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4 min readCustomers

Setting Up Automated Review Requests

Trade2Base can automatically send a Google review request to every customer after a job is marked complete. Set it up once and it runs in the background — no manual chasing required.

How to set up automated review requests

1
Go to Settings → Automations → "Review request"

In the main navigation, open Settings and select Automations. Click "Review request" to open the review request automation settings.

2
Connect your Google Business Profile

If you have not already connected your Google Business Profile, go to Settings → Integrations → Google Business and follow the steps to connect your account. This gives Trade2Base your Google review link to include in the message.

3
Set the trigger

Choose how many hours after a job is marked complete the review request should be sent. For example, set it to 2 hours so the message arrives while the job is still fresh in the customer's mind.

4
Customise the message

Trade2Base includes a default message with your business name and Google review link. You can personalise the message text to match your brand voice. Use the preview to see exactly what the customer will receive.

5
Choose delivery: WhatsApp, email or both

Select whether to send the review request by WhatsApp, email, or both. WhatsApp typically gets higher open and click rates. If you have WhatsApp connected, this is recommended as the primary channel.

6
Enable the automation

Toggle the automation on. From this point, review requests send automatically after every completed job. You can pause or edit the automation at any time from the Automations page.

Businesses using automated review requests generate 3–5x more Google reviews than those asking manually. Consistent reviews improve your ranking in local Google Search.

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