Step 1: Add Your Customer Contacts
To begin collecting reviews, you first need to add your customer contacts.
You can add contacts in two ways:
Option 1: Upload a CSV
Go to the Contacts page
Click Upload CSV
Upload your customer list
Option 2: Connect an Integration
Go to Integrations
Connect your CRM or system
Customer contacts will automatically sync
Most businesses get 10–15% of past customers to leave reviews through this process of doing a review reactivation to all their previous customers.
Step 2: Send Review Requests Automatically
Once contacts are added, Review Harvest sends automated review requests.
The system uses Smart Messaging, which means:
Proven scripts are used
Follow-ups are automated
Messages are sent at optimal times
Many businesses see 25–40% conversion rates from new customers.
Step 3: Customize Your Review Requests
You can personalize your review requests.
To do this:
Upload a photo of yourself or your team
The system will automatically insert the customer’s name
This improves response rates and builds recognition.
Step 4: Adjust Review Request Timing
You can control when review requests are sent.
Go to Request Scheduling
Choose how long to wait after a job is completed
Adjust the number of follow-ups
Step 5: Manage Contacts
Inside the Contacts tab you can:
View all customers
See which stage they are in
Track review request progress
Mark customers as Do Not Contact
Step 6: Automatic Review Responses
Review Harvest automatically responds to 4-star and 5-star reviews, saving you time while maintaining engagement with customers.
Step 7: Display Reviews on Your Website
You can embed review widgets on your website.
Available widgets include:
Popup Widget
Displays recent reviews in the corner of your website.
Carousel Widget
Rotates through your reviews on your homepage.
Grid Widget
Displays a full list of reviews on a review page.
If you have a website manager, simply enter their email and they’ll receive instructions.
Step 8: Automatically Post Reviews to Social Media
Review Harvest can also automatically post reviews to:
Facebook
Instagram
This turns your customer feedback into social media content automatically.
Setup Time
Most users complete setup in 15–30 minutes.
You can:
Set it up yourself
Or schedule an onboarding call with our team.
Need Help?
If you need assistance setting up Review Harvest, contact support or schedule an onboarding call.