How to Send Review Requests With Bulk Action

Maximize your online presence and enhance your business reputation by learning how to send review requests in bulk using Aesthetix CRM. This guide provides step-by-step instructions on creating and sending personalized review requests to multiple customers at once. Discover best practices for crafting effective messages, targeting the right audience, and tracking responses. Improve customer feedback and boost your business's credibility by leveraging the power of bulk review requests in Aesthetix CRM

1. Start your journey by heading to the Contacts section.

1 First, click here.

2. Next, click on the Smart Lists section.

2 Next, click on "Smart Lists".

3. Now, identify and select the records you wish to use.

3 Next, click here.

4. Look for the star icon and click it for requesting reviews.

4 Click here.

5. Successfully initiated! Confirm this by clicking 'Ok, proceed'.

5 Click on "Ok, proceed".

6. Now, guide yourself to choose your desired type of review request.

6 Click on the element.

7. Select 'Add all at once' to process all records together.

7 Next up, click on "Action".

8. Going forward, input a brief but insightful action description.

8 Click here.

9. Decide and choose 'Add all at schedule time' for further scheduling.

9 Then, click on "Add all at schedule time".

10. Pick a date and time as per your scheduling preference.

10 Then, click on the element.

11. Alternatively, you can go with 'Add in drip mode'.

11 Next, click on "Add in drip mode".

12. If you go with drip mode, input your batch number next.

12 Click on the element.

13. Set an interval if you have chosen drip mode.

13 Click here.

14. Proceed to select the days for the action to repeat.

14 Click on the element.

15. Now, move to the drop-down to set the time of activity.

15 Once that's done, click here.

16. A final review before you send it off! Make sure everything looks good.

16 Click on "Add the following contacts".

17. Well done! Conclude by clicking 'Send Review Requests'.

17 After, click on "Send Review Requests".

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