Request Review

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Consumers will research and read reviews before deciding to make a purchase. It’s important to have an adequate number of recent reviews to provide consumers with the confidence they need to make a decision. Build up your reviews and keep them current by using this automation to thank customers for their business and proactively ask for a review.

Entry Event

Evaluate Contact Data

Automation Goal

Build up customer reviews

How it works:

  1. The customer is added to the automation when Last Purchase Date is updated.
  2. The first email is sent to thank the customer for their business.
  3. The customer waits in a pause step for 14 days (or whatever time frame you decide).
  4. The second email is sent to ask for a review.
  5. The customer waits in a Stop step.


  • 2 Automated API email designs
  • A date-based custom field that identifies the Last Purchase Date
  • Determine how you will update the Last Purchase Date

Get Started:

  1. Use this template to build the automation in your account.
  2. Design an email for each Send Email step.
  3. Update the Pause step if you want to use a different time frame between each email that is sent.

Pro Tips:

  1. Add as many Send Email and Pause steps as you want.  There is no limit on the number of emails in a series.
  2. Always have a Pause step after each Send Email step to ensure that multiple emails are not immediately sent to your customers.
  3. Collect your customers in a Stop step at the end of the automation. This gives you the ability to extend the automation at a later date, if desired.
  4. Still need assistance? Contact our team for help.


Ready to get started?

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