Review/reputation requests post-service via email/SMS

Purpose

1. Automatically request reviews or feedback from customers following completion of air duct cleaning services, strengthening online reputation, customer retention, and service improvement.

2. Deliver timely, personalized review invitations via email or SMS, ensuring customers are engaged post-service with frictionless feedback channels.

3. Aggregate responses and direct customers to review platforms (e.g., Google, Yelp) or collect Net Promoter Score (NPS) for internal performance monitoring.

4. Reduce manual follow-up workload for office staff, ensuring every closed job prompts consistent outreach, driving sustained business growth.

5. Create segmented campaigns (residential, commercial, VIP clients) to tailor messaging and optimize positive response rates and review quality.

Trigger Conditions

1. Completion of job status in service management software (e.g., “completed”, “invoice sent”, or “technician leaves site”).

2. Status update in field service management tool indicating billing closed or payment received.

3. End of day batch processing of jobs marked finished within the previous 24 hours.

4. Customer exit from workflow or CRM post-service journey segment.

5. Manual trigger by an admin for occasional follow-up on special cases or escalations.

Platform Variants

1. Twilio SMS

- Feature/Setting: Configure Programmable SMS API; create a template for review request message, automate trigger on job status update.
- Example: POST to Twilio API endpoint with dynamic variables for customer name and personalized review link.

2. SendGrid

- Feature/Setting: Configure Transactional Email API with dynamic templates; trigger email from integrated workflow when job is completed.
- Example: Use dynamic_template_data within Mail Send API to customize review request email per customer.

3. Mailgun

- Feature/Setting: Use Messages API to send automated review requests; use stored variables for personalization and schedule follow-up reminders.
- Example: POST request against /messages endpoint with review link filter.

4. ActiveCampaign

- Feature/Setting: Automate via Automations; trigger from a new deal status “Closed Won,” send email with embedded feedback/review CTA.
- Example: Set entry point as CRM stage change, trigger Automated Email.

5. HubSpot

- Feature/Setting: Workflow Automation tool; automated email triggered from Deal stage or Ticket status update.
- Example: Create workflow “If property ‘Status’ is ‘Service Completed’ > send review request email.”

6. Salesforce

- Feature/Setting: Use Process Builder or Flow; on Opportunity stage change, send personalized email or SMS (via integrated messaging provider).
- Example: Set Process Builder trigger on Opportunity “Closed Won.”

7. Google Workspace (Gmail API)

- Feature/Setting: Automate email sending through Apps Script or Gmail API upon service completion in linked spreadsheet or form.
- Example: Script triggers on new row in Google Sheet for completed services.

8. Microsoft Power Automate

- Feature/Setting: Create Flow with “When a record is updated” in Dynamics 365; send automated Outlook or SMS notification.
- Example: Use Send an Email (V2) with customer and job data.

9. Zoho CRM

- Feature/Setting: Workflow Rule automation sends email or initiates SMS via integrated third-party service upon status update.
- Example: Workflow "On Change of Job Status" triggers Twilio/SendGrid.

10. Pipedrive

- Feature/Setting: Automate Activities; trigger review-seeking email or webhook to SMS provider after deal moves to “Won.”
- Example: Workflow automation on deal stage change.

11. Intercom

- Feature/Setting: Automated Series or Conversations; trigger message based on tag or status in customer profile.
- Example: Set up message with external review link.

12. Freshdesk

- Feature/Setting: Scenario Automation; send SMS/email when ticket resolved or closed with link to feedback form.
- Example: Automation rule triggers message to requester contact.

13. Constant Contact

- Feature/Setting: Automated Email series; post-campaign workflow segment sends review request to recently serviced customers.
- Example: Automation on “Customer added to ‘Completed Services’ list.”

14. Slack (with SMS/Email Integration)

- Feature/Setting: Slack Workflow; trigger outgoing webhook or App Script to send review prompt based on activity in shared channels.
- Example: Workflow interacts with SMS or email service API.

15. WhatsApp Business API

- Feature/Setting: Send templated message via WhatsApp API immediately upon job completion event in scheduling platform.
- Example: POST structured review message to WhatsApp endpoint.

16. Klaviyo

- Feature/Setting: Triggered Flow for post-purchase/service; deliver review request via SMS or email with merge tags for job/customer.
- Example: Event-triggered review solicitation email/SMS sequence.

17. MessageBird

- Feature/Setting: SMS Campaign triggered via API/Flow; auto-send templated feedback request once job moved to completed in CRM.
- Example: API call triggered by CRM webhook.

18. Mailchimp

- Feature/Setting: Customer Journey builder sends review request after segment receives “Service Completed” tag.
- Example: Tag-based journey triggers single email campaign.

19. Podium

- Feature/Setting: Inbox automation sends SMS with embedded review link to Google, Facebook, etc. after customer check-out.
- Example: Podium API initiates SMS from job closed event webhook.

20. Birdeye

- Feature/Setting: Review Request Automation; direct integration or via API to send personalized review prompts post-visit.
- Example: API triggers message with business branding and direct links.

21. Zendesk

- Feature/Setting: Automations on ticket solved to email or SMS review invite, integrating with Zendesk API or third-party senders.
- Example: Triggers when ticket is marked as solved.

22. Tidio

- Feature/Setting: Chatbot or automated campaign message sent via SMS/email after custom event.
- Example: Custom Action triggers message.

23. SurveyMonkey

- Feature/Setting: Automated email or SMS distribution of post-service survey, linked to customer event in service database.
- Example: Email Collector API triggered on completion.

24. Yotpo

- Feature/Setting: Automated post-transaction review requests via email/SMS, API-triggered with air duct cleaning completion status.
- Example: API event “Order Fulfilled” customized for service.

Benefits

1. Ensures prompt and consistent communication with all post-service customers.

2. Maximizes likelihood of receiving positive reviews on public platforms, improving search rankings and reputation.

3. Streamlines internal processes, reduces manual labor, and mitigates forgotten follow-ups.

4. Provides measurable data for operational and service quality improvement.

5. Enables segmentation and personalization, increasing response and satisfaction rates.

6. Consolidates feedback for easy action, reporting, and escalation where required.

7. Facilitates multi-channel outreach (email/SMS/WhatsApp), ensuring contact method matches customer preference.