Rallio and Revv

One of the hardest challenges with staying engaged as a brand on social media is generating content. Rallio simplifies social media management by integrating with serviceminder, allowing you to quickly upload and share photos of your work from Lightbox for easy editing and promotion, making it faster and easier to showcase your business.

Don't Have Rallio? Visit rallio.com and request a demo!

Setting Up Your Integration

1. Create a Rallio account.
2. Email support@rallio.com and tell them you want to add serviceminder.com to your account
3. Once confirmed, go to Control Panel > Integrations and enter your Rallio login email.

Using Rallio

Photos don't automatically sync to Rallio, so you don't have to worry about photos uploading that shouldn't. You select which photos you'd like to upload.

After uploading photos to serviceminder (i.e., to a contact, proposal, appointment, etc), you can view those in Lightbox and upload them to Rallio.

Contact details page > Additional Details section > Pictures tab
Click the magnifying glass on your photo to open it in Lightbox.
Or use the Lightbox link to view all photos.

Click Upload on any photos you'd like to push into Rallio. Now they're available for quick editing and sharing!

Revv

If your brand also uses Revv, which is the survey feature of Rallio then there is an easy way to integrate that into your serviceminder account and have specific triggers for when the survey sends. 

At the brand-level, you need to turn on and connect Rallio. There are additional fields for Revv that need to be filled out. 

A brand admin needs to go to Dashboard > Tools tab > Configuration and fill out the below fields. You can find this in the Integrations section of the page.  Both the Revv API Token and the Revv Client ID can be found in your Rallio account. 

Then a brand admin or the franchisee can go to Control Panel > Integrations > Marketing tab. You need to fill out the Rallio section (if not filled out already) then the Revv section. The Revv portion fields only appear if the brand has set up the Revv connection. 

You will need to choose between the Send Survey triggers provided.

After completing this step. The brand needs to test and be sure things are flowing as they should.