In this tutorial you will learn how to collect reviews automatically tthrough SMS after a sale happened on your payment solution. Whether you use Amazon Seller Central, Stripe, Shopify, Woocommerce, Ebay, Paypal…or any other tool available on Zapier ; the steps of this tutorial will be similar. For demonstration purposes, we chose Paypal.
To create your account go to this page and enter your information. Zapier will send you a Account creation confirmation email which allows you to connect.
Note that Zapier offers you free 100 interactions per month. You can without subscription send a 100 SMS per month through your mailbox and this by having only as a cost the price of an SMS.
As shown in the picture, once logged in click on the button “Create a Zap” on the button located at the top left corner of your dashboard.
In the trigger's panel search bar, look for Paypal and select to continue. As mentionned before, this configuration works with any other payment tool available on Zapier.
From the dropdown trigger list select the most useful one according to your needs :
Refunded Sale / Successful Sale / Successful Sale (with line item)
Other triggers are available but for the purposes of this tutorial we went for « Successful Sale » to ask a review to customers each time they purchase.
At this step of the process, Zapier’s asks to copy a URL into your account. Use the link « Visit your Paypal IPN Settings » in order to paste this the URL.
Simply follow the instructions from the pop-up window as we did in this screenshot.
Zapier suggests a detection test. This requires that a sale has been made at least once with this account. Of course you set up a fake sale by creating a customer account and buying something from yourself in order to complete the test immediatly.
Continue to the Action window and search for SMSFactor.
From the dropdown action liste choose "Send SMS".
Select your account or (if this is your first time using our solution) click on "+ Connect a New Account" to log into your SMSFactor account.
1-Message : the SMS’s content. You can write text manually and use dynamic tags such as :
First / Last Name
Item Names
You will need to paste a link to your feedback tool (Google Business, Trustpilot, you website…) Here’s how to get a Google Maps review link .
2-Message Push Type : select «marketing» . This won’t allow SMS to be sent between 10 PM and 8 AM from Monday to Saturday, entirely on Sundays and public hollidays (according to the French law on marketing campaigns ; this may not apply to your country).
3-Date to send : in this example I am writing "next Saturday at 7PM" (next means the week after, not the current one). Here’s how to format time stamps in Zapier.
4-Sender : sender’s name. Optionnal ; insert your company’s name in order to be recognized by the customer .
5-GSM Number : stand for the recipient’s phone number. Select the corresponding dynamic tag (« Contact Phone »for Paypal for instance).
Once your SMS is set up you can proceed to another test. However if you chose « Contact Phone » as the GSM Number then your customer will recieve it. No worries : once again use your fake customer account or write your number in the previous step to get through the test.
Congratulations ! We know the tests can be annoying but this new feature for your online store should really help with conversions. click on "Publish" button and there you go !
