Follow up with customers who have not replied, approve your best reviews, thank the people who left them and alert your team, all without lifting a finger. Pick a template or build your own flow on a visual canvas.
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Every automation is a trigger, the rules you care about, and the actions that follow. Build it once and it runs for every customer.
A new testimonial, a review request nobody answered, a contact joining a list, a finished import, a schedule, or a webhook from another tool.
Branch on rating, review type, source, text length, tags and more. Wait minutes or weeks, or wait for something to happen before moving on.
Send emails and review requests, approve or feature testimonials, add them to widgets, tag contacts, notify your team or call an API.
Pick a recipe and watch it run: chase people who have not replied, approve good reviews as they arrive, tell your team about a low rating before it goes public. Automations come with Pro and Agency.
Send two polite reminders to people who haven't replied. Stop the moment they do.
Each template creates a flow you can edit, so you are live in minutes rather than starting from a blank page.
Send a friendly reminder three days after a request, then a last-chance email four days later. Stops the moment they reply.
Your store sends a webhook when an order is placed. A week later, the customer gets a review request.
When someone is added to a list, wait a day and send them a review request.
No reply after 14 days? Move the contact to a Smart List so you can try a different approach.
Approve 4 and 5 star testimonials with real text straight away. Everything else is flagged for you to review.
A review of 2 stars or fewer sends your team an urgent alert and the customer a personal apology.
Label reviews by their source, such as Google, so they are easy to filter later.
Approved 5-star testimonials are labelled and added to a live widget automatically.
Two hours after a testimonial is approved, the customer gets a thank-you email with a link to it.
Video testimonials are rare and valuable, so your team is notified the moment one arrives.
Get a notification when an import from a review platform finishes.
If a review platform connection stops working, your team gets an email so nothing goes quiet unnoticed.
Testimonials, review requests, contacts, imports, your own metrics, a schedule or another tool can all kick off a flow.
A testimonial is received, approved, rejected, flagged or goes public, or a review you display disappears from the platform it came from.
A request is sent, delivered, opened, clicked, bounced or completed, or gets no response after a number of days you choose.
A contact is created, joins or leaves a Smart List, gets a tag or goes quiet. A collection form is submitted.
An import finishes or fails, a new review appears on a connected platform, or a connection stops working.
Your average rating or share of 5-star reviews crosses a threshold, or you reach a review count worth celebrating.
Run daily, weekly or monthly, when another tool sends a webhook, or when you add people by hand.
Chain as many steps as you need. Each one can use what earlier steps learned.
Send emails with merge tags, or a review request that skips anyone who has already reviewed or was asked recently.
Approve, reject, flag or feature a testimonial, and pin your favourites to the top.
Add or remove labels, and add a testimonial to a widget or your Wall of Love the moment it qualifies.
Send an in-dashboard notification with a severity level, or email up to ten teammates.
Add or remove tags and Smart Lists, fill in a name or business name, or unsubscribe a contact.
Fire a signed webhook, or call any API with your own method, headers and authentication, and use the response in later steps.
A visual canvas with the controls marketers actually use, and the guard rails that keep customers from hearing from you too often.
Drag steps onto a canvas, zoom and fit to view, undo and redo. Work saves automatically, and nothing runs until you publish.
Up to eight named branches per condition, with AND and OR rule groups and a path for when nothing matches.
Wait minutes, hours, days or weeks, or until a set weekday and time. Or wait for an event and branch on whether it happened.
Send people down percentage-based paths to test two different follow-ups against each other.
Only send during working hours, skip weekends, use each recipient’s timezone, and cap how often one person hears from you.
See every enrolment, every step that ran and every webhook that arrived, with the reason a run ended. Logs are kept for 30 days.
Use webhooks to connect StoryProof to the tools you already run your business on.
Every automation gets its own secure URL. Paste a sample event and pick the email and name fields, or let StoryProof find them.
Point a Shopify webhook or a Zapier or Make step at that URL to start review requests from orders, sign-ups or anything else.
Requests carry a secret token, with an optional HMAC signature check, and you can limit runs to the event names you expect.
Most happy customers never leave a review because nobody asked at the right moment. Here is when to ask, eight ways to do it, copy-paste templates, and the mistakes that cost you responses.
Review gating screens customers first and sends only the happy ones to Google. Here is what the platforms and the FTC actually say about it, quoted, and the compliant way to collect reviews instead.
Put your customers’ own words on the pages that sell. Start your 7-day free trial today.
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