This workflow asks how the experience went and sends every client the same public review link. A low or negative reply also alerts your team privately so they can follow up. The alert never replaces the review request.
- Category: Reputation and referral.
- 6 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
A contact gets tagged (Tagged review-ask).
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Tagged review-ask | Contact tag | A contact gets tagged (Tagged review-ask). |
| 1 | How did we do? | Sms | Sends a text message: "How did we do?." |
| 2 | Wait 1 days | Wait | Pauses the workflow before continuing: Wait 1 days. |
| 3 | Reply needs follow-up? | If else | Checks the reply and marks replies that need a personal follow-up. Both paths continue to the review request. |
| 4 | Send to public review | Sms | Sends every client a text message with the public review link. |
| 5 | Native review request | Review request | Fires the built-in review request: Native review request. |
| 6 | Alert team: client to follow up | Internal notification | Sends your team an internal alert when a reply needs a personal follow-up. |
What to set up before you turn it on
- Set how replies that need a follow-up are tagged (reply keyword / survey)
- Set review_link
- Check that every client receives the review link, whatever they answer
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.
