flexile-white-logo
a
How to Setup Workflow Triggers for Google and Facebook Reviews

This guide will help you set up workflow triggers for new reviews from Facebook and Google, allowing you to automate actions based on review details.

Overview

This ‘Review Received’ trigger is contactless, meaning the reviews are not linked to any specific contact.

The “Reviews Received” workflow trigger allows you to create automated actions when new reviews come from Facebook or Google. You can filter these reviews based on various criteria to customize your workflow.

Step 1: Setting Up the Workflow Trigger

  1. Navigate to your Workflow Section
  2. Click on “Create New Workflow” or edit an existing one.
  3. In the trigger section, select “Review Received” as your workflow trigger.

This trigger allows you to create automated actions when new reviews come in from Facebook or Google. You can filter these reviews based on various criteria to customise your workflow. 

Step 2: Add Filters for Reviews

You can apply filters to trigger specific actions based on the review details to make your workflow more effective and tailored. Here are the essential filters:

1. Review SPAM 

  • Select Yes or No to automatically handle spam reviews. This filter allows you to set up actions if a review is marked as spam.

2. Review Source 

  • Use this filter to distinguish between reviews coming from Google or Facebook.
  • By mapping actions separately, you can customize your workflow based on the platform the review was posted on.

3. Review Rating 

  • Filter reviews based on the star rating (1 to 5).
  • For example, you can set up different workflows to trigger actions like sending a thank-you email for 5-star reviews or addressing concerns for 1-2-star reviews.

Step 3: Map Review Details to Automated Actions

Once you’ve configured the workflow trigger and applied filters, the next step is to map the review details and set up automated actions based on these details. This enhancement ensures you can leverage advanced workflow automation within the reputation management platform.


Automated Actions:

The mapped review details can trigger a variety of automated actions:

  • Allow the mapped review details to be passed to various actions within the workflow.
  • Include the capability to send the review data to a webhook or other automated response systems.

Step 4: Save and Test Your Workflow

Once you’ve configured the filters and mapped the actions, click Save to finalize the workflow.

To ensure everything is working correctly:

  1. Test the workflow by leaving a review or simulating one to check if the automation triggers as expected.
  2. Adjust any conditions or actions as necessary based on the test results.

Conclusion

You can automate responses and efficiently manage your online reputation by setting up workflow triggers for new Facebook and Google reviews and applying filters like review rating, source, and spam status. This process saves time and ensures consistent customer engagement, improving overall customer satisfaction.

Related Guides

Auto Payments in Recurring Templates

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure...

Workflow Notes, Action Notes & Sticky Notes

Overview The Workflow Notes, Action Notes, and Sticky Notes feature in Integ provide users with a convenient way to add context, comments, or critical information directly within workflows. These tools enhance collaboration, streamline...

Introduction to Workflows and Automations

What is Automation Workflow? Automation workflow refers to a series of defined, repeatable steps or processes through which a piece of work passes from initiation to completion. Workflows can be sequential, with each step dependent on the completion of the previous...

How to manage Refunds within the CRM?

The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPal. It supports refunds for Google Pay, Apple Pay, and card payments, providing a...

Getting Started With Smart Lists

Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fields. You can select which columns to display, and the Smart Lists update in real-time as contact data changes. Moreover, they've...

Team Member Assignment (Round Robin Calendar)

Overview You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for rescheduling preferences and new appointment preferences. Reschedule Preference: Choose who the appointment should be assigned to...

Calendar Widget Reorder

Overview The Calendar Widget Reorder feature allows users to customize the order of the calendar widget's steps: the Date & Time Selector, the Form, and Payments (if enabled). Users can choose whether they want the Date & Time Selector or the Form to appear...

Multiple Meeting Location Selector in Calendar

Overview The Multiple Meeting Location Selector feature allows you to add multiple meeting locations to your calendar settings. These locations are then displayed on the booking widget, allowing bookers to choose their preferred meeting location. This feature is handy...

Cancellation & Reschedule Policy (Booking Widget)

Overview The Cancellation & Reschedule Policy setting allows you to define when bookers can access the cancellation or reschedule link on the booking widget. This feature helps you set a window after which bookers cannot access the cancellation or reschedule link...

‘Look Busy’ in Calendar Settings

Overview The "Look Busy" feature is designed to help you appear more in demand on your booking widget by hiding a percentage of your available slots. This creates a sense of urgency for your bookers as the number of visible slots is reduced. It's important to note...

Stay Ahead with INTEG CRM Insights

Subscribe to our blog and get the latest insights on enhancing customer relationships and boosting business efficiency with CRM technology. Don’t miss out on expert tips, industry news, and success strategies from INTEG CRM. Join our community today to keep your business at the forefront of innovation!

Visit Our Blog

Stay Up to Date With The Latest News & Updates

Access Premium Content

Unlock exclusive content tailored for advanced CRM users by subscribing to our premium insights. Each week, we dive deeper into strategies that drive business growth, enhance customer relationships, and optimize operational efficiency. 

Join Our Newsletter

Stay ahead of the curve with exclusive insights and tips delivered straight to your inbox! Join our newsletter today to receive the latest trends, updates, and special offers.

Follow Us