Customer Relationship Management AutomationsPurpose
1.2. Automatedly nurture relationships, drive repeat purchases, and gather actionable insight across SMS, email, messaging apps, or push notifications.
1.3. Automates communications to extend customer lifetime value and streamline retention funnels, automating tedious manual outreach work.
Trigger Conditions
2.2. X number of days post-purchase, automator activated for scheduled follow-up.
2.3. Customer opens post-purchase email or interacts with tracking page, triggering automated feedback prompts.
2.4. Review not left after initial follow-up, automates reminder sequence for review request.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API — configure messaging service, sender number, and webhook for order events.
3.2. SendGrid
• Feature/Setting: Use Mail Send API — automate transactional/post-purchase email template trigger upon purchase status update.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder — automates post-purchase drip emails with feedback/review and upsell offers.
3.4. Klaviyo
• Feature/Setting: "Flows" tool — automate email and SMS follow-ups based on Shopify/Magento purchase events.
3.5. ActiveCampaign
• Feature/Setting: Automations — automated workflows for segmented buyer follow-up, triggered after sale.
3.6. HubSpot
• Feature/Setting: Workflows API — trigger automated emails or tasks on order completion.
3.7. Constant Contact
• Feature/Setting: Automated Email Series — set up timed sequences for order confirmation and follow-ups.
3.8. Omnisend
• Feature/Setting: Automation Workflows — automate post-purchase messaging across SMS, push, and email.
3.9. Zapier
• Feature/Setting: Automates by linking ecommerce app "Order Completed" trigger to messaging/email action.
3.10. Shopify Flow
• Feature/Setting: Automate post-purchase notifications using "Order Created" or "Order Fulfilled" triggers.
3.11. WooCommerce
• Feature/Setting: Automate emails using WooCommerce Automations or "Order Completed" webhook.
3.12. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder — automates multi-step follow-up series on event-based triggers.
3.13. WhatsApp Business API
• Feature/Setting: Automatedly sends templated order follow-up messages via webhook event.
3.14. Facebook Messenger
• Feature/Setting: Messaging API — automate follow-up messages via messenger bot upon purchase.
3.15. Intercom
• Feature/Setting: Automated Campaigns — trigger post-purchase chat or email follow-up based on completed order event.
3.16. Google Sheets + App Script
• Feature/Setting: Sheet-triggered automated email/SMS using Apps Script and external messaging APIs.
3.17. Pabbly Connect
• Feature/Setting: Workflow automation to send email, SMS, or push based on new order row/event.
3.18. Iterable
• Feature/Setting: Workflow Studio — design post-purchase automations leveraging dynamic messaging and segmentation.
3.19. Moosend
• Feature/Setting: Automated Workflows — automatically send post-purchase and feedback campaigns.
3.20. Postmark
• Feature/Setting: Transactional Email API — automate thank-you or review request emails based on event notification.
3.21. Pushwoosh
• Feature/Setting: Automated push notification campaign on order status changes.
3.22. SMSBump
• Feature/Setting: Shopify SMS automation post-purchase and review request flow configuration.
3.23. MessageBird
• Feature/Setting: Flow Builder — automate SMS, WhatsApp, or voice follow-ups post-purchase.
Benefits
4.2. Automating feedback/review requests increases trust and social proof.
4.3. Automated messages boost cross-sell and upsell, increasing average order value.
4.4. Automation reduces manual workload and ensures consistent communication timing.
4.5. Enables data-driven personalization and segmentation in communications, automating high-touch CRM at scale.