In order to automate your review invitations, we first need to receive the Customer Created or Order Created events via one of our integrations - Zapier, API or BCC email. You can confirm that the event is successfully processed on our side by checking your Customers page, where you should see the given customer with an associated order created.

The next step is to create a Trigger, which can be found from the Review Invitations -> Triggers menu item. The trigger is what sends out the review invitation with your given criteria once we receive the event. Click New Trigger to start setting this up - these are the steps:

1. Select your trigger event

This will depend on the event you're sending to us via the integration - either Customer Created or Order Created.

2. Setup the review invitation

You now have the option to set a Delay and Throttling:

Delay: The number of hours after which you wish to send your review invitation after the event creation

Throttling: Prevent sending out multiple review invitations within a given time period (in hours) should we receive multiple events

Next, you need to select which channel to use to send out your review invitations - email, SMS or Facebook Messenger. For email as an example, you can set one or more subject lines and templates to use, which will run them in parallel. As an example, if you set two templates, 50% of your customers will receive one and 50% the other. This is a great way to A/B test which template is generating the best result.

For more information about this, consult our documentation for your selected channel.

3. Setup the review invitation reminder(s) (optional)

Next, you can optionally setup review invitation reminder(s) to be sent a given amount of hours after the previous contact, also with given a template(s) and subject line(s).

Once you're ready to save your Trigger, click Create, which will start scheduling review invitations when we receive the given trigger event.
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