Automated feedback and review requests post-service

Purpose

1.1 Automate the process of contacting clients post-service to collect feedback and reviews, enhancing service improvement, reputation management, and customer retention.
1.2 Automates scheduling and delivery of feedback requests using omni-channel communications (SMS, email, calls, push notifications).
1.3 Ensures follow-up is never missed, scales engagement with minimal human intervention, and organizes submitted feedback automatically for analytics or action.

Trigger Conditions

2.1 Automatedly triggered after a vehicle pickup/delivery completion is logged in the storage system.
2.2 Triggered by a status update in CRM or completion of a post-service checklist.
2.3 Manually initiatable by staff or automatable via scheduled workflows (e.g., 1 day after service).

Platform Variants (with function/API)

3.1 Twilio SMS
• Feature/Setting: Programmable Messaging API — automate sending personalized SMS asking for feedback.
• Sample: Send SMS post-status ‘Service Completed’ event in CRM.
3.2 SendGrid
• Feature/Setting: Mail Send API — automatedly dispatch requests for feedback/review via email.
3.3 Mailgun
• Feature/Setting: Messages API — automate email campaigns post-service with clickable customer feedback forms.
3.4 Slack
• Feature/Setting: Incoming Webhooks — automate internal notifications to monitor feedback requests sent/delivered.
3.5 HubSpot
• Feature/Setting: Workflows tool — automate email/SMS review requests linked to customer lifecycle events.
3.6 Salesforce
• Feature/Setting: Process Builder/Flows — automator triggers feedback requests post-service task completion.
3.7 Pipedrive
• Feature/Setting: Automation workflows — send automated follow-up feedback email when deal marked ‘Serviced’.
3.8 Zapier
• Feature/Setting: Multi-step Zaps — automate trigger-based feedback requests across connected apps.
3.9 Google Forms
• Feature/Setting: Auto-email Form link — automate sending feedback forms on defined triggers.
3.10 SurveyMonkey
• Feature/Setting: Survey Invitation Collector API — automated dispatch of branded feedback surveys.
3.11 Intercom
• Feature/Setting: Automated Messages — automate in-app or email feedback prompts post-service interaction.
3.12 Zendesk
• Feature/Setting: Triggers/Automations — automator sends survey links once ticket/interaction is resolved.
3.13 Freshdesk
• Feature/Setting: Automations — send satisfaction survey automatically post-ticket/service closure.
3.14 WhatsApp Business API
• Feature/Setting: Message Template API — automate broadcast of feedback request right after service completed.
3.15 ActiveCampaign
• Feature/Setting: Automations — send behaviour-driven feedback request campaigns.
3.16 Klaviyo
• Feature/Setting: Flows — automatedly trigger a multi-step feedback request sequence after service logs update.
3.17 MoEngage
• Feature/Setting: Push API — send automated app/SMS push notifications requesting feedback.
3.18 Webex Teams
• Feature/Setting: Bot interactions — automate message posting with feedback request form to client rooms.
3.19 Outlook 365
• Feature/Setting: Power Automate flows — send personalized feedback mails upon calendar event/service update.
3.20 Facebook Messenger Platform
• Feature/Setting: Send API — automatedly message clients for reviews post-service event.

Benefits

4.1 Automation improves response rate and consistency for feedback; reduces human error or omissions.
4.2 Automates repetitive, manual outreach, freeing staff for higher-value tasks.
4.3 Enables real-time issue detection and reputation management via automated feedback capture.
4.4 Enables data collection and sentiment analysis through automatable, structured workflows.
4.5 Automatedly enhances customer experience and loyalty through timely follow-up communications.