Playbook: Send interview request to incentivized reviewers

You can use triggers to automatically send interview request to incentivized reviewers. Since reviewers are users who are already recommending your brand, there's a good chance that they will be willing to participate in customer interviews.

Before you begin

  • Ensure that you have added at least 1 interview requester. This is required for us to send interview request.
  • Check that you are in Standard Plan or above. This is required in order for triggers to be executed.

Playbook

Go to triggers page and add a new trigger. For action, select Send Interview Request.

Trigger Type

Select OnVoard (Incentivized Reviewers). OnVoard will poll for new users every hour.

Review Requesters (Optional)

Use this you want to filter incentivized reviewers from specific review requesters. If none is selected, we will include all incentivized reviewers.

Target Group

Select target group based on reviewer's actions.

  • Approved - Reviewer has to be marked as approved.
  • Approved and Fulfilled Rewards (If there are any) - Reviewer will only be eligible if status is marked as approved and linked fulfillment is marked as completed.

We recommend selecting Approved and Fulfilled Rewards (If there are any) since a user may be more motivated if you send the request right after they have received their reward.