Help Center

Overview

The Review Request action is a powerful tool for gathering customer feedback. You can use it within a workflow to automatically send a request for a review to a contact after a specific event occurs, such as completing a service or making a purchase. This action can be configured to send requests via different channels, including email.

Configuring the Action

To add a Review Request action to your workflow, drag and drop it into the desired position on your workflow canvas. A configuration panel will open where you can set up the details.

Action Name

This is an internal label for the action within your workflow. By default, it is set to "Send Review Request", but you can rename it to something more specific for your use case.

Review Type

This is a mandatory field where you select the communication channel for the request. From the dropdown menu, you can choose an option like "E-mail". The available options may vary based on your system's configuration.

Message Content

The actual content of the review request message is not configured directly in this action. Instead, you must set it up in your CRM's Reputation Settings. Within the action configuration, click the provided "Reputation Settings" link. This will navigate you to a separate area where you can create and customize the message template, including the review link, branding, and call-to-action.

Example Use Case

Here is a common way to implement this action:

Trigger: Set your workflow to start when a contact's status changes to "Appointment Completed".
Action: Add a Review Request action with the following setup:
- Action Name: "Request Service Feedback"
- Review Type: "E-mail"
Setup: Before activating the workflow, ensure you have configured a professional email template in your Reputation Settings. A good template might include a thank you message, a brief request for their honest opinion, and a clear button or link directing them to your preferred review platform.