Birdeye's automation makes review solicitation simple and enables business owners to reach out to their customers easily. Automation within Birdeye sends email or text automatically based on the triggers below and runs without an end date.

To create new automation:

1. Click on the 'Campaigns' tab on the left navigation rail.
2. On the new page, click on the 'Create automation' button.
   
3. From the options menu, choose the automation type: 'Custom', 'Review', 'Referral', 'Survey', or 'Customer experience.' 

   NOTE:

   To understand how to create and run an automation, let us take a 'Review' automation as an example.

    

1. On the next screen, enter a name to your automation using the 'Pencil' icon next to the name of your automation. You can also select the ways to send your automation from the options available in the drop-down menu.
    

TRIGGER AN AUTOMATION

In the next section, you can choose to send out your automation immediately or with a delay of an hour(s) or day(s) after the contact is added to your Birdeye account. You can also choose the contact sources that have been added through SFTP, integration, API, file import and more.

To select single or multiple contact sources, click on the drop-down button next to 'Contact is added from'. To learn more about contact sources, read the help center article: What are contact sources while running an automation within Birdeye?

SELECTING TRIGGER

For an 'Automation', businesses can select the triggers to send review requests by clicking on the drop-down button next to ‘Immediately.’

Once you select a condition that meets your criteria, you can modify your recipients using more conditions. To add a new condition, click on the '+ Add condition' button.

Now, you can filter your condition. If you want to include a custom field, click the 'Select field' drop-down, and select the custom field you want.

There are specific fields related to each trigger:
 

After a condition is defined, you will be able to view it and add another condition using the ‘+ Add condition’ button.

 

Birdeye allows you to make a combination of conditions using ‘AND/OR’ operators to choose whether you want to apply all the conditions together or use two or more conditions alternatively. To edit the combination, click on the ‘Pencil' icon on the top and use the ‘AND/OR’ operators to create a new combination.

FILTER BY AUTOMATION 

You can also add a custom filter to ‘Filter by section’ to create a filter option for the automation type. This helps users choose the type of automation they opt for. From the ‘Automation type’ drop-down menu, select the type whose automation you want to view. Click the 'Apply' button.

From the ‘Trigger type’ drop-down menu, users can select the type of trigger to view the automation of that particular trigger.

EDITING AUDIENCE

For an 'Automation', Birdeye automatically selects a group of the audience which can be modified later. You can configure the locations for which you want to run the automation. To add a new condition, click on the '+ Add condition' button.

Now, you can add tag(s) or custom field(s). If you want to include a custom field, click the 'Select field' drop-down, and select the custom field you want.

If you select a custom field, you will be able to select a condition and a value to create a new condition.

RESTRICT REVIEW REQUEST

This capability allows businesses to restrict the review requests to those customers who have already written a review, either on the same source or a different one. 

For customers who have already written reviews on Google, businesses can target them by sending review requests using Facebook or other source templates. This way, customers still receive review requests, but with options for different review platforms.

Click ‘Add conditions’ while selecting contacts.

In the first field, select ‘Wrote a review. ‘In the second field, choose ’in none of.’ In the last field, select the source, in this case, ‘Facebook.’

This condition allows you to send review requests to an audience that has not yet written reviews for your business on Facebook.

Whereas the condition suggested in the image below, ‘Wrote a review in any of Facebook,’ will let you send review requests to an audience that has already written requests for your business on Facebook.

SELECTING A TEMPLATE

In this section, you can select the desired template option. At any point, if you want to preview the template, click on the 'Preview' button next to the template drop-down menu(s). 

SETTING REMINDERS

You can also send reminder emails at specific intervals to your contacts. By default, the reminders will be switched off for every automation. To enable the reminders, switch on the toggle button. 

Once the toggle button is switched on, you can customize the following sections:

Once you have customized it, click on the blue button at the bottom to launch the automation. You will be then redirected to the 'Automations' page and a success notification will appear on the top. 

HANDY TIP: If you want to save the campaign as a draft and edit it later, click on the 'Finish later' button.