Steps
- Open the template. In the sidebar, open Settings > Notification Templates and choose the New Sale template under Customer Notifications.
- Add the link. Put {feedback_link} in the Email Body or SMS Body, for example: Tell us how we did: {feedback_link}. Click Save.
- Send it. Tick Auto Send Email or Auto Send SMS to send it after every sale, or send it for one sale with New Sale Notification from the invoice page's Actions menu.
- The customer rates. The link opens Leave A Review. The customer clicks the stars to rate each product, which is listed with its name and image, and can add a Comment.
- Submit. They click Submit and see Thanks for your feedback.
Keep it short
The review page has no login and asks only for stars and a comment, so more customers finish it. Put the link near the top of the message with one line of thanks. The link is tied to the sale, so a customer rates the items they actually bought.
Frequently asked questions
Does the customer need an account to leave feedback?
No. The feedback link opens the review page for that sale directly. The customer rates each item and adds a comment without signing up or logging in.
Can I send the feedback link by text message?
Yes, if SMS is set up for your business. Add {feedback_link} to the New Sale template's SMS Body and tick Auto Send SMS, or tick Send SMS when you send the notification for a single sale.