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The Requests section provides a comprehensive overview of all review requests you have sent, whether completed or still pending. It also displays essential customer details, enabling you to closely track engagement with your review outreach.

Requests overview

Access the Requests tab within the Reputation section of your account.
Requests Overview

Send review request

Click this button to issue a review request to a contact. You will be prompted to enter the contact’s name, provide their contact details, and select the preferred delivery channel.

Review request list

The Review Request List displays all your requests and their related data.
ColumnDescription
Invite sent toThe name of the recipient targeted for the review request
Email or phone numberThe contact method used (email or SMS)
Sent byThe team member who sent the request
Date sentThe exact date the request was issued
StatusCurrent state: Queued, Sent, Delivered, or Failed
RetriesNumber of follow-up requests sent to the same customer
ActionOption to pause or resume queued requests

Status definitions

  • Queued — The request is waiting to be dispatched. This can happen if other requests are ahead in the queue or if a delay is configured.
  • Sent — The system has successfully sent the review request.
  • Delivered — For SMS, Twilio confirms delivery once the message is received. Email requests via Mailgun do not provide delivery confirmation.
  • Failed — The request failed to deliver due to an invalid phone number or other issue.

Sending manual review requests

1

Configure review requests

Navigate to Reputation > Settings and ensure that review requests are enabled for each desired channel. Click Save to apply your settings.
2

Open the Requests tab

Go to the Requests tab within the Reputation section.
3

Click Send Review Request

Click the Send Review Request button to initiate the process.
Send Review Request
4

Fill in contact details

Enter the required information:
  • Contact name
  • Valid phone number
  • Valid email address
  • Preferred channel (SMS, Email, WhatsApp, or all three)
  • Template selection
5

Add optional attachments

You may include up to 5 visual attachments — such as before-and-after photos or service snapshots — in SMS or email requests.
6

Send

Click Send Review Request. The request will be added to the queue and sent based on your configured settings.

Sending via WhatsApp

WhatsApp review requests reach contacts on their preferred messaging app.
WhatsApp requests require a WhatsApp-enabled phone number and a Meta-approved message template. Template approval typically takes 1–2 minutes.
1

Enable WhatsApp in Reputation Settings

Navigate to Reputation > Settings and enable the WhatsApp Review Requests feature. Customize your message template with dynamic placeholders and a call-to-action link, then submit for Meta approval.
2

Send the request

Go to the Requests tab, click Send Review Request, fill in the contact details, and select WhatsApp as the delivery channel.
WhatsApp Review Request
3

Monitor status

Track each request’s delivery status in the Requests tab.
WhatsApp review requests can also be sent via Automation workflows or directly from the Contacts tab, once the WhatsApp option is enabled in Reputation Settings.

Channels available

SMS

Send a short text message with a review link directly to the contact’s phone

Email

Send a customizable email template with your review link

WhatsApp

Reach contacts on WhatsApp with a Meta-approved review request message
Last modified on March 4, 2026