How to set up Auto-Send for review requests

Auto-Send automatically sends your chosen review request template to newly added contacts after a delay you set. You can base the timing on when a contact was added to your system or on their actual service date.

Setting up Auto-Send automation

1. Enable the Auto-Send feature

Go to Reputation → Auto-Send in the left-hand navigation. Toggle on the Enable Auto-Send switch to activate it for your account.

2. Configure your delay settings

Once enabled, set when Auto-Send should trigger. You can send requests based on either the date the contact was added or the service date, whichever fits your workflow better.

3. Select your review request template

Under Select template, pick which email template Auto-Send will use. Auto-Send sends email only, so text message templates aren't listed. This keeps your messaging consistent across all automated requests.

4. Set your target timing

Pick a Delay amount and a Delay unit: 15 to 59 minutes, 1 to 23 hours, or 1 to 30 days. The default is 15 minutes. Many businesses find 1 to 3 days after the service works well, while customers still remember the experience.

5. Save your configuration

Click Save to activate your settings. Auto-Send will now send review requests to new contacts based on the timing you configured.

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 reaching them before the memory fades.

Monitoring your automation

6. Review automation status

Requests that Auto-Send sends appear on the Send page in the Quick Requests list, and under Settings → History as Quick Requests. Check them to see who was asked and when, so you can tell whether your timing settings are working.

Auto-Send is now active and will email a review request to each newly added contact who has an email address, going forward. Requests go out in the background while you focus on delivering good service.

Tip: Consider different delay periods for different service types. Quick transactions may work better with a 1-day delay, while longer projects might need 3–5 days for customers to fully evaluate their experience.

What's Next?

• Monitor your results: Check Reputation → Dashboard regularly to see how Auto-Send affects your review volume

• Optimize your templates: Head to Reputation → Templates to test different message styles and see what resonates with your customers

• Adjust timing: Fine-tune your delay settings in Reputation → Auto-Send based on response rates and customer feedback

• Set up manual requests: Use Reputation → Send for cases that need immediate attention

Note on current UI: The Auto-Send page currently shows only the Enable Auto-Send toggle and a Save button. The delay and template controls described in steps 2–4 above appear after the toggle is turned on. If you don't see those options, make sure the Enable Auto-Send switch is toggled on before looking for the additional settings.