How to Send Review Requests

In this article, we will cover several ways to send review requests to clients manually and automatically within the CRM. Prompting your clients to provide reviews on your Google My Business Page provides several benefits.

Reasons Why Having as Many Reviews as Possible is Important

A business owner probably knows that reviews help customers get to know more about their service or business. 

Here are some more interesting facts:

1) To increase sales and conversions

If you’re selling a product or service, then it makes sense to have positive reviews from happy customers. They can help convince potential buyers that the product/service will be good for them.

2) To improve SEO

SEO (Search Engine Optimization) is one of the most important aspects of running an online business. Having high-quality content is great, but if your site isn’t optimized for search engines like Google and Bing, then it won’t rank as well in searches.

3) To build trust with visitors

When people visit your website, they want to know that they are dealing with someone who is trustworthy. If you have lots of negative comments on your site, then this could damage your reputation and cause customers to be less likely to buy from you in the future.

4) To provide a better customer experience

If you don’t offer any reviews or ratings for products, then it can make it difficult for potential buyers to find what they need. This will also mean that they may not get the best deal when buying online.


Ways to Send Review Requests

There are three ways to send review requests from within the CRM:

1. Smart Lists - Review requests can be manually sent to the assigned user.
2. Workflow Action - This is an Automated action that sends a review request from within a workflow. If the contact has an assigned user the review request will come from the assigned user.
3. Reputation Management - This is a Manual action by the user.


1. Smart Lists: (Manual)

Review requests can be manually sent to the assigned user.

Please Note:

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When sending a review request, the person who is signed in will be the one listed as the sender of that message.

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If you are looking to send a review request from the contact's assigned user, please use the Workflows action "Send Review Request" to send a request on behalf of the assigned user.



2. Workflow Action: (Automated)

To automate the review request process within a workflow please add the "Send Review Request" action > Select the channel Email/ SMS



3. Reputation Management: (Manual)

In the sidebar, you can head to the "Reputation Management" > "Requests" > To send an individual Review Request Manually and to keep a track of all the review requests that are being sent:



Different Review Request Statuses Mean

Queued: The system will attempt to send the review request immediately when the user creates a review request. If there is a queue of other review requests in front of your request, there may be a slight delay before the request is sent out.

Another possible reason is that the email/SMS request is set up to send after one day:

  • Sent: The system has sent the review request.

  • Delivered: After the system sends the review request, only Twilio confirms the delivery of the SMS sent. Mailgun will not provide delivered status.

  • Failed: When a review request fails to deliver. This can happen for a variety of reasons such as the phone number not being valid.

You can send the review request using the SMTP integration email address if you are using another SMTP integration. Email review requests will be sent using the login email of the user.

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