Ask for Reviews Automatically with the Review Request Action

The Review Request action sends a contact a polite request to rate your business, using the message and links configured in your reputation settings.

Fields

• Action Name: defaults to "Send Review Request".
• Review Type: choose how it is sent, such as E-mail or SMS.
• Reputation Settings link: opens the place where you edit the message template and review links.

Set it up

1. Open Reputation settings first and write your request message, with a thank-you line, a short ask and the link to your review site.
2. In Automation > Workflows, pick a trigger such as Appointment Status Changed to Showed or Invoice Paid.
3. Click + and choose Review Request.
4. Choose the Review Type.
5. Click Save Action and publish.

Timing tips

• Add a Wait of a few hours after the visit so the experience is fresh but you are not intrusive.
• Branch with If/Else on a satisfaction answer, and only send happy customers to public review sites.
• Use a Goal Event set to Review Request Clicked to stop reminders once someone clicks.

Example

Trigger: appointment marked Showed. Wait 3 hours. Review Request by text. Wait 2 days. If no click, send one gentle email.

Good to know: One reminder is enough, since repeated review requests tend to annoy customers.