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 Send Quick Review Requests in Bulk? 
4. How To Preview and Edit Before Sending?
5. How To Update Brand-Level Default Campaign Settings?
    

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.

   

Note: You can also open Quick Review Request from Reputation, then Review Requests, and Quick Request in the side menu, or from the arrow beside Create Campaign on the Campaigns page.

2. In the Quick Review Request modal, make sure Add 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: First Name (required), Last Name, Phone Number, and Email.

4. Choose how you want to send the review request:
   • Select New request with template and choose a Template to create a new campaign automatically. Based on the template setup, you can choose which review link, feedback form, or both will be used in the request instead of relying on default settings.
   • Or select Add in existing campaign and choose a live campaign from the Campaign dropdown.

5. Click Send Request.

Note: If Duplicate Request Prevention (DRP) is enabled for the selected brand, you may see an error message when sending the request. In this case, the request cannot be sent.

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.

You can track the delivery and engagement status of Quick Review Requests from History under Reputation, then Review Requests.

How To Send Quick Review Request to an Existing Contact?

You can send a quick review request to one or more contacts 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. Open the Contact List dropdown and select the check box next to each contact you want. Type a name to search the list. The field shows how many contacts you picked, such as 2 Contacts Selected.
4. Choose how you want to send the review request:
   • Select New request with template and choose a Template to create a new campaign automatically. Based on the template setup, you can choose which review link, feedback form, or both will be used in the request instead of relying on default settings.
   • Or select Add in existing campaign and choose a live campaign from the Campaign dropdown.

5. Click Send Request.

Note: Contacts under Duplicate Request Prevention (DRP) appear with a lock icon and cannot be selected.

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 Reputation from the left menu, then Contacts, and click Manage Contacts.

   

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

   

3. The Quick Review Request modal opens on Select Existing Contact with the contact already selected. Select New request with template or Add in existing campaign.
4. Click Send Request.

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

To send a request to several contacts at once from the Contacts list:

1. Select the check box next to each contact, or use the check box at the top of the list to select every contact on the page.
2. Click Quick Request above the list.
3. The Quick Review Request modal opens with the number of contacts selected, such as 6 Contacts Selected. Select New request with template or Add in existing campaign.
4. Click Send Request.

How To Send Quick Review Requests in Bulk? 

You can send quick review requests to multiple customers at once using the Bulk Upload Contacts option. 

1. Click the Quick Request icon in the top navigation bar of SocialPilot Reviews. 
2. In the Quick Review Request modal, select Bulk Upload Contacts. 

3. Drag and drop a CSV file or click Upload a File to add your contacts. 

4. Choose how you want to send the review request: 
   • Select New request with template and choose a Template to create a new campaign automatically. Based on the template setup, you can choose which review link, feedback form, or both will be used in the request instead of relying on default settings.
   • Or select Add in existing campaign and choose a live campaign from the Campaign dropdown.

5. Click Send Request. 

Valid contacts will receive review requests instantly. Any invalid or restricted contacts will be listed in a downloadable error file. 

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.

   If the draft shows a red issue badge at the top, click it to see what needs fixing in Needs Attention before you launch.

6. Click Actions and select Launch to send the request.

   

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

How To Update Brand-Level Default Campaign Settings?

From the Campaign Dashboard

1. Go to the sidebar and click on Reputation. Select Campaigns under Review Requests.
2. Click on Edit Campaign Defaults in the top right corner, next to the Create Campaign button.
3. Update the review link, feedback form, and other default settings as needed.

Click Save to apply the changes.

From the Campaign Setup Screen

1. Go to the sidebar and click on Reputation. Select Campaigns under Review Requests. Open the campaign you want to make changes to.
2. In the campaign setup screen, click on Edit Campaign Defaults at the bottom.
3. Make the required changes.

Click Save to apply the updates.