Choose the trigger
Use a meaningful completed-service or satisfaction milestone rather than sending requests after every transaction event.
Timing
Allow enough time for the customer to experience the outcome, but not so much that context is lost.
Frequency limits
Do not repeatedly request a review from the same customer after every small interaction.
Internal recovery
Create a separate path for customers who raise a service problem so the team can address it quickly.
Reporting
Track request volume, response rate and recurring customer themes.
Choose software
Compare software against this workflow rather than choosing from a feature list alone.