The best channel is the one your customer actually opens — after a win, with a two-minute guided flow waiting on the other side.
SMS vs email comparison
| Factor | SMS | |
|---|---|---|
| Open rate | Very high (often 90%+) | Moderate (20–40% typical) |
| Best industries | Local services, retail, hospitality, D2C | B2B SaaS, professional services, enterprise |
| Message length | Ultra short — one link | Short — context + one CTA |
| Compliance | Stricter (TCPA, opt-in, STOP) | CAN-SPAM — unsubscribe required |
| Follow-up | One reminder max | One reminder 3–5 days later |
When to use SMS
- Post-appointment local services (salon, clinic, contractor)
- Post-delivery ecommerce with mobile-first buyers
- Same-day service completion
- When you already have transactional SMS consent
Local playbook: local business review collection.
When to use email
- B2B after QBR, renewal, or project ship
- When you need to reference detailed context (project name, integration)
- Enterprise buyers who ignore texts from vendors
- Backup reminder after SMS no-response
CS templates: customer success playbook. General ask guide: how to ask customers for reviews.
Templates for each channel
SMS (under 160 characters if possible)
Hi [Name], thanks for visiting [Business] today! Mind sharing a quick 2-min review? [link] Reply STOP to opt out.
Subject: Quick favor — 3 min review about [project/service]?
Hi [Name], thanks for [specific outcome]. Would you share a short review? Guided questions, you approve the draft: [Leave a review →]
SMS compliance basics
- Obtain express consent before marketing/review SMS
- Include business identification in message
- Honor STOP opt-outs immediately
- Respect quiet hours and frequency limits
- Consult legal counsel for TCPA compliance in your jurisdiction
This is not legal advice — verify requirements with your counsel.
The link matters most
SMS and email differ in open rate. Both fail if the link goes to a blank text box. Send customers to a guided AI interview under three minutes — AI-guided interviews.
Automate post-milestone sends: API workflow.