Link your Google Sheet file containing customers' details to the platform for automated review requests via email. Maintain a Google Sheet file with 2 columns: "Name" and "Email." Whenever new clients are acquired, populate the Google Sheet with their contact details.
Automation Configuration Steps
- On the left panel, click on "Automate."
- In the Automate settings page, go to "Your Automations" -> "Automations."
- Click on "New Automation" to initiate the setup process.
- Rename the automation as you prefer, for example, "Send Emails."
- Add a trigger: Choose an app (in this case Google Sheet) to send your data and select an event to initiate your automation. (See "Add a Trigger" below for more details)
- Add an action: Choose an app (in this case Online Reviews) to receive your data and specify an action to perform automatically. (See "Add an Action" below for more details)
Add a Trigger:
- Choose an app (Google Sheets) to send your data.
- Choose an event (New row created) to trigger your automation.
- Click on "Connect your Google Sheets account," then "Add a connection."
- In the "Create a connection to Google Sheets" pop-up:
- Create a unique name for your connection, then click continue. We recommend using different names for your connections to avoid confusion. You can change this later.
- Click "Sign in with Google," then select the Google account you will be using.
- Click "Allow" to give permission to the app to access your account.
- Select the Spreadsheet and Spreadsheet sheet you will be using.
- Click "Add trigger" and then save the settings.
Additional Filters, Actions and Features
- Additionally, you can enhance your automation by adding more action, adding filters or using tools to introduce features such as time delay. Time delay postpones an action for a period determined by the user, allowing the flexibility to schedule the next step in the automation.
Adding an Action
- Click on "Add action." In the Add Action Settings Pop-up:
- Choose an app (in this case, Online Reviews) to receive the data.
- Choose an action (in this case, Send Email) you want to perform.
- Connect your Online Reviews account; leave this option as it is.
- Click "Add an action" to save the changes.
- Afterward: An "Online Reviews: Send Email" pop-up will appear. Match the fields with their corresponding fields in your Google sheet as shown in the image below.
The automation setup is complete. Click on "Start" to launch it.
The below confirmation message will be shown indicating your automation is complete and on. You can either go to the main screen or check the automation logs.
