The Automate feature in HiFiveStar is designed to streamline your reputation management by connecting your business tools directly to your review funnel. Instead of manually reaching out to every customer, you can set up triggers that automatically send review requests via Email or SMS the moment a transaction or interaction occurs.
You can access these tools by selecting Automate from the main dashboard menu. The page has three parts: Your connected apps, Connect an app, and Coming next. Any plan can connect an app and test it; review requests go out by themselves on Pro.
Connect an app has cards for Stripe, Shopify, Zapier, Make and Your own software. Click Connect on the one you use. This is the fastest way to start automating your review requests.
Three steps: Connecting takes three steps: Connect, When and how, and Test and turn on.
Connect: Copy your connection link into the app by following the steps shown, and tick the permission box.
When and how: Choose when to send the request, by text or email, and how long to wait before asking the same person again.
Test and turn on: Send a sample event, check the message, and click Turn on (or Save, keep it off).
Coming next: Google Sheets and Forms, Google Calendar and receipt emails are listed under Coming next and cannot be connected yet.
Don't: Only paste your connection link into the app it belongs to. Anyone with the link can send you customers.
Each app you connect gets its own card under Your connected apps. If your app is not listed, send its customers through Zapier, Make or Your own software.
Each card has an on/off switch and says in one sentence what the app does. Each card shows:
Who: which customers the app sends.
Stops when: when requests to a customer stop.
Last heard: when the app last sent a customer, and how many customers it sent in 30 days. Below that, how many requests were sent in 30 days, and how many are waiting or skipped.
Controls: The switch turns the app on or off. Activity lists every customer the app sent and what happened. Edit changes the settings, and the bin icon disconnects the app.
Click Activity on a connected app to see every customer it sent. Filter by All, Sent, Waiting, Skipped or Failed. Each row says why, and a failed send has a Try again button.
To maximize the efficiency of the Automate feature, consider these common setups:
E-commerce: Trigger a review request immediately after a Shopify or Stripe payment is processed.
Service Appointments: Send finished bookings from your booking system or CRM through Zapier, Make or your own software, so each customer gets a request.
Manual Lists: Upload a CSV of your contacts on Get Reviews. Google Sheets is coming next.
Maximize Your Online Presence with HiFive: A Complete Feature Guide
Explore the Full Range of HiFive's Capabilities to Enhance Customer Engagement and Business Growth
