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": "[email protected]",
  "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
Select one of the available Email templates
Click Edit to update content, add branding, and use dynamic tags like {customer_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), and media follow-up email (if used)
After testing, click Save.
Ensure the automation is set to ON.