Help center · Phone, marketing and growth

Send campaigns and ask for reviews

Email the right slice of your customer list, and send review requests that track who clicked.

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In the app: Sales → Marketing5 stepsOpen it in the app →

Marketing campaigns and review requests
Real screen from the demo account; names and numbers are sample data.
  1. Step 1: Start a campaign

    Open Sales → Marketing and click + New Campaign. Give it a name and pick the channel. Email is free; text campaigns need the phone system add-on.

  2. Step 2: Pick the audience

    Choose who it goes to, for example customers with no visit in the last so many days, or customers whose system was installed at least so many years ago. Click Preview your audience to see exactly who’s in it before you send.

  3. Step 3: Write it and send or schedule

    Write the subject and message. Leave the schedule blank to save a draft, or pick a time. Every email includes a one-click unsubscribe.

  4. Step 4: Ask for a review

    Open the Review Requests tab and click + Review Request, pick the customer (and the job if you like) and send it. It sends your review link and tracks the click; the customer leaves the review on the site you choose.

  5. Step 5: Check results

    Click Results on a campaign to see who it reached and who clicked.

Still stuck? Tell us what you were trying to do and where you got stuck. A screenshot helps.

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Your ticks are saved in this browser only. Updated October 2026.

Questions about this

Does it post Google reviews for me?

No. It sends your review link and tracks the click. The customer leaves the review themselves.

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