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How to use a Request Review Flow with Instant AI

The Request Review Flow automatically emails a customer 7 days after their order has been fulfilled.

Instant AI uses the Shopify order status “Fulfilled” to determine when the 7-day countdown begins. In Shopify, this status changes when all items in an order have been marked as fulfilled. This means the products have been shipped, picked up, or otherwise completed in your fulfilment workflow.

Examples

  • Typical fulfilment: If an order is placed on Monday and marked fulfilled on Wednesday, the review email will send the following Wednesday (7 days after fulfilment).

  • Instant fulfilment setups: If your store automatically marks orders as fulfilled at the moment of purchase (common with digital products or instant downloads), the countdown starts right away, and the review email will send 7 days after the order was placed.

  • Partially fulfilled orders: The flow triggers only when the entire order is marked fulfilled, not for partial shipments.

If you use custom fulfilment apps or workflows, make sure your Shopify orders correctly move to the “Fulfilled” status to ensure accurate timing.

 

How the email works

  • Instant will generate a default email template for your email, however this can be customised with your own branding
  • If multiple products were purchased, all products will be listed in the email (up to 3) with multiple links within the email
  • Each link will go back to your product page for customers to leave a review 
  • The links aren't provider specific, and your product page will need to have a way for customers to leave a review with your existing provider. 
  • By default, the review request only includes 1 touchpoint. If you wish to add more touchpoints, you can add additional emails to the flow and they will automate with a 2-day delay between each up to 5. 

 

Automatic exclusions

Instant AI automatically excludes orders with:

  • Refunds
  • Returns
  • Cancellations

These are checked before send time and will only send a review request if the order has been fulfilled and hasn't occurred in any of these scenarios.