Email Triggered Invites
Turn every sale, shipment, appointment, and resolved ticket into a review request — automatically. Add a BCC address to any email you already send, or paste an invisible snippet into your email template. No code, no API, no manual work.
Works with any platform that sends email. CRMs, ecommerce, helpdesks, scheduling tools, invoicing software, and more. Feeds directly into your existing review campaigns.
Contact extracted
Sarah Johnson · +1 555-0123 · [email protected]
"Hi Sarah! Thanks for choosing ABC Plumbing. We'd love your feedback..."
Two ways to set it up
Choose the method that fits your platform. Both take under two minutes.
BCC method
The simplest approach. Add a unique BCC address to any email you send to a customer. When the email goes out, the system detects it, extracts the customer's email, and adds them to your review campaign automatically.
No code, no integration, no API
Works with any email, whether personal, CRM, or invoicing
Just add a BCC address and you're live
Best for: personal email, simple workflows, quick setup.
Code snippet method
Paste an invisible snippet into your email template. It carries richer data such as the customer's name, email, and phone, so your review request can be personalised and sent via SMS or WhatsApp too.
Captures name, email, and phone automatically
Personalised review requests with the customer's name
Enables SMS and WhatsApp follow-ups
Best for: CRMs, ecommerce, helpdesks with customisable templates.
Setup takes two minutes
A guided wizard walks you through four steps. Once connected, every trigger is tracked — you can see how many contacts have been added, when, and to which campaign.
Pick your email system
Personal email, CRM, invoicing tool, or something custom. The wizard recommends the best method.
Choose your method
BCC for simplicity, or code snippet for richer data (name, phone, multi-channel).
Select your campaign
Choose which review request campaign receives the triggered contacts.
Copy and connect
Your unique BCC address or code snippet is generated instantly. Paste it into your email system.
Step 2 of 4
Choose your method
BCC Method
Add a BCC address to any email you send
Code Snippet
Paste into your email template for richer data
What happens after a trigger
Every trigger feeds directly into your existing review request campaigns. All your campaign settings — timing, channels, follow-ups — apply automatically.
Customer details extracted
Email address always captured. Name and phone too if using the snippet method.
Added to your campaign
The customer is enrolled in your chosen review request campaign automatically.
Campaign schedule respected
Delays, quiet hours, and send windows all apply exactly as configured.
Multi-channel delivery
Review request sent via email, SMS, WhatsApp, or a combination based on your campaign.
Follow-ups fire automatically
Multi-step sequences with reminders work the same as manual contacts.
Duplicates prevented
Same customer triggered again within your prevention window? No double-send.
Works with any platform that sends email
If the tool can send an email — or if you can customise the email template — you can connect it. Here's a sample of platforms that are ready to connect.
CRM & Sales
Trigger on deal closed, pipeline stage, or opportunity won
Ecommerce
Trigger on order fulfilled, shipped, or delivered
Helpdesk & Support
Trigger on ticket resolved or conversation closed
Booking & Scheduling
Trigger on appointment completed or visit finished
Field Service & Home Services
Trigger on job completed or invoice paid
Invoicing & Payments
Trigger on invoice paid or payment received
Shipping & Logistics
Trigger on delivery confirmed or order shipped
Marketing Automation
Trigger on custom events, segments, or workflows
Project Management
Trigger on task completed or milestone reached
Real-world examples
Every business has moments when a review request makes sense. Email triggers catch those moments automatically.
Dental
Patient completes an appointment
The scheduling software sends a confirmation email. BCC trigger fires. The patient receives a review request two hours later.
Ecommerce
Order ships to a customer
The shipping platform sends a tracking email with your snippet. A review request arrives three days later, timed for after delivery.
Agency
Client closes a deal
The CRM sends a deal-won notification. BCC trigger fires for each client account. Review requests go out automatically across 50 accounts.
Property Management
Maintenance ticket resolved
The helpdesk sends a "your issue is resolved" email. The tenant receives a review request about their maintenance experience.
Why agencies use email triggers
The biggest bottleneck in review generation is getting customer data into the system. Without automation, someone at each client's business has to manually add contacts. That doesn't scale. People forget. Review volume drops.
Higher review volume across all client accounts — automatically
Zero ongoing manual work once the trigger is set up
Faster time-to-value for new clients — connect their tools in minutes
Consistent results that don't depend on client staff remembering to act
Works across every client's tech stack — CRM, ecommerce, helpdesk, or invoicing
Works with your existing campaigns
Email triggers don't create a separate system. They feed contacts into campaigns you've already built. Every campaign feature still applies:
Multi-step sequences with email, SMS, and WhatsApp
Custom timing and delay after the trigger
Quiet hours, so sends only happen during business hours
Smart deduplication, so the same person is not double-sent
Personalisation with the customer's name
Review site routing to Google, Facebook, and more
Related features
Review Campaigns
The multi-channel campaigns that email triggers feed into.
Feedback Forms
The review funnel your customers land on after the request.
QR Codes
Another automatic review collection method for physical locations.
All Integrations
Zapier, Make, n8n, and native integrations for deeper automation.
Common questions
See whether EMR fits the way
your agency actually runs.
Try the real workflows, brand the platform, and decide with your own eyes whether it belongs in your stack.