Email or SMS Review request using Google Form
Link a Google Form file to the platform for automated review requests when the form is filled.
Create a Google Form with fields for username, email, and phone. Whenever the form is filled, the platform will automatically trigger review requests.
Create an automation within the platform to send review requests via email or SMS upon form submission.
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, "Google Form Request."
- Add a trigger: Choose an app (in this case Google Form) 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 Form) to send your data.
- Choose an event (New answer by form) to trigger your automation.
- Click on "Connect your Google Forms account," then "Add a connection."
- In the "Create a connection to Google Forms" 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 Albato permission to access your Google Drive files.
- Select the Form you will be using.
- Click "Add trigger" and then save the settings.
- Set your field settings to download only once then save.
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, it is either Send SMS or 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 SMS" or "Online Reviews: Send Email" pop-up will appear. Match the fields with their corresponding fields in your Google Form depending on the action you chose. (The image below shows fields for SMS)
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.
