In this article we go over how to set up AutoRequests. Please note, you must have created a Review Form already to link to the AutoRequest.
- Go to the AutoRequests screen and choose your objective.
AutoRequests page screen
Campaign type options
- Select the Review Form you want viewers to be directed to.
Review Form selection example
- Set up the days and times you would like the messages delivered. Customize the timezone.
Schedule example
- Select which contacts in the system you would like added to the AutoRequest schedule.
Contacts settings example
- Select and customize one of our pre-made outreach templates or start one from scratch. We have various pre-made templates to collect testimonials as well as niche templates for various "side hustles" our clients can use.
Template options
- Edit the SMS and Email messages and create a drip sequence.
SMS Request settings example
Email Request settings example
Drip sequence example
- Access each AutoRequest to edit and view analytics through the dashboard.
AutoRequests screen to edit and view analytics