Customizing your review request messages

When you send a review request, Qrese doesn't send just one message — it runs a short sequence of texts and emails over several days, stopping automatically as soon as the customer responds. The Templates & Review Request Flow section in Settings is where you control every message in that sequence.

How the sequence works

  • Step 1 goes out immediately when the review request is triggered.
  • Steps 2–5 are follow-up reminders. Each one has its own day — you can schedule them anywhere between Day 2 and Day 10.
  • The sequence stops on its own once the customer opens the link and responds — nobody keeps getting reminders after they've answered.

Editing a message

  1. 1. Open Settings → Templates.
  2. 2. Each step shows its channel (text or email) and its day badge (e.g. Day 3).
  3. 3. Click into a step to edit the message text. Email steps also have a subject line (Enter email subject line...).
  4. 4. Save your changes. If you don't like your edits, use the reset option to go back to the original wording.
Templates section showing the five steps

Turning steps on and off

Each step has a toggle. Turn off any follow-up you don't want — for example, keep only Step 1 and one reminder. Step 1 stays immediate; it's the message that carries the review link the moment you request a review.

Changing when a follow-up goes out

Click the day badge on a step (e.g. Day 3) and pick a different day between Day 2 and Day 10.

Testing before you send to real customers

At the bottom you can enter a Test Email Address and a Test Phone Number and send yourself a step to see exactly what customers receive.

Tips

  • Keep messages short and personal — they perform better, especially texts.
  • Space your reminders out (e.g. Day 3 / Day 6 / Day 9) instead of stacking them on consecutive days.
  • Always send yourself a test after editing — it takes ten seconds and catches typos before customers do.
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