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How to Automate Getting Reviews

Learn how to automate asking customers for reviews using Paige's review request tools, bcc email, webhook/api, and more!

Justin Silverman avatar
Written by Justin Silverman
Updated this week

Paige can automatically ask your happy customers to leave you a review, follow up with the ones who forget, and skip anyone who has already reviewed you so you get more reviews without extra work or annoying your customers. To make that happen, you just need to (1) connect a sender account (email, SMS, or anything else!) and (2) tell Paige who your customers are (their email and/or phone number) when you want them to be asked for a review.

Introduction

In this guide, we’ll show you:

  • How to enroll customers in an automated review request campaign.

  • How to automatically ask customers for reviews through email, SMS (text message), WhatsApp, or any other method.

If you prefer the "integration-free" way to ask for reviews, you have three options:

  1. Grab your Review Request Link from the Reviews tab and either text it to customers when you want a review from your own phone or add it to existing messaging templates in your current customer communication tools.

  2. Download the QR code on the Reviews tab, then print it, and ask customers to scan it when you want them to leave a review.

  3. Order and NFC card on the Reviews tab and ask customers to tap their phone against it when you want them to leave a review.

By the end of this article, you’ll have Paige fully set up to collect more reviews for you on autopilot. First things first, you need to learn how to add contacts to a review request campaign!

How to Add Customers to a Review Request Campaign

Between Paige's BCC option and Webooks, you have infinite ways to add your customers into a Paige automated review request campaign. The first thing you need to consider is where your customer data lives and what happens within your business, either manually or inside your business management software when you complete a sale.

If you don't use business management software that can integrate with other tools via Zapier, Make, n8n, or webhooks, you'll want to use the BCC option.

How to Use Paige's BCC Email Option To Automate Reviews

The BCC Link for reviews is a special email address that’s unique to your business. When you BCC this address in an email to a customer, Paige will:

  1. Detect the customer’s email address (the one in the “To” field).

  2. Automatically enroll them in your review request campaign.

  3. Send a review request email after your chosen delay.

  4. Send a follow-up, if the customer hasn’t left a review yet.

Example:
Say you’re sending a receipt or invoice after finishing a job — that’s the perfect time to BCC Paige and gently ask for a review!

How to Find and Use Your Magic BCC Link

Here’s what your Magic BCC Link might look like:

rizzys-burgers@giveratings.com

If that looks familiar, it should — it’s just your review request link flipped around!

For example:
Your review link: https://giveratings.com/rizzys-burgers
Your Magic BCC link: rizzys-burgers@giveratings.com

How to use it:

  • When sending an email to a customer, add your Magic BCC link to the BCC field.

  • Paige will automatically take care of the rest! 🎉

You can test this by sending an email to yourself and including the BCC link. Note: the BCC option only supports providing Paige your customer's email addresses, so if you plan on sending SMS requests you'll need to use the webhook option.

How to Use Paige's Webhook To Automate Reviews

If you use software to manage your business, you can easily integrate it with Paige using the webhook option. This allows your business management software (POS, booking tool, accounting software, etc.) to give Paige emails and/or phone numbers to ask for reviews automatically. Almost all reputable business management software support webhooks via automation tools such as Zapier, Make, N8n, etc.

Before you set up your webhook, make sure you have the following:

Item

Where to Find It

Example

Business Slug

This is the part after the slash in your review request URL

If your link is https://giveratings.com/abc-business, your slug is abc-business

API Key

In Paige, go to Settings > Integrations

Copy this key securely – it authorizes your webhook (never share this publicly)

Webhook URL

Use this exactly:

https://www.localmarketingmanager.com/api/review-campaign-setting/enroll-emails-webhook

How to Set Up the Webhook

You can use any tool that supports sending webhooks — Zapier, Make, N8n, or a direct integration. Note: some automation tools don't allow webhooks in their free plans, such as Zapier.

Here’s a general step-by-step walkthrough:

Step 1: Trigger the Automation

Decide when you want to ask for a review. For example:

  • A customer finishes a job in your CRM

  • A new row is added to a Google Sheet

  • A payment is made in your accounting tool

  • A booking is completed in your scheduler

In your automation platform, set this as your Trigger.

Step 2: Add a Webhook Action

Choose a POST webhook request as your next action.

Here’s what to fill in:

  • Webhook URL:
    ​https://www.localmarketingmanager.com/api/review-campaign-setting/enroll-emails-webhook

  • Headers:
    Add a header called x-api-key and set its value to your Paige API key

  • Data (Body): add the following data fields:

    • slug : [enter your slug here]

    • emails : [enter your customer's email address here if you have it]

    • phone : [enter your customers' phone number here if you have it]
      Note: You can provide the phone number in any format and Paige will correctly format it to include the country code based on the country the business is located in E.164 format (country code + area code + phone number, such as +12223334444 for USA).

Example Zapier Configuration Using Webhook

You can use a Zap like this:

Trigger: New Payment in QuickBooks
​Action: Webhooks by Zapier → POST
​Webhook Setup:

  • URL: https://www.localmarketingmanager.com/api/review-campaign-setting/enroll-emails-webhook

  • Headers: x-api-key: YOUR_API_KEY

  • Payload Type: JSON

  • Data:

    • business_slug: Your business slug

    • emails: (select customer email field from trigger)

    • phone: (select phone number field from trigger)


​

Now that you've figured out how to automatically add your customers to review request campaigns, let's talk about how to automatically ask them for reviews. The first thing you need to do here is configure your sender account so Paige knows how it should communicate with your customers.

How to Connect A Sender Account to Automate Asking For Reviews

Paige can automatically ask your customers for reviews, but to do this, you need to give her access to either your email, a client's email address, or connect Paige to any other tools such as Twilio or GHL for SMS, Zapier, Make, or n8n to unlock unlimited other possibilities. If you're on the Automations -> Review Management tab and see a message under Automated Review Request Campaign that says "Message sending settings required" (see image below) it means you have not given Paige a way to communicate with your customers yet. Click Configure, then keep reading this guide to learn more about your options.

How to ask for reviews via email

To use this feature, you must connect a Google inbox — either:

  • A personal Gmail account, or

  • A Google Workspace (business) account

📌 Why? This ensures the highest possible email delivery and open rates.
❌ Shared senders (like no-reply addresses) often land in spam — we don’t use them since we want you to get the most reviews possible.

Want someone else (like a client) to connect their Google inbox?

Click the copy icon next to the connect your Google account button and send them the URL that is pasted to your device's clipboard. This will bring them to a white-label experience that allows them to connect their own Google inbox to your Paige account. Note: once you click this copy button it's important that you don't click it again since it will break the first link you sent out.

How to ask for reviews via SMS (Open Integration)

To use this feature, you must have a phone number that is capable of sending SMS messages via a webhook (can be sourced via Twilio or any other SMS provider) as well as a way to trigger an SMS to be sent from that provider via a webhook, whether natively provided by that SMS provider or via an automation tool such as Twilio, Make, or n8n.

📌 Why? Paige does not offer phone numbers or phone number verification (yet), and many businesses already have SMS platforms, so we don't want to make them buy an additional one just for Paige. Instead, we made Paige compatible with all major SMS providers.
❌ Regulations are strict, and fines are hefty for SMS spam, so we cannot send SMS to all users, as one bad apple can ruin the bunch very easily.


If you want to ask your customers for reviews using WhatsApp or any other type of communication tool, you can configure this using this webhook as well using automation tools.

Example Zapier Configuration Using Webhook

Scenario: You want Paige to trigger Twilio to send a text message to your customer.

Trigger: Webhook - Catch Hook (and pick off a Child Key with value "slug, phone, emails, message)
​Action: Twilio - Send SMS
​Webhook Setup:

  • URL: Zapier provides this URL, which you must enter into Paige under the Sender config screen on the Automation -> Review Management tab.

  • Data provided:

    • emails: this is the email address that will be messaged (optional)

    • phone: this is the phone number that will be messaged in E.164 format (country code + area code + phone number, +12223334444) (optional)

    • message: the message you configured for this step inside Paige. If you wish you write your own message you may ignore Paige's as well.

In the following screenshot, you can see the variables provided in the first step (Catch Hook) appear as options to use in the action step (send SMS via Twilio).

If your messages are being cut off, make sure you've set Send Large Messages (or a similar setting in other tools) to 'Yes' as seen above, otherwise, your message will be cut off at 160 characters.

Note: If you connect both the email and webhook options to Paige, Paige will always default to using the integration when a phone number is available for the person you're asking to leave you a review, or fall back to asking via email if there is no phone number. If you only want Paige to ask via one of those sources, simply disconnect the other one.

How Paige Handles Review Follow-Ups

After the first review request email is sent, Paige keeps an eye on your Google reviews to see if that customer leaves one. Since Google doesn't tell us the reviewer’s email address, Paige uses smart AI matching based on the name.

Example:
If you email jsmith1241@gmail.com and then a review shows up under the name "John Smith" or "James Smith," Paige assumes it’s the same person and won’t send a follow-up.

This process isn’t perfect, but it’s pretty accurate — and customers are usually fine with a second gentle reminder if needed, or they already left one.

How to Customize Your Review Campaign

Go to Automations → Review Management here:
​https://app.localmarketingmanager.com/automations/review-management

From here, you can:

  • Set a delay before the review email is sent

  • Add a follow-up email if no review was left

  • Choose “Never” for the follow-up delay if you don’t want a second email

  • Fully customize your emails — subject line, body, everything!

Tips for Best Results

Tip

Why It Matters

Send messages right after the job is done

It’s when customers are happiest!

Keep your review email friendly and simple

Less is more — make it easy to click and review

Test with your own email and phone number before assuming you're done setting it up

Make sure it’s working before using it live

Use your real Google inbox or phone number to ask for reviews since your customers are more likely to open them and give reviews, or reply.

Better delivery = more reviews, and you need to reply to your customers if they reply to you!

🎉 You’re All Set!

Once everything’s connected, you’ll be asking for reviews on autopilot — no extra work needed! If you need any help setting it up or testing it out, our friendly support team is always happy to help. Just hit the live chat button in your dashboard. 💬

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