Collect Reviews WP

Quick Start

Send your first review request with confidence.

Install Collect Reviews, connect one customer event, personalize the email, and send a manual request to verify the customer experience.

About 10 minutesNo code required4 guided steps
1InstallActivate the plugin
2ConnectChoose a trigger
3CustomizePreview the email
4TestSend a manual request

Before you start

Have these three things ready.

  • Administrator access to the WordPress site
  • WooCommerce, Easy Digital Downloads, or WPForms installed for automation
  • The review platform you want to use; Collect Reviews will show you how to find its Review URL
1

Install

Install the plugin and open its settings.

  1. In WordPress, go to Plugins → Add New.
  2. Search for “Collect Reviews,” then install and activate it.
  3. Open Collect Reviews → Settings. Available integrations are detected automatically.
Collect Reviews settings
Collect Reviews settings showing the available integrations.
Installed integrations appear at the top of the settings page.
2

Connect

Choose the event, timing, and review destination.

  1. Go to Collect Reviews → Settings and click Configure (or Edit) on the integration you want to use.
  2. Turn Enabled on. For WooCommerce or Easy Digital Downloads, choose the Trigger order status. For WPForms, choose the Form, Form Email Field, and optional Form Name Field.
  3. Choose the Delay between that customer event and the review request.
  4. Choose the Platform. Use the provider-specific instruction link below Review URL to find the correct link, then paste it into the field.
  5. Click Save settings. The integration should appear as Active on the Settings page.
Integration settings
Integration settings for the event, delay, platform, and review URL.
Each integration can keep its own trigger, delay, and destinations.
3

Customize

Make the email recognizable and easy to understand.

  1. Open Collect Reviews → Settings and scroll to Review Request Email Settings.
  2. Choose Frequency to control how often the same customer can receive an automatic request.
  3. Set a recognizable Sender Name and Sender Email, then enter the Email Subject.
  4. Choose an Email Logo and Rating Stars Style.
  5. Open the Edit tab to customize the message and email footer text.
  6. Open the Preview tab to check the complete email, then click Save settings at the bottom of the page.
Email preview
Preview of a customized customer review request email.
The preview updates as you adjust the email settings.
4

Test

Send a manual request to test the customer experience.

  1. Open Collect Reviews → Review Requests, click Create review request, and enter your own email address. Add your name if the email uses the customer name placeholders.
  2. Set Delay to send immediately, choose the Platform, paste its Review URL, and click Create review request.
  3. Open the email on desktop and mobile. Choose a positive rating and confirm that the resulting page and review destination work.
  4. Return to Review Requests and confirm the sent status, rate date, and rating were recorded.
Review Requests
Review Requests history showing recipients, dates, destinations, and ratings.
Use request history to verify scheduled and completed activity.

Quick troubleshooting

Three checks solve most first-run issues.

01

Email did not arrive

Check spam first. If WordPress mail is unreliable, configure a transactional email or SMTP plugin and repeat the manual test.

02

Scheduled request is waiting

Scheduled delivery uses WordPress cron. Confirm cron is running and allow for its hourly queue interval.

03

Destination does not open

Paste the direct review URL into a private browser window. Correct the saved URL if it redirects to a login or general profile page.

Setup complete

Start with one workflow, learn from it, then expand.

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