Customer Relationship & Marketing AutomationPurpose
1.2. Capture timely insights into customer satisfaction, delivery experience, and product quality by automating outreach.
1.3. Aggregate feedback to drive improvements in food service supply offerings and enhance customer loyalty through automated engagement.
1.4. Enable scalable automation of survey distribution, follow-ups, and data integration for real-time analysis and marketing segmentation.
Trigger Conditions
2.2. Set automation for a specific time delay post-fulfillment (e.g., 24 hours after delivery confirmation).
2.3. Trigger upon customer status update or invoice marked as paid within the backend automation system.
2.4. Automate on customer journey stage, such as new customer onboarding or repeat purchase achieved.
Platform Variants
• Feature/Setting: Automate survey dispatch via programmable SMS; Configure with SendMessage API, set event trigger to order status = fulfilled.
3.2. SendGrid
• Feature/Setting: Automate email survey with Marketing Campaigns API; set to trigger on new “Order Completed” event.
3.3. Mailchimp
• Feature/Setting: Automate survey campaign using Automations > Customer Journey Builder; trigger via eCommerce integration webhook.
3.4. HubSpot
• Feature/Setting: Automated workflow via “Order Fulfillment” trigger; use Email API to send survey sequences.
3.5. Google Forms
• Feature/Setting: Automate personalized survey link generation via Apps Script or Forms API; trigger via Google Sheets order row update.
3.6. Typeform
• Feature/Setting: Automate feedback request via Typeform Responses API; integrated with order completion webhook.
3.7. AirTable
• Feature/Setting: Use Automations feature; when “Fulfilled” status field updated, run script to send survey email via third-party mailer.
3.8. Salesforce
• Feature/Setting: Automate post-purchase survey with Process Builder; Send Survey via Salesforce Survey Invitation object.
3.9. ActiveCampaign
• Feature/Setting: Automated email or SMS workflow using Automations; set trigger = order shipped or delivered.
3.10. SurveyMonkey
• Feature/Setting: Automate Feedback collection via SurveyMonkey API; distribute survey via email using completed orders data.
3.11. Klaviyo
• Feature/Setting: Automate survey flows using Flows; order fulfilled event triggers survey campaign.
3.12. Zendesk
• Feature/Setting: Post-ticket automation using Triggers & Automations module; send survey through CSAT API on ticket solved.
3.13. Zoho CRM
• Feature/Setting: Automate follow-up surveys via Workflow Rules; trigger webhook to send Zoho Survey.
3.14. Intercom
• Feature/Setting: Automate in-app or email survey message via Series or Campaigns with event-based logic.
3.15. Pipedrive
• Feature/Setting: Automate email dispatch of survey using Workflow Automation; deal won event as trigger.
3.16. Slack
• Feature/Setting: Use Slack Workflow Builder or API to automate survey reminders to team when feedback is received.
3.17. Microsoft Power Automate
• Feature/Setting: Automate feedback request via Power Automate flow; trigger as order data enters SharePoint or Dynamics 365.
3.18. Shopify
• Feature/Setting: Automate post-purchase survey request via Shopify Flow; trigger is order fulfilled.
3.19. WooCommerce
• Feature/Setting: Automate survey dispatch using WooCommerce Actions Scheduler; event is order completed.
3.20. Facebook Messenger
• Feature/Setting: Automate survey conversation via Messenger Bots; trigger with order confirmation event using Messenger API.
3.21. WhatsApp Business API
• Feature/Setting: Automate post-purchase survey template message; trigger with delivery status webhook.
Benefits
4.2. Automation reduces manual effort, ensures timely outreach, and enhances data integration with other marketing tools.
4.3. Leverages multichannel automation for broader customer reach and improved segmentation.
4.4. Automated analytics empower real-time performance monitoring, trend analysis, and enables continuous process optimization.