Customer reviews are one of the most powerful tools for building trust, improving online visibility, and driving conversions. By sending review requests, you encourage clients to share their experiences—strengthening your reputation and boosting credibility with potential customers.
This guide covers all the ways to send review requests, both manually and automatically, within The Pediatric Experience.
Pre-Requisites Before Sending Review Requests
Before you begin, make sure these are set up:
Google Business Profile (GBP) Integration – Required to send review requests to your Google page.
Review Requests Enabled – Confirm this setting is turned on in your account.
Ways to Send Review Requests
1. Quick Actions (Manual)
Send requests directly from your dashboard in just a few clicks.
Steps:
Navigate to Quick Actions in your dashboard.
Select Send Review Request.
The logged-in user will appear as the sender.
Pro Tip: If you want the request to come from the assigned user, use an automated workflow instead.
2. Workflow Action (Automated)
Automate review requests to save time and ensure consistency.
Steps:
Go to Automation > Workflows.
Create a new workflow.
Add the Send Review Request action.
Choose your channel: SMS, Email, or WhatsApp.
This is ideal for scaling your reputation strategy and ensures requests are always sent on behalf of the assigned user.
3. Reputation Tab (Manual)
Send and track review requests directly from the Reputation dashboard.
Steps:
Navigate to Reputation > Requests.
Select Send Review Request for a specific client.
Monitor all requests and their statuses here.
Understanding Review Request Statuses
Each review request is tracked with a status:
Queued – Waiting to be processed.
Sent – Successfully sent.
Delivered – Confirmed delivery (via SMS/email provider).
Failed – Could not be delivered (e.g., invalid number/email).
⚠️ If using a third-party SMTP, make sure you’re logged in with the email tied to that integration.
Multi-Channel Review Requests
You can send review requests via SMS, Email, or WhatsApp—individually or simultaneously.
Benefits:
Higher Engagement – Reach clients on their preferred channel.
Personalized Messaging – Customize tone for each medium.
Real-Time Insights – Track delivery, opens, and clicks.
AI-Powered Review Summaries
Once reviews start coming in, you can instantly analyze them using Reviews AI:
Go to the Reviews tab.
Select a timeframe and review sources.
Generate instant summaries of customer sentiment across Google, Facebook, and other platforms.
FAQs
Q: How often should I send review requests?
Send requests immediately after service or an appointment—when the experience is fresh.
Q: Can I send requests via both email and SMS?
Yes. You can send through one or both manually, or configure workflows for multi-channel delivery.
Q: What if a review request fails?
Check the client’s contact details and verify the chosen channel is active.
Q: How do I know if a request was successful?
Statuses (Sent, Delivered, or Failed) appear in Reputation > Requests.
Q: Can I customize review request messages?
Yes. SMS and email templates can be branded and personalized with smart fields like {{contact.first_name}}.
Q: Can I send review requests across multiple channels at once?
Yes—send via SMS, Email, and WhatsApp either individually or together.
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