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Automatic Review Requests Guide

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
  • 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​

Benefits​

  • 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.