Articles on: Working with Reviews and Q&A

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

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

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