01 · Marketing & Customer Engagement

Review Request System

A workflow for inviting genuine customers to leave an honest review after an agreed service event.

Review invitations work best when they follow a real service event and respect the customer's contact preferences. This system helps staff manage the timing and request history. It is useful when teams repeat invitations or cannot tell whether a request has already been sent.

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02

What it manages

The system can hold eligible service records, request timing, approved messages, contact permissions and delivery status. It should not invent reviews or selectively mislead customers about where feedback is allowed. A request log helps avoid repeated messages to the same person.

03

How it works in a business

A completed service becomes eligible under the agreed rule. The system checks consent and previous requests, then sends an approved invitation or creates a staff task. A response or opt-out updates the record so unnecessary repeat requests do not continue.

04

What SFn can customise

SFn can configure eligibility, message timing and frequency limits. CRM or service records may supply the completion event. Review-provider rules, consent and the treatment of complaints need confirmation before automated requests are enabled.

05

Related & next step

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