Creating an Automated Client Review Request System

Creating an Automated Client Review Request System

Engagement automationPersonalized solutionsMarketing communicationsClient engagementUse case

Positive reviews can really help a business succeed, so companies generally want to receive as many as they can. Using these reviews as promotion on their websites and social media pages is a strategy that many companies implement. So how can they obtain more feedback without individually contacting each customer? Sending persuasive request messages to all clients is an effective strategy, but manually reaching out to everyone is extremely inefficient and time consuming. Tracking reviews from different customers is also challenging if the requests and responses are handled manually. These issues can be addressed and improved by taking on a digital solution capable of managing all aspects of customer reviews. 

The automated system can send personalized review requests to clients, follow up with them, and track all the responses provided within a centralized database. Sending reminder messages is also important to get the highest volume of responses for your company, which is another element of the digital alternative. SimplyCast introduces the Client Review Request use case, designed to help businesses gather feedback from all of their customers without manually reaching out or tracking responses. This solution is intended for use by account management teams and all of their clients. 

Building the Solution 

Building a solution capable of all of these things can be daunting, but SimplyCast anticipated the need for a system like this one. Having an automated method of managing client review requests saves both time and resources that can be used for other important roles. Each person involved has just a few simple steps to follow to ensure the system runs smoothly. Here is a breakdown of each step of the Client Review Request solution. 

Management- Step 1 

The management team can choose to send review requests to all existing clients at once or create separate personalized lists for certain products that customers have purchased. This is optimal if the company is looking to get reviews for specific products or services, as it keeps everything organized and easy to locate. Regardless, the first step is creating a database to store customer information. This may include things like names, contact details, and the products/services they are using. You can add each customer to the database individually or import them all at once. 

Management- Step 2 

The next step is sending personalized review requests to the clients. It is not necessary to individually personalize each message, as a template can be created beforehand that the database will work with to do the rest. The system will automatically send out these messages once they have been built. They may contain a personalized greeting, the purpose of the message, and instructions on how to submit a review. 

Client- Step 3 

All the customer has to do upon receiving the message, is follow the instructions and submit their review. A digital link can be added to the message, which will redirect them to the review form page. By filling out simple details like the products or services they used, their opinions on it, and a numerical rating, customers are helping the company gather feedback to promote and improve their business. 

Client- Step 4 

Following up with the customer after review messages are sent is important, whether they provided a review or not. If they did submit a form, you can send a personalized thank you message to acknowledge their time and effort. If they did not get around to creating a review, an automatic reminder can be issued regarding the request.  

Automated System- Step 5 

After a review has been detected, or a certain amount of time has passed without one, the system will automatically remove the client from the database. If the client submitted a review, they will be removed after a thank you message is sent. If not, they will be removed after not responding to the reminder message. 


Why SimplyCast? 

That’s the summary of what it takes to create a customer review request solution and it’s only scratching the surface of what is possible when it comes to using digital technology to improve customer engagement. 

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution. 

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them. 

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.  


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. 

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your customer review strategy more efficiently. 

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