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.
Go to the Quick Request icon in the top navigation bar of SocialPilot Reviews.
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
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.
Go to Contacts from the left menu and click Manage Contacts.
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.
Click Preview in Campaign.
- A draft campaign will be created automatically.
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.