Getting Reviews (Requests)

Your Goal: Share Your Review Link with All Clients
Your aim is to share your review link with all of your clients. This way, each client lands on your review link page, where they can provide either private feedback or a public review on your integrated platforms. There are multiple ways to accomplish this goal, and we'll explore each method in detail.

The Review Link Page Experience
When customers click your review link, they arrive at a page designed to capture their feedback in the most appropriate way. Whether they have something great to say publicly or concerns to share privately, your review link page handles it all intelligently.

The Simplest Method
The first method to obtain reviews via your link is by manually sending it to your clients. This is perfect for personal, one-on-one interactions where you want to request a review from a specific customer immediately.

How to Share Manually
By clicking the link button, you'll open your review link page. Simply copy the link and manually send it to your clients through whatever communication method you prefer - text message, email, chat apps, or even social media direct messages.

When to Use Manual Sharing
This method works best right after providing excellent service when the experience is fresh in the customer's mind. It's personal, immediate, and perfect for situations where you've had a particularly positive interaction with a customer.

Collecting Reviews In-Person
Another effective option for collecting reviews through the review link is by utilizing the kiosk mode. This transforms a tablet or device in your business into a dedicated review collection station.

Setting Up Kiosk Mode
Click the kiosk button to open the page, and then display it in your local business, perhaps using a tablet. Position it at your checkout counter, reception desk, or anywhere customers naturally pause during their visit.

The QR Code Solution
After a purchase experience, your clients can scan the QR code displayed on the screen to access your review link page and provide either private feedback or a public review. This removes any friction from the review process.

Downloading and Using QR Codes
You can download the QR code via the download button to create custom graphics with it. Use this QR code on receipts, table tents, business cards, signage, or any printed materials. Place it anywhere customers will see it while their experience is still fresh.

Why You Need Contacts
Before sending quick requests or mass campaigns, you need to add your contacts to the system. Contacts are the people who will receive your review requests via SMS, email, or WhatsApp.

Adding Contacts Manually
Head over to the Requests section and go to Contacts. Click on the Add Contact button to enter each contact's name, last name, email, and phone number individually. You only need either an email or a phone number to add a contact.

Bulk Import via CSV
If you have a large list of contacts, you can upload them using a CSV file. Download the example CSV provided and fill it with first names, last names, phone numbers, or emails. This is the fastest way to get all your existing customers into the system at once.

Templates Are Required
Before you can send any quick request or campaign, you must create at least one message template. Templates define the content of the review request your customers will receive. Your review link is automatically included in every template.

How to Create a Template
Go to the Requests section and click on Templates. Click New Template and assign it a descriptive name, such as "Professional Review Request" or "Casual Follow-Up". Choose the channel — Email, SMS, or WhatsApp — then customize the message content to match your brand voice.

WhatsApp Templates Need Approval
If you create a WhatsApp template, it will need to be approved before it can be used. After creation, the template goes under review by WhatsApp. You'll see the template status change to "Approved" once it's ready to use. This process can take from a few minutes to a couple of days.

Managing Your Templates
You can create multiple templates for different situations — perhaps a formal one and a more casual one, or different templates for different channels. Click the Preview button on any template to see exactly how it will look before using it. Note that WhatsApp templates cannot be edited, as they are approved by Meta.

What Are Reminders?
Reminders are optional follow-up messages sent to customers who haven't yet clicked on your review link after the initial request. They help increase your review collection rate by gently nudging customers who may have missed or forgotten about your first message.

Enabling Reminders During Template Creation
Reminders are configured as part of the template creation process. When creating a new template — whether for SMS, Email, or WhatsApp — you'll see an "Enable Reminder (Optional)" step just before finalizing the template. By default, reminders are disabled.

Configuring Your Reminder
Once you enable the reminder option, you'll be asked to set two things: Delay Days — choose how many days after the initial request the reminder should be sent (1 to 7 days), and Reminder Template — select or customize the message that will be sent as the reminder.

Who Receives the Reminder?
The reminder is only sent to customers who have not clicked on the review link in the original request. Customers who have already engaged with your review link will not receive a follow-up, ensuring you don't over-communicate with responsive clients.

Sending Individual Review Requests
Quick requests allow you to send review requests to individual customers quickly and easily. This is perfect for when you want to reach out to specific clients right after a great experience.

How to Send a Quick Request
Navigate to the Requests section and click on Send Now and choose the Quick Request. First, select the channel you want to use — SMS, Email, or WhatsApp.

Adding Contacts and Selecting a Template
Next, add the contact (or contacts) you want to send the request to. You can add one or more recipients at once by clicking the "Add Contact" button. Then, select the template you want to use for the request.

Send It Off
Once you've selected the channel, added your contacts, and chosen a template, click Send. Your customers will receive the review request immediately on their selected channel.

Reaching Many Customers at Once
Mass campaigns allow you to send review requests to a large group of contacts simultaneously. This is perfect for regular review collection — for example, reaching out to all new customers at the end of each week.

Setting Up a Campaign
Go to the Requests section and click on Send Now and choose the Mass Campaign. Give it a descriptive name, such as "End of February" or "Monthly Review Push".

Smart Contact Filtering
Select the channel for your review request (SMS, Email, or WhatsApp). Then choose the contact list you want to reach out to. The "Not Contacted" filter is typically what you'll use most often — it prevents customers from receiving duplicate requests.

Selecting a Template and Scheduling
Choose the template for your review request. Then decide if you want to send immediately or schedule the campaign for a specific day and time — for example, Friday at 4 PM when customers are winding down their week.

Preview and Launch
Review the campaign summary showing the channel, template, scheduled date, and contact list. Once everything looks correct, click Send. The system handles delivery automatically from there.

What is Auto-Send?
Auto-Send is a simple yet powerful automation that sends a selected template to newly added contacts after a preset delay. Unlike traditional campaign scheduling, Auto-Send works on a per-contact basis — each contact receives their review request individually, based on when they were added or their service date.

How It Works
You configure three things: Delay amount and unit — choose how long to wait before sending (e.g., 15 minutes, 2 hours, or 1 day). Trigger date — choose the Added date or the Service date. Template — select which review request template to send.

Enabling Auto-Send
To set up Auto-Send, navigate to the Auto-Send settings page. Toggle the Enable switch to turn on the automation. Then configure your preferred delay amount, delay unit, trigger date, and template. Click Save to activate.

Why Auto-Send is Better
Auto-Send is more effective than scheduled campaigns because each customer receives their request at the optimal time relative to their own experience — not on a fixed schedule. This timeliness leads to higher response rates because the experience is still fresh.

Always in Control
You can enable or disable Auto-Send at any time. You can also change the delay, trigger date, or template whenever you want. The system only sends to newly added contacts, so existing contacts won't be affected by changes to your Auto-Send settings.