Customer Engagement & Marketing AutomationPurpose
1.2. Automated feedback capture enhances customer engagement, continuous improvement, and earns valuable reviews for marketing.
1.3. Facilitate real-time feedback loop automating post-visit satisfaction surveys, boosting retention and repeat business.
1.4. Automated workflows reduce staff workload, keep communication consistent, and integrate feedback directly into CRM systems for analytics.
Trigger Conditions
2.2. Automation on digital receipt generation.
2.3. Scheduled timeout (e.g., 1 hour post-visit or post-transaction).
2.4. Customer checking-out via loyalty app triggers automated feedback request workflow.
Platform Variants
• Feature: Programmable Messaging API for automated SMS feedback requests
• Configuration: POST /Messages with customer phone, feedback template, trigger timing.
3.2. SendGrid
• Feature: Automated transactional Email API
• Configuration: Dynamic template, email-to-customer on purchase completion event.
3.3. Mailchimp
• Feature: Customer Journey Builder automation
• Configuration: Automated email journey triggered by purchase tag.
3.4. HubSpot
• Feature: Service Feedback Surveys
• Configuration: Workflow automation sending feedback form upon ticket closure or purchase.
3.5. Zendesk
• Feature: Automated customer satisfaction surveys
• Configuration: Trigger automation after support interaction or order completion.
3.6. Salesforce
• Feature: Process Builder for post-purchase survey emails
• Configuration: Automated email sent after sale closes in CRM.
3.7. SurveyMonkey
• Feature: Automated survey invitations
• Configuration: Use API to trigger invites post-visit.
3.8. Google Forms
• Feature: Google Apps Script or Form Notifications for automating sends
• Configuration: Script triggers auto-send of form link after entry in sales sheet.
3.9. Typeform
• Feature: Automated invites via Integration/Webhooks
• Configuration: Webhook triggers on POS entry to send survey.
3.10. Intercom
• Feature: Automated message sequences
• Configuration: In-app or email feedback automation after event.
3.11. Shopify
• Feature: Flow automation for feedback requests
• Configuration: Flow triggers feedback email after online sale.
3.12. Square
• Feature: Customer Engagement Email Automation
• Configuration: Transaction triggers automated feedback campaign.
3.13. Microsoft Power Automate
• Feature: Scheduled cloud flows for automated outreach
• Configuration: Automated survey trigger on purchase record update.
3.14. Freshdesk
• Feature: Automator for customer satisfaction surveys
• Configuration: Automation on ticket closure or order fulfillment.
3.15. Klaviyo
• Feature: Post-purchase flow automation
• Configuration: Event-based workflow for feedback email.
3.16. ActiveCampaign
• Feature: Automated follow-up campaigns
• Configuration: Automated email sequences after transaction.
3.17. Eloqua
• Feature: Program Canvas for automating feedback journeys
• Configuration: Automated trigger on custom event “Purchase Complete.”
3.18. Customer.io
• Feature: Event-triggered automations
• Configuration: Feedback request automatedly sent after purchase.
3.19. Zoho CRM
• Feature: Workflow automator for feedback emails
• Configuration: Automation upon status change to “Completed.”
3.20. Jotform
• Feature: Automated email notifications
• Configuration: Send requested feedback form after entry submission.
Benefits
4.2. Automation accelerates customer response rates and ensures every visit is followed up without fail.
4.3. Automator-driven workflows allow seamless CRM and analytics integration for deeper business insights.
4.4. Automating this engagement cultivates loyalty and rapid service improvement.
4.5. Automated outreach increases review volume for public platforms, boosting visibility.