Z-004-B. Review Requests

In this video we will continue to discuss how the system sends a review request 5-weeks after a sale has been made i.e after an opportunity is marked as sold or won. Asks if the customer had a positive or negative experience. Based on that response it either sends a message with a GMB review link (pos. exp. response) or asks for feedback to improve on the negative experience.

WF Overview: sends a review request 5-weeks after a sale has been made i.e after an opportunity is marked as sold or won. Asks if the customer had a positive or negative experience. Based on that response it either sends a message with a GMB review link (pos. exp. response) or asks for feedback to improve on the negative experience.

Customization Required: Adjust the 5 week wait time according to how soon your clients want to send review request after a sale has been made.

Pro tip: Add social media platforms you would like to include in the campaign

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