Review Request Automation

Build a contact book and send review invitations to your contacts. Available on Pro and Agency plans.

Contact Book

Each Business has a reusable contact book: manual addition, CSV import, or opt-in capture from collected reviews. Consent is timestamped (GDPR / Law 25 / LCAP compliance). The contact book is reused across campaigns.

Create a Campaign in 3 Steps

Campaign creation follows a guided assistant:

1. Recipients. You choose the target collection funnel (full form, simple form, or platforms; the video testimonial funnel is only available on the Agency plan) and build your send list from three sources that you can combine: select existing contacts from your Business, enter addresses manually, or import a CSV. Duplicates are automatically removed, and unsubscribed contacts are excluded (a counter shows you how many).
2. Message. You choose the invitation language (French, English, or Spanish), then customize the subject, introduction text, and button label, with a live preview of the email as the recipient will see it (the rest of the message remains branded and translated). When the invitation targets the video testimonial funnel, the email automatically adopts dedicated text (“Record your video testimonial”, button “Record my video”). The chosen language applies to both the message and the link: the recipient arrives at the funnel in that same language. By default, it is the language of your interface.
3. Review and Send. You verify the summary (number of recipients, funnel, preview, immediate or scheduled send, follow-up), then send.

Each email contains a link to the funnel and a one-click unsubscribe link. A contact is never solicited twice by the same campaign.

Unsubscription Valid Across the Entire Account

When a contact unsubscribes, they are added to an account-level suppression list: they are then automatically excluded from all send lists of all your Businesses, even if their address is re-entered manually or via CSV.

Detailed Tracking

For each campaign, you see the funnel - sent, opened, clicked, reviews obtained, and conversion rates - as well as the recipient list with, for each, their status and timestamps (send, open, click, review). A single automatic follow-up is configurable (1 to 30 days after the initial send), sent to contacts who have not yet responded.

SMS / WhatsApp Channels

For now, invitations are sent by email only. SMS and WhatsApp channels are not yet available (the architecture is ready to support them in the future).

Frequently Asked Questions

Q. On which plan is automation available? A. On Pro and Agency plans.

Q. Can I import my customer list? A. Yes, via CSV import in the contact book of your Business.

Q. In which language is the invitation sent? A. In the language you choose at the Message step (French, English, or Spanish). This choice applies to both the message and the link: the customer opens the funnel in the same language. By default, it is the language of your interface.

Q. Can I send invitations via SMS or WhatsApp? A. Not yet: only email is available currently.

Q. How does a contact unsubscribe? A. Each email contains a one-click unsubscribe link. They will not be contacted again, and this applies to all Businesses on your Account: their address is automatically excluded from future lists, even if re-imported.

Q. Where do the contacts I can select in a campaign come from? A. From your Business contact book: contacts added manually, imported via CSV, or captured as opt-in from your reviews. You can combine this selection with new addresses entered manually or via CSV when creating the campaign.