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BizStackPro Help Center · Reputation
Workflow Action: Send Review Request
Automatically ask customers for reviews via SMS or email. Customize layouts in Reputation Settings, insert the right review links, and test everything before you publish.
Building Trust Automatically Instead of Manually Asking Every Customer For Reviews
Customer reviews play an important role in establishing credibility, improving local visibility, and helping prospective customers make informed purchasing decisions. However, consistently requesting reviews can be difficult when handled manually.
BizStackPro's Send Review Request workflow action automatically delivers review requests through email or SMS when key milestones are reached, helping businesses create a more consistent reputation-building process.
Without automated review requests, businesses may miss opportunities to collect customer feedback, generate fewer public reviews, reduce social proof, or rely on inconsistent manual follow-up efforts.
This guide explains how the Send Review Request workflow action works, how review requests can be customized, and how to build more effective reputation management systems inside BizStackPro.
Before automating review requests, it helps to understand how customer milestones, workflow triggers, reputation management, review links, customer feedback processes, and business growth strategies work together inside BizStackPro.
What Send Review Request does
The Send Review Request workflow action sends a review request to a contact by SMS or Email. It’s commonly used after a completed appointment, purchase, or service to encourage feedback and build public trust.
Where the layout comes from: Review request content is managed through your Reputation Settings. You can use the default layout or customize it there.
When to use this action
- After a completed appointment (best time: same day or next morning).
- After a purchase is fulfilled (once the customer has the product/service).
- After onboarding is complete (once the customer sees early value).
- After a support win (resolved ticket / positive interaction).
Timing tip: Add a Wait step so the request goes out after the outcome is delivered, not immediately at payment time.
Step-by-step: Set it up
Step 1: Create (or open) a workflow
Open the Workflow Builder and create a new workflow—or edit an existing one. Choose a trigger that represents a “completed” moment (appointment completed, service delivered, purchase fulfilled, etc.).
Step 2: Add the Send Review Request action
- Add a new action where you want the request to send.
- Select Send Review Request.
- Optionally rename the action so it’s easy to spot in your workflow.
Step 3: Choose SMS or Email
Select the delivery method: SMS or Email. The platform uses the corresponding layout from your Reputation Settings.
Step 4: Customize the request (optional)
If you want to change the wording, button style, or review links, update the templates in Reputation Settings. You can preview the message before using it live.
- Customize SMS copy and length
- Customize email layout and branding
- Insert/verify review links (public review destinations)
Step 5: Test and publish
Use Test Workflow to confirm the request sends correctly, the contact receives it, and the review link goes where you expect. Publish once everything looks right.
Best practices
- Use a “completed” trigger: Ask after the outcome is delivered.
- Keep SMS short: One sentence + one clear link is usually enough.
- Consider segmentation: Send only to satisfied customers (tags, survey scores, or status checks).
- Test before publishing: Verify the delivery method, template, and review links.
Build reviews into your automation
Consistent review requests create compounding social proof—without relying on memory or manual follow-ups.
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Frequently Asked Questions
What does the Send Review Request action do?
It sends a review request via email or SMS to contacts, encouraging them to leave feedback or a public review.
Can I customize the content of the review request?
Yes. You can customize email and SMS layouts, insert review links, and preview messages using Reputation Settings.
Do I have to customize the review message?
No. You can use the default email or SMS message if customization is not required.
How do I test the Send Review Request action?
Use the Test Workflow option to confirm the review request sends correctly before publishing.
Automate reputation building the simple way
Use Send Review Request in the right spot in your workflow (after delivery + a short wait) and you’ll create a steady flow of reviews—without extra admin work.
More reviews. More trust. More conversions.
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