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Automated Convenience Store Review Request SMS Drafts

Every night, WebRun checks PDI Technologies for loyalty members who made a purchase in the last 24 hours but have never received a review request, drafts a short personalized SMS for each via Twilio, logs the drafts to a Google Sheet, and waits for your approval before any message reaches a customer.

Runs on WebRun · Strict Lockdown policy
Every night at 10:00 PM WebRunorchestrates each step
1 PDI Technologies find loyalty customers who purchased today
2 Google Sheets log eligible customers and deduplicate
3 Twilio draft review-request SMS for approval
In short

How can I automatically request Google reviews from my convenience store loyalty customers?

WebRun checks PDI Technologies loyalty transactions every night for customers who purchased today and have not been contacted in 90 days. It drafts a personalized review-request SMS for each via Twilio, logs them to Google Sheets, and holds every message for manager approval before any text reaches a customer.

  • Review requests go only to customers who purchased in the last 24 hours
  • No customer is contacted more than once every 90 days
  • Every SMS is drafted and held for human approval before sending

Built for convenience store managers · c-store marketing teams · fuel retail operators

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens pditechnologies.com/increase-productivity/erp-back-office in a real browser with your saved login - no setup, no API keys.

  2. 1
    PDI Technologies - find loyalty customers who purchased today
    pditechnologies.com
    WebRun in PDI Technologies: find loyalty customers who purchased today
    WebRun opens PDI Technologies to find loyalty customers who purchased today.
    • Open PDI Technologies loyalty module and filter transactions from the last 24 hours
    • Collect each customer's name, phone number, and store location
    • Exclude customers who have already received a review request in the past 90 days

    Done when A deduplicated list of eligible loyalty customers is ready with name, phone, and location.

  3. 2
    Google Sheets - log eligible customers and deduplicate
    google.com
    WebRun in Google Sheets: log eligible customers and deduplicate
    WebRun opens Google Sheets to log eligible customers and deduplicate.
    • Open the review-request log sheet and check each phone number against the sent history tab
    • Append newly eligible customers to the pending tab with today's date
    • Mark any customer already in the log as skipped

    Done when The log sheet reflects all eligible customers and duplicates are excluded.

  4. 3
    Twilio - draft review-request SMS for approval
    twilio.com
    WebRun in Twilio: draft review-request SMS for approval
    WebRun opens Twilio to draft review-request SMS for approval.
    • Draft a short, friendly SMS for each eligible customer referencing their store location
    • Include a Google Maps review link for the relevant store
    • Save each draft as a pending message in the approval queue - do not send
    • Notify the manager via email that drafts are ready for review

    Done when All draft SMS messages are queued for human approval. None have been sent.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
pditechnologies.com/increase-productivity/erp-back-office
ScheduleRuns automatically on this cadence
Every night at 10:00 PM
DeliveryHow each run's result reaches you
Draft SMS queue · Google Sheets
OutputWhat each run produces - A set of draft SMS review-request messages per eligible loyalty customer, logged to Google Sheets and queued for manager approval before sending.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it text customers without my approval?

No. WebRun drafts every SMS and queues it for your review. No message is sent until a manager approves it in the Twilio console or the approval sheet.

How does it avoid pestering the same customer repeatedly?

It checks the Google Sheets sent-history log on every run and skips anyone who has received a review request in the past 90 days.

Can it target a specific store location in the message?

Yes. Each draft references the store where the customer made their purchase and includes that location's Google Maps review link.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.