Sending Review Request with CoachWorks Marketing: Add all in drip mode

1. Start by clicking the provided link to access your contacts.

• Begin by clicking the link provided to access your contacts list directly.

2. Next, select a contact from the provided list.

• Choose a single contact or multiple contacts from the list, depending on your review request campaign needs.

3. You may select one or more contacts if you wish.

4. Use the option available to select all contacts with a single click.

• For broader outreach, utilize the option to select all contacts with a single click.

5. Moving forward, initiate the process of requesting a review.

• Start the review request process, targeting the contacts you've chosen.

6. Click Ok, proceed to confirm your actions and proceed.

• Click 'Ok, proceed' to confirm your action and continue with the process.

7. At this point, decide your preferred method of review request; either SMS or Email.

• Decide on your preferred method for sending out the review requests: SMS or Email.

8. Now, you can opt to add your selections in a drip mode.

• Opt to add your selections in a drip mode, allowing for scheduled and recurrent sending.

9. Proceed by adding a brief description of the action for easy tracking.

• Add a brief description for easy tracking and management of review requests.

10. Set a starting date for your process by clicking in the provided field.

• Click in the date field to set the starting date for the review request process.

11. Choose a specific date and time that suits your schedule.

• Choose a specific date and time that aligns with your campaign planning and strategy.

12. After choosing a start date, click the provided button to continue.

• Confirm your date and time selection by clicking the button provided to continue.

13. Set the number of requests you'd like to be sent.

• Set the number of review requests you'd like to be sent throughout the campaign.

14. Decide the frequency at which these requests are sent.

• Decide how often these review requests should be dispatched to your contacts.

15. Pick a preferred option from the provided list.

• Choose the preferred option from the list for how the message will appear to recipients.

16. Choose your preferred days for the messages to be sent.

• Specify which days the messages are to be sent, tailoring to the peak engagement times.

17. Select a starting time for this schedule.

• Select a starting time for your scheduled request dispatch.

18. Similarly, select an end time to this schedule.

• Similarly, select an end time to cap the schedule, ensuring messages are sent within preferred hours.

19. Now, click on Send Review Requests to initiate the process.

• Click on 'Send Review Requests' to kickstart the process based on your configured settings.

20. Cap things off by clicking Ok.

• Finalize your sequence by clicking 'Ok'.