Skip to main content

Overview

RatingFlow’s bulk request feature allows you to send review requests to multiple customers simultaneously via SMS and email. This powerful capability eliminates the tedious process of manually reaching out to customers one by one. Bulk requests help you scale your review collection efforts and maintain a consistent flow of positive feedback across all your public review platforms.

How bulk requests work

The bulk request system streamlines review collection through automation:
1

Import your customer list

Upload a list of customer contacts in bulk through CSV import or integrate with your CRM system.
2

Customize your message

Create personalized SMS or email templates that encourage customers to share their feedback.
3

Send to all recipients

Launch your campaign to send review requests to hundreds or thousands of customers at once.
4

Smart routing processes responses

  • Positive ratings (4-5 stars): Customers are automatically redirected to Google Maps, Facebook, Trustpilot, or other public platforms
  • Negative ratings (1-3 stars): Customers are directed to a private feedback form for issue resolution
RatingFlow acts as a shield for your business, ensuring that satisfied customers publicly advocate for your brand while unsatisfied customers are routed to a private resolution channel.

Benefits of bulk review requests

Save time

Send hundreds of review requests in minutes instead of manually contacting customers one by one.

Boost review volume

A higher volume of positive reviews directly correlates to higher rankings in the Local Pack and Google Maps.

Increase revenue

Businesses with a 4.5+ star rating generate significantly more revenue than competitors with lower ratings.

Protect your brand

Filter out unfair or emotional 1-star feedback before it becomes permanent on public platforms.

Setting up bulk requests

Gather customer contact information including:
  • Full name
  • Phone number (for SMS requests)
  • Email address (for email requests)
  • Any custom fields you want to use for personalization
Ensure your data is clean and properly formatted to avoid delivery issues. Remove duplicates and verify contact information accuracy.
Upload your customer list through CSV import or connect your CRM system for automatic syncing.Common import formats:
  • CSV file upload
  • CRM integration
  • API connection
Craft a compelling message that encourages customers to share their experience. Include:
  • A friendly greeting
  • Reference to their recent interaction
  • Clear call-to-action
  • Your business name and branding
Personalization tokens like and can significantly improve response rates.
Select whether to send requests via SMS, email, or both channels for maximum reach.SMS benefits:
  • Higher open rates (98% vs 20% for email)
  • Immediate delivery
  • Mobile-first experience
Email benefits:
  • More space for detailed messaging
  • Lower cost per message
  • Better for B2B audiences
Choose to send your bulk request immediately or schedule it for optimal timing.
Track delivery rates, response rates, and conversion metrics to optimize future campaigns.

Message template best practices

Hi {FirstName}! Thanks for choosing {BusinessName}. We'd love to hear about your experience. Rate us here: {ReviewLink}
Keep SMS messages under 160 characters for optimal delivery and avoid triggering spam filters.

When to send bulk requests

Send requests 24-48 hours after a purchase or service completion when the experience is fresh in the customer’s mind.Ideal timing by industry:
  • Restaurants: Same day or next day
  • Hotels: Day of checkout
  • Retail: 1-2 days after purchase
  • Services: Immediately after completion

Advanced bulk request strategies

Segmentation

Divide your customer list into segments for more targeted messaging:

By service type

Customize messages based on which product or service the customer used.

By customer value

Prioritize requests to high-value customers who are more likely to leave detailed, positive reviews.

By location

Send location-specific requests if you have multiple business locations.

By interaction date

Segment by recency to ensure you’re contacting customers at the optimal time.

Automation workflows

1

Set up triggers

Configure automatic bulk requests to send when specific conditions are met (e.g., after appointment completion, order fulfillment).
2

Create follow-up sequences

Design multi-step campaigns that send gentle reminders to non-responders after a few days.
3

Integrate with your systems

Connect RatingFlow to your CRM, POS, or booking system for seamless automation.

Performance optimization

Experiment with different sending times to find when your customers are most likely to respond. Generally, Tuesday-Thursday between 10am-2pm performs well.
Try different message variations to see which language, tone, and calls-to-action generate the highest response rates.
Track bounce rates and unsubscribe rates to maintain healthy sender reputation and compliance.
Identify where customers drop off in the review process and optimize those steps.

Compliance and best practices

Always ensure you have explicit permission to contact customers via SMS or email and comply with relevant regulations.
  • TCPA (SMS): Obtain prior express written consent before sending marketing text messages
  • CAN-SPAM (Email): Include a physical address and unsubscribe link in all emails
  • GDPR (EU customers): Ensure data processing consent and provide data access/deletion options
  • Review platform policies: Follow Google, Facebook, and other platforms’ review solicitation guidelines

Ethical considerations

Don't incentivize reviews

Never offer payment, discounts, or rewards specifically for positive reviews - this violates most platform policies.

Request honest feedback

Encourage authentic reviews rather than asking only satisfied customers to leave public feedback.

Respect opt-outs

Honor unsubscribe requests immediately and maintain suppression lists.

Be transparent

Clearly identify who you are and why you’re requesting a review.
RatingFlow’s smart-routing system helps you maintain compliance by giving all customers an opportunity to provide feedback while protecting your public reputation from unfair negative reviews.

Use cases by industry

Send bulk requests to all patients after appointments to systematically gather feedback and improve online visibility.Benefits:
  • Build trust with prospective patients
  • Improve local search rankings
  • Identify service improvement opportunities
Request reviews from all clients after closing to build a strong portfolio of testimonials.Benefits:
  • Establish credibility with new leads
  • Differentiate from competitors
  • Showcase successful transactions
Send bulk requests to all recent guests to maximize review volume during peak seasons.Benefits:
  • Improve OTA (Online Travel Agency) rankings
  • Attract more bookings
  • Manage reputation proactively
Use bulk requests on behalf of multiple clients to deliver reputation management services at scale.Benefits:
  • Offer white label reputation management
  • Generate recurring revenue
  • Provide measurable ROI to clients
RatingFlow offers a white label solution that allows agencies to rebrand the entire dashboard and reporting system under their own brand.

Build docs developers (and LLMs) love