Client feedback requests after order delivery

Purpose

1.1. Ensure customers receive prompt, personalized feedback requests post-order delivery to measure satisfaction, resolve issues early, and inform future corporate anodizing service improvements.
1.2. Facilitate systematic, consistent feedback gathering that integrates with CRM, analytics, and operational workflows for strategic decision-making.
1.3. Streamline follow-up communications, automate reminders, and segment responses for quality management and compliance tracking.

Trigger Conditions

2.1. Order status updated to “Delivered” in ERP or order management system.
2.2. Shipping confirmation email received, confirming customer receipt.
2.3. X business days elapsed since last delivery event (configurable, e.g. 2–5 days).
2.4. Customer record marked eligible for feedback (no opt-outs, valid email/mobile).
2.5. No existing feedback logged for the delivered order.

Platform Variants

3.1. Twilio SMS
• Function: Send SMS(request) via `Messages -> Create Message`.
• Sample: Configure trigger on webhook; set dynamic body with link to feedback form.

3.2. SendGrid
• Function: `Mail Send API` to email feedback surveys.
• Sample: Template triggers on order delivery; inject order and contact data.

3.3. Mailgun
• Function: `Messages API` outbound feedback mail.
• Sample: Automate HTML email dispatch with personalized post-delivery message.

3.4. Salesforce
• Function: `Process Builder` workflow for feedback task creation.
• Sample: Set event: Order Status = Delivered → send custom follow-up email.

3.5. HubSpot
• Function: Workflow automation to trigger feedback form.
• Sample: Upon deal stage change, send feedback form to contact.

3.6. Zendesk
• Function: `Trigger` sends satisfaction survey via email after ticket/order closure.
• Sample: Auto-create follow-up ticket flagged as “feedback.”

3.7. SurveyMonkey
• Function: `Send Survey` via API.
• Sample: Generate and send unique survey links tied to the order ID.

3.8. Google Forms
• Function: `Form Publisher` add-on; send link via automated email.
• Sample: Script dispatches form upon order status webhook.

3.9. Microsoft Power Automate
• Function: Automated workflow based on email/CRM event.
• Sample: Trigger on delivery, send Outlook mail with embedded survey.

3.10. Zoho CRM
• Function: Workflow rule to send feedback request.
• Sample: When order module status = Delivered, trigger mail merge for survey.

3.11. Freshdesk
• Function: Scenario automation with feedback email action.
• Sample: Ticket closed triggers feedback message.

3.12. ActiveCampaign
• Function: Automated campaign “After Purchase Feedback.”
• Sample: Conditional send after delivery tag applied.

3.13. ClickSend
• Function: `SMS API` for sending survey invitations.
• Sample: Template SMS with dynamic link.

3.14. Intercom
• Function: Event-triggered message for feedback collection.
• Sample: Product event “Order Delivered” launches feedback chat/email.

3.15. Typeform
• Function: `Responses API` triggered with custom link.
• Sample: Automated delivery-based survey send out.

3.16. Mailchimp
• Function: Post-purchase journey with automated survey email.
• Sample: Segment subscribers by delivery event for feedback.

3.17. Pipedrive
• Function: Custom workflow to email clients post-deal/order.
• Sample: Activity marked Delivered triggers feedback action.

3.18. Amazon SES
• Function: `SendEmail API` for feedback notification.
• Sample: Trigger batch sends; personalize with order info.

3.19. Slack
• Function: Send direct message with feedback request (internal).
• Sample: Notify account manager to prompt client manually.

3.20. Trello
• Function: Create Customer Feedback card on board when order delivered.
• Sample: Use webhook to auto-fill card details for manual follow-up.

3.21. Monday.com
• Function: Automation to email/form send task on status change.
• Sample: On “Delivered,” assign feedback task to account rep.

3.22. Airtable
• Function: Script block triggers feedback notification.
• Sample: New record in “Delivered Orders” view starts email campaign.

3.23. Jotform
• Function: Post-delivery automated email with embedded form link.
• Sample: Use API event to dynamically generate form request after shipping.

Benefits

4.1. Minimizes manual effort and ensures timely customer outreach.
4.2. Increases feedback response rates through multi-channel delivery.
4.3. Enables targeted incident handling and reputation management.
4.4. Streamlines data collection for compliance, audits, and quality assurance.
4.5. Integrates with analytics for actionable insights.
4.6. Customizable timing, content, and segmentation for maximum impact.