Creating a Review Request Campaign

A review request campaign in Zyene is a scheduled or automated sequence of review request messages sent to your customers. Campaigns can be one-time batches (e.g., to your last 90 days of customers) or ongoing automations triggered by each new transaction.

Creating a One-Time Batch Campaign

1. 1Go to Campaigns → New Campaign.
2. 2Select 'One-Time Batch'.
3. 3Upload your customer list via CSV (required fields: name, phone or email).
4. 4Select the message template (or customize your own).
5. 5Choose the channel: SMS, Email, or Both.
6. 6Set the send time (now or schedule for a specific date/time).
7. 7Enable the Negative Feedback Shield if desired.
8. 8Review the campaign summary and click 'Launch Campaign'.

Creating an Ongoing Automated Campaign

1. 1Go to Campaigns → New Campaign.
2. 2Select 'Ongoing Automation'.
3. 3Choose your trigger source: Zapier webhook, Square integration, manual API, or scheduled CSV uploads.
4. 4Set the send delay (recommended: 1–3 hours after trigger).
5. 5Select your message template and channel.
6. 6Set follow-up rules (optional: send 1 follow-up after X days if no response).
7. 7Click 'Activate Campaign'.