Sending Review Request with CoachWorks Marketing: Add all at schedule time

CoachWorks Marketing simplifies the task of soliciting these valuable assets through an efficient process for sending review requests to your contacts, either via email or SMS. This guide will walk you through each step to ensure you can maximize the impact of customer feedback with minimal effort.

1. Start by finding and selecting the contacts section on the webpage.

Begin by locating and selecting the 'Contacts' section on the CoachWorks Marketing webpage.

1 Click here.

2. Next, single out a particular contact by clicking their checkbox.

Identify and click the checkbox of a specific contact you wish to send a review request to.

2 Click here.

3. Feel free to tick additional checkboxes for selecting multiple contacts simultaneously.

For broader outreach, feel free to tick additional checkboxes to select multiple contacts at once.

3 After that, click on the element.

4. For selecting everyone at once, find and press the 'select all contacts' option.

If you're aiming for a widespread request, press the 'select all contacts' option to include everyone in your list.

4 Click here.

5. Once contacts are chosen, go ahead and initiate a review request.

With your contacts chosen, proceed to initiate a review request by selecting the appropriate option.

5 Click here.

6. After that, confirm your decision by selecting 'Ok, proceed'.

Confirm your decision to send out a review request by clicking 'Ok, proceed'.

6 Click on "Ok, proceed".

7. Up next, specify whether you'd prefer the review request sent via email or SMS.

Specify your preferred method for sending the review request, opting between email and SMS.

7 Click on "SMS review request".

8. Later on, choose the 'Add all at schedule time' for a more streamlined process.

For efficiency, choose the 'Add all at schedule time' option to streamline the sending process.

8 Click on "Add all at schedule time".

9. At this point, provide a brief description that will aid easy tracking.

Input a brief description to facilitate easy tracking of your review request campaign.

9 Next, click on the element.

10. Moving on, set a start date for this process by clicking on the date field.

Click on the date field to set a start date for dispatching the review requests.

10 Once that's done, click here.

11. Subsequently, select a specific date and time suitable for your schedule.

Choose a specific date and time that aligns with your campaign schedule.

11 Click on "12".

12. Confirm your chosen time by clicking 'Continue'.

Confirm your selected timing by clicking 'Continue'.

12 Click on the element.

13. As a final step before completion, prepare to launch the review requests by clicking 'Send Review Requests'.

Before completion, ready the campaign for initiation by selecting 'Send Review Requests'.

13 After, click on "Send Review Requests".

14. Finally, press 'Ok' to close the process and voila, you're all done.

Finalize the process by pressing 'Ok'. You've now successfully set up your review requests to be sent out.

14 Click on "Ok".

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Sending Review Request with CoachWorks Marketing: Add all at schedule time | Content Copilot