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How to Send Review Requests
Send review requests manually or automatically using BizStackPro. Collect more feedback, improve your reputation, and build trust that boosts conversions.
Asking for Customer Reviews at the Right Time
Many businesses deliver great service but never consistently ask customers for reviews while the experience is still fresh.
BizStackPro makes it possible to send review requests manually or automatically through SMS, email, WhatsApp, and workflow automations.
Without a structured review request system, businesses often miss opportunities to collect positive feedback, improve online reputation, and strengthen trust with future customers.
This guide will walk you through how to send review requests, automate follow-ups, track delivery statuses, and improve review collection consistency.
To begin, review the overview and understand how BizStackPro supports both manual and automated review request workflows.
Overview
Reviews are one of the strongest trust builders in digital marketing. The faster you request feedback after a great experience, the more likely customers are to respond. BizStackPro makes it easy to send review requests manually or automate them for consistent follow-up.
Before you start: Make sure your review sources are connected (for example, Google Business Profile), and that review requests are enabled in your account settings (if required in your setup).
Method 1: Send Review Requests with Quick Actions
Quick Actions let you send a review request manually in a few clicks.
- Open the Quick Actions menu.
- Select Send Review Request.
- Choose your contact and send the request.
Note: Quick Actions usually send “from” the user who is currently logged into BizStackPro. If you need the request to send on behalf of an assigned user, use a Workflow action instead.
Method 2: Automate Review Requests with Workflows
Workflows help you send requests consistently after key moments (appointment completed, invoice paid, pipeline stage changed, etc.).
- Go to Automation → Workflows.
- Create a new workflow (or edit an existing one).
- Add the action: Send Review Request.
- Select the delivery channel(s): SMS, Email, and/or WhatsApp.
- Save and Publish/Activate your workflow.
Team-friendly: When configured, workflow-based review requests can be set up to send on behalf of the assigned user—ideal for sales teams and multi-user accounts.
Method 3: Send Review Requests from the Reputation Tab
The Reputation area is useful for manual sending and tracking because it keeps review request history and statuses in one place.
- Open Reputation.
- Go to the Requests section.
- Select a contact and send the request.
- Use the same screen to monitor statuses for previously sent requests.
Understand Review Request Statuses
- Queued: The request is waiting to be processed.
- Sent: The request was sent from BizStackPro.
- Delivered: The provider confirmed successful delivery (common for SMS).
- Failed: Delivery failed (often due to invalid contact info or configuration issues).
SMTP reminder: If you’re using a custom SMTP provider, make sure the logged-in user’s email matches the SMTP sender email. Mismatches can cause email delivery failures.
Multi-Channel Review Requests
Some customers respond faster on SMS, others prefer email, and some businesses use WhatsApp. Multi-channel requests let you reach people where they’re most likely to respond.
- SMS: Fast, high-response, great immediately after service.
- Email: Better for longer messages, branded formatting, and links.
- WhatsApp: Useful when your audience already communicates there.
Best practice: If you use multi-channel sending, keep the message consistent, short, and clearly ask for a quick review.
Collect more reviews with less effort
Use Quick Actions for one-off requests or automate everything with workflows so you never miss the perfect moment to ask.
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Frequently Asked Questions
How often should I send review requests?
Send them right after service completion or product delivery—while the experience is still fresh.
Can I send review requests via both email and SMS?
Yes. BizStackPro supports SMS, email, and WhatsApp—individually or together using multi-channel options.
What should I do if a review request fails?
Confirm the contact’s phone/email is correct and verify your sending setup. If using custom SMTP, make sure the logged-in user email matches the SMTP sender email.
How can I check whether my review request was delivered?
Use the Reputation tab → Requests section to track statuses such as Queued, Sent, Delivered, or Failed.
Can I customize the review request message?
Yes. You can customize both SMS and email request messages to fit your brand voice.
Can I send review requests through multiple channels at once?
Yes. Multi-channel sending can include SMS, Email, WhatsApp, or a combination to improve response rates.
Turn happy customers into public proof
Review requests are easy to send—and even easier to automate. Use the method that fits your workflow, then track delivery statuses so you can improve results over time.
More reviews. More trust.
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