Email campaigns

This article covers how to trigger automated review requests after a user completes an NPS or CSAT survey, or completes a custom action.

You can invite users to review your service using RateHighly’s Email campaign which automatically sends review invitation to your users via email.

How do email campaigns work?

The email campaign is triggered when a user completes a survey (such as an NPS survey) in a third party tool. RateHighly automatically follows up with the user to request that they write a review of your service.

For instance, by connecting Satismeter to RateHighly, you can trigger a RateHighly review request sequence when a user completes a Satismeter NPS or CSAT survey.

Configuring your email campaign

Connect your third-party NPS service

First, connect your survey tool to RateHighly. You can do this in the RateHighly dashboard under Settings → Integrations → Survey tools. Find your survey tool, click Set up, and follow the service-specific guide.

Add your survey tool to the email campaign as a trigger

The email campaign is triggered by events, such as a user completing a survey. You can add a survey tool as a trigger to the email campaign, which will trigger the email campaign to be sent to the user who gave the rating.

Select a Trigger

Configure your campaign

You can change the behaviour of your campaign in a few ways:

  • Email sender: Choose which person at your organisation will be the email sender when RateHighly delivers emails to your customers. The email will be sent from that person’s email address. The user must be a member of your RateHighly account.
  • Minimum rating to request a testimonial: Choose the threshold at which a user is asked to give feedback or a testimonial. For instance, if your user gives a 3/5 rating they will be asked for feedback under the default settings and only users who give a 4 or 5 out of 5 will be asked to give a testimonial.
  • Sharing destinations: Choose which review sites or social media sites you would like your users to post their testimonials on.

Configure your campaign

Offer an incentive

You can optionally offer a nominal incentive to users who post a review on a third-party site.

Incentive

Limits

You can decide how frequently you want new users to enter your campaign.

Limits

Get started

Go to Manage Email Campaign to get started.

Questions? We have answers

If you have any questions about transactional email campaigns, please get in touch with our customer service team.

Our team is based in London, England 🇬🇧 and would be super happy to help you. Check out our support hours here.