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Configure Review Emails and Settings

1. Click the "Configure emails" button in the onboarding wizard or else click the "Review Collection" side navigation link > "Email Settings" tab

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2. Note the current review mode setting. In this case it is set to "2-Stage (Product + Store) You can change this in the Collection Page tab."

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3. Optionally, adjust the text of the emails to your liking.

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4. Here we swapped the word "decisions" for "choices". The live preview window shows the updated body text straight away.

5. Click "Save"

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📋 Free: plain text | Starter: HTML/plain/multipart | Pro: HTML/plain/multipart
6. Choose between HTML (rich text), plain text (often better deliverability), or multi-part (both) in the email format dropdown.

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7. Click "Save"

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Email Timing Settings

Configure when review request emails are sent after an order is fulfilled.

Send Delay

The Send delay slider controls how many days after order fulfillment the review request email is sent.

  • Range: 0 to 30 days
  • Default: 3 days
  • Immediate option: Set to 0 for "Immediately on fulfillment" - emails will be sent as soon as the order is marked as fulfilled
Testing Tip

Set the delay to 0 days ("Immediately on fulfillment") when testing your email flow. This allows you to verify emails are working without waiting.

Reminder Emails

Enable reminder emails to automatically follow up with customers who haven't left a review.

  • Reminder delay: 3 to 14 days after the initial email (default: 7 days)
  • Only sent if the customer hasn't submitted a review yet

Exclude Repeat Customers

Check Exclude repeat customers to skip sending review requests to customers who have already left reviews for your store. This prevents over-soliciting loyal customers.

Pause and Resume Review Invitations

You can temporarily pause all outgoing review invitation emails at any time. This is useful during holidays, store maintenance, product launches, or any period when you don't want to solicit reviews.

How to Pause

  1. Navigate to Review Collection > Email Settings tab
  2. At the top of the page, you'll see a green banner that says "Review invitations are active"
  3. Click the "Pause Invitations" button
  4. The banner immediately changes to a yellow warning: "Review invitations are paused"
What happens when paused
  • New orders: No review request emails will be created or scheduled for newly fulfilled orders
  • Already scheduled emails: Any emails that were scheduled before you paused will be held and not sent until you resume
  • Dashboard reminder: A warning banner appears on your main dashboard so you don't forget that invitations are paused
  • Activity feed: The pause/resume action is logged in your activity feed for reference

How to Resume

  1. Navigate to Review Collection > Email Settings tab (or click "Go to Email Settings" on the dashboard warning banner)
  2. Click the "Resume Invitations" button on the yellow warning banner
  3. Emails return to normal operation immediately:
    • New order fulfillments will trigger review request emails again
    • Any emails that were scheduled before the pause and are still due will be sent on the next processing cycle
tip

Pausing and resuming is instant — there is no save button required. The change takes effect immediately.


8. Click "Check Email Client Compatibility" if you want to double check your emails likely deliverability

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9. The email client compatability score will be shown after a few seconds

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