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Choosing the Best Way to Send Invitations

Set your business up for success by choosing the sending method that best matches your daily workflow.

The most successful businesses on Betterbunch are the ones that ask for feedback consistently.

Because every business runs on different software and routines, we offer four different ways to create invites. To ensure you stick with it, it's important you pick the sending method that best fits how your team operates.

Let's find your perfect setup: 

1. Automation (Set It & Forget It)

Best for: Businesses whose software integrates directly with Betterbunch.

If you use software like Xero, MYOB, simPRO, or are savvy enough to use Zapier, this is the absolute best way to gather reviews.

Simply connect your software once, and Betterbunch works in the background. When a job is completed or an invoice is sent, your customer automatically receives an invitation.
It guarantees total consistency with no ongoing effort from you or your team!

Learn how to set up Automation connections here

2. Weekly Bulk Uploads (The Spreadsheet Habit)

Best for: Businesses that cannot automate, but can easily export a list of recent customers from their software.

If direct integration isn't an option, we highly recommend building a weekly "Betterbunch Habit." Block out 5 minutes every Thursday to export a spreadsheet (CSV) of the customers you serviced that week, and upload it directly into Betterbunch. The system will process the list and send all the invitations at once. It's an efficient way to trigger a consistent batch of new reviews every single week.

Learn how to send Bulk CSV Invitations here

3. Weekly Invite Sending (Single Sends)

Best for: Businesses that cannot export customer lists, but do collect customer phone numbers or emails.

If exporting spreadsheets isn't possible with your software, Single Sends will be your go-to. You have two easy ways to build this habit:

  • The Weekly Sit-down: Set aside 10 minutes at the end of the week to manually type in the names, numbers and emails of your recent customers to fire off their invites.

  • The "In-The-Moment" Send: Send the invite immediately after the job is complete while the great service is still fresh in the customer's mind (for example, the mechanic sending the invite right after the customer picks up their car keys).

Learn how to send Single Invitations here

Tip: Need a nudge to remember?
If you choose one of the weekly manual methods, we can help keep you on track! Just send a quick message to our Chatbot in the bottom right corner and ask to be enrolled in our Weekly Reminder Series. We'll send you a quick email prompt every Thursday when it's time to send your invites.

4. Shareables (The Real-World Solution)

Best for: Businesses that do not collect customer contact details and need a way to generate reviews.

If you run a retail shop, a cafe, manage cash sales, or simply don't collect customer data, you can't send digital invites. That is where Shareables come in!

Shareables are physical printed items—like business cards, posters, and table stands—equipped with a QR code. Simply slide a card across the counter or point to your poster after a great interaction, and the customer can scan the code to leave their feedback right then and there.

Learn how to get started with Printed Shareables here

Tip: You don't have to pick just one!
Many of our most successful users set up Automation to capture their everyday invoicing, but still use Shareables on their front desk to capture walk-in customers, and send single invites to people who have asked for a quote.