How Reviewfy.io works

01. Registration

02. First User account activation

03. Adding user

04. New User Activates account

05. Setting up a workspace

06. Create a question

07. Create a form

08. Enabling Free Email

09. SendGrid to send email

10. R5 token

11. User forgot password

After you log into your Reviwfy.io account, the first task is to create WorkSpace.

Click on Teams: There are two options: People and Group
Click on People and then click on Add User
The right side panel has 3 columns. Input details for the user you want to add. Apply Add User.
The user is added along with the role assigned
Go to Groups: Multiple users form a Group based on task performed
Create New Group
Assign a name to the Group and give a description about the Group’s task/function
Add users to the group: Select one or more users from the drop down list
Go to Workspaces . Click Create Workspace : Assign a name to the Workspace
Add the Group / Groups that would operate within this Workspace.

Go to Settings
Configuration dash board is shown
Click on Channels
There are 4 Channel configuration options visible:
Reviewfy Free Trial
Twillio SendGrid
Your Corporate email
WhatsApp Business
Click on Reivewfy Free Trial
Use the toggle button to activate this service
After each email despatch, the number keeps reducing until it becomes “0” (from 10)

You have the option of by-passing this to configure the other channels using API.

Landing : Dash Board

Open Form Management section
Tap Question Library
Go to Create Question
Choose Icon (you can select any pre-loaded icon or you can upload your own icon)
Drag the icon to the centre of the questionnaire
Formulate your question in the box provided for
Select the type of response from the drop down menu
The question is now visible in the Question Library

Go to Forms and Create Form
Add your Brand / Company Logo from your files
Give a title to the survey (adjacent to the Logo)
Add a brief message to the respondent
The Questions that you created all appear in the left side panel
Drag and Drop the questions (contents) into the space given for creating the form
You can select a maximum of 5 Questions only
After this, click again Create Form icon
The Preview of the Survey Form appears in the right side panel. Go to Next
The Panel opens : You can select the option of distributing R5 Tokens
If you Select “Yes”, you have to enter the number of tokens that you want to distribute for each response.
Submit: Create Form
The Survey Form with the Logo and Title of the survey appears
The Survey is ready to be sent to your customers

Open the Form Dispatcher
The Form to be sent appears in the right side panel
The option to send the form to an individual or to a group of customers is available
The list of services to be used to despatch the survey form is available in the left panel
Give a subject line to the survey form
Drag the Survey Form from the left panel to the body
Apply “Send”
See the message “ Email Dispatched” at the right hand top corner

Go to Review Responses in the Dash Board
The list of responses (respondent’s email id, name of the Form, token allotted etc) appear
Select the response and apply “Approve”
The Metamask window opens and this contains the estimated Matic (gas fee)
Submit ‘Confirm’
After “transaction completed” message appears, go to Approved Responses
The details about the “Approved Responses” appear
Go to Dash Board
Apply “Form Reviews”
Select the Form from the drop down (Select a form to view insights)
The complete analysis for each respondent’s review is available to see
You can download the details (apply the date range option)

This means that the allotted R5 Tokens have now been transferred to the wallet of the individual survey respondent.