Review Page Setup

Set up your automatic follow up message with a simple thank you text, or a build out a well crafted multi-link review page.

Step 1:

Two ways to access the setup page

1.) From Company Setup

  • Scroll down to Preferences
  • Click the link in the “Send Follow up Message”

2.) From Workflow Setup

  • Scroll past the status setup section
  • Click the link under “Followup Message Setup”
  • Located above the appointment text customization fields

Step 2:

Choose your preferred follow up

Option 1: Message (default)

  • This format simply sends a thank you text
  • You can paste a review link in the main body of text if you wish
  • That’s it, your’re all set!

Option 2: Multi-Linked Review Page

  • This option automatically generated a {{REVIEW_LINK}} which will auto-generate a link to your review page
  • You can now link review sites for Google, Facebook, Yelp, or any other link to a custom review page
    • You MUST provide the URL for each site appropriately. Autoflow does NOT retrieve your links for you! Be sure to test your links in step 3!
  • This option also includes a preview and test function with additional customization options for your page.

Step 3:

Customize your Review Page

Customize Your Review Page

  1. Create a title or header
  2. Type out your sub message
  3. Enter a footer (if desired)
  4. Enter a team photo (if desired)
  5. Click Save & Reload Preview to see your changes
    • Note: The header format is identical to Autoflow DVI report for consistency across the visit.
  6. Test your message and your links by texting a sample to yourself or your team!

Queue Management

Control the flow of your followup

Review your follow up queue

  • Options to skip the follow up for clients exist here, with information on when the follow up batch will be released
  • You can also review skipped customers and re-approve them from the “skipped” tab
  • Review previously sent follow ups
Service advisors have access to the queue (but not the customization). Advisors access this queue from their user menus.

Need additional Help or have questions?

Contact Support –, Or contact us by using the Support menu in Autoflow

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