Automate

Email Review Request with Google Sheet

9min

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.



You can copy a template to your Google Drive using a link here

Note! You can add other variables into this template by adding new column header and input value on the next row.


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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.
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  • 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)
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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.
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  • Click "Sign in with Google," then select the Google account you will be using.
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  • Click "Allow" to give permission to the app to access your account.
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  • Select the Spreadsheet and Spreadsheet sheet you will be using.
  • Click "Add trigger" and then save the settings.
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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.



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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.
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  • 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.
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The automation setup is complete. Click on "Start" to launch it.

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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.



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