Changelog

We’ve just expanded EmbedMyReviews even further with 9 powerful new review platforms, making it even easier for agencies and resellers to serve more local business niches — and win more clients.

These new sources are especially valuable for home services, healthcare, beauty, wellness, and marketplace-based businesses.

✅ Newly Supported Review Sources

🩺 Zocdoc
🔗 https://www.zocdoc.com
Best for: Doctors, dentists, clinics, healthcare providers
Countries: Mainly USA

🏠 Rated People
🔗 https://www.ratedpeople.com
Best for: Trades, builders, plumbers, electricians
Countries: UK

🏡 HomeStars
🔗 https://www.homestars.com
Best for: Contractors, home improvement businesses
Countries: Canada

🔧 Thumbtack
🔗 https://www.thumbtack.com
Best for: Local service professionals (cleaners, tutors, contractors, photographers)
Countries: USA

🔨 hipages
🔗 https://www.hipages.com.au
Best for: Trades and home services
Countries: Australia

🧰 Airtasker
🔗 https://www.airtasker.com
Best for: Freelancers, handymen, movers, local services
Countries: Australia, UK

💇 Treatwell
🔗 https://www.treatwell.co.uk
Best for: Hair salons, barbers, beauty & spa businesses
Countries: UK, Europe

💅 Fresha
🔗 https://www.fresha.com
Best for: Salons, spas, barbers, wellness businesses
Countries: Global

🏥 Jameda
🔗 https://www.jameda.de
Best for: Doctors and medical practices
Countries: Germany

📈 Why This Matters for Agencies & Resellers

With these additions, EMR now supports 61 review platforms — giving you:

✅ More niches to target
✅ More businesses you can onboard
✅ More reasons for clients to stay long-term
✅ Stronger “all-in-one” positioning in sales calls

You can now confidently sell EMR to:

• Trades & home services

• Medical & dental clinics

• Beauty & wellness salons

• Marketplace-based professionals

• Freelancers & task providers

—all from one dashboard.

🔮 What This Means Going Forward

Our focus remains clear:

👉 Make EMR the easiest platform in the world to sell to local businesses.

We’re continuing to invest in:

• More review sources

• Deeper automations

• Smarter integrations

• Better workflows for agencies

So you spend less time managing tools and more time closing clients and scaling.

As always, thank you for growing with us. More improvements coming soon 🚀

We’ve rolled out another batch of improvements designed to make EMR easier to use, more powerful, and more reliable for agencies and resellers.

Here’s what’s new 👇

📩 1. Global SMS Message (New)

You can now add a custom message that appears on all review request SMS messages.

This is perfect for:

• Compliance text

• “Powered by…” branding

• Legal disclaimers

• Or any custom note you want to include

Where to find it:
Messaging → SMS → SMS Settings

Set it once, and it applies automatically to all SMS invites.

🏨 2. TripAdvisor Hotel Support & Major Improvements

TripAdvisor sync has been upgraded and now supports:

✅ Hotels
✅ Restaurants
✅ Attractions

Plus, the integration is now:

• Much more stable

• Works well for both small and very large profiles

• Keeps the original language of reviews

If you notice any syncing issues, simply disconnect and reconnect the profile to refresh it.

⭐ 3. Reviews.io Integration Added

You can now sync reviews from Reviews.io.

• All company reviews are supported

• Product reviews are excluded (by design)

This gives you another strong source for ecommerce and online-first clients.

🛍️ 4. TrustedShops Integration Added

TrustedShops is now supported, including:

• All international TrustedShops sites

• Automatic syncing into EMR

Great for European and cross-border businesses.

⚙️ 5. Easier Setup for Email, SMS & White-Label Domains

We’ve redesigned and improved the setup experience for:

• Brevo

• GatewayAPI

• SendGrid

• Kudosity

• SMTP (including Gmail & Outlook)

• White-label domain wizard

You’ll now see:

• Clear step-by-step guidance

• Helpful tips

• Better explanations

• Faster setup flows

Our goal is to make EMR the easiest BYOK white-label reputation platform to configure — and this is a big step forward.

More improvements in this area are coming over the next week.

🔧 Other Fixes & Improvements

Alongside these updates, we’ve shipped many smaller fixes and performance improvements behind the scenes to keep everything running smoothly.

🔜 What’s Next

We’re continuing this rollout with:

• The same UX upgrades for more providers

• A major upgrade to our Twilio integration

• Built-in compliance handling

• Even smoother onboarding

More updates coming very soon.

As always, thank you for helping us shape EMR into the leading white-label reputation platform for agencies and resellers 💙

If you have feedback on any of these updates, let us know in the community.

What's New

You can now assign specific SMS providers to individual customers, giving you complete control over how SMS review requests are sent while maintaining your credit-based billing model.

Key Benefits

Flexible Provider Management

Assign different SMS providers to different customers - Use your premium Twilio account for high-value clients and a cost-effective provider for others

Let customers use their own SMS provider - Enterprise customers who want to use their own Twilio or messaging account can do so, while you still charge them credits for each message sent

Customise sender IDs per customer - Display each customer's business name or phone number as the sender, improving trust and open rates

Maintain Revenue Control

Credits still apply - When a customer uses an agency-assigned provider, their SMS credits are deducted as normal

Customer-owned providers bypass credits - If a customer has their own provider configured (with the SMS Provider feature enabled on their plan), messages are sent through their account at their cost

How It Works

Go to your agency account → Messaging → SMS

Select a provider and click Organizations

Assign customers organization to that provider and optionally set a custom sender for each

When campaigns run, the system automatically uses the correct provider and sender for each customer

The SMS Settings modal in campaigns now shows which sender will be used, with full details visible to agency owners for troubleshooting.

What's New

We've merged Private Feedback into your Reviews Inbox, giving you a single, unified view of all customer feedback in one place. The separate Private Feedback page has been retired—everything now lives in Reviews.

🎯 Why We Made This Change

Previously, private feedback (submitted through your feedback forms) lived in a separate section from your public reviews. This meant you had to check two different places to stay on top of customer sentiment and respond to feedback.

Now, everything is in one place—making it easier to:

• See the complete picture of customer feedback at a glance

• Respond to all feedback without switching between screens

• Export all feedback together for reporting

• Never miss important private feedback from customers

✨ Key Changes

1. Private Feedback Now Appears in Your Reviews Inbox

• Private feedback entries are clearly marked with a "Private" badge so you can easily distinguish them from public reviews

• They show the same information you're used to: customer name, rating, message, and contact details (email/phone when available)

2. New "Private Feedback" Quick Filter

• A new quick filter button lets you instantly view only private feedback

• The count updates dynamically based on your other active filters (like location, organization, or search)

• Clear/reset filters now properly includes the quick filter

3. Smart Quick Filter Counts

• All quick filter counts (Flagged, Unanswered, Negative, Private Feedback) now respect your applied filters

• For example, if you filter by a specific location, the quick filter counts will show accurate numbers for just that location

• This gives you a true picture of what needs attention within your current view

4. Respond to Private Feedback Directly

• Click "Respond" on any private feedback to send an email reply to the customer

• Uses the same AI-assisted reply generation you know from regular reviews

• Respond button only appears when the customer provided an email address

5. Export Includes Private Feedback

• When you export reviews, private feedback is now included

• Email and phone information from private feedback is included in exports

• Use the "Private Feedback" quick filter to export only private feedback if needed

6. Streamlined Actions

• Private feedback items show only relevant actions (respond, flag, delete)

• Share and hide options are hidden for private feedback since they're not publicly visible anyway

• Edit is also hidden since private feedback content comes directly from customers

📊 For Your Dashboard

The Agency Customer Dashboard also shows private feedback in the Recent Reviews section, with the same "Private" badge and appropriate respond button for easy identification and action.

🔄 What Changed

💡 Tips for Your Team

1. Use the Quick Filters - Toggle between "Private Feedback", "Unanswered", "Negative", and "Flagged" to prioritize your response queue

2. Filter by Location First - The quick filter counts will update to show only relevant feedback for the selected location—great for multi-location businesses

3. Export for Reporting - Use filters + export to create targeted reports (e.g., "all private feedback from Location X this month")

4. Look for the Badge - The "Private" badge makes it easy to spot private feedback at a glance in any view

5. Check for Email - The Respond button only appears on private feedback when the customer provided an email address

What's New?

You can now automatically move customers to a free plan when their paid subscription ends, instead of blocking their access entirely. This keeps customers engaged with your platform even if they can't continue paying.

Why This Matters for Your Agency

Before: When a customer's subscription ended (cancelled or payment failed), they'd lose access completely. You'd have to manually manage these customers or risk losing them forever.

Now: Customers automatically transition to a free plan you define. They stay in your ecosystem, can still use basic features, and are more likely to upgrade again when ready.

Benefits:

• Reduce churn - Keep customers engaged instead of losing them

• Less manual work - No need to manually reassign plans for cancelled subscriptions

• Better customer experience - Customers aren't suddenly locked out

• Upsell opportunities - Free plan users are warm leads for future upgrades

How It Works

When a subscription ends, the system automatically:

1. Moves the customer to your chosen free plan

2. Sends them a notification email explaining the change

3. Logs the transition for your records

When does this trigger?

• Customer cancels → Happens at the end of their billing period (not immediately)

• Payment fails → Happens after Stripe exhausts all retry attempts (typically 1-4 weeks after the first failed payment)

Setup Instructions

Step 1: Create a Free Plan

If you don't already have one:

1. Go to Settings → White Label → Custom Plans

2. Create a new plan and tick "This is a free plan"

3. Configure the features/limits you want free users to have

Step 2: Set Your Default Downgrade Plan

1. Go to Settings → White Label → Stripe Account

2. Find the "Subscription End Behavior" section

3. Select your free plan from the dropdown

4. Click Save

Step 3: Configure Stripe (Important!)

For auto-downgrade to work when payments fail, your Stripe account needs the right settings:

1. Log into your Stripe Dashboard

2. Go to Settings → Billing → Subscriptions and emails

3. Find "Manage failed payments"

4. Set "If all retries fail" to "Cancel the subscription"

⚠️ Why this matters: If set to "Mark as unpaid" instead, the subscription never officially ends, so the auto-downgrade won't trigger. Customers will be stuck in a blocked state indefinitely.

Step 4 (Optional): Set Per-Plan Overrides

Want different paid plans to downgrade to different free plans?

1. Go to Settings → White Label → Custom Plans

2. Edit any paid plan

3. In the "Subscription End Behavior" section, choose a specific free plan for that tier

Customise the Notification Email

When customers are downgraded, they receive an email. You can customise this:

1. Go to Settings → Transactional Emails

2. Find "Subscription Downgraded" template

3. Edit the subject, content, and styling to match your brand

Available placeholders:

• {{ previous_plan_name }} - The plan they were on

• {{ new_plan_name }} - The free plan they've been moved to

• {{ new_plan_features }} - List of features in their new plan

Things to Know

Existing Stuck Customers

This feature only applies to subscriptions that end after you've configured it. Customers who are already in a failed/blocked state won't be automatically migrated. You'll need to handle those manually by either:

• Assigning them to a free plan in their customer profile, or

• Cancelling their subscription in Stripe (which will then trigger the auto-downgrade)

What if I don't set this up?

Nothing changes from current behaviour. Customers whose subscriptions end will simply lose access until they resubscribe.

Can I disable it later?

Yes! Just set the dropdown back to "Do nothing (block access until resubscribed)" and save.

Questions?

If you need help setting this up or have questions about how it works with your specific setup, reach out to our support team.

You now have full control over whether review gating exists at all for your customers.

From today, custom plans can completely hide review gating, meaning the feature won’t appear anywhere in your clients’ experience if you choose not to offer it. This is ideal if you want a simpler, more compliant setup for certain review sites or prefer a single review flow for all customers.

How to Enable It

1. Go to your Agency Account

2. Click Billing & Revenue

3. Open Custom Plans

4. Click Edit on the plan you want to update

5. Under Plan Options, go to Get More Reviews

6. Switch to Advanced View

7. In Advanced Collection Options, choose how review gating is handled

You’ll see three clear options that let you decide exactly how this feature behaves for your customers.

This gives you more flexibility, more control, and cleaner positioning when selling to clients.

Automatically collect reviews from every customer email you send - without changing how you work.

What Is It?

Email-Triggered Invitations is a powerful new automation that turns your existing email workflow into a review-collecting machine. Every time you send an email to a customer - whether it's an invoice, a thank-you note, or a follow-up - your system can automatically send them a review request.

No new software to learn. No manual data entry. No copying and pasting customer details. Just add one simple line to your emails, and watch the reviews roll in.

Why This Changes Everything

The Problem Before

Getting reviews has always required extra work:

• Manually entering customer details into your review platform

• Remembering to send review requests after every transaction

• Copying customer emails from one system to another

• Missing opportunities because staff forgot to request reviews

The Solution Now

Email-Triggered Invitations eliminates all of this. Your existing business emails - the ones you're already sending - now do double duty. Send an invoice? Review request goes out. Send a booking confirmation? Review request goes out. Send a thank-you email? Review request goes out.

Zero extra steps for your team. Maximum review collection.

Works With Every Platform You Already Use

This feature integrates seamlessly with virtually any system that sends emails:

CRM & Sales Platforms

• HubSpot - Trigger review requests from sales emails, deal closures, or customer touchpoints

• Zoho CRM - Connect your customer communications to automatic review collection

• Salesforce - Turn every customer interaction into a review opportunity

• Pipedrive - Close a deal, get a review

Invoicing & Accounting

• QuickBooks - Every invoice becomes a review request

• Xero - Payment confirmations trigger reviews

• FreshBooks - Bill a client, request a review

• Wave - Small business invoicing with built-in review collection

Email Marketing

• Mailchimp - Add review triggers to your campaigns

• Constant Contact - Turn newsletters into review generators

• ActiveCampaign - Automate reviews as part of your sequences

• Klaviyo - E-commerce email flows that collect reviews

Booking & Scheduling

• Calendly - Appointment confirmations that request reviews

• Acuity Scheduling - Service bookings become review opportunities

• Square Appointments - Every booking, every review chance

Customer Service

• Zendesk - Resolved tickets trigger review requests

• Freshdesk - Happy customer? Get that review

• Intercom - Turn support success into social proof

E-commerce

• Shopify - Order confirmations that collect reviews

• WooCommerce - Purchase emails become review requests

• BigCommerce - Every sale, every review opportunity

Any Email Client

• Gmail - Works with your everyday emails

• Outlook - Perfect for service businesses

• Apple Mail - Simple setup, powerful results

• Any SMTP email - If it sends email, it works

Two Powerful Methods

Method 1: BCC Trigger (Simplest)

Perfect for: Manual emails, small teams, quick setup

Just add your unique trigger address to the BCC field when you send any email. That's it. The customer's email address is automatically captured, and a review request is sent.

How it works:

1. Compose your normal email to a customer

2. Add your unique trigger address to BCC

3. Send your email as usual

4. Review request is automatically sent to your customer

Best for:

• Gmail, Outlook, Apple Mail users

• Service businesses emailing clients directly

• Teams who want the simplest possible setup

Method 2: Code Snippet (Most Powerful)

Perfect for: Email templates, CRM automations, high-volume senders

Add a small, invisible code snippet to your email templates. This method captures not just the email, but also the customer's name and phone number - enabling both email AND SMS review requests.

How it works:

1. Add a tiny code snippet to your email template

2. Use merge fields to automatically fill in customer details

3. Every email sent from that template triggers a review request

4. Optionally send SMS follow-ups for better response rates

Best for:

• CRM and marketing automation platforms

• Invoice and booking confirmation emails

• High-volume businesses wanting maximum data capture

• Teams who want SMS + email review requests

Key Benefits

For Your Agency

Increase Client Retention Clients who see a steady stream of reviews are happy clients. This feature makes review collection effortless, meaning better results and longer contracts.

Differentiate Your Service Offer something competitors can't - seamless integration with any platform your clients already use. No more "you need to use our specific tools" conversations.

Reduce Support Requests No more manually importing contacts or troubleshooting complex integrations. Set it once, and it works forever.

Scale Effortlessly Whether your client sends 10 emails a day or 10,000, the system handles it automatically.

For Your Clients

No Learning Curve They keep using the tools they already know. No new software, no training, no behaviour change required.

Never Miss a Review Opportunity Every customer interaction becomes a potential review. No more "we forgot to ask" situations.

Better Response Rates Review requests that arrive close to the customer experience get better response rates. This automation ensures perfect timing.

SMS + Email for Maximum Impact With the code snippet method, send both email and SMS review requests - dramatically increasing response rates.

How to Set It Up

Step 1: Access the Feature

1. Log into your dashboard

2. Click Customer in the sidebar

3. Navigate to Connect > Automations

4. Select Email-Triggered Invitations

5. Click Set Up

Step 2: Follow the Setup Wizard

The guided wizard walks you through everything:

1. Choose Your Campaign - Select which review campaign should receive the contacts

2. Select Your Method - BCC Trigger or Code Snippet

3. Get Your Unique Address/Code - Copy it to use in your emails

4. Test It - Send a test email to confirm everything works

Step 3: Add to Your Emails

For BCC Method:

• Add your unique trigger address to the BCC field

• That's it - you're done!

For Code Snippet Method:

• Add the snippet to your email template

• Replace the placeholder values with your platform's merge fields

• Save your template

Real-World Examples

Example 1: The Accountant

Sarah runs a small accounting firm. After completing a tax return, she sends a thank-you email to her clients. Now, she simply adds her trigger address to BCC. Every thank-you email automatically triggers a review request. In 3 months, her Google reviews went from 12 to 47.

Example 2: The Home Services Company

Mike's plumbing company uses ServiceTitan for invoicing. His admin adds the code snippet to their invoice email template. Now, every completed job automatically generates a review request - including the customer's name and phone number for SMS follow-up. Review volume increased 340%.

Example 3: The Marketing Agency

A digital marketing agency manages 50 clients, each using different CRMs and tools. Instead of building custom integrations for each, they train clients to add a BCC address or snippet to their existing workflows. Setup time dropped from hours to minutes per client.

Example 4: The E-commerce Store

An online retailer adds the code snippet to their Klaviyo post-purchase email flow. Every order confirmation now includes an invisible trigger. Reviews are collected automatically, and customer names are captured for personalised follow-up.

Frequently Asked Questions

Q: Will customers see the trigger address or code? No. The BCC address is never visible to recipients. The code snippet is completely invisible - it renders as hidden text that customers never see.

Q: What if I send emails to multiple recipients? Each recipient in the To: field will receive a review request (when using BCC method). With the code snippet method, you control exactly which customer details are captured.

Q: Can I use this with my existing campaigns? Yes! Email-Triggered Invitations connects to your existing review campaigns. You choose which campaign each trigger is connected to.

Q: What happens if the same customer is emailed twice? The system handles duplicates intelligently, respecting your campaign's settings for contact frequency.

Q: Is there a limit to how many emails I can process? No artificial limits. The system scales with your needs.

Q: Do I need technical knowledge to set this up? Not at all. The setup wizard guides you through everything in plain English. Most users are up and running in under 5 minutes.

Getting Started Today

Email-Triggered Invitations is available now. To activate:

1. Go to Customer > Connect > Automations

2. Click Email-Triggered Invitations

3. Click Set Up and follow the wizard

Start turning every customer email into a review opportunity - automatically.

What’s New

We’ve introduced the Smart Plan Setup Wizard. It helps you create clean, professional pricing plans in under 60 seconds, without second-guessing your limits or copying competitors.

Why This Matters

Setting up pricing plans used to be frustrating. You’d stare at dozens of settings, wonder how many emails or SMS credits made sense, and hope you weren’t underpricing or overpromising. Many agencies either spent hours tweaking things or just mirrored another tool’s pricing without really knowing if it fit their business.

The Smart Plan Setup Wizard removes that uncertainty.

How It Works

You start by selecting your industry from over 100 options, such as restaurants, dental clinics, real estate, or contractors. If you’d rather not choose one, you can skip this step and use smart defaults.

From there, we handle the calculations. Using real industry data, the wizard recommends sensible limits for email credits, SMS credits, locations, team members, and features.

Finally, you review everything in one place. You’ll see clearly defined Starter, Professional, and Enterprise plans and can create all three instantly with a single click.

What You Get

You’ll end up with three ready-to-use plans:

Starter is designed for small businesses just getting started and includes 250 emails, 50 SMS credits, and one location.

Professional is the recommended option for most customers, with 1,000 emails, 200 SMS credits, and three locations.

Enterprise is built for high-volume businesses and includes 5,000 emails, 1,000 SMS credits, and up to ten locations.

Each plan also includes a built-in 14-day trial, industry-appropriate feature settings, clear feature lists your customers can easily understand, and sensible limits that protect your margins while still delivering real value.

Where to Find It

If you’re a new agency, the wizard will appear automatically the first time you try to create a customer.

If you’re an existing agency, you’ll find a new “Smart Setup” button on your Custom Plans page.

The Bottom Line

Stop overthinking pricing. In the time it took to read this update, you could already have three professional plans ready to sell.