How to Set Up Campaigns on SocialPilot Reviews?

Requesting reviews from your customers is vital as it demonstrates that you value their feedback and are committed to improving your service. Regularly engaging with customers through reviews also helps resolve issues promptly, maintain high satisfaction levels, and strengthen customer relationships by showing appreciation for positive feedback.

Here is how you can create an entire review campaign on SocialPilot Reviews.

In this article

  1. How to Initiate and Configure Review Campaign?
  2. How to Create a Workflow and Launch the Campaign?

How to Initiate and Configure Review Campaign?

Here is how you can start and design your campaign workflow:

  1. Navigate to your dashboard and click on the Campaigns tab located in the sidebar.
  2. Go to Create Campaigns to start configuring a new review request initiative.
  3. Configure campaign details by adding the following details:
  • Name Your Campaign: Assign a unique and descriptive name.
  • Select Locations: Select the locations you intend to target.
  • Start Date and Time: Decide on a start time for the campaign.
  • Contact Selection: Choose contacts you want to send review requests.
  • Communication Channels: Choose between email, SMS, or a combination of both.
  • Daily Contact Limits: Implement limits on daily communications to prevent overwhelming users.
  • Auto Add Contacts: Enable it to automatically send campaign requests to new contacts added to selected locations.
  • Intermediate Feedback Link: Include a link within messages so users can provide immediate feedback.
  • Exit Criteria: Enable if you want to avoid follow-up communication if a customer clicks on a review link and doesn't take any action.

👉 When auto-add contact is enabled

  • Users can schedule campaigns even if they haven't added any contacts yet. The tool will automatically send campaign requests when you add new contacts to that location.
  • The campaign never ends because it continually seeks to add new contacts or has a mechanism to keep the campaign running by adding contacts as they become available.
  • To pause the campaign, you have to go to 'Manage Campaigns' and pause it manually.

👉When auto-add contact is disabled

  • Users must add at least one contact before they can schedule a campaign. This setting prevents the campaign from starting without any defined recipients.
  • If no contacts are available (i.e., all potential contacts have already been utilized or there are no contacts to start with), the campaign ends after it sends out emails or texts to the existing list.

How to Create a Workflow and Launch the Campaign?

Designing how your campaign operates is important to its engagement and success rates. It improves the overall effectiveness of marketing efforts. Decide which communication channels you want to use for your campaign - Text (SMS) or email. Here is how you can create a workflow and launch the campaign.

  1. Enter all the fields. In the case of emails, it includes From Name, Reply-To, Subject line, Add Logo, Review Link, Button Color of Review Link, and Text Color. For text SMS, you have to enter you have to include the Review link and From (who is it being sent from).
  2. After you have entered all the above fields, write the body of the email/text.  
  3. If you wish to see how the campaign works, you can opt for test emails or test texts. If not, just click on save and launch the campaign.

💡 A built-in spam detector analyzes your email for elements that could trigger spam filters. It ensures your email reaches the recipient's inbox by checking for excessive use of sales language, too many links, or other factors that could be seen as spammy.

👉 Note

  • Besides the workflow tab, you can find the Preview of how your message will look when the recipients receive it. You can catch any errors or make final adjustments to ensure the message is clear, appealing, and actionable.
  • If your contact details are bounced, that particular contact will be highlighted in orange, showing the error.

⚠️ To send SMS messages through SocialPilot Review, you need to integrate Twilio, a cloud communications platform that provides APIs for SMS and other messaging services.

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