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How to Send Review Requests

Progreda Help: Quickly learn how to send effective review requests to boost your business reputation.

Updated over 3 months ago

In today’s digital age, customer reviews play a crucial role in building your business reputation. Positive reviews not only improve your online visibility but also drive conversions and help you establish trust with potential customers. This article will guide you through different methods of sending review requests to clients, both manually and automatically, within Progreda.

Pre-Requisites Before Getting Started with Review Requests

Before sending review requests, ensure the following are in place:

  • GMB Integration: If you wish to send review requests for your Google My Business (GMB) page, make sure your GMB account is integrated with Progreda.

  • Enable Review Requests: Ensure that the option to send review requests is toggled on in the account settings.

Ways to Send Review Requests

There are three primary methods for sending review requests: manually through Quick Actions or Reputation Tab, and automatically via Workflow Actions.

1. Quick Actions (Manual)

Quick Actions are shortcuts that allow you to perform tasks like sending a review request with a few clicks. To send a review request manually:

  • Navigate to the Quick Actions section in your Progreda account.

  • Select the option to send a review request.

  • The person signed into Progreda will be listed as the sender of the message. If you want the review request to come from the assigned user, use the Workflow Action instead.

2. Workflow Action (Automated)

To automate the review request process:

  • Navigate to Automation on the left > Workflows at the top and create a new workflow.

  • Add the "Send Review Request" action within the workflow.

  • Select the preferred channel, WhatsApp, Email, or SMS, to send the request.
    This method allows for seamless automation, sending review requests on behalf of the assigned user when configured correctly.

3. Reputation Tab (Manual)

The Reputation Tab provides an easy way to manually send a review request and track progress. To do so:

  • Go to the Reputation Tab in the Progreda sidebar.

  • Under the "Requests" section, select the option to send a review request to an individual client.

  • You can also monitor the status of all your sent review requests in this section.

What Do the Different Review Request Statuses Mean?

Understanding the different review request statuses is crucial for troubleshooting and ensuring successful delivery. Here are the most common statuses:

  • Queued: The system has received the review request but will send it once the earlier requests in the queue have been processed. A slight delay may occur in sending.

  • Sent: The review request has been successfully sent out.

  • Delivered: The request has been delivered, confirmed by the SMS provider.

  • Failed: The request failed to deliver, possibly due to an invalid contact number or email.
    If you are using a third-party SMTP service, ensure you are logged in with the user email that matches the integrated SMTP email to avoid any issues.

Multi-Channel Review Requests

This feature allows you to request reviews via SMS, Email, or WhatsApp, ensuring you connect with customers through their preferred communication channels.

Benefits:

  • Increased Review Collection: Reach more customers by engaging them through multiple communication channels.

  • Personalized Messages: Tailor your review requests to fit each platform’s style for better customer engagement.

  • Real-Time Tracking: Track delivery, open rates, and clicks for each request channel.

Start collecting reviews effortlessly and optimize your strategy with detailed performance insights.

FAQs

  1. How often should I send review requests to clients?
    It’s ideal to request reviews shortly after a service is completed or a product is delivered, while the experience is still fresh in your client’s mind.

  2. Can I send review requests via both email and SMS?
    Yes, you can choose to send review requests via email or SMS. If you're automating this, you can set up different channels within workflows.

  3. What if a review request fails to deliver?
    If a review request fails to deliver, check the contact details for accuracy, and ensure the communication method (email/SMS) is functional.

  4. How do I know if a review request was successful?
    You can check the status of your review requests in the Reputation Tab. The status will show if the request was sent, delivered, or failed.

  5. Can I customize the message sent with a review request?
    Yes, you can customize the messaging for both SMS and email review requests, ensuring it matches your brand tone and voice.

  6. Q: Can I send review requests through multiple channels at once?

Yes, you can select SMS, Email, and WhatsApp together or individually based on your preference.

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