How to Connect Markate to Review Harvest With Zapier

How does Markate connect to Review Harvest?

Through Zapier. There is no direct Markate integration in Review Harvest, so a Zap passes the customer across: when a work order is completed in Markate, Zapier sends that customer’s name, phone number and email to Review Harvest, and Review Harvest sends the review request. Setup takes about 10 minutes and you only do it once.

You will go back and forth between three accounts: Review Harvest, Zapier and Markate. Each side gives you a key that you paste into Zapier.

• Review Harvest API key. Found under Integrations, Add integration, Zapier. It goes into the Review Harvest action in your Zap.
• Markate API code. Found under More, Connectors, Zapier, Manage. It goes into the Markate trigger in your Zap.

What does it cost to connect them?

In the video, Zapier’s free account includes 100 actions a month, and Markate charges $10 a month to enable its Zapier connector. If you already have Markate’s own ask-for-review feature turned on and it is not getting the results you want, you can turn it off, which makes the cost about a wash.

Which trigger and action do you choose in Zapier?

The trigger is Markate, Work Order Completed. The action is Review Harvest, Send Review Request.

Markate will not appear as a trigger until you have accepted its invite. In Markate’s Connectors page, click Manage on Zapier, click the invite link, and choose Accept invite and build a Zap. Go back to the tab where you are building the Zap, click the trigger and type in Markate. It shows as invite only, which means it worked.

Choose a trigger event that fires for every customer, at the point you would want to ask for a review. The timing can be adjusted afterward: if you want to wait a couple of days before asking, set that wait in the Review Harvest dashboard.

How do you map the customer fields?

This is the trickiest part, and it is still easy. You are telling Zapier which Markate field holds each piece of contact information. You do it once, and after that every completed work order fills the fields in with that customer’s details.

1. Click the plus sign in the mobile phone field, type “phone” and pick Business Customer Phone.
2. Do the same for first name, choosing Business Customer First Name.
3. Map last name and email the same way.
4. Full name is optional when first and last name are mapped.

If the test customer has no email, the field shows no data. That is fine.

When you check Review Harvest afterward, a test record may not send, because the test phone number is probably invalid. You will still see the contact added.

How do you ask past Markate customers for reviews?

Upload them as a CSV. Review Harvest calls this a review reactivation: it slowly reaches out to your previous customers by text and email.

After the upload, each contact shows a status of sending first request and the time of the next request. To take someone off the list, open the contact and delete it, or add it to do not contact.

Which Review Harvest settings should you check before requests go out?

• Personalized image. Upload a photo of you, your technicians, a job in progress or a wrapped vehicle, something that helps people recognize your business. The customer’s name appears on it, which gets their attention.
• Owner first name and business name. The business name is pulled from your Google Business Profile and the first name from whoever created the account. Use a name customers recognize, and remove any keywords tacked onto the end of the business name, because it is used in the text messages.
• Message. You can write a custom message. Leaving smart messaging optimization on is recommended.
• Request scheduling. Choose how long to wait after the work order is completed, and how many follow-ups to send.
• Reviews. Review Harvest responds to your four and five star reviews for you. You can turn this off.
• Widgets. The floating pop-up shows a recent review in the bottom corner of every page every four seconds. The carousel sits in one spot on your site and lets visitors scroll through reviews. To install either one, click the installation guide and send the code snippet to whoever manages your website, or add it to the header in your website builder.