Creating a Review Request (Free, Growth & Prime)
Creating a Review Request (Free, Growth & Prime)
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Review request emails are the main channel you use to collect reviews from your customers. Yotpo lets you build a customized review request flow, including follow-up emails, site review requests, and more. You can schedule these emails to be sent to your customers automatically after purchase.
In this article, you’ll learn how to set up and send a review request to your customers.
Customizing your review request
From your Yotpo Reviews main menu, go to Collect Reviews > Review Request Flow.
Schedule the email timing
By default, we will send review request emails 14 days after the order is processed.
You can adjust the delivery timing to account for variables such as shipping time. This ensures that customers get the review request after they receive their product and have enough time to formulate an opinion of the products and service.
To change the review request timing, in the relevant box, enter the number of days after purchase you want to send the email.
Please note:
It is not possible to send automatic review requests for orders that are older than 6 months.
Send according to order delivery
This feature is available for Shopify customers on the Growth plan and above. By default, we will send review request emails after the order is processed. If you prefer, you can choose to schedule your review request email to be sent according to when the product is delivered. This can be useful if your delivery times vary a lot between individual orders.
To start sending according to order delivery:
- Change the dropdown box from purchase to delivery.
- Enter the number of days after fulfillment that you want to send the email. This will be used as a fallback in case we don’t get confirmation that the product was delivered.
How we get order delivery statuses:
- If you are using USPS, UPS, FedEx, Canada Post, and/or Sendle, you can add the tracking number to your Shopify orders, and the delivery status will be updated directly by the carrier.
- If you’re using a different carrier, you’ll need to use a third-party shipping app to update your delivery status to Shopify. Your third-party shipping app must be able to send delivery statuses directly to Shopify.
Edit the design and content of your email
To edit the design and content of your emails:
- Log into Yotpo Reviews
- From the main menu, go to Collect Reviews > Reviews Request Flow.
- Choose a template from the template library and apply it.
- Click Edit design and content or Customize email to access the email editor.
- In the editor, drag and drop different elements to match the review request email with your brand’s voice and tone. You can also edit each text box by clicking on it.
You can change the email template at any point by clicking the Templates button at the top of the editor.
You can change the email template at any point by clicking the Templates button at the top of the editor.Please note:
Changes made to a chosen email template will not be applied when switching to a new template. You’ll need to make the same changes in the newly chosen template.
- Once you’re done editing, click the Save & Close button at the top right corner of the editor.
If you want to see exactly what the email looks when sent, send yourself a test email.
Personalization tags
Personalization tags allow you to adjust your emails per shopper and brand. These tags will dynamically populate with content that is relevant to both your shopper and your store.
Below is the full list of tags you can add to your email template:
| Merge tag | Description |
|---|---|
| The shopper's name | {{profile.first_name}} |
| Your store's name | {{store.name}} |
| The name of the product purchased by this shopper | {{product.name}} |
| The Order ID Yotpo received from the eCommerce platform | {{event.order_id}} |
| Order date | {{event.order_date}} |
| The description of the product as it appears on the product page | {{product.description}} |
| An unsubscribe link that allows the shopper to unsubscribe from future review request emails | {{prefences.unsubscribe_link}} |
| A link a shopper can use in case the review request arrived before they received the product. Clicking the link sends out a notification to the Yotpo account admin letting them know the order hasn't arrived yet. | {{event.product_did_not_arrive_link}} |
Important!
Automatic Review Request emails will only be sent out once you activate the feature. As long as the status is set to Inactive, no emails will be sent.
To set the status to Inactive, click on the ellipsis icon and choose Deactivate.
Create a follow-up email
You can send a reminder email to customers who have not yet submitted a review.
- Click the toggle next to Send a follow-up email.
- In the box, enter how many days after sending the initial email you want to send the follow-up email.
- Customize the follow-up email content.
- Click Save Changes.
Tip:
You can view your changes live in the preview screen on the right.
Add a site review request
You can ask your customers to leave you a site review as well as a product review. Site reviews highlight the service side of your business and help you meet the criteria for Google seller ratings.
Site reviews are available on Growth, Premium, and Enterprise plans.
Testing your review request
We recommend you test your review request before you send it out to customers.
- On the top-right of the screen, click Send test email.
- Enter the email address you want to send it to.
- Click Send.
Please note:
If you have included merge tags in your review request form, they will appear as-is in your test email. Merge tags are only populated with the relevant values in the actual email you send to customers.
Activating your review request
To start sending review requests to your customers after purchase, click Activate.
Next steps
Now that your emails are being sent, you can monitor their performance with the Review Request Dashboard. To learn more about the dashboard, check out our Review Requests Dashboard article.
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