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Bulk Actions – Sending Review Requests – BizStackPro Help

BizStackPro Contacts Help Guide

Bulk Actions: Sending Review Requests

Request reviews from multiple contacts at once using email or SMS templates while controlling delivery timing with immediate, scheduled, or drip-mode sending options.

Quick Answer

How do you send review requests to multiple contacts in BizStackPro?

Open Contacts or a Smart List, select the contacts you want to reach, choose Send Review Request from the bulk actions menu, select either an email or SMS template, then choose whether to send the requests immediately, schedule them for later, or process them in batches using drip mode.

What Bulk Review Requests Do

You may want more reviews from your customers, but reaching out individually can take too much time.

The Send Review Request bulk action allows you to ask multiple contacts for reviews at once using a predefined email or SMS template.

This can be useful after completed services, purchases, or other customer interactions when you want to request feedback from a larger group without sending each request manually.

You can also control when requests are sent by delivering them immediately, scheduling them for a future time, or using drip mode to process them in smaller batches.

Use one communication channel per bulk action

Each bulk review request uses either an email template or an SMS template. Email and SMS templates cannot be combined within the same bulk action.

Review Requests at a Glance

Location Contacts or Smart List
Bulk Action Send Review Request
Channels Email or SMS
Immediate Add All at Once
Future Delivery Scheduled Time
Batch Delivery Drip Mode

Before You Begin

Decide who should receive the review request and how the message should be delivered before starting the bulk action.

  • Identify the contacts who should receive a review request.
  • Decide whether the request should be sent by email or SMS.
  • Choose the appropriate predefined email or SMS template.
  • Decide whether to send the requests immediately or at a scheduled future time.
  • For larger lists, decide whether drip mode should be used.
  • Review your message and selected contacts before starting the bulk action.

Step-by-Step: Sending Review Requests

Follow these steps to select contacts, choose your review-request template, and control how the requests are delivered.

Choose Your Contacts

Go to Contacts or open a Smart List.

Select individual contacts, use the top checkbox to select all contacts on the current page, or use the available link to select all contacts when needed.

Select Send Review Request

Open the bulk actions menu and choose Send Review Request.

Choose Email or SMS

Select either an Email template or an SMS template for the review request.

Each bulk action uses a single communication channel, so choose the option that fits the contacts you are reaching.

Choose the Delivery Method

Select how the review requests should be delivered.

Add All at Once

Sends the review requests immediately to the selected contacts.

Scheduled Time

Sends the review requests at a specific future date and time.

Drip Mode

Sends the review requests in timed batches instead of processing the full selected list at once.

Configure Drip Mode When Needed

If you use drip mode, configure the batch size and delivery interval for the selected contacts.

The repeat after setting controls the delay between batches. It does not restart or repeat the entire bulk action.

Review and Start the Bulk Action

Review the selected contacts, communication channel, template, and delivery settings before confirming the action.

Drip mode continues through the selected contacts

Each batch processes the next group of contacts until the selected list has been completed. The repeat-after interval controls the timing between batches rather than restarting the action.

Review Request Best Practices

Use Drip Mode for Larger Lists
Reason: Sending requests in batches gives you more control over delivery volume when working with a larger contact list.
Use Reasonable Batch Sizes and Intervals
Example: The original guide suggests using batches such as 50–100 contacts every few hours when drip mode is appropriate.
Segment the Contacts
Reason: Focus requests on relevant contacts such as recent customers or people who recently completed an appointment.
Personalize the Template
Reason: Use available merge fields such as the contact name or service type when appropriate.
Send the Request at the Right Time
Reason: The original guide recommends sending review requests soon after a positive customer interaction.
Review the Results
Reason: Review engagement and adjust the message or delivery timing when needed.

Frequently Asked Questions

How do I select all contacts for a bulk review request?
In Contacts or a Smart List, use the top checkbox to select all contacts on the page, then click the link that appears to select all contacts in your BizStackPro account.
Can I choose different templates for email and SMS in one bulk action?
No. Each bulk review request uses a single channel. You must choose either an email template or an SMS template for that action.
What is the difference between add all at once and drip mode?
Add all at once sends review requests immediately to all selected contacts, while drip mode sends requests in timed batches to control delivery volume.
What does the repeat after setting do in drip mode?
Repeat after sets the time delay between batches in drip mode. It does not restart or repeat the entire bulk action.

Continue Learning

Continue learning how to manage bulk actions, contact lists, and review-request messages with these related BizStackPro Help Center guides.

Recommended Next Step

Prepare Your Review Request Template Before Sending in Bulk

Bulk review requests rely on the email or SMS template you select. Before sending a request to a larger contact list, review your message so the wording, personalization, and communication channel fit the customers you are contacting.

Manage Review Requests and Customer Communication with BizStackPro

BizStackPro brings contacts, email, SMS, bulk actions, and automation together in one integrated platform so you can manage customer communication and review-request workflows without handling every contact individually.

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