Automation Rules

What happens automatically the moment a customer leaves a review.

How rules work

Trigger: a customer submits a review — that's the first touch point for every rule.
Conditions: the review's star rating (and recommendation) decides which rules fire — happy reviews unlock growth actions, unhappy ones unlock recovery.
Actions: neighbor postcards and referral asks ride on positive reviews; cross-sell email/SMS pitches services the customer hasn't used; recovery email/SMS reaches out after a poor review before it spreads. Attach a promotion to sweeten any of them.

Name	Status	Min Rating	Actions	Budget Cap
				$/mo

Create your first rule to start automating reviews and campaigns after every job.

Create New Rule

Rule Name

Minimum Rating

Maximum Rating (optional)

Recommendation (optional)

Actions

Neighbor Postcards (20 now, 50 in 30 days) Request Referral Cross-Sell Email Cross-Sell SMS

Recovery

Recovery Email Recovery SMS

Conditions Only when cross-sell available (customer has unused services)

Attach Promotion (optional)

This offer rides on every campaign the rule creates. If it expires or is paused, sends fall back to your live promotion.

Monthly Budget Cap ($)