How to automate review request in squarespace store

Automate post-purchase review request emails for your Squarespace store. Covers WiserReview connection, email timing, templates, and activation steps.

Automating review requests saves you time and ensures every customer gets a prompt to leave feedback, boosting trust and conversions. Follow this simple guide to set up automated review requests for your Squarespace store using WiserReview.

This guide covers connecting your store, configuring automation triggers, and customizing review request templates.

Step 1: Connect WiserReview with Your Squarespace Store

Connect WiserReview with Your Squarespace Store

How to do it:

1. In your WiserReview dashboard, navigate to Automate under the Collect reviews section on the left.

2. Click the + Create automation button in the top right.

3. In the pop-up, locate Squarespace and click ‘Configure’.

4. Select Login with Squarespace and authorize access to your store.

Squarespace Authorization Flow

Once you click Login with Squarespace, you’ll go through the following steps:

a. Login to Your Squarespace Account

You’ll be redirected to the official Squarespace login screen.
Sign in using your email/password or continue with Google, Apple, or Facebook.

a. Login to Your Squarespace Account

b. Select Your Store to authorize

After login, you’ll see a screen asking you to select the Squarespace site to connect.
Click on your store from the list.

b. Select Your Store to authorize

c. Authorize WiserReview Access

After selecting the site, WiserReview will request access to view order and product data.
Confirm the connection.

Once connected, WiserReview will automatically begin detecting new orders from your Squarespace store.

Step 2: Configure Your Automation Settings

When you change the order status to “completed” in your Squarespace store, the order data is automatically pushed to the WiserReview automation campaign for collecting reviews.

What this step does:

Sets the conditions and timing for sending review requests via email, SMS, or WhatsApp.

1) Set When to Send Review Requests

After connecting, you’ll be taken to the Squarespace automation configuration panel.

Set When to Send Review Requests

Ensure that “Ask for reviews” is toggled ON.
Under ‘Set review triggers’, ensure that ‘Squarespace (Plugin)’ is checked.
Choose when to send the first review request (e.g., 14 days after the order is placed).
Set optional reminders or media fallback attempts as needed.

WiserReview lets you automate review follow-ups for maximum response rates.

2) Collect Reviews via Email or SMS

Allows you to personalize the message and appearance of your review requests to fit your brand voice.

Collect Reviews via Email or SMS

How to do it:

1. Scroll to the Collect reviews via Email & SMS section.

2. Select one or more templates to use:

Multiple product review template
Custom CTA template
Single product review template (optional)

How to do it

Click Edit next to a template to:
- Modify subject lines
- Customize email content
- Add your logo or brand tone
- Use dynamic tags like {customer_name}, {product_name}, {review_link}

Click Send Test Email inside the editor to preview the message

Using personalized templates increases the chances of customers completing reviews.

Enable Additional Channels (Optional)

How to do it

Connect your WhatsApp & SMS channel or tool to send the review request
Add a message template for WhatsApp or SMS in your marketing channel

You must connect with a service provider before sending SMS or WhatsApp messages.

3) Enable Reminder Emails (Optional)

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.

4) Enable Media Follow-Up (Optional)

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 a video testimonial.
Send a test email before saving.

Step 3: 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.

Why This Matters:

Automating your review collection ensures:

Less manual work
Higher response rates
More trust-driving testimonials on autopilot

Whether you’re running an ecommerce brand, coaching business, or service company, reviews help convert visitors into buyers and build long-term trust.

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 Squarespace (Commerce → 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.

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