In this article we go over how to set up AutoRequests. Please note, you must have created a Review Form already to link to the AutoRequest.

1. Go to the AutoRequests screen and choose your objective.
   
   
   

   

   
   

   
   
   

2. Select the Review Form you want viewers to be directed to.
   
   
   
   
   
3. Set up the days and times you would like the messages delivered. Customize the timezone.
   
   
   
   
   
4. Select which contacts in the system you would like added to the AutoRequest schedule.
   
   
   
   
   
5. Select and customize one of our pre-made outreach templates or start one from scratch. We have various pre-made templates to collect testimonials as well as niche templates for various "side hustles" our clients can use.
   
   
   
   
   
6. Edit the SMS and Email messages and create a drip sequence.
   
   
   
   
   
   
   
   
   
   
   
7. Access each AutoRequest to edit and view analytics through the dashboard.