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Messages

View and manage review requests and reminders sent to customers by email or SMS. Track delivery, opens, and clicks.

Messages are the emails and SMS you send to customers to request reviews. Every request and reminder from your project appears here. You can see what was sent, when it was scheduled or delivered, and whether customers opened or clicked through. Messages also appear on each customer's profile so you can see the full history for one person.

Where to Find Messages

Project view – Click Messages in the sidebar. You'll see all messages across your project, with summary stats at the top and a filterable table below.

Customer view – Open a customer's profile and scroll to the Messages section. You'll see only that customer's messages, grouped by request or in a flat list.


Project Messages Page

The project Messages page shows every review request and reminder sent from your project. At the top, you'll see four summary numbers: Sent, Opened, Clicked, and Failed. Each number is a link—click it to filter the table to that status.

Filters

Use the toolbar to narrow what you see:

  • Search – Search by customer name or other text.

  • Location – If you have multiple locations, filter to one or leave as "All".

  • Channel – Email, SMS, or both.

  • Template – Request, Reminder, Thanks (positive), or Thanks (negative).

  • Status – Scheduled, Sent, Opened, Clicked, Failed, or Complained.

  • Sort – By date sent, date scheduled, date opened, or date clicked.

The Table

Each row is one message. You'll see:

  • Customer – Name and avatar. Click the row to go to that customer's profile.

  • Channel – Email or SMS.

  • Template – The type of message (request, reminder, thanks).

  • Scheduled / Sent – When it was scheduled or when it was actually sent.

  • Sent – Whether the message was delivered.

  • Opened – Whether the customer opened it (email only).

  • Clicked – Whether the customer clicked through to leave a review.

  • Failed – Whether the message failed to send, with a reason if available.

Click a row to open the customer's profile. The page scrolls to that message so you can see it in context with their other messages and reviews.

Bulk Actions

Select one or more messages using the checkboxes. When you have messages selected, a Select bulk action menu appears. You can Cancel unsent messages for all selected rows. This only works for messages that haven't been sent yet.

Messages are created automatically when your request strategy runs. To schedule messages for a customer, send them a review request from their profile. See Request Strategy for how requests are triggered.


Customer Messages Section

On a customer's profile, the Messages section shows every message sent to that customer. If they have messages, you can switch between two views:

  • Grouped by request – Messages are grouped by review request. Each group shows "Request #1", "Request #2", and so on, with the messages for that request listed below.

  • List – A flat list of all messages in one table.

If the customer has no messages yet, you'll see a notice: Request a review to schedule messages. Send a manual request from the customer's page to get started.

Per-Message Actions

Each message row has an Actions menu. What you can do depends on the message status:

  • Cancel message – For unsent messages only. Stops the message from being sent. You can optionally cancel all unsent messages in that request.

  • Reschedule message – For canceled messages only. Pick a new date and time to send it.

  • Copy UUID – Copy the message identifier to your clipboard.

  • Delete message – Remove the message from the list. This does not undo a sent message; it only removes the record from your view.

Canceled Messages

When a message is canceled, it stays in the message history. It is not deleted and does not disappear from the list.

On a customer's profile, canceled rows are easy to spot:

  • The entire row appears faded

  • The Scheduled / Sent column shows a ban icon, the original date, and the word canceled

  • The Sent, Opened, Clicked, and Failed columns stay empty, because the message was never delivered

This is what you will see when MGR automatically cancels pending reminders after a customer opens your review page or leaves a review. You can also cancel messages yourself from the Actions menu.

On the project Messages page, canceled messages remain in the table but do not show a distinct canceled label. To find them, open the date range filter and choose Date Canceled as the date type. The summary stats at the top (Sent, Opened, Clicked, Failed) do not include canceled messages.


Message Statuses

Status
Meaning

Scheduled

The message is queued and will be sent at the scheduled time.

Sent

The message was delivered.

Opened

The customer opened the email (email only).

Clicked

The customer clicked the link to leave a review.

Failed

The message could not be delivered. A reason may be shown.

Complained

The customer marked the message as spam or complained.

Canceled

The message was scheduled but will not be sent. Visible on customer profiles as a faded row with a canceled label. You can reschedule it from Actions.


How Open and Click Tracking Works

MGR tracks two things after a message goes out: whether the customer opened it and whether they clicked the link to leave a review. Tracking is always on. There is nothing to set up or turn on.

Open Tracking

Open tracking works for email only. SMS messages cannot be tracked for opens.

Each email includes a tiny invisible image. When the customer's email app loads that image, MGR records the message as Opened. A message is only marked opened the first time. Later opens do not change the count.

Because open tracking relies on that image, the numbers are a close estimate rather than an exact count:

  • If a customer's email app blocks images, their open may not be counted even though they read the message.

  • Some email apps load images automatically or scan messages before delivery. To avoid counting those as real opens, MGR ignores any open that happens within 3 seconds of the message being delivered.

Click Tracking

Click tracking works for both email and SMS. The review link in every message is unique to that message. When the customer taps or clicks it, MGR records the message as Clicked and then sends them straight to your review page (or your custom link, if you set one on the template).

  • A message is only marked clicked the first time. Later clicks do not change the count.

  • Automated security and spam scanners sometimes open links before the customer does. MGR ignores these so your click numbers stay accurate. It also ignores any click that happens within 5 seconds of the message being delivered.

  • A click also counts as an open, since the customer had to open the message to click the link.

Because a click is your strongest signal that a customer is leaving a review, MGR automatically cancels any pending reminders for that customer once they click. There is no reason to keep nudging someone who already followed through.


Tips

Use the Clicked stat and filter to see which messages led to reviews. These are your most effective messages.

When a customer opens your review page or leaves a review, pending reminders are canceled automatically. On their profile, those messages stay in the list as faded rows labeled canceled. See Request Strategy for the full picture.

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