Review Request Automation

Build a contact list and send Review invitations to them. Available on Pro and Max Plans.

Contact List

Each Business has a reusable contact list: manual addition, CSV import, opt-in capture **from collected Reviews, or signup via the “Stay informed” block on your public page (see the Review Platforms guide). Consent is timestamped (Law 25 / LCAP / GDPR compliance). The list is reused from Campaign to Campaign. An import CSV has an email column (mandatory) and, optionally, name, phone (with country code) and locale (fr, en or es): the Contact’s language, used as priority for their invitations.

The contact list now has its dedicated page (menu Contacts): list, search, filter by origin, and CSV export with the consent date and origin of each Contact - the file serves as a consent register. Viewing and export are available on all Plans; adding, importing and sending Campaigns remain tied to the Pro Plan.

Create a Campaign in 3 Steps

Creating an invitation Campaign follows a guided wizard:

1. Recipients. You choose the target public funnel (full form, simple form or Review Platforms; the social proof video funnel is only offered on the Max Plan) and you build the send list from three sources that you can combine: select existing Contacts from the Business, enter addresses manually, and 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 you customize the subject, the introductory text and the action button label, with a live preview of the email as the recipient will receive it (the rest of the message remains branded and translated). When the invitation targets the video funnel, the email automatically adopts dedicated text (“Record your Video testimonial”, button “Record my video”). The chosen language applies to the message and to the link: the recipient lands on the funnel in that same language. By default, it is the language of your interface. Exception: a Contact whose language is known (CSV locale column, Contact created by the API, Zapier or Make) receives their invitation in their language, regardless of the Campaign language.
3. Review and send. You verify the summary (number of recipients, funnel, preview, immediate or scheduled send, reminder), then you send.

Each email contains a link to the funnel and a one-click unsubscribe link. The same Contact is never solicited twice by the same Campaign.

Unsubscribe Valid for Entire Account

When a Contact unsubscribes, they are added to an Account-level suppression list: they are then automatically excluded from any send list of all your Businesses, even if their address is reintroduced manually or by CSV.

Detailed Tracking

For each Campaign, you see the funnel - sent, opened, clicked, Reviews obtained and the rates - as well as the named list of recipients with, for each, their status and timestamps (send, open, click, Review). A single automatic reminder 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 later).

Frequently Asked Questions

Q. On which Plan is automation available? A. On Pro and Max Plans.

Q. Can I import my customer list? A. Yes, by CSV import, in the Business’s contact list.

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 the message and to the link: the customer opens the funnel in the same language. By default, it is the language of your interface. If the Contact has a recorded language (CSV locale column, Contact from the API, Zapier or Make), it takes priority for that Contact.

Q. Can I send invitations by 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 are then never solicited again, and this applies to all Businesses on your Account: their address is automatically excluded from future lists, even if it is reimported.

Q. Where do the Contacts I can select in a Campaign come from? A. From the Business’s list: Contacts added manually, imported by CSV, or captured by opt-in from your Reviews. You can combine this selection with new addresses entered or a CSV when creating the Campaign.