Automatically Send Email/SMS Requests
Automatically send requests, via email or SMS Requests, to customers added to GatherUp.
Automatically send requests, via email or SMS Requests, to customers added to GatherUp.
Note: U.S. and Canadian-based carriers require a toll-free number be verified before sending or receiving SMS messages. If your business plans on sending SMS requests we recommend Activating TextBack to begin the verification process, which typically takes 1-2 business days. Once the verification process is complete you'll be able to send SMS requests. This verification ONLY applies to new accounts or new locations.
To send requests automatically follow these steps:
- Log in to your GatherUp account.
- If you have multiple locations, select the location that you would like to send requests automatically for.
To confirm the Send Mode for the location is set to send automatically go to Customer Activity. Under Send Mode click the down arrow to select Automatic.
After selecting Automatic, you will need to set a limit for the number of requests that can be sent daily. This is done to help prevent being flagged as review spam by sites like Google or Facebook. Select a daily limit that closely matches the daily customer volume for the location. Email support@gatherup.com if you need a higher daily limit.
Add a customer, import a customer list, or add customers via Zapier /API /webhooks .
Note, if a customer has both a mobile number and email address the Communication Preference must be set to SMS for them to receive a SMS Request.
- Customers added are batched and assigned to a cron schedule, and requests are sent automatically.
SEE ALSO:
How Requests Sent Automatically Are Scheduled To Send