12
Automatic actions
Active in this starting system
REVIEW, RECOVERY & REFERRAL AUTOMATION
Also available in the Property Management Client & Resident Suite packageTurn completed service into honest feedback, reviews, and referrals.
Send a personal follow-up that celebrates great service, identifies concerns for private recovery, makes honest Google reviews easier, and creates a comfortable referral path.
Intake20
System instructions
See how this system is structured
These instructions capture the intended customer experience, business context, and next-step workflow. Copy and adapt them, or add the complete system to your workspace above.
aura-system-instructions.txt
Personalized feedback, private recovery, honest Google review access, and consent-respecting referrals.
One connected customer journey
From first answer to next action.
AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Adapts
Changes the path based on saved rules
Continues
Runs the configured follow-up after submit
2
Delivery channels
Email · Workspace priority
12
Messages and internal actions
3 customer messages · 8 team alerts · 1 workspace action
Nothing hidden behind “automation”
See your business automation, step by step.
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
01Customer email
Email the customer: Thank you for your feedback, Customer First Name
- Trigger
- Personal thank-you: When Customer Email is provided
- Timing
- Immediately after submission
- Destination
- Customer Email
Customer emailEmail
Thank you for your feedback, Customer First Name
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, Thank you for sharing how the experience felt with Service Provided at Property or Unit. Your feedback: What Stood Out Most? {{...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
02Team email
Alert the team: Feedback for review: Customer First Name Customer Last Name
- Trigger
- When What Could Have Been Better? is provided
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Feedback for review: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Customer First Name Customer Last Name (Customer Type) — Service Provided at Property or Unit Rating: Overall Experience Rating What stood out:...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
03Team email
Alert the team: Contact requested: Customer First Name Customer Last Name
- Trigger
- When Is there anything you would like us to contact you about? is Yes, please contact me
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Contact requested: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Customer First Name Customer Last Name requested personal contact. Service: Service Provided Rating: Overall Experience Rating What stood out: {{What S...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
04Priority routing
Mark the submission as high priority
- Trigger
- Contact-request alert: When Is there anything you would like us to contact you about? is Yes, please contact me; or One-star recovery alert: When Overall Experience Rating is 1
- Plus 1 more configured condition
- Timing
- As soon as the submission arrives
- Destination
- The submissions workspace
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
05Team email
Alert the team: 1-star feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 1
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
1-star feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Low rating recorded. Review and consider personal recovery outreach.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
06Team email
Alert the team: 2-star feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 2
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
2-star feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Low rating recorded. Review and consider personal recovery outreach.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
07Team email
Alert the team: Mixed feedback: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is 3
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Mixed feedback: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Mixed rating recorded. Review written feedback for improvement opportunities.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
08Customer email
Email the customer: The review link you requested
- Trigger
- Neutral Google-review instructions: When Would you also like to share your experience publicly on Google? is Yes, show me the Google review link
- Timing
- Immediately after submission
- Destination
- Customer Email
Customer emailEmail
The review link you requested
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, here is the Google review link: Open Google Reviews . You choose what to paste and publish.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
09Customer email
Email the customer: The review link you requested
- Trigger
- One consented reminder: When Would one respectful reminder with the link be helpful? is Yes, send one reminder
- Timing
- 2 days after submission
- Destination
- Customer Email
Customer emailEmail
The review link you requested
A
AuraForms automation
Delivered automaticallyto Customer Email
Hi Customer First Name, here is the one reminder you requested. Your feedback was: What Stood Out Most? Open Google Reviews You choose what to paste and publish.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
10Team email
Alert the team: Referral interest: Customer First Name Customer Last Name
- Trigger
- When Would you feel comfortable introducing someone who may need property management help? is Yes, help me make an introduction
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Referral interest: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Customer First Name Customer Last Name is open to referring someone. Note: Optional Referral Name or Note
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
11Team email
Alert the team: Future interest: Customer First Name Customer Last Name
- Trigger
- When Interested in updates about additional properties or services? is Yes, keep me in the loop
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Future interest: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Customer First Name Customer Last Name would like updates about additional properties or services.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
12Team email
Alert the team: Feedback summary: Customer First Name Customer Last Name
- Trigger
- When Overall Experience Rating is provided
- Timing
- Immediately after submission
- Destination
- Internal Recovery Recipient
Team notification emailEmail
Feedback summary: Customer First Name Customer Last Name
A
AuraForms automation
Delivered automaticallyto Internal Recovery Recipient
Rating: Overall Experience Rating. Customer type: Customer Type. Service: Service Provided.
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
The result
The follow-up runs. Your team stays human.
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
Post-service feedback, private recovery, Google reviews, referrals, and repeat business
Review and referral requests are easy to delay or forget.
A generic message misses the service context and gives the property manager no consistent way to acknowledge every rating, recover concerns privately, or offer a consent-respecting referral path.
Writing each request from scratch
Copying service details into messages
Sending review-link reminders
Sorting feedback that needs personal recovery
Writing referral introduction messages
Estimated 10-20 minutes of request writing, reminder follow-up, and feedback handling replaced per customer.
The property manager currently writes review or referral requests manually. Reminders and links are otherwise sent manually. Actual savings depend on the follow-up sequence and response rate.
Illustrative estimate based on the manual steps this system can replace. Actual time saved depends on inquiry volume, configuration, and the property manager’s current process.
Customer journey
A polished experience for the customer, useful context for your team.
Personal thank-you
The customer sees their name, the service provided, property or unit, and an optional personal note.
Honest private feedback
The customer rates the experience and shares what stood out, what could improve, and whether they want contact.
Neutral public-review choice
Every rating receives the same choice to open the configured Google review page, without gating, pressure, or incentives.
Comfortable referral option
The customer can copy or share a prepared introduction message without entering another person’s private phone or email.
What your team receives
- Customer type and service context
- Overall rating and written feedback
- Whether the customer wants personal contact
- Google review choice
- Referral interest without required third-party contact data
Where to deploy it
Professional implementation
What the specialist configures
- Business and manager branding
- Valid Google review URL
- Referral introduction link and message
- Rating-aware customer copy
- Recovery criteria and alert destinations
- Test submissions and publishing readiness
Questions
Before you launch
Does AuraForms hide Google reviews from unhappy customers?
Make thoughtful post-service follow-up repeatable.
Preview the customer journey, add it to your workspace, or have a specialist configure the personalization, Google link, recovery alerts, and referral message.