There are multiple ways to send review requests through TrueReview.
Send a single review request
To quickly send a review request, go to your Dashboard and click the "Create Request" button.
Add the customer's name, phone number or email address and click "Send Now"
You can add an optional "Note" that is only visible to you, as well as any custom attributes you've created for your messages.
There can only be 1 phone number and 1 email address in the input fields at a time. Do not add more than 1 phone number or email address.
To schedule the request to go out at a later time, click schedule button and select one of the options provided. Requests can be scheduled 6 days into the future.
Click "Schedule Send" to schedule your request for the selected time. You can find your scheduled requests from your Contacts page, under the Scheduled tab.
Send or schedule multiple review requests at once
Bulk review requests can be sent by going to your Contacts page, adding contacts individually by clicking the plus icon, or importing a CSV file.
Note: Send bulk review requests responsibly. While it may be tempting to send requests to hundreds of past customers at once, doing so can trigger Google’s algorithm to flag these reviews as potentially inauthentic. Ensure your review requests align with the normal traffic and activity of your business.
Add contacts manually from the contacts page
Click the plus icon to add a contact individually.
Enter customer's details and click Add
You may also import a CSV list of customers by clicking the Import CSV button.
With contacts added or imported, select all or the ones that you'd like to send a review request to, and click "Create Request" at the bottom.
Select Contact Type & Campaign
By default, whichever contact type is selected from your Settings page will be used as the pre-selected option when sending review requests.
Campaigns that are marked as "Default" will be used as the pre-selected campaign when sending review requests.
To use a campaign that is not set as the default, select it from the campaign dropdown.
Schedule Bulk Requests
To send requests in bulk, click the Schedule button.
Choose from two options to schedule your review requests:
Send at a specific time: Schedule all selected requests to be sent at a specific date and time.
Pace over days: Spread your requests over a set number of days or specify how many requests to send each day.
Send at a time:
Select from pre-set times, or choose a custom date and time to send requests in bulk.
Pace over days
Spread large number of requests over several days.
Choose how to pace by selecting either the number of requests to send per day, or select how many days to dsitrbute the selected requests.
Select the number of days to spread the requests.
Choose when to start the pacing:
Select what hours to spread the requests within:
Once scheduled, you can find the contacts in the Scheduled tab.
To make changes, select the contacts, and use the navigation bar to Cancel, Reschedule or Send the requests right away.
To cancel all requests, you don't have to select individual or all requests. You can quickly cancel all scheduled requests by clicking "Cancel All" and confirming.
SMS and email customization guides: