Request for online reviews/testimonials

Purpose

1. Automatedly request online reviews/testimonials from blacksmithing customers post-service or product delivery, streamlining feedback collection.

2. Automate the follow-up communication process to improve reputation, gain insights, and fuel marketing.

3. Automator initiates requests based on completed orders, fostering repeat business and loyalty.

4. The automation supports various review platforms (Google, Facebook, Trustpilot), ensuring coverage and maximizing impact for the blacksmith business.

Trigger Conditions

1. Automated trigger on completion of invoicing/payment in POS or accounting system.

2. Trigger based on CRM status change to “Completed” or “Delivered.”

3. Scheduled trigger; e.g., 2 days after job completion or pickup.

4. Trigger by customer entering satisfaction survey or NPS form.

5. Trigger via ticket/issue closure in support desk platform.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS dispatch using Twilio’s Send Message API to deliver review request with customizable shortlink; configured with workflow connecting CRM to Twilio API (e.g., POST /Messages).
  

2. SendGrid

• Feature/Setting: Automate personalized email requests using SendGrid’s Mail Send API for branded review prompts; set up via API key and contact import (e.g., v3/mail/send).
  

3. Gmail API

• Feature/Setting: Automator uses Gmail API 'messages.send' to send templated review emails from blacksmith’s account; configure OAuth and email body template.
  

4. Outlook 365

• Feature/Setting: Automate dispatch of Outlook email using Microsoft Graph API's /sendMail endpoint, includes review link and custom message.
  

5. Facebook Graph API

• Feature/Setting: Automate sending Messenger review request; configure Graph API to automate message delivery to customers from managed page.
  

6. Google My Business API

• Feature/Setting: Automatable posting with My Business API to encourage direct reviews through generated review link; utilize Locations.Reviews endpoint.
  

7. WhatsApp Business API

• Feature/Setting: Automator sends WhatsApp message prompt using /messages endpoint, leveraging templates for review solicitation.
  

8. Slack API

• Feature/Setting: Automate DM or channel notification for client-facing Slack workspaces using chat.postMessage, directing clients to leave a testimonial.
  

9. Trustpilot API

• Feature/Setting: Automate Trustpilot Automatic Invitation endpoint; sends review invite directly based on completed transactions.
  

10. HubSpot

• Feature/Setting: Automate workflow using HubSpot Workflows and Marketing Email API for automated review requests post-deal closure.
  

11. Salesforce

• Feature/Setting: Automator triggers email using Salesforce Process Builder/Flow or Messaging.sendEmail for automated review invitations.
  

12. Mailchimp

• Feature/Setting: Automatable campaign triggered via Automations API to send feedback request; configure post-purchase journey with review call-to-action.
  

13. Zapier

• Feature/Setting: Multi-platform automator using trigger-action workflows to connect CRM and various messaging/review services.
  

14. Zoho CRM

• Feature/Setting: Automate notification rule or workflow to send templated email or SMS from campaign module for post-service testimonial requests.
  

15. SurveyMonkey

• Feature/Setting: Automator dispatches survey invitations via Email Collector API, including review link post-survey completion.
  

16. Intercom

• Feature/Setting: Automate in-app message delivery using Conversations API for live review/testimonial prompts.
  

17. Freshdesk

• Feature/Setting: Trigger automated review request on ticket closure using Webhooks or Freshdesk API Notification automations.
  

18. Shopify

• Feature/Setting: Automate post-purchase email/SMS review solicitation using Shopify Flow or POST /admin/api/2023-01/orders.json webhook.
  

19. ActiveCampaign

• Feature/Setting: Automate follow-up email campaign via Automations Builder for review solicitation after deal/contact update.
  

20. Pipedrive

• Feature/Setting: Automator uses Pipedrive’s Workflow Automation to send email via Deals “Won” trigger, inviting feedback/reviews.
  

Benefits

1. Automates and scales customer feedback collection, improving online reputation and discoverability.

2. Consistent, error-free automated review requests boost response rates and operational efficiency.

3. Automating the process delivers faster testimonial gathering, supporting better marketing and brand trust.

4. Automation liberates staff from manual follow-up, allowing focus on craftsman-level service quality.

5. Automator delivers traceable, auditable communication logs for compliance and follow-up analysis.