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How do I set my review invitations to send automatically?

Want to put your business growth on auto-pilot?  ZipBooks can send review invitations to your best customers automatically.  Setting review invites to send after payment will improve customer response rates and get you more reviews without even having to think about it.

Here’s how:

  1. From the ZipBooks Growth menu, click “Settings”
  2. Select “Automated invitation settings” from the top menu bar
  3. Toggle the switch from “Off” to “On” for “follow-up after you get paid”

You can customize invitation settings and send delay, but we recommend following up an hour after payment.  Customers are more likely to leave a review right after they buy, and automating means you don’t have to keep track of every transaction.

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