Personalize Reviews in GoHighLevel

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How to Personalize Review Requests in GoHighLevel

If you manage customer feedback in tools like ClickUp and want to centralize review outreach, learning how to personalize SMS review requests in GoHighLevel is essential. This guide walks you step by step through setting up custom SMS templates, inserting custom values, and triggering them via funnels or workflows so each message feels tailored to the individual contact.

The instructions below are based on the official GoHighLevel help documentation and show you exactly how to configure and use personalized SMS review requests inside your account.

Why Use Personalized Review Requests in GoHighLevel

When you personalize review requests, customers are more likely to open, read, and respond to your messages. Inside GoHighLevel, you can inject the contact’s name, business name, or other data using custom values, making each SMS feel like a one-to-one conversation.

Benefits of using personalized SMS review requests in GoHighLevel include:

  • Higher response and review completion rates
  • More authentic communication with customers
  • Consistent branding across campaigns
  • Fast, automated follow-up after services are delivered

Accessing Review Request Templates in GoHighLevel

To start personalizing review SMS messages, you first need to locate the review request templates inside your GoHighLevel account.

  1. Log in to your GoHighLevel dashboard using your account credentials.

  2. In the left-hand navigation, go to Reputation (or the reviews section, depending on your layout).

  3. Locate the Review Requests area where SMS and email templates are managed.

  4. Open the existing SMS review template you want to customize, or create a new SMS template if needed.

Once you have the SMS template editor open, you can add personalization using custom values.

Using Custom Values to Personalize GoHighLevel SMS Templates

Custom values allow you to pull in dynamic information such as the contact’s first name or company directly into your GoHighLevel SMS messages. This is the core of personalization for review requests.

Common Custom Values in GoHighLevel

Typical custom values you might use in a review request template include:

  • {{contact.first_name}} – Inserts the contact’s first name.
  • {{contact.full_name}} – Inserts the full name of the contact.
  • {{location.name}} – Inserts the business or location name.
  • {{review.link}} – Inserts the review link generated by the system.

The exact placeholder format may vary based on your account settings, but the concept is the same: GoHighLevel replaces the custom value with real data when the SMS is sent.

Editing the SMS Review Template with Custom Values

  1. In the SMS template editor inside GoHighLevel, place your cursor where you want to insert personalization.

  2. Click the Custom Values or Merge Fields dropdown (naming may differ slightly by version).

  3. Select the appropriate value, such as the contact’s first name.

  4. The system will insert a token like {{contact.first_name}} into the text.

  5. Repeat this process for any additional dynamic fields you want to include, such as location name or review link.

An example of a simple personalized review SMS in GoHighLevel could look like:

“Hi {{contact.first_name}}, thanks for choosing {{location.name}}! Could you take a moment to share your experience? Click here: {{review.link}}”

Always ensure the message is short, clear, and compliant with SMS length and carrier rules.

Best Practices for Personalized GoHighLevel Review Requests

While customizing SMS templates, follow these guidelines to keep your review outreach effective and user-friendly:

  • Use the first name sparingly. One or two mentions of the contact’s name is usually enough.
  • Include a single, clear call to action. Direct the customer to the review link without distractions.
  • Keep tone friendly and professional. Reflect your brand voice consistently in GoHighLevel campaigns.
  • Avoid long URLs. Use the system-generated review link or a shortened link if supported.

Triggering Personalized Review SMS via GoHighLevel Workflows

After building your custom SMS template, you need a way to send it automatically at the right time. GoHighLevel workflows let you trigger these messages based on actions such as completing an appointment or moving a deal to a specific stage.

Creating a Workflow to Send Review Requests

  1. In GoHighLevel, navigate to the Automation or Workflows section.

  2. Click Create Workflow or open an existing workflow you want to modify.

  3. Set a Trigger, such as:

    • Appointment status changed to “Completed”
    • Pipeline stage moved to “Won” or “Service Completed”
    • Tag added indicating service completion

  4. Add an Action step to Send SMS.

  5. Choose the personalized review SMS template you created earlier in GoHighLevel.

  6. Optionally, add a time delay (for example, 1 hour or 1 day after the trigger) to send the review request at a more natural time.

  7. Review the workflow logic, then turn it On to start sending automated personalized review requests.

Using workflows ensures that each customer receives the correct SMS at the right moment, without manual effort.

Sending Personalized Review Requests from GoHighLevel Funnels

In addition to workflows, you can use funnels or web forms connected to GoHighLevel to capture customer data and then trigger review requests.

Connecting Funnels and Review Templates

  1. Create or open an existing funnel where customers submit their details after a purchase or service.

  2. Ensure the funnel form is mapped correctly to GoHighLevel contact fields (name, phone number, email, etc.).

  3. Once contacts are added, use either a funnel-specific automation or a general workflow to send the personalized SMS template.

  4. Verify that the custom values you used in the template (such as first name and review link) are populated correctly during testing.

By linking funnels and automations, you can build a complete review pipeline inside GoHighLevel that runs on autopilot.

Testing and Optimizing Your GoHighLevel Review SMS

Before fully rolling out your personalized SMS campaign, test and optimize your templates carefully.

Steps to Test Your Personalized Templates

  1. Create a test contact in GoHighLevel with your own phone number and realistic data for custom values.

  2. Trigger the workflow or funnel event that should send the review request.

  3. Confirm that the SMS arrives on your device and that all custom values (name, business, review link) appear correctly.

  4. Review the length and readability of the message on a mobile screen.

  5. Adjust any wording or spacing in the GoHighLevel template if something looks off.

Monitor results over time and consider A/B testing slightly different wording to see which personalized message generates more reviews.

Additional Resources and Support for GoHighLevel Users

If you need deeper guidance on customizing review requests, consult the official documentation. The instructions in this article are based on the source guide here: How to personalize review requests using custom SMS templates.

For broader CRM, automation, and implementation strategies that complement GoHighLevel, you can also explore expert resources at Consultevo.

Conclusion: Streamline Reviews with GoHighLevel Personalization

Personalized SMS review requests help you collect more authentic feedback while saving time. By combining custom values, templates, workflows, and funnels inside GoHighLevel, you can build a consistent, automated review system that supports your long-term reputation management strategy.

Follow the steps above to configure your account, test your templates, and continuously refine your messaging to get the best possible response from your customers.

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