When creating a Rating Request, you can select which template you would like to use from the Template dropdown list.

Adding a Template

In addition to the templates we’ve provided, Admins of Hively Premium accounts can create their own Templates as follows:

• Select Rating Request Settings from the main menu.
• Click the Add Rating Request Template button.
• Fill in the form fields and click Submit.

To see what your template will look like, click the Preview button at the bottom of the form at any point in the creation process.

Editing a Template

Admins of Hively Premium accounts can edit their Templates as follows:

• Select Rating Request Settings from the main menu.
• Click the Edit link next to the Template that you would like to edit.
• Fill in the form fields and click Submit.

To remove a template, click the Remove link instead. The predefined templates can’t be edited or removed.

Setting a Template as the default

Admins of Hively Premium accounts can select a default Templates as follows:

• Select Rating Request Settings from the main menu.
• Click the Set Default link next to the Template that you would like to be the default.

The default template will be selected automatically for you when creating new Rating Requests.

• The core fields (‘Please comment’, ‘Your name’ and ‘Your email’) can be set as required or optional.
• Core fields can be removed from the rating page.
• The labels of core fields can be changed.
• Fields can be added to the rating page.
• Sets of custom fields can be added for languages other than English.

Setting core fields as required or optional

If you want to stick to the core fields, but want to make one or more field mandatory for Happy, Satisfied or Unhappy ratings, do the following.

• Select Fields from the main menu under the heading Configuration.
• Click the Edit link next to Standard Fields in the list of field sets.
• For each rating type (Happy, Satisfied and Unahppy) select which fields you would like to be mandatory in order for a rater to leave a rating.
• Click submit.

Adding, removing and modifying the fields on the rating page

In order to make more substantial changes to the fields on the rating page than changing their required status you will need to create a new Field Set and set it as the default, as follows:

• Select Fields from the main menu under the Configuration heading.
• Click the Add Field Set button.
• Set a name for the Field Set such as ‘Custom Fields’ and a language and click Submit. This will create a new Field Set for you containing copies of the three fields in the standard field set.
• Add, remove or modify the fields in the Field Set as needed from this page.
• Click Submit.
• Now, you should see your Field Set in the list. If you want this set to be used by default, click Set As Default next to the Field Set’s name in the list. The View Rating Page button can now be used to see your fields on the rating page.

Including a dropdown list or text box on the rating page

Fields on the rating page can display as either a text field (the default), text box or dropdown list. When adding or editing a field within a Field Set, select the Field Type that you require. If you select ‘dropdown list’, a subsequent field will be shown where you can enter the values that are to be included in the list.
The list’s values should be entered using the pipe character as a separator. E.g. ‘Apples | Oranges | Bananas’. To enter a pipe character on a standard keyboard, hold down [shift] and click the slash (‘\’) key which should be above the [enter] key.

As with all Hively customer feedback, if you receive a WOW you will be instantly notified and have the Hively WOW badge prominently displayed on your leaderboard profile for your team to see. You will also receive +1 point for a WOW, increasing your personal and team customer satisfaction score! So get out there and start WOWing your customers!

• Your website
• Social Pages (Facebook, Twitter, Pinterest pageYour blog)
• Landing pages
• YouTube/Vimeo videos
• Downloadable documents (white papers, coupons)
• Email addresses
• Anything else you can think of!

• Select Thanks Buttons from the main menu under Configuration
• Click Add Thanks Button
• Add a label and URL and select which rating to display the button for
• Click Update

If you need to delete a Thanks button simply click on remove next to the relevant Thanks button.

Also, you can create different Thanks button based on the rating type the customer provided. For example, you might want different button for Happy ratings than you do for Unhappy ratings.

You can create Thanks buttons with labels and links to things like:

• Your website
• Social Pages (Facebook, Twitter, Pinterest, Your blog)
• Landing pages
• YouTube/Vimeo videos
• Downloadable documents (white papers, coupons)
• Email addresses
• Anything else you can think of!

If you’re unable to create a Thanks button in Hively it’s most likely because you are on Hively’s free subscription plan. Creating Thanks buttons is a great reason to sign up for a paid subscription!