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  1. Home
  2. Workflows
  3. Review Request Automation
beginner

Review Request Automation

Happy customers are never asked for reviews at the right moment.

Overview

Lifecycle workflow that detects a success event, checks eligibility, and sends a review request after delay. Estimates only — no fabricated conversion rates.

Flow

Trigger: Success milestone (e.g. project completed, NPS promoter)

  1. 1
    Trigger

    Milestone event

  2. 2
    Condition

    Eligible & not recently asked?

  3. 3
    Action

    Wait delay window

  4. 4
    Notify

    Send review request

  5. 5
    Integration

    Log in CRM

Setup instructions

Define eligibility carefully. Always include easy opt-out. Do not invent social proof stats on your site.

Human approval points

  • Template changes
  • VIP account exceptions

Metrics to track

  • Requests sent
  • Opt-outs
  • Reviews received (measure yourself)

Failure cases

  • Asking unhappy customers
  • Over-messaging

Requirements

Setup: Estimate: 1–3 days (sample)

Cost: Estimate only — sample data, not a verified quote

Required tools

CRM or CDP event
Email tool

Optional

Review platform link

Ekofi Lyrae

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