In this article, you will learn how to properly set up the Workflow Action: Send Review Request and where to navigate if you want to customize the layout of the SMS/Email.
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Action
- Click the “
- Select
- (
- Select the type of review you want to be sent out (
- Pro tip: if you want to configure the review message just click on the “
- This will automatically take you to the
- Press
Step 3: Press Save in the top right corner of your browser to save the workflow
- If your Workflow is ready to be enabled, make sure the toggle switch under
- Be sure to test your Workflow to ensure it is set up correctly using the
- For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Your workflow is set up and ready to go with the Send Review Request Action.