In this article, you'll learn how to create your Review Monster login right after you pay, and what each screen after checkout means. This is the step that gets you into your dashboard, so it's worth getting right the first time.
Everything here happens on the web, in the browser you checked out in.
To get to the account form:
- Finish paying on the checkout page.
- You're brought back to Review Monster automatically. A progress bar at the top shows three steps: Payment, Account and Confirm.
If the payment went through, Payment shows a checkmark and you land on Account.
Filling in the Set up your account form
At the top of the card you'll see Payment successful, then Set up your account. This is where you create the login you'll use for your dashboard.
- Type your First name and Last name.
- Type your Business name. Write it the way you want customers to see it. If you end it with a period, the period is dropped so it reads cleanly in texts.
- Check the Email field. If your email came through from checkout, it's already filled in. Change it if you'd rather log in with a different address.
- Type your Phone number. It formats itself as you type, and it needs all 10 digits.
- If you want texts from Review Monster about your account, tick Text me about my account. This is optional. It covers account and support texts, like a heads-up when a customer replies to a review request.
- Type a Password of at least 6 characters. Click the eye icon in the field to see what you typed.
- Click Create Account. The button reads Creating account... while it works.
The phone and email you enter here also become where your alerts go to start with. You can change that later in Settings.
If you're on the CRM plan
The CRM plan has no onboarding call, so the form asks for a few more things under Your business. They're used to register your number for texting and set your caller ID.
- Type your Legal business name, exactly as it appears on your IRS paperwork.
- Type your EIN. It needs all 9 digits.
- Type your Business address, City, State and ZIP.
- Under What kind of work do you do?, type your trade, like Plumbing.
- Type your Caller ID name. This is what people see when you call them, 15 characters at most. It's saved in capitals.
- Pick your Time zone from the list.
- Click Create Account.
Every field in this section is required.
If you're upgrading from the free CRM
The same form opens, but the heading reads Confirm your details and it's filled in with what your free account already has. Check it over, fill in anything missing, and click Finish Upgrade. There's no password field, since you already have a login, and the Email field can't be changed.
If the form shows an error
The form checks your entries before it creates anything. A red message appears above the button if something needs fixing:
- All fields are required. Every field except the text box needs to be filled in.
- Please enter a valid email address. Check for a typo in your email.
- Please enter a valid 10-digit phone number. Add the missing digits.
- Password must be at least 6 characters. Make your password longer.
- Please fill in every business detail. or Your EIN should be 9 digits. On the CRM plan, something under Your business is missing or short.
- An account with this email already exists or An account with this phone number already exists. That email or phone is already on a Review Monster account. Try logging in instead, or use a different one.
- This checkout already has an account. Sign in instead. Your account was already created from this payment. Log in with the details you entered.
- Account creation failed. Please try again. or Something went wrong. Please try again. A temporary hiccup. Wait a moment and click the button again.
Fix the field and click the button again.
The screen after your account is created
Once your account is created, you're signed in and the progress bar shows all three steps checked. What you see next depends on what you bought.
Most plans
The screen says Welcome... let's get started! with Setting up your new dashboard... underneath, and a small progress bar fills up. You don't need to click anything. After about five seconds, your onboarding opens on its own.
If you added microsites at checkout
If you ticked Add 10 microsites (optional) on the checkout page, the screen reads Next: pick your 10 microsites... instead, and after a few seconds you land on the microsites page to choose the city, service and domain for each one. Your onboarding waits for you under Setup in the dashboard menu.
The CRM plan
The screen says You're all set. It tells you calls on your new business number work now, and that texting needs carrier approval first, which normally takes 2 to 7 days. Click Open my CRM to go in. This screen doesn't move on by itself.
If your payment couldn't be processed
If checkout didn't go through, you'll see Payment couldn't be processed instead of the account form, and the progress bar stays on Payment. You haven't been charged. This can happen if your card was declined, the session expired, or there was a temporary issue.
Under A few things to try, the page suggests:
- Double-check your card number and expiration date.
- Try a different payment method.
- Make sure your bank isn't blocking the transaction.
- Clear your browser cache and try again.
To try again:
- Click Try Again. This takes you back to pricing.
- Pick your plan and go through checkout again.
If it still won't go through, click Contact Support to open the contact page, or email info@reviewmonster.com.