SmartCustomer Quick Start Guide

Welcome to SmartCustomer! This guide will walk you through the essential setup steps so you can begin collecting reviews and managing customer feedback right away.

Estimated setup time: 20 to 30 minutes

Before you begin collecting reviews, configure a few basic account settings.

Navigate to Settings → Manage Email Settings and enter:

This ensures customers can contact the correct team when responding to review requests.

If you use order numbers, invoice numbers, or customer IDs, enable the Order ID field.

This lets you associate reviews with specific orders, making it easier to identify and assist customers.

We recommend using a customer-facing identifier, such as:

SmartCustomer offers several review collection methods. You can use one or combine multiple methods depending on your workflow.

Bulk Collection is ideal if you already have a list of past customers you'd like to invite to leave a review. Upload a CSV file containing your customer information, select the email template you'd like to use, and SmartCustomer will automatically send review requests based on the dates in your file.

Best for automatically sending review requests after every purchase.

Setup consists of:

Once configured, review requests are sent automatically after future purchases.

Need a shareable review link?

Use the Feedback Link to:

Advanced URL parameters allow you to prefill customer information.

Collect customer feedback immediately after checkout.

You can customize:

Use the live preview to see your changes before publishing.

Once you've chosen your collection method, customize the customer experience.

Configure:

These settings determine when customers receive email review invitations.

Personalize:

You can update:

Preview each email before saving.

Your survey pages are fully customizable.

You can edit:

Tailor the survey to match your brand and gather the feedback most valuable to your business.

Once reviews begin arriving, SmartCustomer provides several tools to help you engage with customers.

Enable the Resolution Window to temporarily hold new reviews for 10 days before they are published.

This gives your team time to contact customers and resolve issues privately before reviews appear publicly.

For each review, you can:

We recommend responding to every review, including positive ones, to demonstrate engagement.

AI can help you:

You can review AI-generated content before publishing or enable automatic responses.

Manage all customer conversations from one place, including:

This makes it easy to track ongoing customer conversations.

Your account is now configured and ready to begin collecting reviews.

As your business grows, you can explore additional features like:

If you need assistance, our Customer Success team is always happy to help.