RateRoby helps you collect reviews effortlessly using both automatic and passive methods.

You can reach out to your customers automatically via

✅ Email (including the new BCC function) or
✅ SMS (optional)

When a customer clicks their rating, they are directed to a review page with links to platforms like Google, Facebook, Yelp, TripAdvisor, G2, Capterra, or Trustpilot. If the rating is low, you can display a private feedback form to better understand their experience. If the rating is high, you can send them directly to your preferred review site to leave a public review.

In addition to automated requests, RateRoby also supports passive collection. You can:

✅ Share a direct link to your review page
✅ Use a QR code that points to your review page
✅ Add a review widget to your email signature

These passive methods are great for collecting reviews in everyday communication or at customer touchpoints without sending a formal request.

To keep your review requests running smoothly, we recommend regularly importing your customers. The easiest way is by securely connecting your

✅ Stripe or
✅ HubSpot account
using our built-in integrations.

You can also import customers via an app connector like

✅ Zapier,
✅ Make.com,
✅ Pabbly, or
✅ Boot.space

or by using our REST API (recommended for advanced users).

If you prefer a more manual option, you can

✅ add customers individually (one by one) or
✅ upload a CSV file to import them in bulk or
✅ using the BCC function (see below)
When sending emails to your customers, you can simply add your review link to the BCC field. Our system will detect it and automatically create a new review request.

Need help connecting Make.com, Zapier, Boot.space or Pabbly to a tool you already use, like Jobber? We offer optional setup support to get you started.

RateRoby offers multiple ways to import your customer data so you can start sending review requests with minimal setup. Choose the method that works best for your tools and workflow. No coding required unless you want to.

✅ Stripe
Automatically import your Stripe customers along with their charge history. Ideal for requesting reviews from paying customers or those on active subscriptions.

✅ HubSpot
Sync your HubSpot contacts seamlessly. You can import all contacts or filter by lifecycle stage to target the ones that matter most.

✅ App Connectors
Use our integrations with Zapier, Pabbly, Make.com (formerly Integromat), and Boost.space to send customer data from thousands of third-party tools and CRMs into RateRoby.

This option is perfect if you want to avoid using APIs. It’s flexible, easy to set up, and works with nearly any service.

✅ Manual Import

You can manually enter customer data directly in the app. It is not automated, but it is a simple and effective way to get started. Just click the Import button on the Customers page (see picture below). New since April 2025: You can use our BCC function to start an automated email review process.

✅ REST API
Send customer and charge data directly from your server using our simple REST API. We provide endpoints for importing customers and transaction history. Check out our API Reference below for details.

✅ CSV Upload
You can upload a CSV file to import thousands of customer records at once. It is a convenient way to get started quickly. You can download a sample here We accept the following values:

Screenshot to find the manual import function:

To request reviews from your customers, RateRoby needs some basic data:

Customer Data

✅ Name – The customer’s full name
✅ Email – Their email address
✅ Phone – Their phone number
✅ Signup Date – When the customer signed up for your service

We need this information to send review requests. But why do we ask for the signup date? Because in your request strategy, you can define how many minutes/hours/days to wait before sending a review request after someone signs up or pays. That gives you smart timing control right out of the box.

Charge History (Optional)

✅ Charge Date – When the customer was charged
✅ Charge Amount – The total charged
✅ Subscription Info – Whether the customer has an active subscription

If you connect your Stripe account, RateRoby can automatically pull this data. You can also send it using an app connector or our REST API.

So why is this data helpful?

It lets you fine-tune your request strategy. For example, you can choose to only request reviews from customers who:

✅ Have made at least 3 purchases
✅ Have spent at least $100
✅ Have an average charge of $20 or more
✅ Have an active subscription

This way, you focus on your most engaged customers — those most likely to leave a great review.

A request strategy defines who receives a review request and when. With RateRoby, you're in full control. You can send requests based on customer signup date, charge history, subscription status, and more. Learn more here:

Our email and SMS templates are fully customizable. You can edit the branding, subject line, message content, and rating labels for each template to match your style and tone.

Here we show you how to change it:

Want to use your own domain and sender address? Here's where to update those settings to match your brand.

Every project has at least one review page. This is the page your customers are directed to from an email, SMS, or direct link. The review page captures a rating, and then displays a feedback form, links to 3rd party review sites, or simply redirects elsewhere based on the chosen rating. The review page is ultimately what drives your customers to give your business more good reviews.

✅ Title - The first thing your customers will read. It could be a question, like: How do you like our service?
✅ Body - A short paragraph underneath the title, asking the customer to leave a review.
✅ Footer - This can be a disclaimer or legal info.
✅ Button Label - The button to submit the review.
✅ Instructions - Shown directly above the form after the customer selects a rating. It can be edited to display different copy based on the rating selected.
✅ Links - Buttons that link out to 3rd party review sites, shown after a customer selects a rating.
✅ Redirects - URLs that automatically redirect the customer to 3rd party review sites after they select a rating.
✅ Fields - Inputs shown on the form to leave a review or provide feedback. These inputs can capture more information from your customers about their experience with your service.

The review page is highly customizable. We typically want to display something different based on the sentiment given. For example, if the rating is negative, we might want to display a form to leave feedback. And if the rating is positive, we might want to display options to leave a review on a 3rd party website, or simply redirect there immediately. We offer several options to tailor the review page to meet your specific needs.

Rating Selection
This option allows you to capture a rating immediately after a customer selects one. You have 3 options:

✅ Save rating before customer review - Capture the rating only if the customer is directed to the page via an email, sms, or direct customer link.
✅ Save rating before every review - Capture the rating any time anyone visits the page, even if they're using the review page link anonymously.
✅ Never save rating before review - Do not capture the rating, unless the customer leaves a written review or submits the feedback form.

Prompt customers to leave reviews on 3rd party review sites.

You can add links to third-party review sites on your review page. This is essential if you want to collect more positive reviews on platforms like Google, Facebook, Yelp, TripAdvisor, and others.

These links appear as buttons after a customer leaves a positive rating (typically 4 or 5 stars, but you can customize the threshold). If the rating is lower, RateRoby will by default show a link revealer, which is a small button beneath the feedback form that still gives the customer the option to leave a public review.

Link Anatomy

The buttons that appear on your review page are fully customizable. You can edit the following:

✅ Source - Google, for example. This is used to pre-fill the label, color, and icon.
✅ Label - The label of the button.
✅ Color - The color of the button.
✅ Icon - Choose from our icon library or upload your own image.
✅ Specs: 1:1, max: 2mb, min size: 64px x 64px, max size: 1000px x 1000px
✅ Link - The URL to the 3rd party review site.
✅ Incentive - An optional incentive to display underneath the button.

Link Options

We give you full control over how the links are displayed to your customers.

✅ Link Reveal Rating - Reveal links if the customer picks a specific rating or higher. Otherwise, a small button to reveal the links will be shown (the link revealer).
✅ Link Reveal Label - The label of the button to reveal the links.
✅ Link Reveal Timing - Choose whether to show your links immediately after a rating is chosen, or on the success page, after a review has been submitted.
✅ Link Reveal Button - Choose whether or not to show the link revealer at all.

Important:

⚠️ You can disable the option to direct your customers to leave public reviews if the rating is negative, but we do not recommend it. Preventing customers from leaving public reviews can get your 3rd party listings removed.

Redirect customers directly to third-party review sites

Redirects allow you to send customers straight to external review platforms right after they select a rating, skipping the feedback form entirely. You can add up to five redirect URLs for each rating level. This is typically used for positive ratings, but you can also redirect low ratings to your own feedback page.

Splitting Traffic
Let’s say you want customers who rate your business 5 out of 5 to be sent directly to Google to leave a review. That’s easy to set up. But what if you also want to collect more reviews on Yelp or TripAdvisor?

You can split the traffic by clicking the [+] button next to the URL input and adding up to four more destinations. This means one customer might be sent to Google, while another is sent to Yelp or TripAdvisor.

You control the distribution using percentage values. Here’s an example setup:

Google: 50 percent
Yelp: 25 percent
TripAdvisor: 25 percent

This way, you can grow your presence across multiple platforms in a balanced and automated way.

You can use our secure REST API to import your customer data, send review requests, export your reviews, and more!

We have created a PDF for you to download any information needed: API help PDF

Add webhooks to your project to receive events about reviews.

You can add one or more webhook URLs in order to receive events from the platform. Simply add your webhook URLs under "Settings" and "API".

✅ review-created - Fired when a review has been created manually or by a customer.
✅ review-updated - Fired when a review has been updated after it has been saved.
✅ review-saved - Fired when a review has been created or updated.
✅ review-deleted - Fired when a review has been deleted.

It is important to note that a review is saved immediately upon clicking a link that contains a score in the parameter. For example, when an email is sent to a customer asking for their review, they may select a rating that takes them to your review page. Once the page loads, that rating is captured and a new review has been made. They may then add to that review by saving their feedback or positive review in the native review box. In this scenario, you will get a ping when the review is created, and then a 2nd ping when the review is updated.

If you are having trouble getting your CNAMEs to work, it might mean that Cloudflare (our DNS provider) cannot validate your SSL certificate. Try adding CAA records to your DNS and re-verifying in RateRoby. More on this here: https://developers.cloudflare.com/ssl/edge-certificates/caa-records/