Contact page: Account Portal, email and Zoom Meet

In this article, you'll learn how to use the Contact page to reach us. You can send a note and get a text back, write Eric a plain email, or book a Zoom call. Everything you send us stays on the page as one running conversation, so you can pick it back up any time.

To open the Contact page:

  1. In the dashboard menu, under Support, click Contact.

The page has three cards: Account Portal, Contact and Zoom Meet. Only one is open at a time, and Account Portal is open when you arrive. A closed card shows a one-line description under its title. Click a card's title to open it, and the one that was open folds shut.

The Contact page with Account Portal open and the Contact and Zoom Meet cards folded below it
The Contact page with Account Portal open and the Contact and Zoom Meet cards folded below it
Note: Old Feedback links still work. They bring you here, because Feedback is part of the Contact page now.

Send a note through the Account Portal

Use this for anything: a change you'd like, something that isn't working, an idea, a question. You'll get a text back from the Review Monster number, and we keep at it until it's sorted.

  1. In the Account Portal card, type in the box that says What would you like changed, fixed, or answered?
  2. To add screenshots or files, click Add a file or screenshot. Once you've added one, the button says Add another. You can add up to five. To remove one, click the × on it.
  3. Click Send.

You'll see Sent — we'll text you shortly. Your note also appears in your conversation at the bottom of the page. Files go up after the note, and while they upload you'll see something like Sending file 1 of 2… with a percentage.

Sending a note through the Account Portal
Tip: You can send a screenshot with no text, or text with no attachments.
Note: You can attach almost any kind of file: photos, PDFs, spreadsheets, even a zip. Programs (like .exe files) aren't accepted. Pictures have to be under 25 MB, and other files under 100 MB.

If you lose your connection or close the page before your files finish uploading, they stay saved on your device. The page tells you how many are waiting, and they send when you're back online or the next time you open the page.

Email Eric

The Contact card sends Eric a plain email. His reply goes to the email address on your account, not to the dashboard.

  1. Click Contact to open the card. The To line already says Eric at Review Monster.
  2. Fill in Subject and Message. Send stays greyed out until both are filled in.
  3. To add images, click Add a screenshot. This form only takes pictures, up to five.
  4. Click Send.

You'll see Sent. Eric will reply to your email.

Book a Zoom call

Open the Zoom Meet card to book an hour on Zoom with us. Please be at a desktop computer for the call.

  1. Click Zoom Meet. The card loads our open times under the heading Support Call.
  2. Pick a day and a time on the calendar. Times show in your own time zone.
  3. The button changes from Pick a time to Book with the time you chose. Click it.

You'll see Support call booked with the date and time, and the Zoom link if it's ready. A confirmation goes to your inbox, and we remind you the day before and an hour before.

Read and reply to your conversation

Your conversation with us at the bottom of the page shows every message, yours and ours, oldest first. A small grey line with a topic and a date marks where each new subject started. Each message says who sent it, when, and whether it came by text or email. Next to the heading is a status:

  • we're on it: we have it, or you were the last to write.
  • waiting on you: we've replied and we're waiting to hear back.
  • with a person: a member of our team is handling it.
  • done: it's been sorted.

To reply:

  1. Type in the box at the bottom that says Reply, or ask for something new…. To add files, click Add a file or screenshot.
  2. Click Send, or press Enter. For a new line, press Shift+Enter.

There's one reply box, even when the conversation is marked done. A reply on a finished topic starts a new one, so you never have to go looking for the right place to write.

Your conversation with us, with the reply box at the bottom
Your conversation with us, with the reply box at the bottom
Tip: While we're working on your latest message you'll see Looking into this…. When we're changing your website, short progress lines show what's happening. The page checks for new messages by itself, so our reply shows up without reloading.

After we finish a website change, you may see a few suggested next steps as small buttons under our reply. Click one to send it as your next message.

Changes to your website

Once we've made a change to your site, a Changes to your website list appears under the conversation. Each line shows what changed and when. Click Restore on a line to put it back the way it was. You'll be asked Put this change back? first. Click Restore to confirm, and we'll undo it and answer in the conversation. A line that's been undone says restored.

On the phone app

In the CRM phone app, go to Home, Conversations, Schedule or Contacts, tap the + button, then tap Contact. The screen has two parts:

  • Account Portal: type in the box that says What's on your mind?, tap Add a screenshot or Attach a file, or tap the microphone to record a voice memo. Then tap Send feedback. You can add up to five attachments. You'll see Thanks — that's with us, and we text you back from the Review Monster number, same as on the web.
  • Email Eric: fill in Subject and Write your message…, then tap Send email. You can't add attachments to this one.

The app doesn't have Zoom booking or your conversation history. For those, use the Contact page in your dashboard. Voice memos only exist in the app.

Note: If your CRM is in Manual Review mode, the app has no + button. Use the Contact page in your dashboard instead.