Boost Online Reviews Automatically with AI, Make.com and Twilio

Unlock a Steady Stream of Raving Reviews Without Lifting a Finger

Imagine waking up to a flood of positive reviews from happy customers. All this, without spending hours chasing feedback or sending reminders.

If you are a regular visitor to this blog, you’ll already know online reviews are vital for small businesses. They affect your reputation and attract new customers, only the daily grind of operations can make it hard to gather these valuable testimonials.

But what if you could use AI to automate your review collection?

It would integrate with tools you already use, like Make.com and Twilio.

Imagine a system that asks for customer feedback right after their experience.

It then handles the responses. It encourages glowing reviews and alerts you to any concerns.

Are you ready to learn how to boost your online presence and build strong customer relationships?

An automated review system made for your business can help. Here’s what you need to know…

What You’ll Need

Before diving in, make sure you have:

1. ClickUp Account: We’ll use ClickUp as our CRM to manage customer data.
2. Make.com Account: Formerly Integromat, Make.com will help us automate workflows.
3. Twilio Account: Twilio will handle sending and receiving text messages.
4. Yelp or Google Review Page: Ensure your business is listed and ready to receive reviews.

Let’s get started!

Step 1: Set Up Your CRM with ClickUp

ClickUp is a versatile tool that serves as an all-in-one solution for managing tasks, projects, and customer data. Here’s how to set it up for your review campaign:

1. Create a New Space in ClickUp
Log in to your ClickUp account.
Click on the Spaces section and create a new space named something like “Review Campaign.”

2. Add a Folder for Reviews
Within your new space, add a folder titled “Review Campaign Examples.”

3. Populate Customer Data
Inside the folder, create a list to store customer information.
Add columns such as:
– Name
– Due Date (when the service was completed)
– Service (e.g., teeth whitening, Invisalign)
– Phone Number
– Email
– Job Description
– Company Name

4. Example Entries
Add sample customers to visualise the data structure. For instance:
– Name: Perry Stevens
– Due Date: Today
– Service: Teeth Whitening
– Phone Number: 3838
– Email: perry@company.com
– Job Description: Chief Tea Maker
– Company Name: Your Company Ltd.

5. Customise Fields
You can add additional fields like Notes or Ratings as needed.
Click the “+” icon to add new fields and choose the appropriate type (e.g., text, number).

Step 2: Connect ClickUp to Make.com

Make.com will automate the process of sending review requests and handling responses.

Here’s how to integrate ClickUp with Make.com:

1. Create a New Scenario in Make.com
Log in to your Make.com account.
Click on Create a new scenario and name it “ClickUp to Review.”

2. Add ClickUp Module
Search for the ClickUp app and select the “List All Tasks” module.
Connect your ClickUp account by following the authentication prompts.
Choose the workspace and the specific space (e.g., “Review Campaign Examples”) you set up earlier.

3. Test the Connection
Run the module to ensure Make.com can access your ClickUp data.
You should see the customer entries you added earlier.

 

Step 3: Set Up Twilio for Messaging

Twilio will handle sending and receiving SMS messages to your customers. Here’s how to set it up:

1. Sign Up and Configure Twilio
Go to Twilio and sign up for an account.
Once logged in, obtain a Twilio phone number capable of sending SMS messages.

2. Create a New Scenario in Make.com
In Make.com, create another scenario named “Twilio to Review.”

3. Add Twilio Module
Search for Twilio and select the “Send a Message” module.
Connect your Twilio account by entering your Account SID and Auth Token from the Twilio dashboard.

4. Configure the Message
From: Your Twilio phone number.
To: The customer’s phone number from ClickUp.
Body: Craft a personalised message. For example:

Hi {First Name}, this is a friendly check-up to see how your service was. On a scale of 1 to 5, how was your experience with our engine overhaul?

5. Extract First Name (Optional)
To personalise messages, use Make.com’s Text Parsing functions:
Add a Set Multiple Variables module.
Use the Split function to separate the first name from the full name.
Example:
Split the “Name” field by space.
Get the first element for the first name.

Step 4: Create Webhooks for Responses

To handle customer feedback, set up webhooks that receive and process responses:

1. Create a Webhook in Make.com
In your “Twilio to Review” scenario, add a Webhook module.

Choose Custom Webhook and name it “Yelp Review.”

Copy the generated webhook URL.

2. Configure Twilio to Use the Webhook
In your Twilio dashboard, navigate to your phone number settings.
Under Messaging, set the Webhook URL to the one you copied from Make.com.
This ensures that any reply to your SMS is sent to Make.com for processing.

3. Handle Incoming Messages
Back in Make.com, add modules to parse incoming messages:
Filter Responses based on the rating:
Ratings ≥ 4: Encourage leaving a review on Yelp.
Ratings ≤ 3: Alert the business owner for follow-up.

Step 5: Automate Review Requests and Owner Alerts

Now, let’s set up the logic to handle different feedback scenarios:

1. Add a Router Module
In your scenario, add a Router to branch the workflow based on customer responses.

2. Positive Feedback Path (Rating ≥ 4)
Filter: If the response rating is 4 or higher.
Action: Send a follow-up SMS encouraging a Yelp review.
Message Example:

Thank you for your positive feedback, {First Name}! We’d appreciate it if you could leave us a review on Yelp: [Your Yelp Link]

3. Negative Feedback Path (Rating ≤ 3)
Filter: If the response rating is 3 or lower.
Action 1: Send a sorry message to the customer.
Message Example:

We’re sorry to hear about your experience, {First Name}. Our team will reach out to you shortly to resolve the issue.

Action 2: Notify the business owner via email.
Email Subject: “Negative Review Alert”
Email Body:

Hi Owner,

We received a negative review for yesterday’s service. The customer rated us a {Rating}. Please reach out to them at {Customer Phone Number} to address their concerns.

Best,
Your AI Assistant

Step 6: Schedule Automated Checks

Ensure that your system runs automatically every day to check for due reviews:

1. Set Up Scheduling in Make.com
In your “ClickUp to Review” scenario, add a Scheduler module.
Configure it to run daily at a specific time (e.g., 7:47 AM).

2. Filter by Due Date
Add a Filter to ensure that messages are only sent the day after the service was completed.
Use the Format Date and Add Days functions to compare the service date with the current date.

3. Activate the Scenario
Turn on your scenarios in Make.com to start the automation.
Make sure both “ClickUp to Review” and “Twilio to Review” scenarios are active.

Step 7: Test Your Setup

Before going live, perform thorough testing to ensure everything works smoothly:

1. Add Test Entries in ClickUp
Create test customer entries with today’s date as the due date.
Use your own phone number to receive test messages.

2. Run the Scenarios Manually
Trigger the scenarios to send out test SMS messages.
Respond with different ratings (e.g., 5 for positive, 2 for negative) to see if the system handles them correctly.

3. Verify Responses
Ensure that positive feedback leads to a Yelp review request.
Confirm that negative feedback sends an alert to the owner.

Step 8: Go Live and Monitor

Once testing is successful, let the automation run its course:

1. Monitor Initial Runs
Keep an eye on the first few days to ensure messages are sent and responses are handled appropriately.

2. Adjust as Needed
Tweak message templates, filters, and workflows based on feedback and performance.

3. Scale Up
As your business grows, continue to add more customers to ClickUp, and let Make.com handle the rest.

Tips for Success

Personalisation is Key: Use customer names and specific service details to make messages feel genuine.
Maintain Privacy: Ensure that all customer data is handled securely and in compliance with relevant regulations.
Respond Promptly: When negative feedback is received, act quickly to address the issue and improve customer satisfaction.
Encourage Reviews: Remind happy customers how much their reviews mean to your business.

In Conclusion

Congratulations! You’ve set up an automated system to boost your online reviews using AI, Make.com, and Twilio.

This system streamlines feedback collection. It also helps you maintain strong customer relationships by promptly addressing their concerns.

This workflow should boost positive reviews.

This can improve your online reputation and attract more customers. Plus, automating these tasks frees up your time to focus on what you do best—running your business.

Stay tuned for more tips and automation strategies to keep your business thriving.

If you found this guide helpful, feel free to share it with fellow entrepreneurs. Happy automating!

Ready to Transform Your Review Process?

Could your business thrive with an AI-powered, automated review management system like the one we’ve outlined.

Imagine collecting valuable feedback, boosting your online reputation, and building stronger customer relationships—all on autopilot.

If you’re excited to automate reviews and grow your business, we can help! Our team can design and implement a custom AI solution for you.

👉 Contact us today with the subject “AI Review Automation.” Boost your online reviews effortlessly!

Boost Online Reviews Automatically with AI, Make.com and Twilio