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πŸ“¦ Orders & Review Requests

Track all your Shopify orders, manage review request statuses, and send manual review requests from the Orders tab.

Updated today

The Orders tab gives you a centralized view of all your Shopify orders and their review request statuses. Track which customers have been sent review requests, which orders are scheduled, and take manual actions when needed.

Accessing Orders

Go to Quoli Dashboard β†’ Orders to see your complete order list.


Understanding the Orders Table

Each row represents a Shopify order with the following columns:

Order: The unique Shopify order ID. Click to view order details.

Date: When the order was placed.

Product(s): Number of items in the order.

Customer Name & Email: The customer's contact information.

Request Status: Where the review request stands in the collection flow.

Actions: Available actions based on the current request status.


Request Statuses

Scheduled: A review request email is queued and will be sent on the scheduled date. This is based on your configured delay after order fulfillment.

Sent: The review request email has been delivered to the customer.

Review Collected: The customer has already submitted a review for this order.

Request Canceled: The review request was manually canceled before it was sent.

Unfulfilled: The order hasn't been fulfilled yet in Shopify. Review requests won't be scheduled until the order is fulfilled.


Available Actions

Send Now: Manually trigger a review request email immediately, regardless of the scheduled date. Useful for VIP customers or time-sensitive situations.

Cancel Request: Cancel a scheduled review request before it's sent. The email will not be delivered.

Go to Order: Opens the full order details page in Quoli.

πŸ’‘ Pro Tip: Use the "Send Now" action for orders from repeat customers or high-value orders. These customers are more likely to leave detailed, positive reviews.


Filtering & Searching

Use the filter and search tools to quickly find specific orders:

Date Range: Filter by Last 30 days (default), All Time, or a Custom date range.

Search: Search by order ID, customer name, or email address.

Status Filter: Filter by request status (Scheduled, Sent, Review Collected, Canceled, Unfulfilled) to see exactly what you need.


Sending Manual Review Requests

Click the "Send manual review request" button at the top of the Orders page to send a review request to any order β€” even ones where the automatic request was already sent or canceled. This is useful for:

β€’ Following up with customers who didn't respond to the first request

β€’ Sending requests for older orders that were placed before you installed Quoli

β€’ Re-engaging customers after resolving a support issue

⚠️ Note: Be mindful of how many follow-up requests you send. One follow-up is usually enough β€” sending too many can feel pushy and lead to email unsubscribes.


Best Practices

Check your Orders tab weekly. Monitor request statuses to make sure emails are being sent and reviews are coming in. If you see a lot of "Unfulfilled" statuses, your fulfillment workflow might need attention.

Use filters to find missed opportunities. Filter by "Sent" status and look for orders with no review collected. These are candidates for a manual follow-up.

Cancel requests for problem orders. If a customer had a negative experience or a refund is in progress, cancel the review request to avoid a negative review. Handle the situation through support first.


Related Articles

β€’ πŸš€ Getting Started with Quoli β€” Initial setup and configuration

β€’ πŸ“§ Email Templates & Library β€” Customize your review request emails

β€’ 🏠 Quoli Dashboard Overview β€” Navigate the dashboard

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