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Automatic Review Requests Guide

Written by Amelia
Updated over 7 months ago

Overview

Automatically collect customer feedback by sending perfectly timed review request emails.

Review Request Metrics

Key Performance Indicators

  • Requests to be Sent: Number of orders with pending review request emails

  • Review Requests Sent: Total number of review request emails dispatched

Review Request Metrics

Interactive Dashboard Features

  • Click on metrics for detailed information

  • View individual order email statuses

  • Apply filters to find specific orders

Dashboard Features

Automatic Review Request Settings

Configuration Options

  • Status: Toggle on/off as needed

  • Email Timing: Customizable between 1-90 days

  • Trigger Options:

    1. Fulfillment

    2. Purchase

    3. Delivered

Review Request Settings

Trigger Options Explained

Fulfillment

  • Sends review request after order processing

  • Triggered when merchant prepares order for shipping

Purchase

  • Sends review request after customer completes purchase

  • Immediate follow-up after payment

Delivered

  • Sends review request after product confirmed as delivered

  • Ensures customer has received and used the product

Example: Setting "15 days after Fulfillment" sends review requests 15 days after each order is fulfilled.

Email Template Customization

Template Types

Email Template Types

Embedded Rating (Recommended)

  • Customers rate products directly in email

  • Compatible only with Gmail

  • Most seamless experience for Gmail users

Pop-out

  • Used for non-Gmail email providers

  • Directs customers to a separate review page

  • Ensures universal review accessibility

Template Examples

Embedded Rating Template:

Embedded Rating Template

Pop-out Template:

Pop-out Template

Follow-up Reminder Emails

Key Features

  • Customizable timing (1-90 days)

  • Targeted to non-responsive customers

  • Independent toggle status

Follow-up Reminder Settings

Photo/Video Reminder

Encourage Visual Content

  • Rating filter options:

    • 4 stars and up

    • 5-star reviews only

    • All reviewers

  • Independent on/off toggle

Photo/Video Reminder Settings

Email Template Personalization

Customize email communications to match your brand voice and style.

Email Template Customization

Exclude Products from Review Requests

Selective Review Request Control

  • Prevent review requests for specific products

Exclude Products

Exclusion Steps

  1. Navigate to "Exclude specific products"

  2. Click "+ Add Product"

  3. Select products to exempt

  4. Save selections

Product Exclusion Process

Parcel Panel Integration

Delivery Status Tracking

  • Automatically identifies delivered orders

  • Optimizes review request timing

  • Improves response rates

Best Practices

  • Personalize email templates

  • Time review requests strategically

  • Use follow-up reminders

  • Encourage visual content

  • Continuously monitor and adjust settings

Support

For any questions or assistance, contact our support team.

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