RateUp Documentation
Web forms

Automations

Route happy customers to Google reviews, and give unhappy ones a path to a person.

Review routing turns a form from a data-collection exercise into something that acts on what it learns: it decides, per answer, who gets asked for a public review and who gets handled privately instead.


Google Review Routing

Send satisfied respondents straight to your Google review page, and unsatisfied ones somewhere useful instead.

Google review routing

Add a Google Review question, or configure Google Review Redirects.

Enter the condition and Google page URL — which answers qualify, and where to send them.

Save. Qualifying respondents see the review prompt; everyone else continues normally.

You can also route to other platforms — Facebook, Instagram, Amazon, MakeMyTrip, or a custom platform with Enter Custom Platform Name.

Route on the answer, not on everyone. Asking an unhappy customer for a public review is how a private complaint becomes a one-star rating. The condition is the whole point of this feature.

The pattern that works

"How was your experience?"
   ├── Great / Excellent  →  Google review prompt
   └── Poor / Okay        →  "What went wrong?" → follow up privately

Happy customers get a frictionless path to saying so in public. Unhappy ones get a path to being heard in private — and a chance for you to fix it before they post anyway.


Following Up on a Poor Response

Forms no longer raise tickets on a board — RateUp has no ticket boards. Act on a poor response where the customer already is:

RouteHow
The conversationA form sent over WhatsApp files its answers against the contact's conversation, so the agent replying already sees them — see Results
An automation ruleA Send Web Survey rule can be paired with an Assign Team rule so poor responses land with the right people
The sales boardPut the contact on a pipeline stage when the follow-up is a deal rather than a complaint
EmailEnable Notification Email in Settings mails each submission to an address you choose

Do not route every response to a person. A queue full of "everything was fine" is a queue your team stops reading — and then they miss the one that mattered.


Closing the Loop

The full sequence, when review routing is set up:

  1. A customer submits a poor rating, and is not shown the review prompt
  2. Their answers land against their conversation in the Inbox
  3. An agent opens it, sees the response, and replies to the customer
  4. The problem is fixed and the conversation closed
  5. Next time, that customer is a promoter — and the review prompt is the right thing to show them

That loop is the difference between measuring satisfaction and improving it.


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