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 > Create Campaign > Review Rally.

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 > Create Campaign > Review Rally.
2. In step 1, enter a name in Campaign Name.
3. (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.
4. Select a Start Date. The default is today.
5. (Optional) Turn on Send weekly leaderboard emails. For details, see Weekly leaderboard emails.
6. Select Next.
7. In step 2, select Incentivized or Non-incentivized.
8. If you selected Incentivized, enter a value in Review Goal, choose a Gift Card Type, and enter a Gift Card Amount ($). To create an evergreen campaign with no review limit, leave Review Goal blank. Select Next.
9. (Optional) In step 3, turn on Enable Winner Reward to reward the top team member with a gift card. For details, see Rewarding the winner. Select Next.
10. In step 4, add team members by entering email addresses, selecting Add team member, or selecting Upload a list of emails. You can add up to 5,000 team members per campaign.
11. Select Create Campaign.
12. Review the campaign details and pricing information.
13. Select a Payment Method, then select Schedule Campaign. Choose Invoice Me or a card on file. To add a card, select Add Credit Card.

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. Open the actions menu (...) for the campaign, select Edit, then turn off the Status toggle.

Weekly leaderboard emails

When you turn on Send weekly leaderboard emails, G2 emails your team members a leaderboard every Monday with current review standings. This setting is off by default.

Before you schedule the campaign, you can turn it on or off from the campaign's details page. Select Edit Campaign Details, change Send weekly leaderboard emails, then select Save Changes.

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, turn Send weekly leaderboard emails on or off, 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, team members, and weekly leaderboard email setting.

Monitoring campaign performance

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

To see how each team member is performing, expand the campaign row.

The Campaign Performance panel shows the total reviews, approved reviews, and contribution percentage for each participant. Select View all team members to open the full team list, which also shows clicks and each team member's source link.

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