Sending invitations using Automation
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      3. Sending invitations using Automation

      Zapier Automation rules

      In this article, we'll discuss how to customise your Zapier Automation rules so that your invitations are sent the way you'd like

      If you are on a betterbunch Pro plan and you have Zapier Automation connected to send your invitations for you, there are several settings available to customise the way your invites are sent.

      Promotor Retargeting

      Preferred sending times

      Blocking invitations

      Cool off period 

      Promotor Retargeting 

      If a customer interacts with your follow-up invitation by clicking thumbs up to show they were happy, betterbunch identifies them as a promoter 🥳 
      If 24 hours go by and they haven't proceeded to Google or your chosen review site, promotor retargeting will send them a cheeky reminder email with the intention of catching your customer at a better time. This is a great way to help increase conversion rates and grow your great online reputation. 

      Check out this step-by-step guide to learn how to turn on promotor retargeting for Zapier Automation. 


      Preferred sending times 

      We find interaction rates are their highest between 7PM and 8PM because people are likely to be sitting on the couch, ready and waiting to leave great feedback. 
      Picture this...
      It's 3PM, and you're running late for Alfie's football practice because Angus won't come down from the pirate ship at the playground. Your phone chirps, and you see you've received a message from the mechanic asking how your service was.
      Priority one is getting Angus down so you glance at the message and get back to the task at hand. You might come back to the message later if you get the chance.
      Scenario 2. The dishes are finished, the kids are in bed, and the adverts have just come on during Coronation Street. Your phone chirps, and you see the mechanics have asked how your recent service was. Obviously, you open the message and take a minute to reply because you have seen this advert 100 times before.
      Learn more about how to set your quiet times here

      Blocking invitations 

      If you have customers you'd prefer didn't receive follow-up invitations, you can add them to your blocklist, which will block all invites to them.

      For example, you may choose to add the email addresses of the accounts department or the cellphone number of a customer who has already given their feedback in a grumpy email (hopefully not). 

      Check out this article for instructions on how to add customers to your blocklist. 

      Cool off period 

      Setting a cool off period will block invitations to your repeat customers (the best kind of customers) within your chosen timeframe. For example, if you're an electrician, you may do regular work for a real estate agency. It might seem clingy to ask them for feedback after every job, but it's really important to check in with them periodically to make sure they're still raving about your services.

      We recommend setting your cool off period between 90 and 180 days - you choose. 

      Learn how to set your cool off period here.