Configure Automated Review Requests

The Automated Requests feature lets you send review requests automatically based on your configured triggers.

The page describes this as an Automated Gated Review Requests workflow. It can send review requests after a custom trigger, such as a customer payment or customer visit.

The workflow stops in one of two cases:

• the customer leaves a review
• the customer reaches the end of the workflow without leaving a review

Where to find it

Go to:

Get More Reviews → Automated Requests

What you can configure on this page

From this screen, you can:

• control which delivery channels are enabled
• turn SMS filtering on or off for opted-in contacts
• review account health warnings related to SMS sending
• view the message sequences for:
  • SMS only
  • Email only
  • SMS + Email
• click a sequence step to configure its message, review link, and CrushPix image

The page itself states:

Click any step to set its message, review link, and CrushPix image.

Delivery Channel Settings

At the top of the page, the Delivery Channel Settings section controls which automated review cadence channels are used for the location.

Each delivery option has its own row and toggle.

Email Review Requests

The Email Review Requests row controls whether automated email review requests are enabled.

The description shown is:

Send review request emails to customers (automated cadence).

If this toggle is enabled, ReviewCrusher can use the email sequence for eligible contacts.

SMS Review Requests

The SMS Review Requests row controls whether automated SMS review requests are enabled.

The description shown is:

Send review request SMS to customers (automated cadence).

In the screenshot, this row also shows an ACTIVE badge.

If this toggle is enabled, ReviewCrusher can use the SMS sequence for eligible contacts.

SMS Opted-In Filter

The SMS Opted-In Filter row controls whether SMS is only sent to contacts with a specific tag.

The description shown is:

Only send SMS to contacts tagged as sms_opted_in in GHL.

In the screenshot, this row also shows a RECOMMENDED badge.

This means SMS sending can be limited to contacts who have already been marked as opted in inside GoHighLevel.

If your account uses SMS review requests, this filter helps keep messaging restricted to properly tagged contacts.

Account review warning

The page may also show an account warning related to SMS performance.

In the screenshot, there is a red alert box that says:

Account Flagged for Review

It also shows:

High SMS opt-out rate: 9.5% (2 stops / 21 sent in last 30 days)

and:

Please contact support to resolve this.

This indicates that ReviewCrusher may flag your account for review if SMS opt-out activity is too high.

If you see this warning, review your SMS settings and contact support if needed.

Message Sequences

Below the delivery settings is the Message Sequences section.

This section lets you view the automated message flow for each delivery path.

The page explains that this area is used to configure content for each delivery channel, and that clicking a step lets you set its:

• message
• review link
• CrushPix image

There are 3 sequence tabs:

• SMS Sequence
• Email Sequence
• SMS + Email Sequence

Each sequence is designed for a different contact scenario.

SMS Sequence

Use the SMS Sequence for contacts who only have a phone number.

The screenshot describes this sequence as:

For contacts with only a phone number. Primary MMS with CrushPix, then a text-only reminder the next day.

A badge on the screen shows:

Max 2 touches

SMS Sequence flow

The flow shown in the screenshot is:

• Start
• Day 0 — Primary SMS (MMS + CrushPix)
• Day 1 — SMS Reminder
• End

Below the sequence, the workflow also shows:

• When customer leaves review
• Respond to Review

Both visible message steps in the SMS sequence are marked Configured in the screenshot.

What this sequence means

This sequence is intended for contacts who do not have an email address available.

The first touch is an SMS message that includes a CrushPix as MMS content.

The second touch is a text-only reminder sent the next day.

Because the screen shows Max 2 touches, this path appears intentionally short.

Email Sequence

Use the Email Sequence for contacts who only have an email address.

The screenshot describes this sequence as:

For contacts with only an email address. Three politely spaced emails over 5 days.

A badge on the screen shows:

Max 3 touches

Email Sequence flow

The flow shown in the screenshot is:

• Start
• Day 0 — Primary Email
• Day 2 — Email Reminder
• Day 5 — Final Email
• End

Below the sequence, the workflow also shows:

• When customer leaves review
• Respond to Review

All 3 email steps are marked Configured in the screenshot.

What this sequence means

This sequence is intended for contacts who only have an email address.

The messages are spaced over 5 days:

• first email on day 0
• follow-up on day 2
• final email on day 5

This creates a longer follow-up cadence than the SMS-only path.

SMS + Email Sequence

Use the SMS + Email Sequence for contacts who have both a phone number and an email address.

The screenshot describes this sequence as:

For contacts with both phone and email. SMS first, then email next day, final SMS reminder on day 3.

A badge on the screen shows:

Max 3 touches (2 SMS + 1 Email)

SMS + Email Sequence flow

The flow shown in the screenshot is:

• Start
• Day 0 — Primary SMS (MMS + CrushPix)
• Day 1 — Email Follow-up
• Day 3 — Final SMS Reminder
• End

Below the sequence, the workflow also shows:

• When customer leaves review
• Respond to Review

All 3 steps in this sequence are marked Configured in the screenshot.

What this sequence means

This sequence is intended for contacts who have both contact methods available.

The order shown is:

• SMS first
• email follow-up the next day
• final SMS reminder on day 3

This creates a mixed-channel follow-up path using both SMS and email.

How the workflow ends

Across all 3 message sequence views, the workflow shows an end condition tied to review completion.

After the visible message steps, the flow includes:

• End
• When customer leaves review
• Respond to Review

Based on the screen, this indicates the automated review request path is connected to a review completion event and then flows into a response-related action.

The page also states that the workflow stops either when:

• the customer leaves a review
• or the workflow ends without a review being left

How to use this page

A practical setup flow based on the screen is:

1. review the Delivery Channel Settings
2. decide whether Email Review Requests should be enabled
3. decide whether SMS Review Requests should be enabled
4. decide whether to keep SMS Opted-In Filter enabled
5. open the correct sequence tab:
   • SMS
   • Email
   • SMS + Email
6. click the configured message steps to edit their message, review link, and CrushPix
7. review any account warnings before sending SMS at scale

Best practices

• keep SMS Opted-In Filter enabled if your process depends on opted-in contacts
• review the correct sequence based on the contact data you collect
• use the SMS + Email Sequence when both channels are available
• monitor account warnings related to SMS opt-outs
• review each configured step to confirm the right message, review link, and CrushPix are being used

Troubleshooting

I see an account warning about SMS

If the page shows Account Flagged for Review, review your SMS sending practices and contact support as instructed on the page.

My SMS messages should only go to opted-in contacts

Turn on SMS Opted-In Filter so SMS is only sent to contacts tagged as sms_opted_in in GHL.

I want to change the content of a sequence step

The page states that you can click any step in the message sequence to set its:

• message
• review link
• CrushPix image

I am not sure which sequence applies

Use the sequence that matches the contact data available:

• SMS Sequence = phone number only
• Email Sequence = email only
• SMS + Email Sequence = both phone and email

What each sequence is for

SMS Sequence

Best for contacts with only a phone number.

Email Sequence

Best for contacts with only an email address.

SMS + Email Sequence

Best for contacts who have both a phone number and an email address.

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