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Postscript - Creating SMS Automations

This article will go over the steps you will take in order to create SMS automations for Shopper Approved functionality within Postscript

First of all, the following Shopper Approved Triggers and Variables are available to use for creating text message automations:

Available Postscript Events

Event

Trigger

Available Properties

initial_review

Customer is eligible for a Shopper Approved review request

firstName, companyName, rateUrl, optional productName

not_eligible_for_sa_review

Order/customer is no longer eligible for review collection

none

product_review

Customer leaves a product review

firstName, companyName, optional productName

photo_review

Customer uploads a photo review

reviewLink

video_review

Customer uploads a video review

reviewLink

4_and_5_star_positive_review

Customer submits a 4 or 5 star review

none

3_star_neutral_review

Customer submits a 3 star review

none

1_and_2_star_critical_review

Customer submits a 1 or 2 star review

none

Field Mapping

Use Case

Postscript Property

Customer name

firstName

Store/company name

companyName

Shopper Approved survey link

rateUrl

Product name(s)

productName

Public review link for photo/video events

reviewLink

Subscriber matching

top-level email

Setting up the Automation

In your Postscript dashboard, click on Automations on the left-hand menu and click “Create Automation Flow”:

Choose “Create a new automation”:

Choose one of the Shopper Approved triggers from the drop-down:

For this example, we’ll choose initial_review. This means the SMS automation will begin once a store checkout (initial) review has been left:

Click “Send a message” and drag it under your trigger. Please note, you would likely also want to add a delay as, without adding a delay, the message to leave a follow-up review would be sent immediately after a customer has left their checkout (initial) review.

Customize your message however you’d like:

Click the “Merge tags” icon to add dynamic properties to your message, such as the customer’s unique review link (rateurl):

Once your message is the way you’d like it, be sure to Save it. Then click the Purple “Schedule or Activate” button:

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