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.