Auto-Send automatically sends your selected review request template to newly added contacts after a customizable delay. This powerful automation ensures no customer slips through the cracks while giving you control over timing—whether based on when they were added to your system or their actual service date.
Enable the Auto-Send feature
Toggle on the "Enable" switch to activate Auto-Send automation for your account.
Configure your delay settings
Click on the delay configuration area to set when Auto-Send should trigger. You can choose to send requests based on either the contact creation date or the service date, giving you flexibility for different business workflows.
Select your review request template
Choose which template Auto-Send will use from your saved templates. This ensures consistent messaging while maintaining your brand voice across all automated requests.
Set your target timing
Specify the exact number of days for the delay. Most businesses find 1-3 days after service completion works best for capturing positive experiences while memories are fresh.
Save your configuration
Click the "Save" button to activate your Auto-Send settings. The system will now automatically send review requests to new contacts based on your configuration.
Tip: Start with a 2-day delay from the service date for most service-based businesses. This gives customers time to experience your service fully while ensuring you reach them before the experience fades from memory.
Review automation status
Check the automation dashboard to see which contacts have been processed and when requests were sent. This helps you track the effectiveness of your timing settings.
Your Auto-Send is now active and will automatically handle review requests for all newly added contacts. The system runs continuously, so you can focus on delivering great service while knowing your review collection is handled seamlessly in the background.
Tip: Consider setting up different delay periods for different types of services. Quick transactions might work better with a 1-day delay, while complex projects might need 3-5 days for customers to fully evaluate their experience.
Monitor your results: Check your Reviews dashboard regularly to see how Auto-Send affects your review volume
Optimize your templates: Test different message styles to see what resonates best with your customers
Adjust timing: Fine-tune your delay settings based on response rates and customer feedback
Set up manual requests: Use the regular Requests feature for special cases that need immediate attention
