Integration Setup: Revv/Rallio

What is Revv?

Revv (powered by Rallio) engages customers with a simple survey automatically deployed after a closed transaction from RepairQ. The survey directs happy customers to provide a public review on local business review sites and encourages unsatisfied customers to share their concerns, privately, with you.
  
Revv integration looks for an SMS phone number (or, optionally, an email address) to contact the customer. In order for Revv to reach out to a customer via SMS on your behalf, there must be an SMS Phone Number in their Customer Profile before the ticket is in Closed status.
  
Note: Before following this tutorial, please visit https://www.rallio.com to request a demo and sign up for an account. You will need your Auth Token and Rallio Location ID(s) before integrating with RepairQ.
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Setting up Your Revv/Rallio Integration with RepairQ

1. Log into RepairQ as an Admin. On the Navigation Bar, go to Settings -> Company Settings.

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Note: The Revv Auth Token will be saved for all locations at the Company level, but individual accounts will be set up at the Location level.

 

2. On the Settings Overview page, click Integrations.

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3. On the Integrations page, click Rallio from the Available Integration section.

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4. On the Rallio Integration screen, enter your Revv/Rallio Auth Token, then click Save REVV Settings.

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Setting Up Revv for Your Location

1. Log into the location where you want to set up Revv integration. On the Navigation Bar, go to Settings -> Location Settings.

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2. On the Settings Overview page, click Integrations.

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3. On the Integrations page, click Rallio from the Available Integration section.

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4. On the Rallio Integration screen, enter your Revv/Rallio Location ID and additional details, then click Save REVV Settings.

  • Rallio Location ID - This is provided by REVV and is required for integration. This ID is specific to your location.
  • Ticket Types - Select the Ticket Type(s) that you would like to send a survey.
  • Ticket Resolutions - If using the Ticket Resolutions feature, select any resolutions that will qualify the ticket for a survey. This field can be left blank.
  • Service Authorizers - If using a Service Authorizer, select any specific provider(s) that will qualify the ticket for a survey. This field can be left blank.
  • Service Programs - Select any specific Service Program(s) that will qualify the ticket for a survey. This field can be left blank.
  • Enable REVV for this location - This will activate communication between RepairQ and REVV.
  • Send customer email to REVV - By default, RepairQ will send over the SMS Phone from the Customer Profile. If this option is selected, it will also send over the customer's email information.

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Note: Revv will send customer information after a ticket is in Closed status.

 

5. Once you have saved the settings, the location is set up. You will need to repeat this process for any additional locations on your database.

 

 

START 1.18.X

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