How To Send a Quick Review Request in Socialpilot Reviews

Quick Review Request allows you to send a one-time review request or a request campaign using a template instantly without setting up a full campaign. This is useful when you want to reach out to a customer immediately.

In this article:

1. How To Send Quick Review Request to a New Contact?
2. How To Send Quick Review Request to an Existing Contact?
3. How To Preview and Edit Before Sending?

How To Send Quick Review Request to a New Contact?

Follow these steps to send a quick review request to a new contact.

1. Click the Quick Request icon in the top navigation bar of SocialPilot Reviews.

   

2. In the Quick Review Request modal, make sure New Contact is selected.

   

   Note: Quick Review Requests are sent from the brand and location currently selected in the top bar.

3. Enter the contact details:

4. Choose how you want to send the review request:
   • Select a Template to create a new campaign automatically.

   • Select a Live Campaign to enroll the contact in an existing campaign.

     

5. Click Send Request.

If you select a template, a new campaign will be created and the request will be sent immediately using Start at Launch.

If you select a live campaign, the contact will be enrolled instantly and the first message will be sent right away.

Tip: Brand-level Default Campaign Settings will be applied automatically to any campaign created through Quick Review Request.

How To Send Quick Review Request to an Existing Contact?

You can send a quick review request to a contact already saved in the selected location.

Primary Method

1. Click the Quick Request icon in the top navigation bar of SocialPilot Reviews.

2. In the Quick Review Request modal, select Select Existing Contact.

   

3. Search and choose the contact from the Contact List dropdown.

   

4. Choose how you want to send the review request:
   • Select a Template to create a new campaign automatically
   • Select a Live Campaign to enroll the contact in an existing campaign
5. Click Send Request.

If you select a template, a new campaign will be created and the request will be sent immediately using Start at Launch.

If you select a live campaign, the contact will be enrolled instantly and the first message will be sent right away.

Alternate Way to Send to an Existing Contact

You can also send a request directly from the Contacts list.

1. Go to Contacts from the left menu and click Manage Contacts.

   

2. Hover over the contact and click the Send Quick Request icon.

   

The Quick Review Request modal will open with the contact already selected. Continue by choosing a Template or Live Campaign and click Send Request.

1. Choose a Template or a Live Campaign.
2. Click Send Request to launch the review workflow.

If the contact is already enrolled in the selected campaign, you will see a message:  “Contact already enrolled in selected campaign.”

How to Preview and Edit Before Sending?

If you want to review the workflow before sending the request:

1. Select a template in the Quick Review Request screen.

2. Click Preview in Campaign.

   

3. A confirmation message will appear explaining that previewing will create a draft campaign and save the contact to the selected location. Click Continue.

   

4. A draft campaign will be created automatically.
5. Review or edit the workflow steps, feedback page settings, or message content as needed.

6. Click Launch Now to send the request immediately.

   

Tip: Draft campaigns created from Preview will remain in the Campaigns list until you launch or delete them.