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 feature is divided into four key sections: Solutions, Automations, Apps, and History.
The Solutions tab acts as a marketplace for pre-built integration templates. This is the fastest way to start automating your review requests.
Marketplace: This functions as a library of pre-built integrations with popular business platforms. It contains "One-Click" installation cards for apps like Shopify, Stripe, Google Sheets, and Google Forms. This is the best option when you want to quickly link a common platform to trigger review requests based on specific customer actions.
My Installations: This area displays the integrations you have already set up. It allows you to manage active connections, view logs for specific installations, or adjust settings. You can use this to pause an installation if you want to stop requests from a specific app without deleting the configuration.
The Automations allows you to build specific rules that dictate how and when review requests are sent. If the pre-built marketplace options do not meet your needs, you can use the 'New automation' card to build a connection from scratch. This allows you to define your own "From" and "To" applications to create a personalized review funnel.
Active and inactive automations appear as individual cards. Each card provides essential details:
Automation ID: A unique identification number for tracking.
Source and Destination: A clear view of which apps are connected.
Performance Data: A counter showing the total transactions processed and those completed within the last 24 hours.
Controls: Use the Start and Pause buttons to toggle workflows instantly. You can also edit settings or delete an automation using the icons on the bottom right of the card.
And as your list of workflows grows, you can use the organizational tools at the top of the page to stay efficient:
Groups: Use the All groups dropdown to categorize your automations. You can view items assigned to specific categories, see those "Without a group," or select + Create to set up a new group.
Search: Quickly find a specific workflow by typing its name or ID into the search bar.
Status Filters: Narrow down your view by filtering for all automations or only those currently active. Options include:
All automations: View every workflow in your account.
Data migration: Identify automations currently involved in moving data between platforms.
Started / Paused: Filter by workflows that are currently active or temporarily stopped.
Deleted: View records of workflows that have been removed.
Blocked: Identify automations that have been halted due to connection or permission issues.
The Apps tab serves as the authorization center for all external platforms connected to HiFiveStar. This section is where you manage the credentials and permissions required for your automations to access customer data.
Connection Management: This is an inventory of all platforms currently linked to your account. A numerical indicator next to each app shows the total number of individual account connections active for that platform.
Adding New Connections: To integrate a new tool, click the 'Add a connection' button. A popup window will open with all the apps listed. You can use the search bar in this window to quickly look up the app you want to connect.
Account Details: Selecting a specific app allows you to review account details like app account ID, the date it was created, and the option to delete the app connection.
The History tab provides full transparency and a detailed audit trail of every automated action taken by the platform. You can switch between the History log and the Analytics view.
The History view shows individual transactions, while Analytics provides high-level success rates.
You can locate specific logs using the Search bar or narrow your results.
Event Filters: Use the primary dropdown to filter logs by the nature of the transaction. Options include:
All events: View every recorded action in the history.
With data: Show only events that contain specific customer or transaction information.
Successful: View only the automations that completed without issues.
With an error: Isolate failed attempts to identify where the process was interrupted.
System: View internal system-level events and logs.
Date Range: Select a specific start and end date using the calendar tool (Yesterday, Today, Last 7 Days, Last 30 Days).
Time Range: Refine your search to specific hours of the day.
Group Filter: Use the group dropdown to organize your view. You can search for a group, view everything in All groups, see items Without a group, or select + Create to start a new organizational category.
The Analytics view provides a visual summary of your automation performance, allowing you to track transaction trends over time. This high-level overview helps you verify that your review funnels are active and consistent.
Visualized Data
Transaction Graph: A linear chart displays the total number of transactions processed each day, helping you identify peak periods or unexpected drops in activity.
Legend: The graph uses a dedicated color-coded line to represent "Transactions," making it easy to distinguish the primary data point.
Historical Tracking: The horizontal axis labels specific dates, providing a clear timeline of your automation output.
Filtering and Customization - Users can adjust the data displayed by using the following controls:
Period Selection: Change the date range using the calendar tool to analyze performance over specific weeks or months.
Time Interval: Use the interval dropdown to switch between views, such as viewing data by Days, to see granular daily performance.
Group Filter: Select a specific organizational group to see analytics only for those related automations, which is ideal for businesses managing multiple branches or departments.
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: Connect a CRM to send a request once a booking is marked as completed.
Manual Lists: Use the Google Sheets integration to trigger requests whenever a new row is added to a specific spreadsheet.
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
