{"Status":true,"Message":"","Response":{"post":{"postuid":"4xo6dafct7","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Rate Us Campaign","slug":"article/4xo6dafct7-rate-us-campaign","html":"\u003Cp\u003EWe all want great customer ratings and for them to share the love! Automate the process of asking your customers to give you feedback and ratings.\u003C/p\u003E\u003Cp\u003EFirst, you\u0026#39;ll need to decide what experience you would like to have happened prior to asking for a rating (ex: first visit, first purchase, event attendance, etc).\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EIn order to utilize automated purchase or attendance information for your contacts, you need to be integrated with your point-of-sale or CRM system. See our \u003Ca href=\u0022/article/f46b72mtps-integrations-guide\u0022\u003EIntegrations Guide\u003C/a\u003E for help with connecting with other apps.\u003C/p\u003E\u003C/cite\u003E\u003Ch3\u003ESteps we\u0026#39;ll guide you through:\u003C/h3\u003E\u003Cul\u003E\u003Cli\u003ECreating a dynamic segment\u003C/li\u003E\u003Cli\u003ECreating a campaign\u003C/li\u003E\u003Cli\u003ECreating a text message\u003C/li\u003E\u003Cli\u003ECreating an automation\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EFor our sample campaign, we\u0026#39;ll use \u0026#34;First Purchase\u0026#34; as our trigger.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EYou can opt to add these \u003Cem\u003ERate Us\u003C/em\u003E assets and automation to an existing First Purchase campaign OR create a new campaign-related solely to asking for a rating.\u003C/p\u003E\u003C/cite\u003E\u003Ch4\u003ESTEP 1: Create a dynamic segment\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EUsing search to create a customer list means the list will always stay updated based on the fields you select. We call these dynamic segments in DailyStory. Navigate to \u003Ccode\u003EContacts \u0026gt; Search Contacts\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/cdc9764de661a28cfb5b2bbff17bb1d9.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ELook for the field you want to celebrate like \u003Cb\u003EFirst Purchase\u003C/b\u003E and \u003Ccode\u003Echange Range to Period\u003C/code\u003E. You can set this to be for the next 14 days, 10 days, 2 days...whatever date range you would like to begin sending texts \u0026amp;/or emails to your customers. Click the green \u003Ccode\u003ESearch\u003C/code\u003E button.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/60fd1caae688fa5965cce29c1eb42e25.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EReview the results to be sure they look like what you expected and then click on the \u003Ccode\u003ECreate Segment\u003C/code\u003E link.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/04b8138ba86efeabded9783d73d95800.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EName the segment Rate Us After \u003Ci\u003E\u0026lt;isnert time frame\u0026gt;\u003C/i\u003E Purchase and give it a description if you like. Next, click \u003Ccode\u003ECreate Segment.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4251b21e6dfeb15a29a94d90deb88717.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Ecreating and working with dynamic segments.\u003C/a\u003E\u003C/p\u003E\u003Ch4\u003ESTEP 2: Create a campaign\u003C/h4\u003E\u003Col\u003E\u003Cli\u003ENavigate to \u003Ccode\u003ECampaigns \u0026gt; Create Campaign\u003C/code\u003E\u003C/li\u003E\u003Cli\u003EName the campaign Rate Us.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/c4eabe2600bd4d2be8b0df5fe06e933b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EGo to \u003Ccode\u003ECampaign Settings\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/a422d42198ee75e9bac969462006e957.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFor \u003Cb\u003ETarget Audience\u003C/b\u003E, select \u003Ccode\u003EExisting Contacts in the following segments.\u003C/code\u003E\u003C/li\u003E\u003Cli\u003EClick in the box to choose the segment you just created, called Rate Us...\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3e44cd9ef7d320f3c24f1b742fc24cc7.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EClick \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/x284lgm51p-create-and-edit-a-campaign\u0022\u003Ecreating and working with Campaigns\u003C/a\u003E.\u003C/p\u003E\u003Ch4\u003ESTEP 3: Create a text message\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAssets\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Asset.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/2ca5bb41d90a1cb0e2334ea4b58b0384.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003EAdd a Text Message\u003C/code\u003E from the popup window.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/85f425726b2aa29bd45650aca806d753.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003E\u003Cb\u003EName\u003C/b\u003E it and create your message and then click the \u003Ccode\u003ENext -\u0026gt;\u003C/code\u003E button. Add any additional text, images, etc. and then click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/de4341d611895bfd55eff018253f7b77.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EHere are some examples of suggested content:\u003C/p\u003E\u003Col\u003E\u003Cli\u003E\u003Ci\u003EHi {{@ user.firstname default=\u0026#34;friend\u0026#34;}}}! How are you enjoying your recent purchase? How was your experience today \u0026#11088;\u0026#11088;\u0026#11088;\u0026#11088;\u0026#11088;?\u003C/i\u003E\u003Ci\u003EReply on a scale of 1 = terrible to 5 = love it\u003C/i\u003E\u003Ci\u003EReply STOP to opt out\u003C/i\u003E\u003C/li\u003E\u003Cli\u003E\u003Ci\u003EThank you for your feedback \u0026#128077;. Would you please leave us a review [URL for Google Review]\u003C/i\u003E\u003Ci\u003EReply STOP to opt out\u003C/i\u003E\u003C/li\u003E\u003C/ol\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EYou can set up an automation step to \u003Ca href=\u0022https://docs.dailystory.com/article/k9nzwqmzxa-autopilot-conditions\u0022 target=\u0022_blank\u0022\u003Eevaluate a reply\u003C/a\u003E, and then send additional messages based on a reply. For example, if a reply of 1, 2, or 3 is received you may want to send a follow-up text to express your apology for unsatisfactory service and include an offer or follow-up call to make it right. See below in automation steps for this option.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/sf7cdfvdrz-create-or-edit-a-text-message\u0022\u003Ecreating text messages\u003C/a\u003E.\u003C/p\u003E\u003Ch4\u003ESTEP 4: Create an automation\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAutomations\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Automation\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6b4edb48693849e80fac9f7b9370f1ae.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect our pre-built automation, \u003Ccode\u003ERequest a review\u003C/code\u003E as a starting point. (Tip: you can edit and revise pre-built automations)\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/5b32af7e45806072189d6172acbfd88c.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EClick on the different \u003Cb\u003EAction\u003C/b\u003E and \u003Cb\u003ECondition\u003C/b\u003E steps to bring up the \u003Cb\u003EProperties\u003C/b\u003E window and select the fields needed to carry out the automation. Once items are selected, click \u003Ccode\u003EUpdate\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/19627a46741e605740805f56a03fb4e8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EFor the \u003Cb\u003ECondition\u003C/b\u003E steps, \u003Ccode\u003EEvaluate a text message reply\u003C/code\u003E, be sure to complete the \u003Cb\u003EContains Text\u003C/b\u003E field for the reply you are looking for. Separate multiple words or responses by a semicolon. Click \u003Ccode\u003EUpdate\u003C/code\u003E to save your selections.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d6746188d8d4c68b5e5fa71eec7e2dc6.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EYour automation is ready, so your final steps are to save it and turn it on. After you click the \u003Ccode\u003ESave\u003C/code\u003E button, click the back arrow \u003Ccode\u003E\u0026lt;--\u003C/code\u003E to return to the automation settings.\u003C/li\u003E\u003Cli\u003EYou can slide the automation to \u003Ccode\u003EON\u003C/code\u003E from the settings screen and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E, or you can always turn automations off or on from the tab in your campaign.\u003Cimg src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/64d34f416eff8d78c1138ac2e1a3d93f.png\u0022\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/xrhcd8830x-daily-story-autopilot-guide\u0022\u003Ecreating automations.\u003C/a\u003E\u003C/p\u003E\u003Cp\u003EYou\u0026#39;re all set!\u003C/p\u003E\u003Cp\u003EAs soon as new customers are added to your Rate Us segment, they will automatically populate as Leads in the campaign and run through the automation to receive your messages.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"We all want great customer ratings and for them to share the love! Automate the process of asking your customers to give you feedback and ratings. First, you\u0026#39;ll need to decide what experience you would like to have happened prior to asking for a rating (ex: first visit, first purchase, event attendance, etc). In order to utilize automated purchase or attendance information for your contacts, you need to be integrated with your point-of-sale or CRM system. See our Integrations Guide for h ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":600,"date_published":"2024-01-22T09:17:57","date_updated":"2025-05-16T19:11:04.987","date_created":"2025-04-23T17:16:56.637"}}}