How do I set up review request emails or forms?

Introduction

Collecting reviews works best when you automate requests after purchase. With Roadmap, you can set up review request emails via Klaviyo and on-site review forms that appear on product pages.

This ensures you get more reviews, all from verified buyers.

1. Setting Up Review Request Emails (via Klaviyo)

Roadmap integrates directly with Klaviyo so you can trigger review requests automatically.

Step 1: Connect Klaviyo

1. In your Shopify admin, go to Apps → Roadmap → Integrations.
2. Connect your Klaviyo account.
3. Roadmap will pass customer ID + order ID to Klaviyo for verification.

Step 2: Build a Review Request Flow in Klaviyo

1. In Klaviyo, create a new flow:
   • Trigger: Customer places an order.
   • Filter: Delay until order is delivered (commonly 5–10 days).
2. Add an email step with:
   • Subject line: “How’s your new [Product Name]?”
   • CTA button linking to the Roadmap review form page (unique to the purchased product).

Step 3: Add a Reminder Email (Optional)

• Send a second reminder if the customer hasn’t reviewed yet.
• Best practice:
  • 1st email: 5–10 days after delivery.
  • 2nd email: 7–10 days later if no review submitted.

👉 All reviews collected this way are Verified Purchases because Roadmap validates order + customer ID automatically.

2. Setting Up On-Site Review Forms

• By default, Roadmap adds a review form section to your product detail pages (PDPs).
• Customers can:
  • Leave star ratings + written feedback.
  • Upload photos (if enabled).
  • Answer custom form fields you create (e.g., skin type, size fit, etc.).

Customizing the Review Form

• In Roadmap → Reviews → Form Builder, you can:
  • Add custom fields.
  • Decide if a field is public (shown as a filter on the PDP) or private (for internal insights).
  • Control whether questions are required.

👉 Example: A skincare brand adds fields like Skin Type and Skin Concern → customers can filter reviews by relevance later.

3. Styling Review Forms

• Review forms inherit your store’s theme styles (fonts, buttons, colors).
• Additional styling options are available in the Roadmap admin.
• For advanced needs, custom CSS overrides can be applied.

Why This Matters

• ✅ Verified reviews only → All email-submitted reviews are tied to an order.
• ✅ Higher review volume → Automated requests = more reviews collected.
• ✅ Relevant insights → Custom form fields let you capture purchase-specific data.
• ✅ On-brand design → Forms match your store’s look automatically.

Common Questions

• Do customers need an account to leave a review?
  • No — reviews are verified using order + customer ID, not login.
• Can I send review requests for subscriptions or refills?
  • Yes — and you can share those reviews across the main product.
• Can I moderate reviews before publishing?
  • Yes — you can auto-publish at a star threshold or approve manually.
• Can I customize review request emails?
  • Yes — since they’re built in Klaviyo, you have full design + branding control.

Summary

To set up review requests:

• Use Klaviyo flows to automatically email customers after purchase.
• Link to a dedicated Roadmap review form page (verified by order + customer ID).
• Customize on-site review forms in the Roadmap admin to capture relevant data.
• Style the forms using your theme settings or CSS if needed.

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