How to Collect Reviews Using CSV in Manual Review Campaign Setup

WiserReview makes it easy to collect reviews from past customers by launching a Manual Review Campaign using a CSV file.

This guide walks you through a step-by-step guide to launching a Manual Review Campaign

Step 1: Go to the Manual Campaign Section

  • From the WiserReview dashboard, navigate to: Collect reviews → Manual
  • Click the + Create button.

Step 2: Choose the Right Email Template

You’ll see two template options:

  1. Product email template – For ecommerce or physical product reviews.
  2. Service email template – For coaching, consulting, or service-based businesses.
  • If you’re an ecommerce brand → Choose Product
  • If you’re a service provider → Choose Service

Both templates automatically link to your selected WiserReview form and include dynamic placeholders for customer name, product name, and more.

Step 3: Customize Your Email

You’ll now land on the Email Editor:

For Product Review Template:

  1. Subject & Body:

    • Personalize the subject (e.g., “Got a minute? We’d love your feedback!”) and body (e.g., “Hi {{CUSTOMER_NAME}}, we’d love to hear your thoughts… {{REVIEW_RATING_CTA}}”).

    • Select the appropriate WiserReview form using the dropdown.

  2. Product Details: Add product info (title, image) to make the email more appealing.

For Service Feedback Template:

  1. Subject & Body:

    • Personalize the subject (e.g., “We’d love to hear your thoughts on the service!”) and body (e.g., “Hi {{CUSTOMER_NAME}}, thank you for choosing our service… {{REVIEW_RATING_CTA}}”).

  2. Service Details: Add relevant service details to help customers recall their experience.

Preview and Test Your Email

  1. Preview: Check how your email will look by using the preview feature.

  2. Test Email: Send a test email to ensure everything looks good before launching.

Then click on the “Next” button.

Note:- Make sure your form is already created in the Forms module and matches the type (product/service) selected earlier.

Step 4: Upload Your Customer CSV File

Now it’s time to add your customer or client list.

  • Enter the name of your campaign.
  • Click the Select file… button and choose the CSV file you prepared from your device.
  • After selecting your file, click on the Upload & Continue button.

Download Example CSV File

  • To ensure your CSV file is formatted correctly, download the example file provided.
  • Click on the link here next to “You can download the example file.”

Step 5: Map CSV Columns to Review Fields

After uploading, you’ll be prompted to map each CSV column to WiserReview fields like:

For Ecommerce

  • Email (Required)
  • Product Title
  • Product ID (Required)
  • Product URL / Image
  • SKU / Variant (optional)

For service

  • First Name(Required)
  • Last Name
  • Phone
  • Email(Required)

Unmatched columns will be ignored.

Once all fields are mapped, click the Next button in the bottom-right corner to proceed with uploading the CSV file.

Step 6: Launch Campaign

Click on “Launch campaign.”

Launching the campaign in WiserReview will start sending review-request emails to customers in your uploaded CSV list.

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