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Adding review requests manually using a CSV file

Available on the Free plan

If you have orders made outside of your e-commerce platform (e.g., POS sales, WhatsApp orders), you can manually request reviews by uploading a CSV file to Judge.me. This guide walks you through creating, uploading, and reviewing manual review requests.


How it works

Here’s a quick look at how review requests can be added in bulk manually:

  1. You prepare and upload your CSV file of requests. The successfully uploaded requests will show in the Requests dashboard with a Manual label.

  2. We check if the request is valid (e.g., the customer hasn’t unsubscribed, the product is not excluded) and update its status accordingly.

    • If the request is valid, it will appear in the Requests dashboard as "Will send".

    • If the request is not valid, it will be skipped.

  3. For valid requests, the review request email will be sent based on the processed_at and fulfilled_at values in your file.


Considerations

  • Each row in your CSV (e.g. each review request) results in 1 email. If your file includes multiple requests for the same order (e.g. one per product), each request will send its own email, regardless of your Multi products email setting.

  • Requests scheduled manually will not trigger a review request event to Klaviyo. The review request email will be sent with Judge.me templates.


How to add review requests manually

Step 1: Prepare the CSV file

  1. Open our CSV Template.

  2. Click Make a copy to create your own editable version.

  3. Fill in the CSV file. Each row in the CSV represents 1 review request.

  4. Once done, you can go to File > Download > Comma Separated Values (.csv) to download the CSV file.

Here's how to fill out the columns in the CSV file:

Column

Required?

Description

reviewer_name

Yes

Name of the customer (We only use this if there's no name associated with the email)

reviewer_email

Yes

The customer's email address

product_id or product_handle

Yes (one of them)

fulfilled_at

Yes

The date the order was fulfilled (format: dd/mm/yyyy).

quantity

No

Defaults to 1 if left blank.

processed_at

No

The date to send the request.

  • If left blank, we'll use fulfilled_at + your wait time setting.

  • If the date is in the past, the request will be sent 10 minutes after the upload.

Step 2: Upload the file to Judge.me

  1. From your Judge.me admin, go to Settings > Request reviews.

  2. Next to Request reviews from customer segments or lists, click Get started.

  3. In the Customer selection card, select Enter customer details.

  4. In the Customer details card, select Upload a spreadsheet file with order history, then upload your CSV file.

  5. In the Review type card, select the type of review to collect:

    • Product review only

    • Product review then store review

    • Store review only

  6. In the Email card:

    • In Template option, select the email template you'd like to use.

    • (Optional) Select a language from the language dropdown if you have multi-language emails enabled.

    • (Optional) Customize the Email subject, Email title, and Email content for this batch. These changes apply only to this request — your template is not changed.

    • (Optional) Click Send sample email to preview the email before scheduling.

  7. Click Schedule request.

Step 3: Check the results

After uploading:

  • You’ll receive a confirmation email with a summary of the scheduled requests.

  • You can view the requests in the Reviews > Review requests tab, labeled as "Manual".

  • You can cancel requests by clicking on the three-dot icon and selecting Skip this request.


Resources

  1. See our latest updates:

    ➡️ Check our Unboxed page to discover newly launched features and improvements from Judge.me. See what’s new and start using the latest updates to grow your store.

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