Customer Relationship and Marketing AutomationPurpose
1.2. Automatedly collect customer insights and satisfaction data to refine service and boost repeat business.
1.3. Facilitate automating the follow-up procedure for every wholesale book order fulfilled, ensuring consistent communication.
1.4. Reduce manual intervention by automating reminders and responses, making customer outreach scalable and reliable.
1.5. Automate aggregation of feedback data into CRM for further analysis and automator-driven marketing triggers.
Trigger Conditions
2.2. Optionally, automating based on X days post-fulfillment or when delivery note generated.
2.3. Automatable escalation if feedback not received within a set timeframe.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate sending SMS via Twilio Programmable Messaging API (trigger on delivery).
3.2. SendGrid
• Feature/Setting: Automator sends feedback email using SendGrid’s Mail Send API (template for bulk feedback forms).
3.3. Mailgun
• Feature/Setting: Automated email dispatch via Mailgun API v3/messages endpoint, automatically populated from order system.
3.4. HubSpot
• Feature/Setting: Workflow automation with “Feedback Request” email trigger on deal stage change.
3.5. Salesforce
• Feature/Setting: Automate Feedback Request Email Flow via Process Builder or Flow Builder (Delivery Confirmed trigger).
3.6. Zoho CRM
• Feature/Setting: Workflow Rule on ‘Order Status: Delivered’ to automate a feedback email template send.
3.7. ActiveCampaign
• Feature/Setting: Automate with ‘Automations’ for post-delivery email or SMS feedback request.
3.8. GMail API
• Feature/Setting: Automator uses Users.messages.send endpoint for personalized feedback email through business GMail account.
3.9. WhatsApp Business API
• Feature/Setting: Automated template-based feedback request message via /messages endpoint on confirmed delivery event.
3.10. Slack
• Feature/Setting: Automated internal notification or customer DM via Slack Bot API /chat.postMessage for manual or semi-automated feedback follow-up.
3.11. SurveyMonkey
• Feature/Setting: Automate survey invitation email via Create Collector API and Automator delivered status webhook.
3.12. Typeform
• Feature/Setting: Automate sending form links using Typeform’s /responses webhook on post-delivery trigger.
3.13. Google Forms + Google Apps Script
• Feature/Setting: Automate email personalized Google Form links post-delivery using Apps Script’s MailApp.sendEmail.
3.14. Microsoft Power Automate
• Feature/Setting: Workflow automates sending Outlook/Teams message with feedback form link on new SharePoint delivery record.
3.15. Intercom
• Feature/Setting: Automate in-app message/survey post-order completion via Intercom Workflows.
3.16. Freshdesk
• Feature/Setting: Automate feedback ticket creation/invite via Observer or Workflow Automator.
3.17. Zendesk
• Feature/Setting: Automate satisfaction survey trigger using Triggers and Automations on ticket update to Delivered.
3.18. Drip
• Feature/Setting: Automated email sequences triggered from a Completed Order API event for feedback collection.
3.19. Klaviyo
• Feature/Setting: Automate feedback request segment with Flows and API for transactional events.
3.20. Facebook Messenger API
• Feature/Setting: Post-delivery message automation using /messages endpoint and webhook for confirmation events.
Benefits
4.2. Automating contact after delivery ensures no customer is missed, improving satisfaction and retention.
4.3. Automation enables data-driven continuous improvement loops in wholesale book sales.
4.4. Automator-driven workflows free staff time for higher-value tasks, making scalability automatable.
4.5. Automated response tracking supports compliance and audit trails for service quality initiatives.