Sending Review Reminders with Automation
Why Send Review Reminders?
Getting reviews helps you:
- Build trust with new clients.
- Grow your business faster.
- Show your great work to the world!
Automation makes it easy, your clients get a reminder to leave a review without you chasing them.
Where to Set Up Your Review Reminder
- Log into your dashboard.
- Click “Automation” from the left-hand menu.
- Click “+ Create Workflow“.
How to Create Your Review Reminder Automation
- Choose “Start From Scratch“.
- Give your workflow a simple name, like “Review Request“.
- Press “Save“.
Now you’re ready to build it!
Step-by-Step: Create the Automation
1. Add a Trigger:
- Click “Add Trigger“.
- Choose “Appointment Status” (or “Order Completed”, depending on your setup).
- Set it to trigger AFTER the appointment is complete.
2. Add a Wait Time:
- Click “Add Action“.
- Choose “Wait“.
- Set it to wait 1 day after the appointment.
- (This gives the client time to experience the service.)
3. Add the Review Request Message:
- Click “Add Action” again.
- Choose “Send SMS” or “Send Email“.
- Write your message.
- Example SMS:
“Hi [First Name], hope you loved your experience! Would you mind leaving us a quick review? It really helps. Here’s the link: [Insert Your Review Link] Thank you!”
4. Save and Publish!
- Once you’re happy with the message, click Save and then Publish the workflow.
Quick Tips
- Personalise your message by using the client’s first name.
- Keep it short and kind. Make it easy for them to click and leave a review.
- Use your Google, Facebook or website review link. Make sure it’s a direct link.