How to send Review Request via Whatsapp

Sending review requests via WhatsApp is a powerful way to engage with your customers and gather valuable feedback. This guide walks you through the process of setting up and sending review requests directly from your account.

Step 1: Set Up WhatsApp Integration #

Before you can send review requests, ensure WhatsApp is integrated into your account:

1. Navigate to Settings > Whatsapp.
2. Subscribe to WhatsApp if not already subscribed.
3. Follow the instructions to authenticate and link your WhatsApp Business number.
4. Once connected, test the integration to ensure messages can be sent successfully.

Step 2: Customise Your Review Request Message #

1. Go to the WhatsApp Review Request section in your dashboard.
2. Customise the message:
   • Include your business name.
   • Add a friendly call-to-action (e.g., “We’d love your feedback!”).
   • Attach the review link for the desired platform (e.g., Google or Facebook).
3. Save the template for future use.

Step 3: Sending Review Requests #

Single Review Request #

1. Go to the Reviews section in your dashboard.
2. Click on Send Review Request and choose WhatsApp as the channel.
3. Select the customer you want to send the request to.
4. Select your customised template, review it, and click Send.

Bulk Review Requests #

1. In the Reviews section, upload a CSV file with customer details (name and WhatsApp number).
2. Map the fields correctly (e.g., Name → Customer Name, Phone → WhatsApp Number).
3. Select Send Bulk Review Requests and choose WhatsApp as the channel.
4. Review the preview and confirm the message.

WorkFlow Review Request: #

In addition to sending single or bulk review requests, you can automate the process using workflows. This method is ideal for triggering review requests based on specific events or actions.

1. Set Up a Workflow – Go to the Workflows section in your dashboard and create a new workflow or edit an existing one.
2. Add a Trigger Event – Define the event that should trigger the review request. For example – After completing a purchase.
3. Add the “Send Review Request” Action
   Select Send Review Request via WhatsApp as an action in your workflow.
4. Choose or Create a Template
   Pick a pre-approved WhatsApp template and personalize it with dynamic placeholders, such as {Customer Name} or {Order ID}.
5. Activate the Workflow
   Save and activate the workflow. Review requests will now be sent automatically whenever the trigger conditions are met.

Best Practices for Sending WhatsApp Review Requests #

• Personalise Messages: Address customers by name to increase response rates.
• Timing is Key: Send requests soon after a positive interaction.
• Stay Compliant: Ensure you have customer consent before sending WhatsApp messages.