CRM Action: Send Review Requests

2. Click "Automation" in the left navigation

3. Click "Create Workflow" to start a new workflow

4. Choose "Start from Scratch" to build a custom workflow

5. Click the plus (+) "Add Action" button to insert a new action

6. Select "Send Review Request" from action options

This action entails sending a Review Request to the contact.

7. Choose the review type — pick "E-mail" or "SMS" as desired

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

8. Click "Save Action" to save this review-request action

9. Verify the "Send Review Request" node appears, then continue building workflow

Learn how to use Pest AI to send review requests to clients, enhancing your feedback collection and improving your service quality.