Step 1: Go to Automation Settings.


- Go to Collect Reviews → Automate
- Click Add Automation
- Select WooCommerce and click Configure
You’ll now see a pop-up with 3 setup steps:
- Install the WiserReview Plugin
- Submit Your API Key
- Copy the API key shown in the pop-up.

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- Paste it into the API Key field inside the WiserReview module settings in WooCommerce
- Verify and Finish Setup
- After saving the key in your WooCommerce backend, return to WiserReview
- Close the pop-up and continue to the next step
Step 2: Set When to Send Review Requests
When you change the order status to “completed” in your WooCommerce store, the order data is automatically pushed to the WiserReview automation campaign for collecting reviews.

- Choose how many days after Order status set to “completed” to send the review request.
Example: Send after
7days to give time for delivery - This delay helps ensure the product is received before the review request is sent
Step 3: Collect Reviews via Email or SMS

- Select one of the available Email templates: single product review or multiple product reviews

- Click Edit to update content, add branding, and use dynamic tags like
{customer_name},{product_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)
- 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.
Send requests to customers who ordered before you set this up

Automation only covers orders placed after you switch it on. For earlier orders, the WiserReview plugin can pull them from WooCommerce and hand them to this same campaign.
- In WordPress, open Wiser Review and scroll to Collect Reviews from Past Customers.
- Pick By Duration (Last 7 Days, Last 30 Days, Last 3 Months, Last 6 Months or Last 1 Year) or By Date Range and set a start and end date.
- Click Fetch. The plugin counts the orders in that window with the Completed or Processing status.
- Click Bulk Send. Those orders are added to your active automation campaign, which sends the requests using the delay and templates you set above.
Switch the automation on before you use Bulk Send; the plugin reminds you that it needs an active campaign. Export CSV downloads the same order list if you want to check it first. Other ways to reach past customers: Send review requests to past customers.
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 orders sent from the plugin use my plan quota?
Yes. They join the automation campaign and each request counts toward your monthly request quota, the same as a new order.
Can a customer get two requests for the same product?
Orders added from the plugin go through the same skip rules as any automated request, so a customer who already reviewed a product is not asked again when product-level skipping is on. See Review request timing and rules.
More in Collect Reviews
View all 20 articles- Review request timing and rulesSet when review request emails send, use different delays per country or product, and stop repeat requests to customers who already reviewed.
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- How to Automate Review Requests for Service Businesses & Digital ProductsHow to automate review requests for service businesses and digital products using WiserReview. Collect reviews from clients after sign-up, sessions, or delivery.
- How to Automate Review Requests in Your Shift4Shop Store
- How to Disable On-Site Review Submission and Collect Reviews via Email OnlyHow to disable on-site review submissions in WiserReview and collect reviews through email only. Guide to restrict public review forms on your store.