Reviews
Add an internal note
This guide explains how to add an internal note and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Reviews.
- You know the client, location, review source, or campaign you want to work on.
- You have access to the original review, rating, date, source, response status, or campaign delivery record.
Steps
Choose the right scope
Open Reviews and select the client, location, review source, or campaign you want to work on.
Check the current state
Review the original review, rating, date, source, response status, or campaign delivery record. Keep the current value or status visible before you make a change.
Add an internal note
Add a staff-only note to a review so the team can keep useful context without sending it to the customer.
Review before you finish
Keep the original customer feedback visible while you review a reply or follow-up action.
Confirm the saved or submitted result
The response, note, request, or report is tied to the correct review source and status.
EXPECTED RESULT
What you should see when you finish
- The response, note, request, or report is tied to the correct review source and status.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Reply and campaign options vary by review site, connection, contact permission, and local policy.
The result does not match the source
Return to Reviews, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Add an internal note FAQ
What does “Add an internal note” help me do?
Add a staff-only note to a review so the team can keep useful context without sending it to the customer.
How do I know this task is complete?
The response, note, request, or report is tied to the correct review source and status.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Reply and campaign options vary by review site, connection, contact permission, and local policy.