--- title: "Creating a Review Request (Free, Growth & Prime)" slug: "creating-a-review-request" tags: ["WooCommerce", "Shopify", "Salesforce Commerce Cloud", "Volusion", "Shopify Plus", "Adobe Commerce (Magento)", "Reviews ", "Custom", "BigCommerce"] updated: 2026-08-04T07:54:32Z published: 2026-08-04T07:54:32Z canonical: "support.yotpo.com/creating-a-review-request" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Creating a Review Request Products Reviews ###### Supported plans Free, Starter, Pro, Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, WooCommerce, Volusion, Salesforce Commerce Cloud, Custom ## Goals and Outcomes 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 To customize your review request email: 1. From your Yotpo Reviews main menu, go to **Emails** > [**Email Setup**](https://reviews.yotpo.com/#/collect-reviews/automatic-requests). 2. Under **Review request email**: 1. Click **Set up email** if this is the first time you’re using the review request feature. 2. Click **Edit** to modify an existing review request flow. ### Schedule the Email Timing By default, we will send review request emails 14 days after the [order is processed](/v1/docs/order-statuses-supported-by-yotpo). You can adjust the delivery timing to account for variables such as shipping time. This ensures that customers get the review request after they have received their order and have had sufficient time to form an opinion about the product and services. To adjust the timing, enter the number of days after purchase when the review request email should be sent. > [!CAUTION] > **Important** > > - Once the number of days is updated, the change will only apply to new orders going forward and will not take effect retroactively on existing orders in the queue. > - It is not possible to send automatic review requests for orders that are older than 6 months. ### Send Review Requests Based on Order Delivery (Shopify Only) For Shopify users on the Starter plan and above, you can schedule review request emails based on the delivery date instead of the purchase date. This can be particularly useful if your delivery times vary greatly between individual orders. To enable delivery-based timing for your review requests: 1. Change the timing dropdown from **fulfillment** to **delivery**. 2. 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. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/615c6217-8bba-4dda-8bb5-9be74e019747.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) How Yotpo tracks the order delivery status: - 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. - For other carriers, you’ll need to use a third-party shipping app to sync delivery statuses with Shopify. Your third-party shipping app must be able to send delivery statuses directly to Shopify. ### Edit the Email Design and Content > [!TIP] > **Tip** > > Email apps may display colors differently in **Dark and Light mode**. To help ensure star ratings remain visible for all recipients, avoid using **pure white** or **pure black colors**. To edit the design and content of your emails: 1. In your Yotpo Reviews main menu, go to **Emails** > [**Email Setup**](https://reviews.yotpo.com/#/emails/email-setup). 2. Click to open the **Review request email** card. 3. Click **Edit email content** or **Customize email** to access the email editor. > [!NOTE] > The “Customize Email” option is only available for Starter, Pro, Premium, and Enterprise Plans. 4. Use the email editor to: - Drag and drop different elements, and - Customize the text to align with your brand. > [!CAUTION] > **Note** > > If you switch to a new template, your customizations won’t carry over. You’ll need to reapply them to the new template. 5. Once you’re done editing, click the **Save & Close** button at the top right corner of the editor. ### Test Your Review Request Email Before sending emails to customers, we recommend sending a test email first. You can now send test emails only to **verified addresses** for improved security and brand protection. To send a test: 1. Go to your **Yotpo Reviews admin**. 2. Navigate to **Emails > Email Setup**. 3. On the **Review request email**, click **Edit**. 4. In the upper right corner, select **Send test email**. 5. From the dropdown, choose one of your **verified email addresses**. - If you need to send to a new address, click **Manage Emails** and follow the verification flow. 6. Click **Send**. Please allow a few minutes for the email to arrive. If it doesn’t show up in your inbox, be sure to check your spam or junk folders. > [!CAUTION] > **Note** > > - Test emails can only be sent to verified addresses. > - All verified teammates automatically appear in the dropdown list. > - Yotpo internal emails (ending in *@*[*yotpo.com*](http://yotpo.com)) are added automatically without verification. > - Each account can send up to **10 test emails per day**. > - Merge tags, such as `{{profile.first_name}}`, will appear as-is in test emails. They populate only in actual customer emails. #### Personalization tags Personalization tags let you customize your emails for each customer. These tags will dynamically populate content that is relevant to your store and shoppers. Below is the full list of tags you can add to your email template: | Merge tag | Description | | --- | --- | | {{profile.first_name}} | The customer’s first name | | {{store.name}} | Your store name | | {{product.name}} | The name of the product purchased by the shopper | | {{event.order_id}} | The Order ID Yotpo received from the eCommerce platform | | {{event.order_date}} | Order date | | {{product.description}} | The description of the product as it appears on the product page | | {{preferences.unsubscribe_url}} | An unsubscribe link that allows the shopper to unsubscribe from future review request emails | | {{event.product_did_not_arrive_link}} | A link a shopper can use in case the review request arrives before they receive the product. Clicking the link sends out a notification to the Yotpo account admin letting them know the order hasn't arrived yet. | > [!CAUTION] > 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 haven’t submitted a review yet: 1. Click the toggle next to **Send a follow-up email** to enable it (if it’s not already enabled). 2. In the box, enter the number of days after the initial request to send the reminder. 3. Customize the follow-up email content. 4. Click **Save Changes.** You can preview your changes live in the panel on the right. > [!CAUTION] > Important > > Follow-up emails apply only to review requests generated **after** the feature is enabled. Requests created before activation will not retroactively receive follow-ups. ![Enabling a follow-up review request email](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/follow-up-review-request-email.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) > [!NOTE] > Want to follow up with past customers? > > If you’d like to send review request reminders to shoppers who made a purchase before you enabled the follow-up email, you can send a Targeted Product Review Request. Learn more about creating [targeted product review requests](https://support.yotpo.com/docs/creating-a-targeted-product-review). ### Optimizing Your Review Request You can optimize your review requests with the following options: - **Site review:** 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. - **Custom questions:** Add questions to review forms and automatic review request emails to gain deeper insights and improve the overall quality of your product reviews. Learn more about [Adding Custom Questions to Your Review Emails](/v1/docs/adding-custom-questions-to-your-review-emails). - **Discounts and coupons** - Offer customers a discount after they write or share a review. Read more in the [Offer a Discount for Writing or Sharing a Review section](/v1/docs/creating-a-review-request#offer-a-discount-for-writing-or-sharing-a-review) below. ## Activating Your Review Request To start sending automatic review requests to your customers after purchase: 1. In your Yotpo Reviews main menu, go to **Emails** > [**Email Setup**](https://reviews.yotpo.com/#/emails/email-setup). 2. Under **Review request email**, click **Set up email** or **Edit.** 3. Click **Activate** in the top right corner. > [!TIP] > Tip > > We recommend previewing your review request before activating it. You can do that from the right-hand pane of the review request email settings page. Use the desktop and mobile icons to toggle between views and see how the email will appear on different devices. > > ![Previewing a review request before activating it](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/preview-review-request-email.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) ### First-Time Activation When activating the review request feature for the first time, you’ll see **a one-time setup screen**. By default, Yotpo will start sending emails for new orders only. ![First-time review request activation modal](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/first-time-request-activation.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) If you'd like to also send review requests for past orders: 1. Check the box labeled **Past orders**. 2. Use the date picker to **select the starting date for past orders** you want to include. 3. Click **Activate**. Once activated: - Eligible past orders will be marked as **Scheduled** on the Email Status page. - Ineligible orders will be marked as **Canceled**. > [!CAUTION] > Important > > The option to automatically send review requests for past orders only appears during your first-time activation. After that, you can still send review requests for past orders manually or in bulk [from the Email Status dashboard](https://support.yotpo.com/docs/review-requests-dashboard#exclusive-features-for-premium-and-enterprise-plans). ### Reactivation ![Reactivating review request emails modal](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/reactivate-review-request-modal(1).png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) If the review request flow has been previously deactivated, and you want to turn it back on: 1. Click **Activate** in the upper right corner of the Review Request Email page. 2. A confirmation screen will appear. Click **Activate** to confirm your choice. Once reactivated, Yotpo will resume sending review request emails, including for any orders placed while the feature was inactive. ## Deactivating Your Review Request To stop sending review requests, follow these steps: 1. In your Yotpo Reviews main menu, go to **Emails > Email Setup**. 2. Under **Review request email**, click **Edit**. 3. In the top right corner click **Settings > Deactivate**. ## Next Steps ### Offer a Discount for Writing or Sharing a Review Discounts can encourage your customers to write and share product reviews and become repeat shoppers at your store. This is a great way to help drive more traffic to your store. See [Offering a Discount for Writing or Sharing a Review](/v1/docs/offering-a-discount-for-writing-or-sharing-a-review) to learn more. ### Analyze Your Review Request Emails Now that your emails are being sent, you can monitor their performance through the [Email Status](https://reviews.yotpo.com/#/collect-reviews/requests-dashboard) page. To learn more about it, see [Using the Email Status Dashboard](https://support.yotpo.com/docs/review-requests-dashboard). You can also track deliverability through the Emails Dashboard, which shows the percentage of emails that failed to deliver (under **Failed**). ![Email Dashboard, performance drill down - Failed metric](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/email-dashboard-failed-delivery-example.png?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D) If you notice delivery issues, try the following troubleshooting tips: - **Check the Email Status**: Make sure the customer’s email address isn’t on your suppression list. - **Email Settings**: Verify that review request emails are enabled in your Yotpo settings. - **Ask Customers to Check Spam/Junk Folders:** Sometimes emails land there, especially if the sender's address isn’t recognized. - **Check Email Logs**: Review the email logs in Yotpo to see if the email was sent and delivered. Learn more in our guide on [review request deliverability best practices](https://support.yotpo.com/docs/review-request-email-deliverability-best-practices). ## Video Guide [Video](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/6.%20-%20ARR%20set%20up_Final.mp4?sv=2026-02-06&spr=https&st=2026-10-31T20%3A41%3A31Z&se=2026-10-31T21%3A41%3A31Z&sr=c&sp=r&sig=LkP087X8sSk4yWzzTxnkOOTYv57BGK%2Bk6Z3%2FLBtX8c0%3D)