Building Your Contact List
Another powerful method for sending review requests is through mass campaigns. This allows you to reach many customers at once, making it perfect for regular review collection. First, you need to add your contacts to the system.
Adding Contacts
Head over to the request section and go to contacts. Here, you need to add your contacts. Click on the add contact button to enter each contact's name, last name, email, and phone number individually.
Bulk Contact Import
If you have a large list, you can upload it using a CSV file. Download the example CSV provided and fill it with first names, last names, phone numbers, or emails. You only need either an email or a phone number to add contacts, making the process flexible.
Creating Message Templates
Once you've added your contacts, you can create templates for your review requests. You may want templates for different situations - perhaps one professional template and one more casual template depending on your relationship with customers.
Managing Templates
For instance, you might have already created some templates for SMS and email. By clicking on the preview button, you can view previously created templates to see how they look before sending.
Creating New Templates
To create a new template, click on new template and assign it a name that helps you remember its purpose, such as "professional template" or "casual follow-up". Choose the channel you want to use - email, SMS, or WhatsApp. Then customize the message content to match your brand voice and click create.
Setting Up a Campaign
With templates ready, it's time to send a campaign. Click on campaigns to see your past campaigns listed. To initiate a new campaign, click on new campaign and select a descriptive name based on when you're sending it, like "end of July" if you're sending review requests at the end of that month.
Choosing Campaign Settings
Click next and choose the channel for your review request - for example, SMS. Then select the list of contacts you want to reach out to. You can choose all contacts or just those who haven't yet received a review request.
Smart Contact Filtering
The "not contacted" list is typically what you'll use most often. You might add new contacts weekly and then send review requests at week's end to those who haven't been contacted yet. This prevents bothering customers with duplicate requests.
Selecting Templates and Scheduling
Click next and choose the template for your review request, perhaps the professional one you created earlier. Then decide if you want to send immediately or schedule the campaign for a specific day and time, like Friday at 4 PM.
Campaign Preview and Launch
Click next to see a final preview of your campaign. This shows you the channel being used, the message text, the scheduled date, and the contact list. Review everything carefully to ensure it's correct.
Sending Your Campaign
Finally, click send. Your contacts in the selected list - those who haven't yet received a review request - will get your SMS review request on the scheduled date and time. The system handles everything automatically from there.