How to Send Email / SMS Review Requests Automatically


Automatically send requests, via email or SMS Requests, to customers added to 

To send requests automatically follow these steps:

1. Log in to your account.

2. If you have multiple locations, select the location that you would like to send requests automatically for.

3. To confirm the Communication Mode for the location is set to send automatically go to Customer Activity and view Sent Automatically under Request Mode or click the down arrow to select Automatically.

4. After selecting Automatically, you will need to set a limit for the number of requests that can be sent daily. This is done to help prevent being flagged as review spam by sites like Google or Facebook. Select a daily limit that closely matches the daily customer volume for the location.
5. Add a customer or import a customer list.

Note, if a customer has both a mobile number and email address the Communication Preference must be set to SMS for them to receive a SMS Request.

6. Customers added are batched and assigned to a cron schedule, and requests are sent automatically.

Tip:  You can also send SMS text reviews manually. (read here)


  • Automate your review collection process
  • Reduce bad reviews.
  • Win more clients