Review requests with Rex
Import review requests from a CSV file
Import multiple customer records to prepare review requests.
Before you begin
Have a CSV file with customer contact details and permission to message those customers.
Requirements
Review requests need customer consent, the right account permissions, an eligible subscription and a valid Google review destination. Email also needs a complete business mailing address. SMS needs completed setup and provider approval.
Steps
- Open Ask for Reviews → CSV Request.
- Click Download template.
- Fill in the
nameandphonecolumns. Includeemailfor email requests. You can add up to 500 customer rows. - Choose SMS or Email, click Choose file, then upload your CSV.
- Review the valid, invalid and duplicate rows.
- Select the consent checkbox, then click Create requests for valid rows.
- Return to Overview, choose the approved message options and click Send beside each pending request. Complete any SMS confirmation displayed.
Expected result
Valid rows are imported as requests. Importing does not send messages automatically.
Having trouble?
Correct rejected rows using the validation errors, then upload again.
Good to know
The request list shows your newest 200 requests.