Review Rally

Review Rally enables you to run team-based review campaigns by assigning unique review links to team members and tracking performance through a live leaderboard.

Basics of Review Rally

Each team member receives a unique review link to share with reviewers. Reviews submitted through these links are attributed to the associated team member, making it easy to track individual contributions and overall campaign performance.

Review Rally works best when sales reps share their personalized, trackable links with customers. Because each link is tied to one rep, you can connect a rep's outreach to the reviews it generates.

Review Rally asks customers for new reviews. To re-engage past reviewers and update existing reviews instead, use Review Refresh.

Team members can be added individually or through a bulk email upload, both during campaign creation and after the campaign is launched.

To create a Review Rally campaign, go to my.G2, then select Reviews > Collect Reviews. In the Review Rally panel, select Set Up Campaign.

Creating a campaign

Create a Review Rally campaign to generate unique review links for your team and track review performance.

To create a campaign:

1. Go to my.G2, then select Reviews > Collect Reviews. In the Review Rally panel, select Set Up Campaign.
2. Enter a name in Campaign Name.
3. Select a Start Date. The default is today.
4. (Optional) To end the campaign on a set date, turn on Set an end date, then select an End Date. To let the campaign run until you stop it, leave this off.
5. Enter a value in Review Goal. To create an evergreen campaign with no review limit, leave this field blank.
6. Select Incentivized or Non-incentivized.
7. (Optional) Turn on Enable Winner Reward to reward the top team member with a gift card. For details, see Rewarding the winner.
8. Add team members by entering email addresses or selecting Upload a list of emails.
9. Select Create Campaign.
10. Review the campaign details and pricing information.
11. Select Schedule Campaign.

After the campaign is scheduled, Review Rally creates a unique review link for each team member.

The campaign's landing page doesn't go live until the start date. When the end date is reached, G2 ends the campaign and disables its landing page.

To distribute review links, select Manage Team Members then select Send Emails. Each team member receives an email containing their unique review link.

To add additional team members after the campaign is scheduled, select Add Participant. To add multiple team members, select Import CSV.

To disable a landing page, go to my.G2, then select Reviews > Campaigns. Select Edit for the campaign, then select Disable Landing Page.

Rewarding the winner

You can reward the team member with the most approved reviews with a gift card. The reward is optional and applies only to team members in your rally.

To set up the reward, turn on Enable Winner Reward in the campaign builder, then:

1. Select a Reward Amount, or enter a custom amount.
2. Select a Gift Card Type.
3. (Optional) Select Pay all tied winners.

You're invoiced for the reward the same way as the review campaign, once the winner is paid.

G2 doesn't send the reward automatically when the rally ends. After the campaign is no longer running, you send it yourself:

1. Go to my.G2, then select Reviews > Campaigns.
2. Open the Review Rally campaign, then select View all team members.
3. Select Send Winner Gift Card, then confirm.

The button is unavailable while the campaign is still running, and after the winner is paid. Sending can't be undone.

G2 counts approved reviews submitted through each team member's link, up to the end date if you set one. If team members tie for the most approved reviews, the reward goes only to the tied member whose first approved review came earliest. If you selected Pay all tied winners, each tied member receives the full reward.

G2 charges you when you select Send Winner Gift Card. If the payment fails, a message explains why, and you can select the button again. If you pay multiple winners and only some payments succeed, select the button again to pay the rest.

After the gift card order is confirmed, the winner gets an email with a link to redeem their gift card.

Cloning a campaign

Clone a Review Rally campaign to run the same rally again, such as every month or quarter, and compare results across rounds.

To clone a campaign:

1. Go to my.G2, then select Reviews > Campaigns.
2. In the Your Campaigns panel, open the actions menu for the Review Rally campaign, then select Clone.
3. (Optional) On the details page for the new campaign, select Edit Campaign Details to change the dates or turn on Enable Winner Reward.
4. Review the campaign details and pricing information.
5. Select Schedule Campaign.

By default, the clone keeps the original campaign's review goal, incentive, and team members.

Monitoring campaign performance

Campaigns appear in the Review Campaign Dashboard in the Your Campaigns panel.

Select View all team members to access the total reviews, approved reviews, and contribution percentage for each participant.

As reviews are submitted and approved, the Review Campaign Dashboard updates to reflect individual and campaign performance.