How to Send a Review Request Through WhatsApp?
Reviews & Review Collection
Use WhatsApp review requests to follow up with a customer after a completed visit, purchase, appointment, or service. UpBlick sends an approved WhatsApp template containing a unique link to the review journey for the selected business location.
Before you start
Make sure that:
- The correct business location is selected.
- A WhatsApp channel is connected for that location.
- The customer has agreed to receive the message.
- The customer record contains a valid WhatsApp or mobile number.
- The correct international phone code is included.
- The location has the correct Google Review Link.
- The selected WhatsApp review request template is approved or active.
- Your account has available WhatsApp message usage.
Step 1: Check the WhatsApp connection
- Open Automation in the sidebar.
- Select Channels.
- Open the WhatsApp tab.
- Confirm that either UpBlick WhatsApp No or Your own WhatsApp No shows Connected.
If neither option is connected, connect the WhatsApp option that fits your business before continuing. Channel settings apply to the selected location.
Step 2: Choose an approved review request template
- Open Automation > WhatsApp Templates.
- Select the Review Request tab.
- Use the language menu to display templates in the customer’s language.
- Review the message preview and Template status.
- Select Make Active on the approved template you want to use as the default.
A template that is pending, rejected, or not added cannot be sent through WhatsApp. Wait for approval or choose another approved template.
Step 3: Check the customer’s WhatsApp number
- Open Customers.
- Confirm the correct location in the location selector.
- Search for the customer.
- Confirm that the customer has a valid WhatsApp No or mobile number.
When both are saved, UpBlick uses the customer’s WhatsApp number. When WhatsApp No is empty, UpBlick uses the saved mobile number for WhatsApp.
Step 4: Send the WhatsApp review request
- From the customer’s available actions, choose the option to send a review request.
- In Send Review Request, open Review Request Template.
- Select the approved WhatsApp template for this request.
- Select Send Request.
UpBlick queues the message for the connected WhatsApp channel. Selecting a template in this window overrides the active default for this request only.
Add a new customer and send through WhatsApp
If the customer is not saved yet:
- Open Customers and select Add Customer.
- Enter the customer’s name.
- Select the correct Phone Code.
- Enter the customer’s WhatsApp No.
- Leave Do not send review request. unchecked.
- Select an approved Review Request Template.
- Confirm the consent statements only when the customer has provided the required permission.
- Select Add Customer.
What the customer receives
The customer receives the approved WhatsApp template selected for the request. Depending on the template, the message can include the customer’s name, business information, and a Rate our Service button that opens the customer’s unique review link.
The customer does not need to download the UpBlick app to open the link and complete the review journey.
Track WhatsApp review requests
- Open Reviews.
- Select Review Requests.
- Choose the required reporting period.
- Check By Channel for WhatsApp activity.
- Review the request funnel and upcoming reminders.
Activity such as sent, delivered, read, opened, or clicked appears when the WhatsApp provider returns the relevant status. A queued request is not a guarantee that the customer received it.
WhatsApp review request best practices
- Send the request soon after the customer’s experience is complete.
- Use the customer’s preferred language when an approved template is available.
- Keep the customer’s name and WhatsApp number accurate.
- Ask for an honest review without asking for a specific star rating.
- Do not offer a discount, gift, or other incentive for a review.
- Send requests consistently to eligible customers rather than selecting only customers likely to leave positive reviews.
- Respect WhatsApp consent and opt-out preferences.
Troubleshooting
Frequently asked questions
Can UpBlick use a mobile number when WhatsApp No is empty?
Yes. UpBlick uses the saved mobile number for WhatsApp when the customer does not have a separate WhatsApp number.
Can I choose a different template for one customer?
Yes. Select another approved template in the Send Review Request window. This choice applies to that request without changing the active default template.
Will UpBlick send only a WhatsApp message?
Not necessarily. The current window does not provide a channel selector. If the customer also has an email address and email is configured, UpBlick can attempt both WhatsApp and email.
Can I send a WhatsApp request without an approved template?
No. WhatsApp review requests use templates, and the selected template must be approved or active before it can be sent.
Does the customer need the UpBlick app?
No. The customer opens the review link directly from WhatsApp.
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