Knowledge Center
Product Updates
Here you'll see what's happening with the ClearlyRated product. You will find how-to product documentation and industry benchmarks. If you're looking for something and can't find it (this is a work in progress), please don't hesitate to send us a note at product@clearlyrated.com.
New Features
- ~New~ Amplify Professionals - Personalized profile pages on the ClearlyRated directory designed to build trust & grow your business.
- ~New~ AI Open Ended Feedback Analysis - Automatically analyzes, categorizes, and sorts your open-ended feedback.
- Expansion Survey Question - Uncover expansion and cross-sell opportunities from current customers.
- ClearlyRated for Dynamics - Our newest and most powerful integration with Microsoft Dynamics 365
- ClearlyRated for Avionté - Our integration with a leading CRM/ATS in the staffing & recruiting agency
- Profile Visitor ID & Intent Data - Identify prospective clients viewing your star ratings, testimonials, and 'Best of' awards on your ClearlyRated profile.
- Single Sign On (SSO) - More options to sign into the your ClearlyRated dashboard.
- Multi-Factor Authentication - Enhance your login security with MFA. Click to learn how.
- Emailing Surveys From Your Domain - This resources has templates to frequently asked questions and scenarios you may receive from your survey respondents.
- ClearlyRated for Salesforce - Our new Salesforce integration, available on the Salesforce AppExchange.
- Amplify Recruiters - Amplify Recruiters is a dynamic, customizable tool for recruiting professionals. Recruiter pages help nurture relationships with high-quality talent by highlighting their careers, personalities, specializations, job openings, accolades, and awards.
- API Survey Automation - Automate and streamline the process of sending us your engagement survey contacts from your CRM or ATS.
- Amplify and Amplify Pro - Find resources to add customization to your survey pages including new Amplify Pro referral and review features!
- Employee Surveys - Collect actionable employee feedback to better retain staff, avoid costly churn, and create a more equitable work environment for all of your employees. Click to watch our informational video!
- M&A Pulse Surveys - Ensure the success of your merger with our new Pulse Surveys
- Profile Page Lead Generation - Learn how to set up lead generation within your profile pages.
- Managing Your ClearlyRated Subscription - How to access billing, future subscriptions and past purchases.
- Star Rating Widget - Add the ClearlyRated Star Rating Widget to your website
- SMS - Send surveys via text
- Salesforce Integration - View your ClearlyRated survey responses in Salesforce
- Custom View Response Integration - Allows your website development team to integrate the ClearlyRated dashboard into a variety of web based applications
- Share Shoutouts & Testimonials on Social Media - so much good news is buried in these testimonials and shout outs that we want to help you get out to the world!
ClearlyRated Industry Benchmarks
Product How-To's
- Profile Analytics - find out where to find them what data is available about your ClearlyRated profile page
- Financial Impact Report - how to set up the Financial Impact Report in your Dashboard.
- How to Send a Test Survey - use this to email yourself a preview survey invitation.
- How Are Star Ratings Calculated - how we convert NPS ratings into your star ratings
- Profile Page(s) Q&As - provide answers to potential questions that clients/prospects might have about your firm
- Improve How Your Firm Shows Up In Search Results with ClearlyRated - this guide will help you identify opportunities to improve how your firm shows up in search result.
- Add Star Ratings to your Email Signature - let us walk you through adding our star rating widget to your email signature
- Manage your Segments - learn how to rename, delete, and merge units or tags
- Make sure your survey invites reach inboxes by adding the ClearlyRated server to your email Allowlist.
- ClearlyRated API Documentation - Technical details for your IT team about utilizing our API for survey automation
- Bullhorn Survey Automation Setup Overview - A non-technical resource for understanding how survey automation with Bullhorn works
- Bullhorn Survey Automation Technical Info - A more technical look at our data mapping and setup UI for Bullhorn survey automation
- Bullhorn View Response Integration Setup Info - It's quick and easy!