Automatic review emails

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Overview

We provide an automated email system for sending review requests, especially useful for automating review collection.

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Use cases

These example events are a great time to send a review request:

• When a user signs up to your service
• After someone uses your product for a while (i.e. 2 weeks)
• After a customer completes a purchase
• Following a support interaction or service delivery
• After releasing an important update to your product

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How it works

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Email templates

Automatic emails build on the concept of templates. You can configure one or multiple custom templates in the Crotus dashboard to personalize your review requests.

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Dynamic content with placeholders

Placeholders allow for personalized emails by inserting dynamic content. Common placeholders include:

• {{user_name}}: The user’s name
• {{product_name}}: The name of your product

To define a placeholder, use the double-curly-brace syntax. For example: {{user_name}}. Especially when using the SDK, make sure to only use lowercase letters and underscores so you can provide them as a JavaScript object.

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Setting up automatic review emails

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Step 1: Create a template

1. Navigate to Invite to review in your crotus dashboard.
2. Create a new template or modify an existing one.

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Step 2: Configure template settings

Define the following:

• Template name
• Sender name (as it will appear in recipient’s inbox)
• Reply-to email address
• Email subject and body (using placeholders in the body as needed)

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Step 3: Send emails

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Option A: Directly via email

1. Select Actions -> Send on the desired template.
2. Enter recipient details and fill out placeholders.
3. Send the email.

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Option B: Using the SDK

1. Set up the Crotus SDK (see the quickstart guide).
2. Copy the code snippet:
   • Click Actions -> Send via SDK on the template.
   • Copy the provided code.

3. Paste the code to your application, and ensure you populate toEmail and all placeholder values with the correct values at runtime.