Review Automations
Automatically request reviews from clients
# Review Automations
Set up automatic review requests to collect more customer testimonials.
What are Review Automations?
Review automations send review request emails to your clients based on triggers you define, such as:
Creating an Automation
- Name: Descriptive name for this automation
- Trigger: When to send the request
- Delay: Wait time before sending
- Email template: The message to send
Trigger Types
When Invoice is Paid
Perfect for service businesses. The review request is sent after the client pays, when satisfaction is highest.
Days After Invoice Sent
Send X days after sending an invoice, regardless of payment status. Good for follow-up.
Days After Contact Added
Request reviews from new contacts after a set period. Works well for consultations.
Manual Only
Automation is only triggered when you manually activate it.
Email Template Variables
Use these in your email:
Managing Automations
Pause/Resume
Click the pause button to temporarily stop an automation without deleting it.
View Statistics
See how many review requests each automation has sent.
Delete
Remove automations you no longer need.
Availability
Review Automations is available on Grow and Scale plans.