Inbox & follow-ups·Setup4 min read

Quick Send + Ask for Review

Two branded-email templates that fire outside the normal reply flow — Quick Send for any one-off message to a customer, Ask for Review for the post-service nudge that asks for a Google/Facebook/Yelp review.

In this guide

1. Quick Send
2. Ask for Review
3. Plans
Common questions

Two templates that send branded emails outside the normal reply-to-an-inquiry flow: Quick Send (any one-off email to a customer) and Ask for Review (the post-service nudge that asks for a Google/Facebook/Yelp review). Both use your brand styling + signature + customer portal link.

1. Quick Send

For when you want to email a customer something that isn't a reply to their message. Examples:

"Confirming we're on for Saturday"
"Forgot to mention — bring closed-toe shoes"
"Just checked in on your booking, you're all set"
"Hey, are you still interested in that quote we discussed?"

How to use

/quick-send (or Quick Send in the sidebar). Pick a customer from the search, pick a template (or write fresh), edit the body, hit send. Lands as an outbound email + creates a message row on whichever inquiry you anchored to (or creates a new ad-hoc inquiry if none selected).

5 seeded templates ship with the workspace:

Confirming your booking
Heads up — bring this
Checking in
Following up
Saying thanks

All editable in Settings → Templates. The seeded ones are tone-tuned to your business model from the playbook.

Why use it instead of just emailing from your normal inbox?

Brand the email — your logo + color + signature + footer + portal link, all automatic
Goes into the case timeline — the customer's history stays complete
Tracks reply — when the customer replies, it threads back into the same case

2. Ask for Review

A dedicated post-service nudge. After a case closes Won, you (or Yesoma) can send a single email that says "if you have a sec, would you mind leaving a review on [Google/Facebook/Yelp]?" — with your review URL pre-filled.

Setup

Settings → Review links — paste your Google Business Profile URL, Facebook page URL, or Yelp URL. Yesoma will use the first one that's set (Google > Facebook > Yelp priority).

If you have no URLs set, the Ask-for-Review button hides. The reasoning: an empty review link sends customers to a 404, which is worse than not asking.

Sending

Three paths:

Manual from a Won case — open the case in /inbox, click Ask for review in the header. Sends the seeded template with your review URL.
From the post-send dialog — when you mark a quote paid or close a case Won, Yesoma offers an "Also ask for a review?" CTA if the URL is set.
From Quick Send — pick the Ask-for-Review template, customize, send.

The template is peak-moment — it fires when the customer is happiest (right after the work is done + paid). Don't space these out; the immediacy is what gets them written.

What the customer sees

A short, branded email:

Hey [Name],

Thanks for choosing [your business] — really glad we could help.

If you have a sec, a Google review would mean the world. Takes ~30 seconds:

[Leave a review →]

Thanks again, [your name]

The button links to your review URL.

From the customer portal

The portal also surfaces a review prompt automatically after a case closes Won. So even if the customer doesn't open the email, they see the prompt next time they visit /c/<token>.

3. Plans

Both Quick Send + Ask for Review are part of Business plan (the same gate as email branding). Starter shows an upsell with a trial CTA.

Common questions

Will Ask for Review send multiple times? No — once per case. Subsequent sends would feel like nagging. If the customer doesn't review, send a follow-up Quick Send instead with a different angle.

Can I customize the template? Yes — Settings → Templates → Ask for Review. Edit the body, the subject, the button label. Your changes persist.

What if my customer doesn't use email? The Ask for Review template generates a copy-paste link too. Use Quick Send → Ask for Review template → tap "Copy as message" → paste into WhatsApp.

Does the review URL get tracked? Not in v1. The button is a plain link; we don't know if the customer actually clicked.

Why is Ask for Review separate from a generic Quick Send? Because the timing matters and the seeded copy is tuned for it. You could do it all in Quick Send manually; the dedicated button just makes the right thing easy.