How to send Review Request via Whatsapp

Sending review requests via WhatsApp is a powerful way to engage with your customers and gather valuable feedback. This guide walks you through the process of setting up and sending review requests directly from your account.

TABLE OF CONTENTS

• Step 1: Set Up WhatsApp Integration
• Step 2: Customise Your Review Request Message
• Step 3: Sending Review Requests
  • Single Review Request
  • Bulk Review Requests
• Best Practices for Sending WhatsApp Review Requests
  
  

Step 1: Set Up WhatsApp Integration

Before you can send review requests, ensure WhatsApp is integrated into your account:

1. Navigate to Settings > Whatsapp.
2. Subscribe to WhatsApp if not already subscribed.
3. Follow the instructions to authenticate and link your WhatsApp Business number.
4. Once connected, test the integration to ensure messages can be sent successfully.

Step 2: Customise Your Review Request Message

1. Go to the WhatsApp Review Request section in your dashboard.
2. Customise the message:
   • Include your business name.
   • Add a friendly call-to-action (e.g., "We'd love your feedback!").
   • Attach the review link for the desired platform (e.g., Google or Facebook).
3. Save the template for future use.

Step 3: Sending Review Requests

Single Review Request

1. Go to the Reviews section in your dashboard.
2. Click on Send Review Request and choose WhatsApp as the channel.
3. Select the customer you want to send the request to.
4. Select your customised template, review it, and click Send.

Bulk Review Requests

1. In the Reviews section, upload a CSV file with customer details (name and WhatsApp number).
2. Map the fields correctly (e.g., Name → Customer Name, Phone → WhatsApp Number).
3. Select Send Bulk Review Requests and choose WhatsApp as the channel.
4. Review the preview and confirm the message.

Best Practices for Sending WhatsApp Review Requests

• Personalise Messages: Address customers by name to increase response rates.
• Timing is Key: Send requests soon after a positive interaction.
• Stay Compliant: Ensure you have customer consent before sending WhatsApp messages.