Connect Google reviews first. See connect Google reviews. The email is sent from the business name, with a link to the Google review form. The subject is How did we do? followed by the business name. The button in the email is Leave a review.
Steps
- On Reviews, the card is Review requests. It says: "Email a customer a link straight to your Google review form after a job." Press Ask a customer for a review.
- The box is Ask for a review. It says Mortar will email them a link straight to the Google review form, sent from the business name. Fill in Customer name and Email, then press Send.
- From an enquiry, open it and use More, then Ask for a review. That item needs an email address. When the enquiry is marked won or completed, a strip says Job done? Ask their name for a Google review, with Ask. Dismiss hides the strip.
- The toast is Review request sent. On the enquiry it says they were emailed a link to leave a Google review. The menu item then reads Review requested.
The same list is on Inbox, on the Review requests tab. The empty state says: No review requests yet. Open an enquiry and tap "Ask for a review" once the job's done.
Each row is Sent at first. Three days after the last email, if they have not opened the link, the badge is Reminder sends today and Chase turns on. The note on that button is You can chase 3 days after the last email. Pressing it sends the reminder now. The toast is Reminder sent. Mortar also sends reminders that are due. The reminder subject is A quick reminder from the business name.
After a reminder the badge is Reminded 1×, then Reminded 2×. Chase stops after two. If they open the link, the badge is Opened link and reminders stop. The row can also show last chased and when they were asked.
If it doesn't work
The toast title is Not sent.
Connect Google reviews first, so we know where to send customers means the Place ID fetch has not been saved yet.
This customer was already asked in the last 30 days. Wait, or use a different email address.
Review requests need an active trial or plan means the website is not on a trial or a paid plan.
The email couldn't be sent. Please try again. means the message did not go out. Nothing is left as sent for a first ask.
A reminder is available after 3 days, Already reminded 2 times, and They've already opened the review link are the reasons Chase will not send.
Common questions
Can I ask before Google is connected?
No. The Reviews card says Connect Google above first, so we know where to send customers. The error if you send anyway is Connect Google reviews first, so we know where to send customers.
How many reminders are sent?
A reminder is available 3 days after the last email. The badge is Reminder sends today. Chase sends it now, and Mortar also sends due reminders. It stops at two reminders, or as soon as the badge is Opened link.