Customer Relationship & MarketingPurpose
1.2. Trigger personalized review emails/SMS/messages based on purchase completion, increasing review rates and fostering brand trust.
1.3. Collect actionable feedback for product enhancement, service adjustments, and marketing strategies.
Trigger Conditions
2.2. X days/hours elapsed since order shipment or delivery confirmation.
2.3. Payment successfully processed and recorded.
2.4. Customer contact information is valid and subscribed to notifications.
Platform Variants
• Feature/Setting: Workflow Rule + Email Alert; configure workflow to send template-based emails post-opportunity close.
3.2. HubSpot
• Feature/Setting: Workflow Automation; set "Deal Stage is Closed Won" trigger—automate follow-up email via Properties and Templates.
3.3. Shopify
• Feature/Setting: Automated email via ‘Order Delivered’ webhook; connect with notification app or direct API call.
3.4. WooCommerce
• Feature/Setting: ‘Order Completed’ trigger using built-in hooks; plug-in like AutomateWoo to dispatch review requests.
3.5. Mailchimp
• Feature/Setting: Customer Journey; use ecommerce purchase triggers to send feedback campaign emails.
3.6. Klaviyo
• Feature/Setting: Post-purchase Flow; trigger email/SMS based on purchase event tracked via API.
3.7. Twilio
• Feature/Setting: Programmable SMS; use REST API to programmatically send SMS review requests after purchase events.
3.8. Gmail API
• Feature/Setting: Automated draft/send via Apps Script or API when new Google Sheet row (order) is created.
3.9. SendGrid
• Feature/Setting: Transactional Email API; custom automated emails queued via API after completed order webhook.
3.10. ActiveCampaign
• Feature/Setting: Automation rules; trigger messages based on tag/application of completed purchase on contact.
3.11. Zendesk
• Feature/Setting: Ticket Automation; upon ticket closure related to purchase, follow-up survey sent using Triggers.
3.12. Typeform
• Feature/Setting: Survey Sent via API; set up webhook to auto-invite new purchasers to complete embedded Typeform.
3.13. Freshdesk
• Feature/Setting: Feedback Automation; after ticket resolution, set Dispatch’r rule for survey or review request.
3.14. Yotpo
• Feature/Setting: Automatic Review Requests; configure to send post-delivery emails via Yotpo Widgets/API.
3.15. Trustpilot
• Feature/Setting: Invitation API; auto-invite every successful purchaser by posting customer data to API endpoint.
3.16. Intercom
• Feature/Setting: Series Automation; post-purchase triggers send feedback forms/messages directly to user inbox.
3.17. Smartsheet
• Feature/Setting: Automated Alerts; set workflow to notify/solicit feedback when new row is added/updated.
3.18. Slack
• Feature/Setting: Webhook Integration; push internal alerts or invite customer via shared Slack channel/bot.
3.19. Google Forms
• Feature/Setting: Send form link via scheduled email campaign/webhook after order event.
3.20. Zapier
• Feature/Setting: Multi-step automation; identify ‘Order Complete’, send review campaign through connected channel (email/SMS/app).
3.21. Microsoft Power Automate
• Feature/Setting: Workflow from Dynamics 365/Sales; trigger post-purchase feedback survey via Email/SMS channel.
3.22. Postmark
• Feature/Setting: Trigger transactional emails with dynamic templates after order webhook fires.
3.23. Mailjet
• Feature/Setting: Transactional Mail API; automate delivery of branded review request emails post-purchase via API call.
3.24. Constant Contact
• Feature/Setting: Automated Email Series; scheduled follow-up mapped to customer list updates post-purchase.
Benefits
4.2. Allows prompt issue resolution and improves customer satisfaction.
4.3. Generates data to inform targeted marketing and inventory decisions.
4.4. Saves staff time versus manual outreach; ensures consistency.
4.5. Enables A/B testing and personalization for higher engagement.