How To Send a Quick Review Request in Socialpilot Reviews
Quick Review Request helps businesses send a review request at the exact moment a customer finishes a service or interaction.
Instead of creating a full campaign every time, you can send a one-time request instantly using a template or an existing campaign. This is useful for walk-ins, service-based businesses, or any situation where reviews need to be collected right away.
In this article:
- How To Send Quick Review Request to a New Contact?
- How To Send Quick Review Request to an Existing Contact?
- 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.
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Go to the Quick Request icon in the top navigation bar of SocialPilot Reviews.
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Select the Brand and Location you want to send the request from.
Note: If you open Quick Review Request from the Contacts list, brand and location will be preselected automatically.
- Enter the contact details:
- Choose how you want to send the review request:
- Select a Template to create a new campaign automatically
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Select a Live Campaign to enroll the contact in an existing campaign
- Click Send Request.
A new campaign will be created from the selected template, and the request will be sent instantly using Start at Launch.
If you select a live campaign, the contact will be enrolled immediately, 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 also trigger a review request directly from your Contacts list.
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Go to Contacts from the left menu and click Manage Contacts.
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Click the Send Quick Request option next to the contact you want to send the request to.
- Review the preselected contact, brand, and location in the Quick Review Request modal.
- Choose a Template or a Live Campaign.
- 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:
- Select a template in the Quick Review Request screen.
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Click Preview in Campaign.
- A draft campaign will be created automatically.
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Review or edit the workflow steps, feedback page settings, or message content.
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.
Notes
- Quick Review Request uses Start at Launch. The first 30 contacts in any campaign receive the request immediately. Remaining contacts follow the campaign’s daily schedule.
- If the contact already exists, you will see: “Contact already exists.”
- Locked locations cannot be used for Quick Review Request.
- Only live campaigns appear when choosing Enroll in Existing Campaign.