6 Easy Steps to Setup an Automated Review Campaign
Step 1: Import users
If this is your first review campaign through the automated review manager, we recommend starting with a smaller list of 100-200 users to run a test campaign before reaching out to all users the first time around in case there are any changes or tweaks you want to make in your outreach approach or messaging.
We also recommend that rather than adding all of your users at once, only add users that you want to launch a campaign to at the time you want to setup your campaign and then launch your campaign prior to adding more users. This helps keep the review manager organized and easier to manage.
Step 2: Choose a Familiar Sender
Its important to choose a sender before you customize your templates since each user has their own templates so that you make sure to customize your campaign templates under your sender's account.
Choosing a familiar sender that your customers will recognize when they see your name in their inbox can also dramatically improve open and completion rates so make sure to choose someone on your team that your customers will recognize.
Step 3: Customize Your Templates
A few tips to add to your templates to increase conversion:
Personalize your messaging
Keep your templates short and sweet
Offer a giveaway
Put a deadline on the giveaway to increase urgency
Try to stick to as close to our pre-written optimized copy/paste high converting campaign templates as you can
Step 4: Send Yourself a Test
Now that your campaign is setup, the next step is to preview your templates and send yourself a test so that you can check to make sure your campaign is setup properly.
Step 5: Decide Your Send Date and Launch Your Campaign
Now that your users have been added, your templates have been customized and you have previewed your campaign, all you have to do is pretty send!
Step 6: Let Your Campaign Run for 2-weeks
Once you launch your campaign you can sit back, relax and let the reviews roll in. Your campaign will run for two weeks and you will get notifications as reviews start to come in. Once the campaign is complete, any users that have left a review will appear in the 'left a review' tab and users who haven't will appear in the 'ready for followup' tab for your team to decide if you would like to followup further.