This guide covers connecting Shift4Shop, setting the email timing, customising templates, and activating the automation. Automate post-purchase review request emails for your Shift4Shop store.
Step 1: Connect WiserReview to Your Shift4Shop Store
How to Connect
1. Log in to WiserReview.
2. Go to Automate under Collect reviews.
3. Click Add automation. If you already have an automation, click Create automation.
4. Find Shift4Shop and click Configure.
5. Enter your Shift4Shop store URL.
6. Click Login with Shift4Shop.
Authorize WiserReview in Shift4Shop
After clicking Login with Shift4Shop:
1. Sign in to your Shift4Shop account if required.
2. Review the permissions requested by WiserReview.
3. Accept the confirmation checkbox.
4. Click Authorize.
Once connected, WiserReview will start receiving eligible order and product data from your Shift4Shop store.
Step 2: Configure Your Automation Settings
After connecting the store, click Configure on the Shift4Shop automation card.
1. Set When to Send Review Requests
- Turn on Ask for reviews.
- Under Set review triggers, select Shift4Shop.
- Choose how many days WiserReview should wait before sending the first request.
- Add a reminder or media follow-up if needed.
The delay begins after WiserReview receives the eligible order data from Shift4Shop.
2. Configure the Review Request Email
Go to the Collect reviews via Email & SMS section.
Select the template you want to use:
- Multiple product review template
- Custom CTA template
- Single product review template
Click Edit to update the subject, message, branding, and review form.
Use dynamic fields to add customer and product details.
Click Send Test Email to check the message.
3. Enable SMS or WhatsApp Requests (Optional)
- Connect your SMS or WhatsApp service provider.
- Create a message template in the connected platform.
- Select the channel in your WiserReview automation.
You must connect a supported provider before sending requests through SMS or WhatsApp.
4. Enable Reminder Emails (Optional)
- Turn on the Reminder option.
- Choose how many days to wait after the first request.
- Select and customize the reminder template.
- Send a test email before saving.
5. Enable Media Follow-Up (Optional)
Use a media follow-up to ask customers for a photo or video after they submit a review.
- Turn on Media follow-up.
- Set the delay after review submission.
- Choose the minimum star rating required.
- Select and customize the follow-up template.
- Send a test email.
Step 3: Test and Activate the Automation
Before activating the automation, test:
- The first review request
- The reminder email, if enabled
- The media follow-up, if enabled
- Any SMS or WhatsApp messages
Once testing is complete:
- Click Save.
- Confirm that the Shift4Shop automation status shows Active.
- Place a test order and update it to the status used by your trigger.
- Check the WiserReview queue to confirm that the order was received and scheduled.
Your Shift4Shop review request automation is now ready. WiserReview will send requests based on the timing and templates you selected.
Send requests to customers who ordered before you set this up
Automation only covers orders placed after you switch it on. To reach customers from earlier orders, run a one-time campaign from a CSV of those customers.
- Export the orders you want to contact from Shift4Shop (Orders) as a CSV with at least the customer’s email and the product they bought (one row per product).
- In WiserReview, go to Automate → Manual and, under Product review email, click Send bulk review requests.
- Check the email template and click Next, then name the campaign, upload the CSV and map its columns to WiserReview’s fields.
- Leave Exclude already reviewed items on, preview the emails, and click Launch campaign. Requests send right away, one per CSV row.
CSV format, field mapping and a sample file: Send review requests to past customers. One-time campaigns are available on the Starter plan and above.
Frequently asked questions
Will this automation email customers who ordered before I activated it?
No. Automation only schedules requests for orders placed after it is switched on. Use the one-time campaign described above for earlier orders.
Do past-customer requests use my plan quota?
Yes. Each request sent from a one-time campaign counts toward your monthly request quota, the same as an automated request. WiserReview shows the number of orders and the quota they will use before you launch.
Can a customer get two requests for the same product?
Not if Exclude already reviewed items is on for the one-time campaign and product-level skipping is on for the automation. See Review request timing and rules.
More in Collect Reviews
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