# Workflow Action: Send Review Request

*In this article, you will learn how to properly set up the Workflow Action: Send Review Request and where to navigate if you want to customize the layout of the SMS/Email.*

**Step 1:** Start a new workflow or edit an existing one

**Step 2:** Creating and Editing the Action

* Click the “**+**” button below to Add New Workflow Trigger

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* Select **Send Review Request** in the **CRM** section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear

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* (*Optional*) You can change the workflow builder display name of this action using the textbox below **Action Name**. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
* Select the type of review you want to be sent out (**E-mail** or **SMS**)

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* Pro tip: if you want to configure the review message just click on the “**Reputation Settings**” shortcut

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* This will automatically take you to the **Reputation Management** tab and allow you to insert/generate a review link, customize the SMS and Email layout as well as preview it via mobile, tablet, or laptop.
* Press **Save Action** in the bottom right corner of the Trigger setup menu

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**Step 4:** Press **Save** in the top right corner of your browser to save the workflow

* If your Workflow is ready to be enabled, make sure the toggle switch under **Save** is set to **Publish**
* Be sure to test your Workflow to ensure it is set up correctly using the **Test Workflow** button next to the **Publish** toggle switch.
* For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

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Your workflow is set up and ready to go with the Send Review Request Action.