You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out our tutorial “How to Set up Your System to Capture Reviews” to learn how to set your reviews).
Once you’ve set up your system to capture reviews, continue on to learn how to automate the review request feature. There are two convenient ways to do this by using triggers. You can add someone into a campaign/sequence, or send a one-time email.
Part 1: Triggering a Review Request Campaign. If you plan to use a sequence of events, perhaps multiple emails and SMS communications in the review request series, using a campaign will be a great option. When a contact is given a specific tag, they will be placed into a review request campaign, which contains the link for the review.
Step 1: Set up the campaign.
Step 2: Create the Trigger.
Step 3: Apply the tag to utilize the trigger.
Part 2: Triggering a Review Request Email. If you plan to automate sending one-time requests, using a one-time email trigger will be a convenient option.
Step 1: Create the trigger.
Step 2: Apply the tag to utilize the trigger.
Note: in order for the above triggers to work, they need to be activated before you apply the contact tag. If someone already had the “Review Request” tag prior to you creating either of these triggers, the system wouldn’t retroactively add them into the campaign or send the email.
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