CRM Action: Send Review Requests

To publish workflows, you must set up both a workflow trigger and a workflow action. Without these two components, you can save the workflow, but you can't publish it.

1. Firstly, click on "Automation".

2. Click "Create Workflow".

3. Click "Start from Scratch".

4. Add action(s)

5. Click "Send Review Request".

This action entails sending a Review Request to the contact.

6. Choose 'Review Type' - Email/SMS

Choose the method for requesting a review from your contacts, either via Email or SMS.

7. Afterwards, click on "Save Action".

8. To end off, "Send Review Request" is added