In this article, you'll learn how to set up the Send Review Request workflow action and where to customize the layout of the SMS or email.
Step 1: Start or Edit a Workflow
Begin by either creating a new workflow or editing an existing one.
Step 2: Create and Edit the Action
Click the “+” button to add a new Workflow Trigger.
Note: You can set any trigger based on when you want to send the review request to leads.
In the Action List, select Send Review Request by clicking the + icon. You can search for it by name or locate it in the list.
(Optional) Customize the action’s display name in the workflow builder by using the textbox under Action Name.
Note: This will only change how the action appears in the workflow builder and won’t affect functionality or content.
Choose the review type to send: Email or SMS.
Pro Tip: To configure the review message, click the Reputation Settings shortcut.
This will take you to the Reputation Management tab, where you can insert a review link, customize the SMS and email layout, and preview how it appears on mobile, tablet, or laptop.
Once configured, press Save Action in the bottom right corner of the setup menu.
Step 3: Save the Workflow
Click Save in the top right corner to save your workflow.
If you're ready to publish, ensure the toggle switch next to the Save button is set to Publish.
Be sure to test your workflow using the Test Workflow button to ensure everything is functioning correctly.
For a detailed guide on testing workflows, see our article, “Using the Testing Features in Workflows.”
Your workflow is now set up with the Send Review Request action and ready to go.
FAQs: Send Review Request Action
1. What does the Send Review Request action do?
This action sends a review request via email or SMS to contacts, encouraging them to leave feedback or a review.
2. Can I customize the content of the review request?
Yes, you can customize the email and SMS content through the Reputation Settings shortcut, where you can add review links and adjust the layout of the messages.
3. How do I access the Reputation Settings to customize my review request?
Click the Reputation Settings shortcut in the action setup menu, which will take you to the Reputation Management tab for customization.
4. What should I do if the review request does not appear as expected in the preview?
Check your customizations in the Reputation Management tab. Ensure all changes are saved and preview the request on different devices to verify its appearance.
5. Can I use this action without customizing the message?
Yes, you can use the default message settings without customization if preferred.
6. How can I test if the Send Review Request action is working properly?
Use the Test Workflow button to simulate the workflow and verify that the review request is sent as expected via email or SMS.
7. Are there any limitations to the types of reviews I can request?
This action supports general review requests. For specific review types or integrations, ensure that your review platform or settings support those features.