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Test & Verify

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Overview #

Before sending review requests to your customers, it’s a good idea to test and verify your setup.

The checks below will help you confirm that everything is working as expected before you go live.

Step 1 — Preview Your Review Request Emails #

Open Emails to Customers → Emails Being Sent and use Send Test Email to preview the emails your customers will receive.

Check the following:

  • Sender Name
  • Email content
  • Branding
  • Images
  • Links

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<strong>📝 Note:</strong> The <strong>Send Test Email</strong> feature lets you preview your email template only. Because it isn’t linked to an actual order, the review button won’t open the Rate Order Page.

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Step 2 — Test the Complete Customer Experience #

If you’d like to verify the complete customer experience before going live, temporarily switch to Manual under Settings → Setup, then send yourself a review request using the epicSnap Mobile Web App.

Using Manual setup lets you verify the complete customer experience immediately—from receiving the review request email to submitting a review—without waiting for your Autopilot schedule. Once you’ve finished testing, you can switch back to Autopilot at any time.

As you go through the review process, check that:

  • The review request email is received.
  • The Rate Order Page opens correctly.
  • The correct Feedback Message appears after submitting a rating.
  • The Google Reviews invitation appears (if enabled).
  • The image reply request works as expected (if enabled).

Need help with these steps?

  • Send a Review Request (Manual Setup)
  • How to Add Orders Manually

Want to test Autopilot too? #

After verifying the complete customer experience using Manual setup, you can switch back to Autopilot and create a test order using your own email address.

This lets you experience how your automated review requests are sent based on the schedule you’ve set.

Step 3 — Verify Your Preferred Setup #

Before going live, make sure your preferred review request setup is ready.

If you’re using Manual #

Verify that:

  • Your Shop Phrase is working.
  • You can sign in to the epicSnap Mobile Web App.
  • You can send review requests successfully.

If you’re using Autopilot #

Verify that:

  • You’ve chosen when your first review request should be sent.
  • You’ve entered how many days to wait before sending the review request.
  • Your settings have been saved successfully.

Step 4 — Check Your Storefront #

If you’ve enabled customer-facing features, make sure they appear correctly on your website.

Check the following:

  • Reviews Widget
  • Dedicated Reviews Page

You’re Ready! #

You’re ready to start collecting reviews if you can confirm that:

✔ Your review request emails look correct.

✔ Your complete customer experience works as expected.

✔ Your preferred review request setup is ready.

✔ Your storefront features display correctly (if enabled).

Congratulations! You’re now ready to start sending review requests to your customers.

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