Your “contacts” are anyone who you want to send review requests to.

There are a few different ways to add contacts:

Automatic ways to add contacts:

  • Integrate with any app using Zapier
  • Integrate using our API

Manual ways to add contacts:

  • Click the “+” icon (to the right of the search bar) at the top of any page
  • On the Contacts page click the button that says “New Contact”
  • On the Reviews page click the button that says “Add Contacts to Review Campaigns”
  • In Settings > Review Settings > Review Profiles click the “Campaign Recipients” button for any review profile, then click the “Add Contacts” button

If you’re manually adding your contacts you have a few different options for how to add them depending on which of the above methods you use. You can:


Add contacts one at a time

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Upload contacts in bulk via spreadsheet

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Go to the Contacts page to select contacts to add

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As soon as you add a contact into the system they will be added to the review request campaign for the review profile you selected (unless you chose to “exclude” them from the campaign, in which case they will not be added to it).

A few important points:

  • A contact name and either email address or phone number is required
  • If you include both email address and phone number in a contact record and you have both email and text message templates active in your review campaign settings then the contact will receive both email & text messages.
  • The system won’t allow you to add contacts within the Frequency Restriction period (as set in your Review Profile Settings > Campaign Settings). If you want to remove this protection then you can reduce your Frequency Restriction settings for the review profile(s) that you want to add contacts to.

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