Automate review notification via Emails / SMSes

Once you are logged in to your Markate account,

Step 1: Go to More > Add-ons

 

Step 2: Go to Ask For Review section and toggle to ON to enable the add-on.

 

Step 3: You need to purchase it and then click Manage on the pop-up. It will navigate to Ask For Review page.

 

Step 4: You can configure it accordingly.

For Example- Enter your business profile URLs in Facebook Review Page/ Google Review Page

Below that, there are two checkboxes for automating Emails and SMSes.

  • Enable ‘Invoice is marked as paid‘ if you want to send Ask For Review email/SMS once the invoice has been fully paid.
  • Enable ‘Work Order is marked as completed‘ if you want to send Ask For Review email/SMS once the Work order has been completed.

 

Manually sending review notification to the selected customer:

 Step 1: Hover over Sales from the menu and click Customers. Click on the Customer to whom you want to send Ask For Review Email/SMS.

Step 2: Scroll to “Ask For Review” section.

Step 3: Click Ask For Review and then on Ask For Review pop up, click Send.

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Here is the sample email:

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Disable automatic review notification to the selected customer

Step 1: Hover over Sales from the menu and click Customers. Click a Customer for whom you want to disable automatic review notification and click Edit.

Step 2: Scroll down and go to Ask for Review section. Uncheck Send automatic request notification for review checkbox. and click Save.

 

Below is the video on the same,