Rules that do the asking for you
Set who gets asked, how long to wait, what the message says and when to stop. Then leave it alone.
An automation is a rule: when this happens, wait this long, send this, and stop if that. Most businesses need 1 or 2. The point is that you set it once and it keeps working without anyone remembering, and it tells you plainly what it has been doing.
How it works
Up to 4 messages, with your own waits
A first ask and up to 3 reminders, each with its own delay and its own wording. They all stop the moment someone taps the link, replies or opts out.
Try 2 wordings against each other
Give a rule 2 versions of a message and it splits them evenly, so you find out which one your customers answer rather than arguing about it.
Rules for who is never asked
Skip a job under a value. Skip a whole job type. Skip anyone asked in the last 6 months. Keep a do not ask list that beats every other rule.
Every rule shows what it really did
Jobs seen, asked, skipped, and how many reached a review site, over the last 30 days. Open the history and each job shows the exact reason the connector gave.
Test mode sends nothing
Turn a rule on in test mode and it logs every message it would have sent, to whom, and when, without sending anything. You read the log, fix the rule, then switch it on properly.
- A rule that matches nothing says so. "Nothing matched yet" after 30 days active means your conditions are too tight, and the row tells you.
- A rule waiting on software that is not connected says that too, instead of looking identical to one that works.
- Copy a rule to make a near duplicate, and the copy starts switched off.
- Starter rules are built in for the common cases, so you do not start from an empty screen.
Automations, answered
How many automations do I need?
Usually 1. A single rule that asks after a finished job covers most businesses. Add a second if you have a different kind of work that needs a different wait or different wording.
What stops a reminder being sent after someone reviews?
Tapping the review link stops the sequence straight away, as does replying or opting out. We cannot see that a review was posted on Google in real time, so the link tap is what we use.
Can a rule ask someone twice?
No. Each customer is asked once per rule, and there is a minimum wait before anyone can be asked again by any rule. The default is 6 months and you can make it longer.
The rest of it
Try it on your own customers
Add your business, send 1 request to your own phone, and see the whole thing end to end.