Customer Relationship & Marketing AutomationPurpose
1.2. Automatedly send time-based or event-triggered review requests to customers via their preferred channels.
1.3. Automating feedback loops for quality and customer experience improvements in the Gifts & Novelties segment.
1.4. Enable marketing automation by syncing testimonials across platforms, automating publishing and sharing in campaigns.
Trigger Conditions
2.2. Automate based on invoice marked as paid and fulfilled in POS/ERP.
2.3. Time-delay automation (e.g., 5 days after shipping update).
2.4. Automate triggers through customer interaction completion (e.g., support ticket closure).
2.5. Automated campaign after loyalty program milestone achieved.
Platform Variants
• Feature/Setting: SMS API; automate outbound SMS review request with “messages.create”.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; automate transactional email requesting reviews.
3.3. Mailchimp
• Feature/Setting: Customer Journey Automation; create post-purchase automated email flow.
3.4. Klaviyo
• Feature/Setting: Flows; trigger automations based on e-commerce events for review requests.
3.5. Google Forms
• Feature/Setting: Form Prefill Link API; automate sending personalized review forms.
3.6. Yotpo
• Feature/Setting: Review Request API; automate scheduled review email and SMS requests.
3.7. Shopify
• Feature/Setting: Flow Automation App; automate review request workflow after fulfillment.
3.8. Trustpilot
• Feature/Setting: Invitation API; automate invitations to review post-purchase.
3.9. Zapier
• Feature/Setting: Zap trigger on order completion; automate routing review requests to various channels.
3.10. Intercom
• Feature/Setting: Post-conversation survey automation; trigger review request via chat after support closure.
3.11. Typeform
• Feature/Setting: Webhooks/API; automate personalized testimonial forms after purchase.
3.12. Zendesk
• Feature/Setting: Automation Rules; trigger testimonial request after ticket solved.
3.13. Salesforce
• Feature/Setting: Process Builder; automate customer review task after opportunity closed-won.
3.14. HubSpot
• Feature/Setting: Workflows API; automate post-purchase marketing automation for reviews.
3.15. Gorgias
• Feature/Setting: After-sale macro/automation; send review SMS or email after order solved.
3.16. Freshdesk
• Feature/Setting: Scenario Automations; trigger survey or review forms after ticket is closed.
3.17. WooCommerce
• Feature/Setting: AutomateWoo plugin; schedule post-purchase follow-up for review.
3.18. ActiveCampaign
• Feature/Setting: Automations; set review request emails based on e-commerce post-purchase event.
3.19. Slack
• Feature/Setting: Incoming Webhook; notify staff for social proof collection automation.
3.20. Smartsheet
• Feature/Setting: Automated Alerts; trigger reminders for outreach after new order completed.
3.21. Facebook Messenger
• Feature/Setting: Messenger API; automate sending post-purchase review links to customer inbox.
3.22. SurveyMonkey
• Feature/Setting: Email Collector API; automate invitations for survey-based reviews.
Benefits
4.2. Automatedly gather fresh reviews to leverage as marketing assets in omnichannel campaigns.
4.3. Automation ensures consistency and timing for optimal customer response.
4.4. Automating testimonial collection helps in reputation management and immediate publishing.
4.5. Enable automatable feedback loops, optimizing product/service based on customer sentiment.