Sending review reminders with automation
Review reminders make it easier to collect feedback from happy clients. Once your automation is set up, clients can receive a message asking them to leave a review without you needing to chase them manually.
Why send review reminders?
Getting reviews helps you:
- Build trust with new clients.
- Grow your business faster.
- Show your great work to the world.
Step 1: Open automation
From your dashboard:
- Click Automation from the menu on the left.
- Click + Create Workflow.
- Choose Start From Scratch.
- Give your workflow a simple name, such as Review Request.
- Click Save.
Now you are ready to build your review reminder automation.
Step 2: Add the trigger
The trigger tells the automation when it should start.
- Click Add Trigger.
- Choose Appointment Status or Order Completed, depending on your setup.
- Set it to trigger after the appointment is complete.
Step 3: Add a wait time
Adding a short wait gives the client time to experience the service before receiving the review request.
- Click Add Action.
- Choose Wait.
- Set it to wait 1 day after the appointment.
Step 4: Add the review request message
Next, add the message you want the client to receive.
- Click Add Action again.
- Choose Send SMS or Send Email.
- Write your review request message.
Hi [First Name], hope you loved your experience. Would you mind leaving us a quick review? It really helps. Here is the link: [Insert Your Review Link]. Thank you!
Step 5: Save and publish
Once you are happy with the message, click Save.
Then click Publish to make the workflow live.
Your review request messages can now be sent automatically after appointments.
Quick tips
- Personalise your message by using the client’s first name.
- Keep the message short and kind.
- Make it easy for the client to click and leave a review.
- Use your Google, Facebook or website review link.
- Make sure the review link is a direct link.