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Automated Review Request Scheduling

Automated scheduling controls when your review requests are sent to customers. Instead of sending all messages at once, you can space them out over hours or days to maximize response rates without overwhelming customers. Smart timing can increase your response rates by up to 40%.

Step 1: Access Campaign Builder

  1. Navigate to your campaign’s Builder tab:
    • Open any existing campaign or create a new one
    • Click the “Builder” tab to view your campaign sequence

Step 2: Understanding Wait Steps

  1. Wait steps create delays between messages in your campaign sequence.
    • Common wait periods:
      • Wait 1 hour – Quick follow-up for immediate response
      • Wait 1 day – Standard delay for follow-up messages  
      • Custom timing – Set your hours or days
      • For example, the “Get Reviews” template includes
      • Initial Email → Wait 1 hour → Initial SMS → Wait 1 day → Secondary Email

Step 3: Identify the timing modules in your workflow

  1. In your builder workflow, find the “wait” modules
    • Click on or hover over until you see a  pencil icon and click 
    • The “delay” window will open

Step 4: Customize Wait Times

  1. To modify timing between messages:
    • Click any wait step (boxes with clock icons)
    • Edit the action name (e.g., “Wait 1 Hour”)
    • Change the duration in the pop-up window
    • Choose hours or days from the dropdown
    • Enter your preferred number
    • Click the “save” blue button for changes to apply

Step 5: Configure all the timing steps of your workflow

  1. Scroll down to see all the timing steps in your flow
    • Make sure to edit all of them according to your timing preferences 
    • Once ready, click the “save changes” blue button at the bottom of the page for the changes to apply.

⚠️ Best Practices for Timing:

  • First follow-up: 1-3 hours (catch immediate responses)
  • Second follow-up: 1-2 days (allow time to process)
  • Final follow-up: 3-5 days (last chance without being pushy)

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