Heartland POS Automated Review Request Texts
Every morning, WebRun opens Heartland and finds customers who completed a purchase the prior day and have a mobile number on file. For each eligible customer, it drafts a short, friendly SMS review request in Twilio and queues the messages for your approval. You review the queue and send when ready.
How do I automatically send review request texts to Heartland POS customers?
WebRun checks Heartland every morning for customers who purchased the prior day and have a mobile number on file, then drafts a personalized review request SMS for each one in Twilio. Every message is queued for your approval before anything is sent to a customer.
- Review request drafts ready for every qualifying customer each morning
- No duplicate texts sent to the same customer within 90 days
- Zero messages sent to customers without your explicit approval
Built for restaurant owners · retail store managers · hospitality operators · local business owners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
heartland.usin a real browser with your saved login - no setup, no API keys. -
1
Heartland - find eligible recent customers
heartland.us
WebRun opens Heartland to find eligible recent customers. - Open Heartland and filter transactions to the prior day
- Identify customers who have a mobile number on file and have not received a review request in the last 90 days
- Exclude customers who left a refund transaction or had a voided sale
- Capture customer name, mobile number, and the item or service purchased
Done when All eligible recent customers are identified with contact details.
-
2
Twilio - draft and queue review request texts for approval
twilio.com
WebRun opens Twilio to draft and queue review request texts for approval. - Draft a short, friendly SMS for each eligible customer thanking them for their visit and inviting them to leave a review
- Include the customer's first name and your review link in each draft
- Queue all messages in Twilio as drafts, not sent, for your review
Done when Review request drafts are queued in Twilio, nothing sent until you approve.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it text customers without my approval?
No. Every review request is drafted and queued in Twilio but left unsent until you review and approve the batch. Nothing goes to a customer unless you explicitly send it.
How does it avoid texting the same customer twice?
WebRun checks the prior 90 days and skips any customer who already received a review request in that window, so you never send duplicate messages.
Can I customize the message wording?
Yes. You provide the message template and review link during setup. WebRun uses your template and personalizes it with the customer's first name for each draft.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.