Templates · Milestones + Engagement

Celebrate wins, push adoption of underused features, and re-engage customers going quiet.

Milestone · First 10 Reviews
Trigger: Customer hits 10 total reviews · Subject: 🎉 You just hit 10 reviews
PREHEADER: Next milestone: 25 reviews. You're 40% there.
template=Milestone 10 Reviews · trigger=Review count = 10
Milestone · First 5-Star Review
Trigger: First 5-star review received · Subject: ⭐ Your first 5-star review is in
PREHEADER: Debra loved you. Reply + share it now.
template=First 5-Star · trigger=First 5-star review captured
Milestone · First Team Member Added
Trigger: First team member joins · Subject: Your team is growing — here's what Sarah can do
PREHEADER: Roles, permissions, and team workflows unlocked.
template=First Team Member · trigger=First invite accepted
Feature Discovery · Survey Builder
Trigger: 30+ days paid, survey builder never used · Subject: You haven't tried Reveo Surveys yet
PREHEADER: Capture CSAT in 60 seconds. Route unhappy customers away from public reviews.
template=Feature Discovery · trigger=30+ days paid AND feature unused
Tips & Tricks #1 · Intro
Trigger: Day 45 paid, first of weekly 4-email series · Subject: 5 review response hacks that work
PREHEADER: Tip #1: the one-sentence rule that doubles your response rate.
template=Tips & Tricks #1 · trigger=Day 45 paid · start of 5-email series
Inactivity Win-Back
Trigger: 14 days no login · Subject: We miss you, Eric — what changed?
PREHEADER: 3 reviews waiting, 7 messages unread. Everything is still here.
template=Inactivity Win-Back · trigger=14 days no login · churn prevention