How to Automate Review Requests and Reminders?

Automation

UpBlick can queue a review request when you add or import a customer and then send scheduled reminders for an eligible WhatsApp request. Once the workflow is configured, your team does not need to remember each follow-up.

How the automated workflow works

1. You configure the location, channels, templates, and reminder schedule.
2. You add or import a customer who has agreed to receive review communications.
3. Unless you choose Do not send review request, UpBlick queues the original request.
4. UpBlick sends the request through the available configured channels.
5. For a successfully sent WhatsApp request, UpBlick checks whether each enabled reminder is due.
6. The sequence stops when UpBlick records a qualifying submitted or completed review for that request journey.

Before you start

Complete the following setup for each business location:

• Add the business location and confirm its review link.
• Connect WhatsApp under Automation > Channels if you want WhatsApp requests and reminders.
• Confirm that the active WhatsApp templates are approved.
• Review the active email template if you want to send initial requests by email.
• Configure the reminder schedule under Reviews > Review Settings.
• Make sure the customer has a valid WhatsApp/mobile number, email address, or both.
• Obtain the customer’s consent before storing their information or sending communications.
• Confirm that your subscription has the required customer and messaging usage available.

Step 1: Choose the review request templates

Configure WhatsApp

1. Open Automation > WhatsApp Templates.
2. Select the Review Request tab.
3. Choose the language used for the selected location.
4. Review the approved templates.
5. Select Make Active for the message you want UpBlick to use by default.

Configure email

1. Open Automation > Email Templates.
2. Select Review Request.
3. Review or edit the active template.
4. If you create another template, make sure the required template is marked Active.

UpBlick uses the active email Review Request template when the customer has an email address. Email reminder templates do not currently make the automatic reminder workflow send email reminders.

Step 2: Configure automatic reminders

1. Select the business location you want to configure.
2. Open Reviews in the sidebar.
3. Select Review Settings.
4. Open the Reminder Settings tab.
5. Enable the reminder steps you want to use.
6. Enter a value from 1 to 365 under Send after days for each enabled reminder.
7. Use increasing day values for later enabled reminders.
8. Select Save Changes.

Each delay is counted from the date and time the original request was sent, not from the previous reminder.

The default schedule for a new location enables reminders after 1, 3, and 5 days. The fourth reminder is disabled and has a 7-day value if enabled. Review these defaults and use only the number of messages appropriate for your customers.

Step 3: Activate the reminder templates

1. Return to Automation > WhatsApp Templates.
2. Open 1st Reminder.
3. Choose an approved template and select Make Active.
4. Repeat the process for 2nd Reminder and 3rd Reminder when those steps are enabled.

An enabled reminder cannot be delivered without a connected WhatsApp channel, a valid recipient number, and an approved template. If you enable a fourth reminder, UpBlick currently reuses the active 3rd Reminder WhatsApp template.

Step 4: Add a customer and queue the request

1. Open Customers.
2. Select Add Customer.
3. Enter the customer’s name and at least one contact method.
4. Confirm the correct location and any required consent fields.
5. Leave Do not send review request unchecked.
6. Select the preferred Review Request Template when shown.
7. Select Add Customer.

UpBlick saves the customer and queues the request in the background. If both a WhatsApp/mobile number and an email address are available, the original request can be sent through both channels.

Automate requests for a customer list

You can import a CSV, XLS, or XLSX file instead of entering customers one at a time:

1. Open Customers and select Add Customer.
2. Open Import from File.
3. Select the correct location.
4. Upload the customer file.
5. Confirm that you obtained the required privacy and communication consent.
6. Select Import Customers.

The import runs in the background and may take several minutes. Each valid imported customer is processed through the same review-request workflow. Remove contacts who should not receive a request before uploading the file.

When does UpBlick send a reminder?

UpBlick checks for due reminders regularly. A reminder is eligible when:

• The original message was an outbound WhatsApp review request.
• The request has a sent time and a sent, delivered, read, or clicked status.
• The reminder is enabled and its configured delay has passed.
• The same reminder step has not already been sent for that request.
• The reminder sequence has not been cancelled.
• UpBlick has not recorded a submitted or completed review for that journey.

A scheduled check may queue the reminder shortly after it becomes due rather than at the exact minute. If several steps are overdue, UpBlick processes the next unsent eligible reminder first.

Monitor the automation

1. Open Reviews > Review Requests.
2. Select the correct location and reporting period.
3. Review the request totals and funnel.
4. Check By Channel to compare request activity.
5. Review Upcoming Reminders for scheduled follow-ups.

Automation best practices

• Add the customer soon after a completed visit, order, appointment, or service.
• Keep one location selected throughout setup so that the link, templates, and schedule match.
• Start with one or two reminders and add another only when the results justify it.
• Ask for honest feedback without requesting a specific rating.
• Do not offer incentives in exchange for reviews.
• Respect consent, privacy requirements, messaging windows, and opt-outs.
• Periodically check failed requests instead of assuming every queued message was delivered.

Troubleshooting

Frequently asked questions

Can I add a customer without sending a request?

Yes. Select Do not send review request before saving a customer manually.

Can an initial request use both WhatsApp and email?

Yes. When both contact methods are available and the required channel setup is valid, UpBlick can send the original request through both.

Can I schedule the first request for a future time?

Not from the current Add Customer workflow. Saving or importing the customer queues the request for background processing.

Are review reminders fully automatic?

Yes, for eligible original WhatsApp requests after the reminder schedule and templates are configured. The current customer and Review Requests screens do not require a manual Send Reminder action.

How many reminders can I enable?

UpBlick supports up to four reminder steps per location. Use only the number appropriate for your customer communication policy.