Review request automations post-transaction

Purpose

1. Automate the process of sending review requests to customers post-purchase, driving up bakery ratings, fostering engagement, and gathering actionable customer feedback for continuous product and service improvement.

2. Automated collection of testimonials, detection of dissatisfied customers for remedial action, and boosting the bakery's credibility across online channels.

3. Maintain consistent customer follow-up via SMS, email, push notification, or in-app messaging, reducing manual workload and human error in review solicitation.

Trigger Conditions

1. Automate triggering immediately after transaction confirmation in the POS or e-commerce system.

2. Automatedly initiate reviews after order pickup, delivery confirmation, or when a payment status is ‘completed’.

3. Automator initiates workflow based on preset time-delay (e.g., 6–24 hours post-purchase), ensuring message lands when satisfaction is high.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS send via programmable SMS API; configure outbound message post-transaction trigger with webhook to customer’s mobile.
  

2. SendGrid

• Feature/Setting: Transactional email automation via Email API; configure dynamic templates and trigger email dispatch via POST request from POS transaction event.
  

3. Mailchimp

• Feature/Setting: Customer engagement automation via Mailchimp Automations; set up post-purchase journey with review request email as first step.
  

4. Shopify

• Feature/Setting: Automate review solicitation with Shopify Flow; set Flow trigger: Order Paid > Action: Send Email (or integrate with review app API).
  

5. WooCommerce

• Feature/Setting: Automate WooCommerce Orders > trigger on ‘Order Completed’; connect to automated email/sms platforms for review request email/push.
  

6. Klaviyo

• Feature/Setting: Post-purchase flow automator; configure event-triggered automated review request email segment for bakery customers.
  

7. HubSpot

• Feature/Setting: Workflow automation; set custom workflow to automate after sale pipeline closed event, sending review request via marketing email.
  

8. Zapier

• Feature/Setting: Automated workflow builder; connect POS system trigger to automated review request action in Gmail, SMS, or other tools.
  

9. Gmelius

• Feature/Setting: Automated Gmail sequencing; configure trigger on payment receipt to automate sending of timed review request emails.
  

10. ActiveCampaign

• Feature/Setting: Automate email/sms with ‘After purchase’ automation workflow; integrate custom triggers for bakery transactions.
  

11. Google Forms

• Feature/Setting: Automatedly generate review form and send unique links to customers via email/SMS after purchase event.
  

12. SurveyMonkey

• Feature/Setting: Automated survey invite send API; integrate with POS data for unique post-sale customer review automation.
  

13. Salesforce

• Feature/Setting: Workflow automation; Process Builder/Flow to automate review email send post Closed-Won or Custom Field trigger.
  

14. Freshdesk

• Feature/Setting: Automated follow-up automation rule; create scenario: ticket resolved > automated request for review sent.
  

15. WhatsApp Business API

• Feature/Setting: Automate outbound customer messages with post-event webhook calling WhatsApp review request template.
  

16. Yelp Connect

• Feature/Setting: Automate direct review invites via Yelp API upon order pipeline completion.
  

17. Trustpilot

• Feature/Setting: Automate review invitation trigger using Business API; feed customer email list after bakery order processed.
  

18. Google My Business

• Feature/Setting: Automatedly generate GMB review request links and send via API-integrated email/SMS.
  

19. Facebook Messenger Platform

• Feature/Setting: Automated Messenger Bot flows; trigger review request using Messenger API post-purchase event.
  

20. Intercom

• Feature/Setting: Automated message automation; configure auto-message after support/transaction event to request bakery review.
  

21. Slack

• Feature/Setting: Automatedly post review solicitation reminders to staff or customers using Slack API in a private/public channel post-transaction.
  

Benefits

1. Automates the review request process, ensuring no customer post-purchase is missed.

2. Reduces manual intervention and error, increasing consistency.

3. Boosts online reputation and visibility on platforms like Google, Yelp, and Trustpilot.

4. Enables automated monitoring of customer sentiment and quick response to negative feedback.

5. Save staff time by automating repetitive engagement tasks.

6. Automated engagement increases response rates and conversions for reviews, providing better data for bakery improvement and growth.