Send a review request

One-off request

1. 1
   Open the contact

   From Conversations or Contacts.
2. 2
   Click "Request review"

   Top-right of the contact panel.
3. 3
   Pick channel

   SMS (highest response), email, or both.
4. 4
   Edit the message if needed

   A default template is pre-filled. The link includes your tracking parameters.
5. 5
   Send

   You will see the status update in the activity log.

Bulk requests

Open Contacts → filter to the customers you want to ask (e.g. tag = customer, last invoice paid in last 30 days). Click Bulk Actions → Request Review. Set throttle (we recommend no more than 200 SMS per hour to protect your sender reputation).

Automatic requests

Build a workflow: Trigger = "Invoice Paid" or "Pipeline AI stage = Won," wait one day, then action "Send Review Request." This is the highest-leverage piece of Rate Us once it is running.