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Workflow Action: Review Request

Overview​

The Review Request action in Stack allows you to easily send requests to your contacts, inviting them to provide feedback or reviews. You can customize these requests to be sent via different communication channels, such as email or SMS.

Action Name​

Review Request

Action Description​

This action enables you to send a review request to a contact. You have the flexibility to specify the type of review request, such as sending it via email, and to tailor the content of the message through the Reputation Settings.

Action Details​

Fields and Descriptions​

  • Action Name: The default name for this action is "Send Review Request". This field is mandatory.
  • Review Type: Choose the type of review request. Options include "E-mail" and potentially other channels like SMS. This field is mandatory.

How to Configure​

  1. Action Name: Set a name for the action. By default, it is "Send Review Request".
  2. Review Type: Select the type of review request from the dropdown menu. For instance, choose "E-mail" to send the request via email.
  3. Message Configuration: Customize the message content that will be sent with the review request by accessing the "Reputation Settings". This allows you to align the message with your branding and communication style.

Example​

To effectively set up a review request action, consider the following workflow configuration:

  • Trigger: Choose a trigger such as "Appointment Completed".
  • Action: Configure the action with the following settings:
    • Action Name: "Send Review Request".
    • Review Type: "E-mail".
    • Configure the message template in the Reputation Settings to include:
      • A thank you note for the appointment.
      • A request for feedback.
      • A link to the review platform.

By setting up the action in this way, you ensure that your contacts receive timely and relevant requests for feedback, helping you gather valuable customer insights and enhance your business reputation.