How to Automate Review Requests for Service Businesses & Digital Products

If you’re a coach, consultant, SaaS founder, or digital product seller, WiserReview helps you automatically collect reviews from your clients or users — after sign-up, session completion, or product delivery.

You can trigger review requests using Zapier or a Webhook from your backend, CRM, booking tool, or course platform.

Step 1: Create a New Automation

  • Go to the Automate tab in WiserReview

  • Click Add Automation

  • Select Service Businesses

  • 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",
}

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

  • Close the webhook setup screen

  • Select this webhook or Zapier source as the Data Source for your automation.

📩 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

    • Click Edit to:

      • Update content

      • Add branding

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

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

      Select one of the available Email templates:

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.

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