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DATA & ANALYTICS

Sending review requests automatically: the complete approach

The project went well, the client was enthusiastic, but nobody sends the review request. This guide shows how to fully automate review requests: triggers, timing, GDPR and measurement.

13 min read · Feedback Analytics · Feedback Analytics

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Data & Analytics

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13 min read

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Feedback Analytics

Why timing of your review request matters

The chance a customer writes a review drops as time passes after a positive experience. Trigger-based flows react at the moment itself.

Best triggers for automatic review requests

Combine event timing with NPS/CSAT quality selection.

NPS and CSAT triggers

Score 9–10 to Google; score 6 or below to internal recovery. Promoters often convert 30–50% on direct asks.

Event-based triggers

  • Completed project or delivery
  • Renewed contract
  • Closed support ticket with positive outcome
  • Successful onboarding

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Timing and channel

Send when positive experience is strongest.

Timing by interaction type

  • After meeting: same day or next morning
  • After delivery: 24–48 hours
  • After support: within hours
  • One reminder after seven days

B2B channel strategy

Start with email. Optional SMS follow-up with consent.

Requests people actually complete

One ask, one CTA, direct link. Personalise beyond first name.

Email after completed project

Subject: How do you look back on the project? Short personal ask with direct Google review link.

SMS follow-up

Short message with direct link for non-responders.

GDPR before you activate

Review requests are marketing. Separate lawful basis from invoice email.

Three things before go-live

  • Privacy policy purpose
  • Opt-out
  • Proof of lawful basis

DPIA and message types

Separate transactional and marketing messages.

Measure and improve

Open rate, click rate, reviews placed. A/B test one variable at a time.

Start with one trigger

Test one segment, then scale. Feedback Analytics supports conditional flows and GDPR-compliant email invites for B2B.

Frequently asked questions

How soon after an interaction?

B2B: 24–48 hours. Support: within hours.

Use invoice email address?

Not without separate lawful basis for marketing.

Best B2B channel?

Email first. SMS as optional follow-up with consent.

Prevent unhappy public reviews?

NPS/CSAT filter: public ask at 9–10, recovery flow below.

Key KPIs?

Open rate, click rate, reviews placed.

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