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Review & Referral Engine

Ask privately, publish the good ones, and turn happy jobs into the next two.

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Live preview — pan and zoom. Cloning gives you this exact map, editable.

What's inside

  • ✓ Pipeline-stage trigger so completion drives the ask, not a person
  • ✓ Private 1-5 rating SMS before any public review request
  • ✓ Score branch: review page for promoters, a call task for detractors
  • ✓ A referral offer seven days later, tagged so nobody gets it twice

How cloning works

  1. Create a free account (no credit card).
  2. The template lands on your canvas as a real map — every step, wait and branch already wired.
  3. Swap in your copy and senders, then flip the flow live. The map IS the automation.
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Terms worth knowing before you edit this

Plain-English definitions of the moving parts in this map.

If/Else branch

An If/Else branch evaluates a set of rules about the contact at the moment the run reaches it and sends them down one of two paths, letting a single automation behave differently for different people.

Do Not Disturb (DND)

Do Not Disturb is a per-contact, per-channel mute that suppresses outbound email, SMS or calls to that contact without deleting them or removing them from your CRM.

Or browse the whole automation glossary.

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