Sending review requests is the most effective way to generate new reviews. Learn how to configure and automate your review request campaigns.
1. Manual Requests
You can send a review request manually to any contact in your CRM:
- Navigate to the Reputation tab and click on Requests.
- Click the Send Review Request button.
- Select the customer's name and choose whether to send the request via Email or SMS.
- Click Send.
2. Automated Requests
Save time by automating your review requests using Workflows:
- Trigger: Set a trigger based on an action, such as an appointment being completed or a product being purchased.
- Action: Add the "Send Review Request" action to the workflow.
- Timing: Add a delay step (e.g., wait 24 hours) to give the customer time to experience your product or service before asking for a review.
Pro-Tip
Personalize your review request messages! Use custom values like the customer's first name to make the request feel more genuine and increase your conversion rate.