Manual and past-order requests
Automatic requests cover new orders. To ask customers who bought before you installed Sofcy, or people on a list of your own, use Settings › Request reviews.
Request reviews from previous orders
- Go to Settings › Request reviews. Under Request reviews from previous Shopify orders, click Get started.
- Choose how far back to go: the last 7, 30 or 60 days.
- Set Maximum number of orders, 1 to 50. Default 25.
- Click Schedule requests.
Sofcy reports how many orders it processed and how many requests it queued. Items that already had a request, and customers who unsubscribed or asked to be erased, are skipped. The usual scheduling rules apply. Past runs are listed under Recent campaigns.
Request reviews from a list
Under Request reviews from customer segments or lists, click Get started. There are two ways.
Upload a spreadsheet
- Click Download sample CSV to get the format.
- Fill in one row per request. Add the file with Add file, or paste it into CSV contents.
- Click Schedule CSV requests.
The first row must be exactly:
product_handle,customer_email,customer_name,delay_daysproduct_handleis the product's handle, the last part of its URL.delay_daysis 0 to 365. Leave it blank to use the product's custom timing, or else your domestic delay.- Up to 100 rows and 1 MB.
A file is all or nothing. One bad row, such as an unknown handle, a repeated product and customer, or a customer who unsubscribed, rejects the whole file. Fix the row Sofcy names and upload again.
Single request
Enter the Product handle, Send after (days), Customer name and Customer email, then click Schedule review request. Sofcy confirms the send time.
After scheduling
Manual requests appear in Reviews › Review requests alongside the automatic ones, where you can send, reschedule or cancel them. See Track your requests.
Only email people who bought from you and would expect to hear from you. Requests to strangers lead to spam complaints and hurt delivery for everyone.