Automated feedback and review requests post-purchase

Purpose

1.1. Automate soliciting post-purchase feedback and reviews to improve customer engagement and trust.
1.2. Automating review requests enables higher response rates and real-time reputation management.
1.3. Automates identification of satisfied customers for public reviews; dissatisfied for private resolution.
1.4. Facilitates automated engagement loops that encourage repeat visits and loyalty.
1.5. Provides automatable workflows for directing customer sentiment data to marketing and operations.

Trigger Conditions

2.1. Automate triggers upon completed transaction and successful delivery or in-store pickup confirmation.
2.2. Automates sending after a predetermined time window (e.g., 3 days post-purchase).
2.3. Option to automate based on customer type, purchase amount, or previous engagement.
2.4. Automation adapts to POS or e-commerce data availability.

Platform Variants

3.1. Twilio SMS
3.1.1. Feature/Setting: Programmable Messaging API — configure automated SMS with review link, set trigger via webhook on order complete.
3.2. SendGrid
3.2.1. Feature/Setting: Email API — automate transactional email with feedback CTA, templated content, and dynamic variables.
3.3. Zendesk
3.3.1. Feature/Setting: Triggers — set automated follow-up tickets or satisfaction requests using trigger conditions.
3.4. HubSpot
3.4.1. Feature/Setting: Workflows — automate post-purchase email, automate customer list segmentation, and automate feedback form delivery.
3.5. Mailchimp
3.5.1. Feature/Setting: Customer Journeys — configure automated emails after purchase and automate review survey flows.
3.6. Salesforce
3.6.1. Feature/Setting: Flow Builder — automate review requests using process automation tied to order completion objects.
3.7. ActiveCampaign
3.7.1. Feature/Setting: Automations — automate post-purchase email or SMS review requests using list triggers.
3.8. Shopify
3.8.1. Feature/Setting: Flow App — automate sending review request emails after fulfillment confirmation.
3.9. Google Forms
3.9.1. Feature/Setting: Prefilled Links — automate feedback form links in outbound automations.
3.10. Typeform
3.10.1. Feature/Setting: Webhooks/API — automate feedback collection after purchase notifications.
3.11. Yotpo
3.11.1. Feature/Setting: Automated Requests — configure automation rules for review solicitation and reminders.
3.12. SurveyMonkey
3.12.1. Feature/Setting: Email Collector — automate personalized feedback survey invites.
3.13. WhatsApp Business API
3.13.1. Feature/Setting: Message Templates — automate sending review & feedback templates post-purchase.
3.14. Intercom
3.14.1. Feature/Setting: Automated Chats — automate in-app or email review solicitation based on user actions.
3.15. Klaviyo
3.15.1. Feature/Setting: Flows — automate post-purchase surveys and follow-ups based on customer data.
3.16. Slack
3.16.1. Feature/Setting: Incoming Webhooks — automate internal alerts for new feedback submissions.
3.17. Facebook Messenger API
3.17.1. Feature/Setting: Send API — automate messages prompting feedback and online reviews.
3.18. Zoho CRM
3.18.1. Feature/Setting: Workflow Automation — automate tasks and communications for review requests.
3.19. Freshdesk
3.19.1. Feature/Setting: Automations — automate after-sale survey tickets and resolution workflows.
3.20. Power Automate
3.20.1. Feature/Setting: Scheduled and trigger-based flows — automate review request emails, SMS, or social prompts.

Benefits

4.1. Automates gathering of actionable insights to enhance product and service quality.
4.2. Increases review volume and automates the generation of social proof for discount retail stores.
4.3. Reduces manual effort, automating communications and freeing staff for value-add tasks.
4.4. Enhances customer trust, loyalty, and automated reputation management capabilities.
4.5. Enables highly scalable automatable feedback workflows tailored to sale type or segment.
4.6. Automatedly closes feedback loops for rapid response and continual improvement.