the WhatsApp Setup
After logging in and giving the necessary permissions, your WhatsApp Business account will be connected to the platform. To complete the setup, Meta Business needs to approve your business number — this process is handled entirely on Meta's side.
1.6Final Integration Checklist
Taking a Moment to Verify Everything
Before you move on to using the platform's other features, it's important to make sure all your integrations are properly set up. Think of this as a final quality check to ensure everything is connected and working correctly.
Checking Your Review Site Connections
Go back to your integrations page and review each section. Make sure all the review sites you want to monitor are showing as connected. You should see a confirmation or connected status next to each platform.
Verifying Your Text Channels
Check your text channels next. Verify that email and SMS are enabled and ready to use. If you plan to use WhatsApp, make sure you completed the Facebook login process and see WhatsApp listed as connected.
Confirming Social Media Integrations
Finally, review your social media connections. If you want to share reviews on Facebook or Instagram, make sure both platforms show as successfully connected. Test that you have the right accounts linked — your business accounts, not personal ones.
Getting Help When You Need It
If you run into any issues during the integration process, don't hesitate to reach out to support. The team is here to help make sure everything connects smoothly so you can get started with confidence.
Still have questions?
Our support team is ready to help you get the most out of ProFit Reputation.
