Create a review campaign
How do I send review requests to a list of customers?
Open Reviews → Invite and choose Acquire New Reviews. The builder walks you through four steps, and nothing is delivered to anybody until you finish the last one — you can open it, look around and leave without contacting a single customer.
What the four steps ask for
The rail along the bottom is your map. It shows all four steps from the moment you open the builder, so you can see what is still coming before you commit to anything.
Campaign Details
Name the campaign so you can find it later, and choose whether it goes out by email or SMS. That choice changes the rest of the builder.
Content
The subject line and message customers receive, using a saved template or the email editor.
Follow-ups
Whether to chase people who don't respond, and how often. This step only appears for campaigns that include email.
Recipients & Scheduling
Who receives it — typed in or uploaded from a CSV — and when it goes out.
Two things about that sequence are worth knowing before you start.
Your channel choice in step 1 changes the builder. An SMS-only campaign skips the Follow-ups step entirely, because follow-ups are email only. If you expected to set up reminders and the step never appeared, that is why.
Each step saves as you move forward. Advancing keeps your work as a draft, so a half-built campaign is not lost if you close the tab. A draft has sent nothing.
Where configuration ends and sending begins
This is the line that matters, and it is at the very end.
Everything up to and including Recipients & Scheduling is configuration held inside Synup. The campaign sits in your Invite list as a Draft, and its Emails and SMS counts stay at zero.
The final action changes that:
- Schedule hands the campaign to Synup to send at the time you chose.
- Publish sends it.
Both cross the same boundary: once either is done, real messages go to real people, and there is no unsend. Check the recipient list and the message one more time before you use either. If you are unsure, leave it as a draft — a draft costs nothing and waits indefinitely.
Prepare your recipient list first
The step that catches people out is Recipients, because it needs data you may not have to hand. The builder offers a downloadable CSV template — start from that rather than inventing your own columns, and you will avoid the most common import problems.
Only add people who would expect to hear from you. Review requests are ordinary marketing email and SMS: bounces and unsubscribes damage your sending reputation, and Synup tracks both.
Auto-send
The Invite list shows an Auto-send switch on each campaign. When it is on, Synup sends the campaign to newly added recipients as they arrive rather than only to the list you started with. It is useful for an ongoing campaign fed from your systems, and worth turning off for a one-off blast to a fixed list.