Designing Review Request Emails from the Template Library

Review request emails ask customers to leave feedback after a visit or purchase. You can build one from scratch or start from a ready-made design in the template library.

Turn on email requests

1. Go to Reputation > Settings and open Email Requests.
2. Switch the toggle on.
3. Decide when the first request goes out, such as one hour after check-in.
4. Set how often to follow up and the maximum number of retries.

Create a template

Click Create New and choose one of two paths:

• Create New Template: a blank canvas in the drag-and-drop builder. Add text, images, buttons, logo, social icons and dividers, and include your Review Link so people can respond easily. Click Save.
• Import from Template Library: browse professionally designed layouts grouped by categories such as business coaching, financial and creative. Pick one, swap in your wording and branding, and save.

Managing templates

Saved templates appear in the Email Requests dashboard. Use the three dots beside each template to:

• Preview & Edit Details such as subject line or sender name.
• Edit Template in the full builder.
• Clone for a variation.
• Restore a deleted template.
• Delete one you no longer need.

Writing tips

• Keep the message short and personal.
• Use one clear button.
• Thank the customer before asking.
• Mention how much their opinion matters.

Good to know: Start from the library when you need to launch quickly, then customize colors and wording so it feels like your brand.