Collecting customer feedback is simple with Everfect. You can send review requests through multiple channels – Email, Text message (SMS), WhatsApp, or using a QR code. This guide explains three step-by-step methods for sending requests efficiently, whether on desktop or mobile.
Method 1: Quick Review Request (Desktop)
Use this method to send a single review request instantly.
- Log in to Everfect.
- Go to Home → Send Quick Request (or Reviews → Quick Request).
- Choose the channel for your request: Email, Text message (SMS), or WhatsApp (depending on your subscription plan).
- Click Next and enter your customer’s name and email or phone number.
- Tick the box. Client has consented to the use and storage of their name and phone number.
- Click Next, edit your message as needed, then click Send.
Tip: Keep your message friendly, polite, and include your review link.
Method 2: Campaigns & Scheduled Requests
Use campaigns to send review requests to multiple customers automatically.
- Log in to Everfect and navigate to Requests → Campaigns.
- Click New Campaign.
- Enter a descriptive campaign name (e.g., “April Service Reviews”).
- Select the sending method: Email, Text message (SMS), or WhatsApp.
- Choose your target customers from your contact list (All Contacts or Not Contacted).
- Pick a template or write your own message. Make sure it includes your review link.
- Set the schedule: send immediately or choose a specific date and time.
- Review your campaign settings, then click Send to start the campaign automatically.
Tip: Scheduled campaigns save time and help you collect reviews consistently without manual effort.
Method 3: Mobile Quick Access
Everfect’s mobile interface allows you to manage review requests on the go.
- Open Everfect on your mobile phone.
- Tap the Plus (+) icon in the bottom menu.
- You will see four options:
- Copy Link: Copies your review link to share anywhere.
- Share Link: Quickly share your review link via any app.
- Open QR Code: Opens a personalised page with your QR code for customers to scan and leave a review.
- Quick Request: Same as Method 1, but optimised for mobile.
Tip: The mobile options are ideal for in-store interactions or sharing your review link instantly with customers.
Best Practices for Sending Review Requests
- Send requests shortly after a service or transaction to maximise responses.
- Ensure customer consent before sending messages.
- Personalise the message whenever possible.
- Combine channels (email + SMS or WhatsApp) to increase response rates.