Automating Review Requests via Google Sheets

1. Connect Google Sheet

Action: Log into the Google Account managing the sheets.
Outcome: Sheets are imported and available for automation.

Click <b>Automate</b> on the left sidebar and select <b>Install</b> on the Google Sheets tab — Click Automate on the left sidebar and select Install on the Google Sheets tab

Select <b>Email, SMS, </b>or both, and then <b>Continue</b> to connect Google Sheets. — Select Email, SMS, or both, and then Continue to connect Google Sheets.

<b>Grant access</b> to your Google Sheets account by signing in using your Google account. — Grant access to your Google Sheets account by signing in using your Google account.

2. Set the Trigger

Action: Select the relevant Google Sheet.
Trigger Event: "New Row Created"
Outcome: Automation processes new entries.

3. Configure the Action

SMS Option:

Action: Select "Send SMS" under online reviews.

Details: Import phone numbers and names.

Outcome: SMS is sent automatically for new entries.

Email Option:

Action: Select "Send Email" under online reviews.

Details: Import email addresses and customize message.

Outcome: Email is sent automatically for new entries.

4. Advanced Options

Optional: Set a delivery delay for SMS if required.

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