How to Set Up Automated Review Requests (Custom Ecommerce)

If you’re not using Shopify, WooCommerce, or PrestaShop, WiserReview lets you set up automation via Custom Ecommerce using webhooks or API triggers.

Follow these steps to create a flexible, platform-agnostic automation flow:

✅ Step 1: Create a New Automation

  • Go to the Automate tab in WiserReview

  • Click Add Automation

  • Select Custom Ecommerce from the list

  • Click Create

⚙️ Step 2: Set Review Triggers 

  • Click Add Source to Trigger Reviews

  • Choose zapier or Webhook under the Integration options.

  • Name your webhook (e.g., “Plan purchase or Course purchase or Product ordered”).

  • Configure and Test Webhook.

 

    • Copy the webhook URL generated

    • From your backend, send a POST request with customer data when they purchased or ordered

     ✅ Example JSON Payload:

{
  "email": "john@example.com",
  "name": "John Doe",
  "productId": "123",
  "productName": "Pro Plan",
  "productImage": "https://example.com/image.jpg",
  "productUrl": "https://example.com/products/pro-plan"
}

  • Once data is sent, do field mapping (match fields like email, name, productId)

  • Close the webhook setup screen

  • Select this webhook as your Data Source in the trigger section

Under “Advanced filter”, choose:

  • All customers and products, or
  • Specific customers or products

If you choose specific, set conditions:

  • Select a type (e.g., Product name)
  • Choose a condition (e.g., Does not contain)
  • Enter the value (e.g., addon)
  • Click Add

📩 Step 3: Collect Reviews via Email or SMS

  • Set the delay (e.g., 14 days after webhook is triggered)

    Use 0 days if you want the email sent instantly when data is received

  • Select one of the available Email templates:

      • Single product review

      • Multiple product review

    • Click Edit to:

      • Update content

      • Add branding

      • Use dynamic tags like {customer_name}, {product_name}, {review_link}

    • Click Send Test Email inside the editor to preview the message

Enable Additional Channels (Optional)

  • Connect your Whatsapp & SMS channel or tool to send the review request

  • Add a message template for WhatsApp or SMS in your marketing channel

 Step 4: Enable Reminder Emails (Optional)

  • Turn on the Reminder toggle

  • Set how many days later the reminder should be sent (e.g., 3 days after the first email)

  • Choose your reminder template and click Edit to customize

  • Test the reminder email using the Send Test Email button

🎥 Step 5: Enable Media Follow-Up (Optional)

  • Turn on the Media follow up toggle.

  • Set delay (e.g., 1 day after review submission).

  • Choose a minimum star rating (e.g., 3 stars) — only customers who rated positively will receive the request.

  • Select or edit your email template for collecting media like video testimonials.

  • Send a test email before saving.

🧪 Step 6: Final Testing and Activation

  • Make sure you’ve tested:

    • First review request email

    • Reminder email (if used)

    • Media follow-up email (if used)

  • After testing, click Save

  • Ensure the automation is set to ON