Overview
Automation Settings controls how invitation messages are sent from the currently selected location. Changes take effect for all new invitations from that point forward. There are three tabs: Email Settings, SMS Settings, and Campaign Links.
What you can do here:
Set the email sender — configure sender name, sending address, and reply-to address
Choose stop conditions — tell GiveMe5 when to stop follow-ups after a customer acts
Set re-invite timing — control how long before a non-responder is automatically re-invited
Configure SMS — register a Sender ID (UK only) or connect your own Twilio account
Pick a campaign link destination — ReviewBridge page or a custom survey
To open, go to Automation and click Automation Settings in the tab bar. Viewer role can't open Automation Settings.
Configure the email sender
On the Email Settings tab:
Sender Name — The name recipients see in their inbox as the sender.
Sender Email — Choose the sending address:
noreply@reviewuz.com — GiveMe5's default address; no reply capability.
Custom username — Type a username; GiveMe5 appends your verified domain (e.g.
@yourbrand.com). Falls back to@reviewuz.comif no domain is verified.
Reply-To Email — Where customer replies land when they hit Reply in their email client.
Set stop conditions
Under Stop Next Automation, choose when follow-ups stop for a customer who has already engaged:
Option | Stops sending when… |
Customer clicked the message | Customer clicked any link in the invitation |
Customer gave an NPS score | Customer submitted an NPS rating |
Customer clicked a review platform | Customer clicked through to a review site |
Set re-invite timing
Trigger Invitation Again — Enter the number of days to wait before automatically re-inviting a customer who didn't respond. Set to 0 to disable re-inviting.
Click Save Changes when done.
Configure SMS
Click the SMS Settings tab.
You can't use SMS Settings on Free or Free Trial plans.
Two sub-tabs are available: Sender ID and Own Twilio.
Agency owner accounts only see Own Twilio.
Sender ID sub-tab
A Sender ID is a text name (up to 11 characters, e.g. AcmeCafe) that appears in place of a phone number. Currently available for UK customers only.
Enter a Sender ID — must contain at least one letter; letters, numbers, underscores, and hyphens only.
The preview on the right shows how it appears in an SMS thread.
Click Register to activate it for this location.
Own Twilio sub-tab
Connect your Twilio account to send SMS from a dedicated number.
Enter your Account SID and Auth Token.
Click Verify & Continue. If valid, a phone number dropdown appears.
Select the number to send from (must be provisioned in your Twilio account).
If the location has sub-locations, toggle Apply settings to sub-locations to use the same number across all of them.
Click Save Changes.
To disconnect, click Disconnect Twilio and confirm. A checkbox lets you disconnect sub-locations at the same time if they share the connection.
Choose a campaign link destination
On the Campaign Links tab, choose where the link inside each invitation takes customers.
ReviewBridge (default) — Customers go to your ReviewBridge page, complete an NPS score, then are routed to leave a public review or submit private feedback. Adjust ReviewBridge settings via Setup → Review Bridge.
Survey — Customers go to a custom survey instead. Select the survey from the dropdown; only Active surveys appear.
Requires a paid plan.
Click Save Changes after selecting.
Frequently asked questions
Who can access Automation Settings?
Manager, Admin, and Owner roles. Viewer role can't access these settings.
Why is the SMS tab unavailable?
SMS Settings require a paid plan. Upgrade via the Plans page.
My custom domain isn't showing in Sender Email — how do I verify a domain?
Domain verification is managed at the account level — contact GiveMe5 support. Until verified, the custom sender option uses @reviewuz.com.
What's the difference between Sender ID and Own Twilio?
Sender ID sends from a text name and is UK-only. Own Twilio sends from a numeric phone number and works in all other supported regions. Agency accounts can only use Own Twilio.
Can I apply Twilio settings to all sub-locations at once?
Yes — after verifying and selecting a phone number, toggle Apply settings to sub-locations before saving. Sender ID is managed per location individually.
Can I use the Survey option on a Free plan?
No — Survey requires a paid plan.
What happens to in-flight invitations when I change the stop condition?
The new condition applies immediately to all invitations going forward, including sequences already in progress.
For information on previewing and managing templates, see Review invitation automation.