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How to Customize Your Follow-up Days and Email
How to Customize Your Follow-up Days and Email

This article explains how to customize the number of days the follow-up email is sent to customers after checkout and how to customize the follow-up email.

Updated over 2 weeks ago

It's important to customize your follow-up days in the Shopper Approved dashboard so we're requesting a post-fulfillment "Full" review from your customers at the appropriate time. We recommend setting your default follow-up day to be the average amount of time it typically takes for your customers to receive the item they purchased and use it.

Users with Admin access can customize settings for the follow-up email by going to (top-left dropdown > Setup > Seller Ratings > Customize settings for your Initial/Follow-up Survey).

Customizing your Follow-up Days

Here you can customize when the follow-up email is scheduled to be sent out to your customers. By default, the follow-up email is set to be sent out 10 days after checkout. It's recommended to customize this setting to be the average amount of days after checkout it takes for customers to receive the item they purchased giving customers the ability to leave a post-fulfillment review after their entire shopping experience has been completed.

Please note that the follow-up days settings is based off of calendar days so it's good to include a buffer for the weekends and for the customer to utilize the product or service they purchased.

Remember to click on the "Commit Changes" button when you're finished. Please see here if you need to change the follow-up day for only one specific order.

Customizing your Follow-up Email

The "customize your followup email" has a default template and we do not recommend making changes. This email has been tested and any changes could impact your delivery. We currently have a 93% delivery rate, a 70-73% open rate, and a 40-45% click-through rate.

While we understand the desire to make improvements, this email helps us collect over 1 million reviews a month and we do not recommend making any changes. If it is important to you to change the email format, please expect that your conversion will be greatly impacted but we won't know what it is until you make the change. This can be done by clicking on the "Customise your followup email" button.

We offer a Plain Text version and an HTML version of the email. If you decide to make changes please be sure to update both versions of the email. Once you've completed your customizations click on the "Save & Submit" button. Please keep in mind as a Google aggregator we cannot incentivize for reviews. All submissions will be reviewed by the Shopper Approved team for approval.

Dynamic Survey Sending Options

Shopify:

If your shopping cart is on Shopify and you're using the Shopify Connect App we should be able to send the follow-up email to customers based on when an order has been marked as "Fulfilled" or "Delivered" in your Shopify store. See here for the Shopify Connect Integration Guide. If Shopper Approved is doing your integration we'll set up the Shopify Connect App for you.

Once the Shopify Connect App has been installed you can manage your follow-up day settings by going to (top-left menu > Review Tools > App Marketplace > Shopify Connect > Edit Settings > Days to Deliver Post Fulfillment Survey & Send Survey Email X Days After Order Is Fulfilled).

When Dynamic Survey Sending Override is enabled the delivery of the follow-up email is tied to the status of the order in Shopify, namely "Fulfilled" or in some cases, "Delivered". For example, you can set this to send the follow-up email X days after an order has been marked as "Fulfilled" in your Shopify store.

Days to Deliver Post Fulfillment allows a fallback for our system to send the follow-up email to customers if we don't receive a "Fulfilled" or "Delivered" confirmation from your Shopify store. For example, if the Days to Deliver Post Fulfillment Survey time elapses before an order is marked as "Fulfilled" or "Delivered", the follow-up email will still be sent out. We recommend setting the Days to Deliver Post Fulfillment to the maximum time it may take a customer to receive an item after checkout.

Please remember to click on "Save Settings" when you're done with your customizations.

Klaviyo:

If you're using Klaviyo and would prefer to send the follow-up email to customers through your own email campaigns and triggers you can do so by following our Klaviyo + Shopper Approved integration documentation here.

You can easily use events in Klaviyo such as ‘product delivered’ to trigger perfectly timed Shopper Approved flows around surveys and review requests. You can also account for things like shipping delays.

To get started navigate to (top-left menu > Review Tools > App Marketplace > Klaviyo > Get Started).

If you have any questions or need assistance, please contact our dedicated support team at [email protected].

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