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How to Send Review Requests via WhatsApp in Stack

Engaging with your customers through WhatsApp is a fantastic way to gather valuable feedback. This guide will help you set up and send review requests directly from your Stack account.

Table of Contents​

  1. Set Up WhatsApp Integration
  2. Customize Your Review Request Message
  3. Sending Review Requests
  4. Best Practices for Sending WhatsApp Review Requests

Set Up WhatsApp Integration​

Before sending review requests, make sure WhatsApp is integrated into your account:

  1. Navigate to Settings > WhatsApp.
  2. Subscribe to WhatsApp if you haven’t already.
  3. Follow the instructions to authenticate and link your WhatsApp Business number.
  4. Test the integration to ensure messages can be sent successfully.

Customize Your Review Request Message​

  1. Go to the WhatsApp Review Request section in your dashboard.
  2. Customize your message:
    • Include your business name.
    • Add a friendly call-to-action, like "We'd love your feedback!"
    • Attach the review link for your desired platform (e.g., Google or Facebook).
  3. Save the template for future use.

Sending Review Requests​

Single Review Request​

  1. Navigate to the Reviews section in your dashboard.
  2. Click on Send Review Request and choose WhatsApp as the channel.
  3. Select the customer you want to send the request to.
  4. Choose your customized template, review it, and click Send.

Bulk Review Requests​

  1. In the Reviews section, upload a CSV file with customer details (name and WhatsApp number).
  2. Map the fields correctly (e.g., Name → Customer Name, Phone → WhatsApp Number).
  3. Select Send Bulk Review Requests and choose WhatsApp as the channel.
  4. Review the preview and confirm the message.

Workflow Review Requests​

Automate the process using workflows to trigger review requests based on specific events or actions:

  1. Go to the Workflows section in your dashboard and create a new workflow or edit an existing one.
  2. Add a trigger event, such as after completing a purchase.
  3. Add the "Send Review Request" action and select Send Review Request via WhatsApp.
  4. Choose or create a template, personalizing it with dynamic placeholders like {Customer Name} or {Order ID}.
  5. Save and activate the workflow. Review requests will now be sent automatically whenever the trigger conditions are met.

Best Practices for Sending WhatsApp Review Requests​

  • Personalize Messages: Address customers by name to increase response rates.
  • Timing is Key: Send requests soon after a positive interaction.
  • Stay Compliant: Ensure you have customer consent before sending WhatsApp messages.

By following these steps, you can effectively use WhatsApp to gather reviews and enhance customer engagement.