Review and testimonial request follow-ups

Purpose

1. Automate sending personalized review and testimonial request follow-ups to aquarium shop customers post-purchase to increase customer engagement, credibility, and Google/Bing rankings.

2. Automatedly nurture customer loyalty, drive repeat buying, and collect user-generated content for marketing through systematized outreach across email, SMS, and social platforms.

3. Streamline post-sale workflow for automating solicitation of feedback and testimonials, ensuring consistent customer communication, thanks, and incentive delivery.

Trigger Conditions

1. Automated trigger post-purchase once payment is captured in POS/invoice system.

2. Trigger on order delivery confirmation or predetermined time-delay (e.g., 7 days post-shipping).

3. Trigger when a loyalty points threshold or repeat visit logged in CRM.

4. Trigger when a customer opens a previous promotional email (showing post-purchase engagement).

5. Trigger by manual staff action flagging order as "complete" in management software.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate outgoing SMS; configure Send Message API with personalized autoreply, opt-out handling API. Example: POST /Messages API using order data variables.
  

2. SendGrid

• Feature/Setting: Automate transactional email (review requests); use Marketing Campaigns API and dynamic templates. Example: POST /mail/send with merge fields.
  

3. Mailchimp

• Feature/Setting: Automated Customer Journey; configure Email Automation with trigger 'Order Fulfilled'.
  

4. ActiveCampaign

• Feature/Setting: Automate post-purchase email sequence; use Automation Builder with 'Contact Tag added' as trigger and 'Send Email' action.
  

5. HubSpot

• Feature/Setting: Marketing Automation Workflow; trigger on Deal Closed – Won, automatedly send review request email.
  

6. Klaviyo

• Feature/Setting: Automated Flow with event trigger "Placed Order"; configure follow-up steps with review link.
  

7. Zoho CRM

• Feature/Setting: Workflow Rule (Order Status=Delivered), automates review email or SMS via Zoho Campaigns API.
  

8. Zapier

• Feature/Setting: Zap (Trigger: New Sale in POS, Action: Send Email/SMS); link via platform integrations for automated multi-channel reach.
  

9. Shopify Flow

• Feature/Setting: Automate follow-up with "Order Delivered" trigger; Action: Send email/SMS via integrated apps.
  

10. WhatsApp Business API

• Feature/Setting: Automated messaging setup; send templated review requests post-purchase via POST /messages endpoint.
  

11. Google Forms

• Feature/Setting: Automate review request with unique form links; track analytics API for new responses.
  

12. Salesforce

• Feature/Setting: Workflow Rule automation; trigger 'Case Closed' or 'Opportunity Won', send survey link.
  

13. SurveyMonkey

• Feature/Setting: Automated invitations; use Webhooks/API to send survey upon new entry in CRM.
  

14. Intercom

• Feature/Setting: Series Automation; trigger follow-up chat message or email after tagged as ‘recent buyer’.
  

15. Facebook Messenger API

• Feature/Setting: Automate send_message endpoint to prompt review after transaction, monitor feedback replies.
  

16. Customer.io

• Feature/Setting: Automated campaigns; set trigger on purchase event, send review/testimonial email/SMS.
  

17. Freshsales

• Feature/Setting: Journey Automation; trigger smart email requesting feedback after order delivered.
  

18. Pipedrive

• Feature/Setting: Automate follow-up email via Workflow Automation when deal moves to "Won".
  

19. Omnisend

• Feature/Setting: Create automator for post-purchase automation; configure review request email sequence.
  

20. Gorgias

• Feature/Setting: Automate post-ticket closure follow-up to collect feedback via Email/SMS macro triggers.
  

Benefits

1. Automates tedious manual follow-ups, boosting efficiency and freeing staff time.

2. Increases positive testimonials and review count, automating improved online reputation.

3. Enhances response consistency and timing through automated scheduling.

4. Enables multichannel outreach, automating broader customer reach and engagement.

5. Reduces human error and ensures all customers receive automatable, personalized requests.

6. Gains actionable marketing insight by automatedly collecting and centralizing feedback data.

7. Strengthens customer trust through automated gratitude and loyalty incentives, boosting repeat business.