In this section:


To create a campaign to get customers to leave reviews for purchased products, first install the "Product Reviews" app from your store's admin panel, section Apps > All apps. 


More information on how to make the relevant settings can be found here. 

Create a suitable segment 

Before creating a feedback campaign, you need to go to the Marketing > Campaigns > Segments section and create a segment from the "Add Segment" button in the upper right corner of your screen. The segment should look like this:

 

Subscriber -> Order -> Where order is last-> Order fulfillment status is fulfilled -> Without product review. Thus, your campaign will reach only the "right" customers - every customer with his latest order, which fulfillment status is "Sent" and there is no product review left yet.

Set a campaign

Once you've already created a segment, go to the Campaigns section and press the "Create Campaign" button in the upper right corner of the screen. To collect ratings for your products, you need to create an Automated campaign.  

Unlike regular campaigns, which are one-step campaigns with one action, automated campaigns have triggers and based on those triggers the campaign is initiated. A trigger could be that somebody has entered a specific segment and based on that action the campaign is launched.


You can customize your campaign and create your own automation or use predefined templates.  

1-st Step

First, enter the name of your campaign so you can distinguish it more easily. The campaign name you choose is for internal use and your reference. 

 In this section, you can choose whether the campaign will be repeated for customers who have fallen into it more than once, as well as if it should be executed for already existing customers in the segment.

  • Repeat the campaign for customers that got into it more than once - if this option is disabled, the campaign will start just once for customers in a given segment. If a customer enters and exits from the segment multiple times (for example, every time he places an order that is shipped), this option will not allow the campaign to be resubmitted. But if want to notify your customers every time someone falls into the given segment (places an order, in this case), turn on this option, and the campaign will be sent every time. 
  • Execute campaign for existing subscribers in segment - if you enable this option, your campaign will be sent to the existing subscribers in the segment. That is, if when creating a segment, 100 subscribers from your store are automatically reached, they will not be reached by this campaign if you turn off this option. If you want it to be sent to everyone - existing subscribers and those who will later join the segment, leave the option on. It is enabled by default.  

2-nd Step

In the second step, select "Gets in segment" and select the segment from the drop-down menu, then, you will see the current number of customers that meet these criteria. This way, every time a customer falls into the selected segment, the campaign will start automatically. 


If you do not find a segment suitable for your campaign, you can create a new one from the "Add segment" button and then select it.


3-rd Step

In the "Campaign actions" section, you must build your campaign logic. With each step, a given action is executed and could have its own conditions.  


The action type can be send a message - Viber, SMS, email or web push notification, set a customer group or tags. The conditions are based on the steps you will create. If you have selected "send email" as the action, the condition may be if the email is opened or not. If the customer has opened the email you sent him, you can set a specific action to be executed after that. If the subscriber hasn't opened its email in a few days, you can set another action to be executed given that. The action can be executed immediately or after a specified time after the user has landed in the segment related to the campaign you are creating.


In the "Action's type" drop-down menu, you will see all channels you have enabled in the Channels section. In our case, we will select email as action's type, 7 days after a customer has fallen into the segment (i.e. after days after his order has been paid). 


Then you need to choose a template from our extensive database to use for the campaign, select from the already saved templates you have or create a completely new one. 

In our case, we will select one of the ready-made templates from our database.  

Each template can be edited according to your taste and business needs with our easy-to-use drag-and-drop visual builder. 

  • The template's name is only for internal use.
  • The subject - the subject will be seen by the recipient, so be careful what you will type here because it is one of the most critical things regarding the open rate metrics. Your subject needs to be eye-catching so that the maximum number of subscribers can open your email.
  • You can delete or add more sections to your template. Basically, you can change every element of the template
  • Variables legend  - to personalise your templates, use variables from the variables legend you can find at the bottom of the screen.  Copy the content in quotation marks of the desired variable and place it wherever you want in the template. When you send the email, all the variables you have used will be replaced by their real values. For example, {$Customer_first_name} will be replaced with the actual user name to whom you sent the email. 
You can also access variables from merge tags and import them directly: 
Do not forget that some of the variables turn into links, for example,  {$products_leave_feedback_url} is a link, which would not look good in an email. That is why you can make it a hyperlink to a text, a link to a button or picture.


Once you are done editing the template, save the step to continue. 

Once you have saved step 1, you can create a condition for it or go directly to step two. We will go to the second step, which will send a follow-up email in another three days. 

4-th and 5-th Steps

The last two steps are optional for this type of campaign and can be omitted.