Create an Automation to Request Reviews

Create an Automation to Request Reviews

Email automation is an easy way to ask your customers for reviews. The steps below show you how to create a special tag, build an email, and set up an automated journey to send a review request.


Step 1: Set Up the Tag and List

  1. Go to the CRM app and select the Settings tab.
    Screen_Shot_2022-09-08_at_3.39.28_PM.png

  2. Select Tags on the left-hand sidebar, then click Add Tag. Name the tag "Review" and click Save.
    Screen_Shot_2022-09-08_at_3.42.36_PM.png

  3. Navigate to the Lists tab, then click +List to create a new CRM List.
    Screen_Shot_2022-09-08_at_3.44.03_PM.png

  4. Give the list a name (e.g., "Customers") and a description. Under Tags, enter "Review" and click Submit.
    Screen_Shot_2022-09-08_at_4.11.54_PM.png

  5. On the Lists dashboard, find the list you created and click Assign to Email List.
    Screen_Shot_2022-09-08_at_4.17.52_PM.png

  6. Select Create New List & Assign. Choose which email field to use, then click Next.
    Screen_Shot_2022-09-08_at_4.23.18_PM.png

  7. Enter a name for the new Email List (e.g., "Customers") and click Next.


Step 2: Create a Review Request Email

  1. Go to the Email app, then select Email Marketing > Templates at the top of the page.

  2. Choose an existing template or click Create a template to make a new one from scratch. For more information, see our guide on creating or editing email templates.
    Screen_Shot_2022-09-09_at_4.12.29_PM.png

  3. In your email template, create buttons that link to the pages where you want customers to leave a review (e.g., Facebook, Yelp).
    Screen_Shot_2022-09-09_at_4.17.00_PM.png
    In the example below, we added two choices for users to select: A "good" satisfaction selection will direct users to leave a review on Facebook. A "bad" satisfaction selection will lead users to the website's Contact page.
    Screen_Shot_2022-09-09_at_4.11.20_PM.png

  4. Save your email template.


Step 3: Build the Automation Journey

  1. Head to the Automation tab and select Create an automation.
    Screen_Shot_2022-09-09_at_4.21.23_PM.png

  2. In the pop-up, select Custom Journey.
    Screen_Shot_2022-09-09_at_4.27.40_PM.png

  3. Fill in the journey details:

    • Name: Give it a name (e.g., "Review Request").

    • Trigger: Select Subscriber joins the list.

    • List: Choose the email list you created in Step 1.

  4. Click Build Your Journey.

  5. On the automation builder page, click the green (+) button, then select Email.
    Screen_Shot_2022-09-09_at_4.34.00_PM.png

  6. Optional: You can add a Delay step before the email so it sends a set amount of time after a user is added to the list (e.g., 3 days).

  7. On the left-hand sidebar, enter the email details: a Step Name, Subject, and the email address it will be sent from.

  8. Scroll down, click Add email content, and select the template you created in Step 2.
    Screen_Shot_2022-09-09_at_4.38.03_PM.png

  9. Make any final edits. When you're finished, click Preview, then save in the top-right, then Save & return to journey.
    Screen_Shot_2022-09-09_at_4.39.50_PM.png

  10. Click Save at the bottom of the left-hand sidebar, then click Turn on journey.


Step 4: Send the Email

  1. Go back to the CRM app and open the profile of a contact you want to send the email to.

  2. On the left-hand sidebar of their profile, click the space next to Tags and enter "Review."

  3. Click Save Changes to send the email.

    • Related Articles

    • Adding Your Review Request Link to an Email Template

      You can add a button in your email templates that asks readers to leave a review on your Top Rated Local® profile. Here's how you can find the link and add it to your email templates: First: Obtain the link Navigate to the Reputation dashboard, then ...

    • Create and Manage Email Templates

      Templates are the foundation for effective email marketing, ensuring every message you send remains on-brand. They are pre-built email layouts that save you time and effort by providing a ready-made structure with content sections, images, or text. ...

    • Create Email Campaigns

      The Email Campaigns page displays recently drafted and sent campaigns to give you quick insight into the current state of your email marketing. In this guide: What is a campaign? Regular campaign A/B test campaign Create a campaign Step 1: Campaign ...

    • Email Marketing Rules & Regulations / Laws

      Email is one of the most effective marketing channels available today. It’s incredibly quick and easy to get started, and today’s email marketing tools make it simple for marketers of all levels to create a campaign, upload a list and send it out. ...

    • Create an Automation from Existing Contacts

      Often, when setting up email journeys, you are setting up automations that trigger when a new subscriber joins a list. However, if you want to bulk-add your existing CRM Contacts to an automation, then the automation may not fire correctly for ...