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Admin: Podium

Connect Podium and choose how review requests go out.

The Podium page is where you connect Podium to Trakwell and choose how review requests are sent to customers. To open it, go to Admin and click Podium in the sidebar.

In this article

 

Before you start

A few things need to be in place before Podium works with Trakwell:

  • Podium has to map your store locations to Trakwell. Reach out to your Podium Customer Success Manager and include support@trakwell.ai.
  • Each salesperson needs an email address in Trakwell that matches their Podium account email.

👉 Podium Integration Guide for Trakwell (https://help.trakwell.ai/knowledge-base/podium-integration-guide-for-trakwell)

 

Connect to Podium

  1. Click Connect to Podium.
  2. Sign in with a Podium user who has access to all your store locations.

The status in the top right of the Connection section shows whether you’re connected.

📝 Note: If the first connection was made with a user who doesn’t have access to all your locations, click Connect to Podium again and sign in with a user who does.

 

Feedback Rules

Setting What it does
Podium Enabled Turns Podium on or off
Send Text Requests Sends review requests by text
Send Email Requests Sends review requests by email
Request Feedback on Potential Sales Sends requests to Potential Sale customers
Request Feedback on Sales Sends requests to Sale customers
Send Requests Automatic: the request goes out when the Sale or Potential Sale is submitted. Manual: a Podium icon shows on the photo, and the salesperson clicks it to send.

📝 Note: If both text and email are turned on and the customer has a phone number and an email, the request is sent by text.

These settings also show in Company Settings > Integrations. Changing them in one place changes both.

 

Stores

The Stores table lists each of your stores and its Podium details. Once Podium is connected and synced, the store info fills in on its own.

For each store you want to use Podium:

  1. Make sure the Podium Store UID is filled in.
  2. Turn on Enabled.
  3. Click Save.

💡 Tip: You can also turn on Podium for a single store from that store’s settings.

👉 Admin: Stores and Store Hours (#)

If store info doesn’t fill in, or you need help with Sync Users or Match Locations, contact our support team.

 

Still have questions? Call or text us at 833-503-9934, email support@trakwell.ai, or submit a ticket.