Google Reviews

🎯 Purpose:
To send personalized review requests via SMS and Email using a custom workflow that works seamlessly with myCRMSIM (unlike the default HighLevel review button, which only works with LeadConnector or Twilio).

🧠 Background (Why This Matters)
The standard "Send Review" button in HighLevel won’t work with third-party SMS providers — including myCRMSIM SIMs. 😤

To fix that, we’ve built a custom workflow + smart button system that ensures review requests are triggered correctly via your own SIM or email. Plus, we’ve added automations to cleanly handle follow-ups, branching logic for mobile/email, and workflow exits when a review link is clicked.

🛠️ Prerequisites

✔️ You must have the myCRMSIM snapshot installed
✔️ You need access to workflows, custom fields, and trigger links
✔️ Set up your review trigger link (Google review URL)
✔️ Update your review email template in Reputation Management

✅ Step-by-Step Instructions

📌 Step 1: Use the Custom "Send Review Request" Button

‣ Open a contact record in your account
‣ Click “Send Review Request” (custom button we created)
‣ Make sure to click Save after pressing the button – this triggers the workflow

📝 Note: This button replaces the default HighLevel review request button, which doesn’t support custom SMS setups.

🔁 Step 2: Workflow Logic Breakdown

When the workflow is triggered (by button OR automation):

1. 🧾 Add a Note to the Contact (e.g., “Customer sent review request”)

2. 👤 Assign to User (update this step to assign to your team member)

3. 🏷️ Tag Contact with review-requested

4. 🔁 Reset Review Request Button (for future requests)

5. ⏳ Wait 2 Days (you can change this default)

🔀 Step 3: Conditional Logic by Phone Type

We added a country-specific condition (for Australia 🇦🇺) to check if the number starts with +614:

• ✅ If mobile number exists, send SMS

• ❌ If not, send email only

🌎 You can remove or customize this condition based on your country (e.g. +1 for USA, +44 for UK).

💬 Step 4: Sending SMS and Emails

📧 Email: Uses the default HighLevel review email (triggered for tracking + metrics)
📲 SMS: Sent in 2 parts:

• Message 1: Friendly intro

• Wait a few seconds...

• Message 2: Review link with a personal touch

🎯 This feels more natural and human than a long automated message.

🔗 Step 5: Add Your Google Review Trigger Link

🚨 IMPORTANT: You must update this!

‣ Find the trigger link placeholder in the workflow
‣ Replace the placeholder (usually just a #) with your actual Google review link

Also update the email template under:
Reputation Management → Settings → Email Builder

• Edit the button inside the email and set its URL to your trigger link

✅ We use the same trigger link in both the SMS and email.

🧹 Step 6: Review Click = Workflow Exit

We’ve added a removal workflow:
If the customer clicks the trigger link (in either the email or SMS), they’ll be removed from the workflow — no more reminders.

❗ This doesn’t confirm they left a review, just that they clicked. But we assume they engaged and don’t want to spam them again.

📢 Final Notes

‣ You can still trigger this workflow using:

• The Send Review Request button 

• Tags or other automation triggers 🛠️

‣ You must update your trigger link and email template to complete setup
‣ Always test the workflow before going live with clients

🙌 Big thanks to the myCRMSIM team for making HighLevel review requests work with custom SIMs!