How to Customize Review Request SMS and Email in Sparkforge

Review request messaging automates how Sparkforge asks customers for public reviews. You configure SMS and email templates, retry cadence, and where the click sends them — then trigger sends manually, in bulk, or from a workflow.

What You Control

• Brand consistency. SMS and email templates match your tone.
• Cadence. When the first request fires, how often it retries, and the max retry count.
• Personalization. Merge fields for contact and location variables.
• Destination. Google Business Profile, custom URL, or balanced across multiple sites.
• Live and retry sequence. Specific templates assigned to the first send and each retry slot.

Where Requests Can Be Sent

• Reputation → Requests. Bulk or single requests with full tracking.
• Contact record. Open a contact and click Send Review Request.
• Workflows. The Review Request action automates sends after triggers like appointment status change.
• WhatsApp. Configure separately under Reputation → Settings → WhatsApp Requests.

Set the Review Link

The Review Link is the URL inserted into every request. Configure under Reputation → Settings → Review Link.

• Review Balancing. Distributes traffic across configured platforms (e.g., Google).
• Get Reviews on Google. Connect Google Business Profile to route to your Google listing.
• Custom Link. Paste one URL to send everyone to a single page.

If you use a Custom Link, confirm it opens directly to the review form. If you use Balancing, confirm every integration is connected.

Configure SMS Requests

Navigate to Reputation → Settings → SMS Requests.

1. Toggle Enable SMS Review Requests in the top-right.
2. Set When to send SMS after check-in (e.g., Immediately).
3. Set Until clicked, repeat this every with a number + Days.
4. Set Maximum retries.

Create or Edit an SMS Template

1. Click Create New (or Edit on an existing template).
2. Pick Create New from Scratch or Select from Pre-Built Templates.
3. Add a Template Name. Optionally enable Request with Image (sends as MMS — carrier fees may differ).
4. Write the message and insert the review link token: {{reputation.review_link}}.
5. Click Save.

Configure Email Requests

Navigate to Reputation → Settings → Email Requests.

1. Toggle Enable Email Review Requests.
2. Set When to send Email after check-in (e.g., 1 Hour).
3. Set Until clicked, repeat this every.
4. Set Maximum retries.

“After check-in” means when the Send Review Request action fires — manually from a contact or Reputation, or automatically via a Workflow Review Request action.

Create or Import an Email Template

1. Click Create New → Create new Template or Import from Template Library.
2. In the email builder, add branding and content.
3. Drag the Review Link element into the email (or set a CTA button to use the Review Link).
4. Save.

Assign the Live and Retry Sequence

Toggling SMS and email on isn’t enough — you also have to tell Sparkforge which template fires first and which fills each retry slot.

• Email: Click Set Email Templates, pick the Live template, assign each Retry slot, click Save.
• SMS: Click Set SMS Templates, pick Live and Retry templates, click Save.

Full Setup Walkthrough

1. Set Review Link. Reputation → Settings → Review Link. Pick Balancing or Custom Link.
2. Enable SMS. Reputation → Settings → SMS Requests. Toggle on, set cadence and retries.
3. Add SMS template. Click Create New or edit an existing template.
4. Pick template type. Scratch or pre-built from the SMS Template Library.
5. Customize the SMS. Name it, optionally enable Request with Image, write copy, insert {{reputation.review_link}}, save.
6. Enable Email. Reputation → Settings → Email Requests. Toggle on, set cadence and retries.
7. Assign Email sequence. Set Email Templates → pick Live and each Retry slot → Save.
8. Build or import email. Drag Review Link element into the layout. Save.

FAQ

Common review request questions below.