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Post-service thank you messages

Purpose

 1.1. Deliver personalized thank you messages post-service to reinforce positive customer experience.
 1.2. Encourage future business, prompt feedback, and foster loyal relationships.
 1.3. Standardize follow-ups to ensure no client is missed and to maintain professionalism.
 1.4. Collect valuable service insights through links to surveys or review requests.

Trigger Conditions

 2.1. Service completion status marked in the CRM or field management system.
 2.2. Service technician submits a completion report via mobile app.
 2.3. Invoice is sent or marked paid.
 2.4. Customer status moves to “Job Complete” in workflow management tool.
 2.5. Predefined time delay post-service (e.g., one hour after job closure).

Platform Variants

 3.1. Twilio SMS
  • API: Messages API – send SMS using POST /Messages, configure sender, recipient, body text.
  • Sample: "Send thank you SMS to customer’s mobile on job completion.”
 3.2. SendGrid
  • Feature: Single Send API – use v3 Mail Send endpoint, set recipient, template used for thank you message.
 3.3. Mailgun
  • API: /messages endpoint to deliver transactional thank you emails post-service.
 3.4. Zendesk
  • Trigger: Automation or Trigger rules – send automated ticket-based thank you email upon status “Solved.”
 3.5. Salesforce
  • Feature: Process Builder/Flow – "Send Email Alert" when Opportunity/Case marked completed.
 3.6. HubSpot
  • Workflow: Automated Marketing Email – trigger thank you email when ticket moves to “Closed.”
 3.7. Pipedrive
  • Automation: Workflow Automation – send custom message when deal stage marked as “Service Delivered.”
 3.8. Outlook 365
  • Feature: Power Automate Flow – send out email using “Send an email (V2)” action on event.
 3.9. Google Workspace (Gmail)
  • Google Apps Script or Zapier: Triggered email on form submission or calendar event completion.
 3.10. Slack
  • API: chat.postMessage – auto message “Thank you” in private customer support channels after ticket resolved.
 3.11. Intercom
  • Automated Messages: set up post-chat or conversation “Thank you” automation.
 3.12. Freshdesk
  • Automation Rule: “Thank you” email sent when ticket status is marked “Closed.”
 3.13. Zoho CRM
  • Workflow: Send notification email template to customer after job record status update.
 3.14. ActiveCampaign
  • Automation: Trigger “Thank you” email sequence after contact tag applied (e.g., “Service Completed”).
 3.15. ClickSend
  • API: POST /v3/sms/send – text customers upon job finalization.
 3.16. MessageBird
  • API: Conversations API – send SMS/WhatsApp thank you using “send message” function on status update.
 3.17. Facebook Messenger
  • Graph API: Send message endpoint upon webhook event of service status change.
 3.18. WhatsApp Business API
  • Send Template Message endpoint for post-service thank you notes.
 3.19. Zoho Desk
  • Automation: “Thank you” email when ticket moves to closure stage.
 3.20. ServiceM8
  • Automation: Job Completion Trigger – Send email/SMS using in-platform templates.

Benefits

 4.1. Consistently nurtures customer relationships with minimal manual effort.
 4.2. Increases likelihood of repeat and referral business through timely reminders.
 4.3. Boosts online reputation via review and feedback prompts included in messages.
 4.4. Ensures uniform experience by standardizing post-service communications.
 4.5. Saves staff time, reduces human error, and tracks all post-service outreach for reporting.

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