Transactional email campaigns

Using a transactional email campaign you can automatically request feedback or a testimonial from a customer via email after any transaction.

A transaction can be any custom action that you define, such as a purchase, or a closed support ticket.

Need help choosing a campaign?

RateHighly offers a variety of campaign types to meet different requirements. If you have any questions please contact us and we will be happy to advise you.

How do transactional email campaigns work?

The transactional email campaign is triggered by adding a unique RateHighly email address as a BCC recipient to any email that you send to your customers.

For instance, when sending a receipt to a customer you could add your RateHighly campaign email address as a BCC.

This triggers an email that is sent to the user to request a rating.

When a user rates highly we will request a testimonial from the user.

When a user gives a negative rating we will request feedback with a similar form.

You can control the threshold at which a user is requested to share a testimonial in your email campaign settings (more detail below).

This will trigger an email campaign to the user to request that the user post a review on your chosen review sites or on social media.

Configuring your campaign

Set up automated review invitations

On the Transactional Email Campaign dashboard, click Set up automated review invitations which will show you the steps to start your campaign. It should take you a few seconds to get started by following those steps.

1. First, copy your unique campaign email address.
2. When emailing your customers add the email address you just copied as a BCC recipient.
3. RateHighly will automatically add the customer to the campaign and email them approximately 15 minutes later.

You can send yourself an example email to trigger a live demo - your responses will be saved, so you can see the full end-to-end experience that your customers will see.

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.

Offer an incentive

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

Limits

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

Get started

Go to Manage Transactional 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.