Getting Started with Reviews Collection Automation
Reviews Collection Automation helps you request reviews from customers automatically after key events like purchases, bookings, or completed services.
Connect your business tools, set your preferences, and let the system handle the entire process — from sending requests to follow-ups.
What Is Reviews Collection Automation?
Reviews Collection Automation is a feature inside Reviews that:
Detects real customer actions (triggers) from your connected tools
Automatically sends review requests via email (SMS coming soon)
Follows up intelligently if the customer doesn’t respond
Stops once the customer shows intent or responds
When activated:
Customers are automatically added to review campaigns
AI generates personalized outreach messages
Messages are sent based on your configured timing and rules
You can track everything in real-time
How It Works
When activated:
A trigger event occurs (payment, booking, job completion, etc.)
The customer is automatically added to a review campaign
A review request is scheduled and sent
Follow-ups are sent if needed
The process stops when the customer responds or shows intent
Supported Triggers & Integrations
Platform | Example Trigger |
Stripe | Payment completed |
Square | Transaction processed |
QuickBooks | Payment received |
Calendly | Appointment booked |
HubSpot | Deal won |
Jobber | Job marked complete |
More integrations are continuously being added.
Campaign Workflow
Contacts move through different stages in the campaign:
Stage | Description |
Queue | Waiting before first message (based on delay) |
Outreach | Messages are being sent |
Reviewed | Customer clicked review link (intent detected) |
Completed | All attempts sent, no interaction |
Stopped | Contact removed or messaging stopped |
Dashboard Overview
The Reviews Collection section shows:
Active campaigns
Contacts in each stage
Message activity (sent, scheduled, completed)
Trigger source details
You can click into any contact to see:
Trigger details
Message history
Scheduled outreach
Settings
Access settings from the Reviews Collection screen.
Outreach Channels
Option | Description |
Currently active | |
SMS | Coming soon |
Sender Selection
Choose who the message appears to come from:
Option | Description |
Business Owner | Personal and high-conversion |
Team Member | Assigned staff member |
Brand | Generic business name |
Collection Delay
Setting | Description |
Delay Time | Time between trigger and first message (e.g., 1 hour, 1 day) |
Outreach Attempts
Setting | Description |
Number of Attempts | Total number of messages sent per contact |
Delay Between Attempts
Setting | Description |
Retry Delay | Time gap between follow-ups |
Re-entry Settings
Setting | Description |
Retry Entry | Allows repeat customers to re-enter campaigns |
Send Window
Setting | Description |
Business Hours | Limits when messages are sent (e.g., Mon–Fri, 8 AM–8 PM) |
AI Messaging
The system automatically generates messages based on:
Your business information
The trigger event (purchase, booking, etc.)
Customer context
Each message:
Feels natural and personalized
Adjusts tone across follow-ups
Avoids repetition
Customer Experience
Customers receive a message and are directed to your review collection page.
From there, they can:
Leave a review on platforms like Google or Facebook
Complete the process in a few clicks
This page is fully customizable.
Real-Time Activity
You can monitor:
New contacts entering campaigns
Messages being sent
Follow-ups in progress
Review intent activity
Billing
Item | Cost |
Email Sent | 10 credits |
SMS Sent (Upcoming) | 15 credits |
Credits are deducted only when messages are successfully delivered
No monthly subscription required
Deactivating Reviews Collection Automation
To deactivate:
Go to Reviews → Collect
Disable the automation
Confirm
What Happens After Deactivation
Effect | Details |
Outreach Stops | No new messages are sent |
Existing Messages | Already sent messages remain unaffected |
Campaigns Pause | No new contacts are added |
Billing Stops | No further credits are used |
Frequently Asked Questions
How quickly are review requests sent after a trigger?
Based on your settings. It can be immediate or delayed (e.g., after 1 hour or 1 day).
Can I control how many follow-ups are sent?
Yes, you can define the number of outreach attempts and delay between each.
Can I track if a customer left a review?
We track review intent (clicks), as external platforms do not provide full confirmation.
Can customers enter the campaign multiple times?
By default, no. This can be configurable via re-entry settings.
Do I need to manually send review requests?
No. Once set up, everything runs automatically.
What happens if a message fails to deliver?
You are not charged. Credits are only used for successful deliveries.
Can I remove a contact from a campaign?
Yes, removing a contact will stop all future messages.
Do I need to monitor this daily?
No. It is designed to run automatically in the background.