Sending requests for offline orders
Many of our members have businesses that have offline orders. They attend trade shows or have drop-in orders off the street.
As these orders aren't processed online review requests aren't automatically sent, which is why we created the offline order import tool.
Review requests can be sent for offline orders either as:
Single requests - web form entry for single requests
Bulk upload import - for importing multiple offline orders
To create a single request, goto Collection > Review Requests
The + New request button is in the top right hand corner of the app screen.
Screenshot: Action for creating single offline review request
The New review request screen will open. Just complete the fields, select the product and schedule date and that's it! The review request will be automatically queued.
Screenshot: Single offline review request
Pro tip: to send the review request immediately just select a date and time in the past.
To create a bulk request, goto Collection > Review Requests
The Bulk request button is in the top right hand corner of the app screen.
The Bulk request screen will open. Choose the file you have formatted into .csv UTF-8 , upload it and all review requests will be automatically queued.
Read about formatting the file correctly into UTF-8
Screenshot: Bulk offline review request
We also recommend reading:
Sending review requests
Personalising review request email templates
As these orders aren't processed online review requests aren't automatically sent, which is why we created the offline order import tool.
Review requests can be sent for offline orders either as:
Single requests - web form entry for single requests
Bulk upload import - for importing multiple offline orders
Single request
To create a single request, goto Collection > Review Requests
The + New request button is in the top right hand corner of the app screen.
Screenshot: Action for creating single offline review request
The New review request screen will open. Just complete the fields, select the product and schedule date and that's it! The review request will be automatically queued.
Screenshot: Single offline review request
Pro tip: to send the review request immediately just select a date and time in the past.
Bulk request
To create a bulk request, goto Collection > Review Requests
The Bulk request button is in the top right hand corner of the app screen.
The Bulk request screen will open. Choose the file you have formatted into .csv UTF-8 , upload it and all review requests will be automatically queued.
Read about formatting the file correctly into UTF-8
Screenshot: Bulk offline review request
We also recommend reading:
Sending review requests
Personalising review request email templates
Updated on: 28/07/2022
Thank you!