Woocommerce Request a Review

Installation

The main zip that you have downloaded contains two folders contains the plugin files in a zipped (woocommerce-request-a-review.zip) and an unzipped format (woocommerce-request-a-review folder).

Depending on how you will in installing the plugin in your Wordpress installation, you will be using one of these.

Remember...

Woocommerce must be installed before you install the Woocommerce Request a Review Plugin

Note...

The Woocommerce Request a Review plugin requires Woocommerce 2.1 or greater to function correctly. If you are using an older version, please consider upgrading.

1. Install using Wordpress Admin Panel

To install the plugin, log into your WordPress admin panel and navigate to: Plugins > Add New.

There will be a sub-menu across the top of the page, click upload

Browse to the plugin folder on your compter and select the woocommerce-request-a-review.zip file and click the Install Now button.

After a few seconds, Wordpress should notify you that the plugin was installed successfully and give you the option of activating the plugin.

Clicking Activate Plugin wil activate the plugin immediately. Alternatively, you can activate the plugin from the Plugins page.

2. Install using FTP

If you have no idea what FTP is or how to log into your hosting using FTP then do not attempt this. Instead install the plugin using the Wordpress Admin Panel as explain above.

Watch out!!!...

Be careful of permissions and file ownership when uploading through FTP. The plugin implements an automatic update feature which may fail if the file permissions/ownership are not correct resulting in Wordpress being unable to make changes to the files. Uploading the plugin though the Wordpress dashboard (as outlined in the previous section) will ensure all permissions/ownership are correct.

Login into your hosting using your chosen FTP client and browse to your wordpress installation and go to your plugins folder (usually wp-content/plugins). Upload the whole of the woocommerce-request-a-review folder from the extracted zip that you downloaded.

Once uploaded, login to your wordpress admin and go to Plugins > Installed Plugins and activate the plugin.


Note...

If you try to activate the plugin when Woocommerce is inactive or deactivate Woocommerce, the plugin will automatically deactivate itself.

Overview

When buying online, one the the things that will influence a buyer into purchasing a product is what other buyers of the same product have to say.

However, getting a review for a product can be difficult as buyers pretty much forget about placing a review once they have their item.

The plugin aims to rectify this by sending a reminder email to customers asking them to place a review on their recent purchase.

The plugin will automatically send an email to customers after a certain number of days (that you specify) after the order is completed. The products that a review is requested for is also determined by you with options for ask for a review for all products in the order or for specific products which will be chosen based on a set of parameters that you set. You also have the option of manually selecting the products and sending out the email yourself.

The plugin has been specifically designed to be 'setup and forget'! Once set, the plugin will automatically schedule and send email with no further input from you!

Settings

The plugin adds a new email type to Woocommerce called 'Request a Review'. Settings for this email can be found on the Emails tab in Woocommerce > Settings.

The first four settings on the settings page are the same as all other emails that Woocommerce provides and can be configured as per your needs. The rest of the settings are specific to the plugin and are explained in more detail below.

Automatic product selection

The Request reviews for setting sets which products in the order reviews will be requested for. There are two options to choose from: 'All products in the order' (the default options) or 'Specific number of products'.

All product in order

If this option is selected, the Request a Review email will contain all products in the order.

Specific products

Selecting this option will make two new settings available to you to select which products will be selected from the order.

The 'Number of products to request review for' setting allows you to define how many products to select from the order (Defaults to 1). If the number of products in the order is less than the number defined here than all products in the order will be used in the email.

The 'Select products by' setting will determine which products are selected. Each option is defined below:

  • First item(s) in order - The item(s) that are at the top of the order items list
  • Last item(s) in order - The item(s) that are at the bottom of the order items list
  • Highest quantity item(s) in order - The item(s) that have the highest quantity in the order
  • Lowest quantity item(s) in order - The item(s) that have the lowest quantity in the order
  • Most reviewed item(s) in order - The item(s) that have the most reviews
  • Least reviewed item(s) in order - The item(s) that have the least reviews
  • Highest priced item(s) in order - The item(s) that have the highest price
  • Lowest priced item(s) in order - The item(s) that have the lowest price
  • Highest total value item(s) in order - The item(s) that have the highest total value in the order
  • Lowest total value item(s) in order - The item(s) that have the lowest total value in the order
  • Random - Products will be randomly selected. (This is the default option)
  • Scheduling Email Settings

    The 'When to send email' setting defines how many days after the order has been set to completed that the Request a Review email will be scheduled to go out. The default value is 14 days.

    Rescheduling

    Changing when emails are scheduled is simply a case of changing the 'When to send email' setting to whatever value you want. However if you want to change the schedule of currently emails then you will need to use the following settings.

    Reschedule all currently scheduled emails to new date defined above - Will reschedule all currently scheduled emails to the new date using the new 'When to send email' value.

    Send emails if rescheduled date has already passed - If the new scheduled date has already passed, send the emails now.

    See the Rescheduling emails section for more information of how these setting work.

Scheduling Emails

When an email is scheduled for an order, you will have notification in the order screen which will inform you of when the email is scheduled to go out.

Clicking on the notification will expand it to show information about the email such as which products will be selected for the email as well as various options.

Clicking on the 'Send Email Now' button will send the scheduled email immediately. (See Manually Sending Emails)
Click on the 'Reschedule Email' button will allow you to override the current scheduled date with a new date. (See Rescheduling Emails)
Clicking on the 'Cancel Email' button will cancel the email and delete the schedule for this order.

The Request a Review emails can be scheduled automatically or manually.

Automatic Scheduling

Whenever an order is set to completed, the plugin will automatically schedule the email to be sent out 14 days after (by default, you can set this to what ever you want by setting the 'When to send email' value).

Which products are included in the email will be determined by the 'Request reviews for' setting and if set 'specific number of products' then the number of products and which products are selected will be determined by the 'Number of products to request review for' setting and the 'Select products by' setting respectively.

You can see how the products are selected and which products are selected by expanding the scheduled email notification on the order screen.

Manual Scheduling

Manually scheduling an email will require you to also select which products will be used in the email.

To manually schedule an email, first select the products that you want to request a review for. Then from the bulk actions drop down (as shown below), select 'Schedule Email'.

You will be asked to select the date that you want the email to be sent on. By default the date will be pre-selected be to 14 days from Today's date. After selecting the date, the email will be scheduled.

Watch out!!!...

Manually scheduling an email when there is already an email scheduled for this order will override the scheduled email with your manual email.

If there an email already scheduled, you will be be given a warning when selecting the date.

Rescheduling Emails

Rescheduling emails can be done either in bulk on on an order by order basis.

Bulk Rescheduling

Bulk rescheduling will only occur if/when you change the 'When to send email' setting.

If you change this value, then the new schedule will only be used for new orders that are completed. If you would like to change the schedule of current orders to this new schedule then you will need set the 'Reschedule all currently scheduled emails to new date defined above' checkbox under the 'Reschedule Email' setting.

This will change the schedule to the new date, however you might get a few instances where the new schedule date has already passed.

For such cases you can use the 'Send emails if rescheduled date has already passed' check box to send the emails immediately if the new schedule date has passed.

For example, If an order was set to completed on August 15th, the Request a review email will be scheduled to go out on August 29th (14 days after order has been completed.)

Now, lets say today's date is August 25th, and you decide that 14 days is too long and you change the 'When to send email' value to 7 days. You can leave all scheduled email as they are and the email for our example order will still go out on August 29th.

However, if you want to reschedule all emails to this new date, then you need to select 'Reschedule all currently scheduled emails to new date defined above'. This will reschedule all currently scheduled emails to the new date which, for our example order, will be August 22nd.

The problem now is that August 22nd has already passed and so you will also need to select 'Send emails if rescheduled date has already passed' which will detect that the new scheduled date has passed and will send the email out now.

If you do not select 'Send emails if rescheduled date has already passed' then the scheduled email will be deleted.

Manual Rescheduling

As mentioned in the Scheduling section, each order that has an email scheduled will show a notification on the order page. When the notification is expanded, you will have various options to send, reschedule or delete the scheduled email.

Clicking on 'Reschedule Email' will make a calendar pop up appear allowing to select which date you would like to reschedule the email for.

Note...

When rescheduling, you will only be able to select a date from tomorrow onwards (i.e. in the future).

Manually sending email

Sending a scheduled email

When an email is scheduled, you can send it manually before its scheduled date in 2 ways.

The first is by simply clicking on the 'Send Email Now' button on the notification.

The second way is to select 'Request a Review' from the Order Actions drop down.

Both will send the email that has been scheduled (either automatically or manually)

Sending an unscheduled email

It is still possible to send a Request a Review email without a schedule. You can either send the email by manually choosing the products or let the plugin choose the products depending on what you have set in the plugin settings.

Manual product selection

Similar to choosing products for a scheduled email, you choose the products from a manual email in the same way (from the Order items sections). Then select 'Send Email' from the Actions drop down.

The email will be sent immediately.

If however, you have an email already schedule, you will get a notification informing you and the option to either deleting the scheduled email or keeping the scheduled email. Whichever option you choose, the manual email will be sent when you click the 'Send the email' button.

Automatic product selection

When no schedule is available, you will still have the option to select 'Request a Review' from the order actions drop down. Selecting this will send the Request a Review email out automatically using the emails settings (See Settings) to choose how many and which products to include in the email.

Changing the email template

Similar to Woocommerce's built in emails, you can create your own template for the Request a Review email. When sending an email, Woocommerce will first look in your theme folder to the email template and if no template is found then it will use the default template that comes with the plugin.

To create your own email template, you wil need to create a file called request-a-review.php in yourtheme/wocommerce/emails

The content of the template can then tailored to your needs.

Alternatively (and a lot easier), you can click the 'copy file to theme' button in the email settings which will copy the default email template file to your theme automatically. Clicking on the 'view template' button will allow you to change the template to your liking.