Customer Relationship & MarketingPurpose
1.2. Automate outreach to reduce manual follow-up, increasing review volume on platforms like Google, Yelp, and Tripadvisor.
1.3. Segment customers based on feedback or order value to personalize and optimize review requests.
1.4. Drive local SEO rankings and enhance reputation management via systematic, timely outreach after service experiences.
Trigger Conditions
2.2. Marked delivery ‘completed’ status in online ordering system.
2.3. Customer completes an online reservation and the booking shifts to fulfilled.
2.4. Success state in post-visit feedback form or customer satisfaction survey.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Twilio Programmable SMS — Configure automated message flow post-transaction using SendMessage API to send review request.
3.2. SendGrid
• Feature/Setting: SendGrid Transactional Emails — Use Dynamic Templates & v3 Mail Send endpoint to send customized review request emails.
3.3. Mailchimp
• Feature/Setting: Mailchimp Automation — Automate journeys using Customer Tag trigger post-purchase with email requesting a review.
3.4. HubSpot
• Feature/Setting: HubSpot Workflows — Trigger review request emails or SMS via workflow when deal closed or contact property updated.
3.5. Salesforce
• Feature/Setting: Salesforce Process Builder — Automate task or email creation for follow-up review requests after ‘Opportunity Closed Won’.
3.6. Zapier
• Feature/Setting: Webhooks or Email by Zapier — Trigger workflows from POS or online ordering system ‘Order Completed’ status.
3.7. Microsoft Power Automate
• Feature/Setting: Power Automate Flows — Auto-send review requests upon changes in Reservation database (SQL, Excel, or Dynamics).
3.8. Google Sheets
• Feature/Setting: Apps Script / Automation — Use onEdit or schedule-driven triggers to send review email/SMS using integrated API.
3.9. ActiveCampaign
• Feature/Setting: Automations — Start when customer enters a ‘Post-Visit’ list, send personalized review email via automation path.
3.10. Klaviyo
• Feature/Setting: Flows — Use ‘Placed Order’ or ‘Fulfilled Order’ trigger to send review solicitation SMS or email.
3.11. WhatsApp Business API
• Feature/Setting: Message Template API — After purchase event, send templated message prompting review with call-to-action link.
3.12. Facebook Messenger API
• Feature/Setting: Send API — Post-visit, send automated Messenger prompt for Google/Yelp review.
3.13. Intercom
• Feature/Setting: Series Automations — After-case or event triggers push review request chat/message via in-app or SMS.
3.14. Shopify
• Feature/Setting: Order Fulfillment Webhook + Shopify Flow — Trigger external automation sending review campaign to buyer.
3.15. Square
• Feature/Setting: Customer Directory + Customer Engagement — Automatically email post-purchase survey with review call-to-action.
3.16. Toast POS
• Feature/Setting: API or Marketing Module — When check closes, auto-trigger push/email/SMS with review links.
3.17. Typeform
• Feature/Setting: Webhook Integration — Completion of feedback form fires webhook; sends review request email/SMS using external service.
3.18. SurveyMonkey
• Feature/Setting: Survey Completion Collector + Webhooks — On survey finish, trigger automation to send review request follow-up.
3.19. Google Forms
• Feature/Setting: Apps Script Trigger — On form submit, call external API to dispatch review request to respondent.
3.20. Freshdesk
• Feature/Setting: Automations > Observer Rules — After ticket marked ‘Resolved’, auto-send external request to leave review.
Benefits
4.2. Reduces manual labor and staff time managing post-visit communications.
4.3. Enhances online presence, improves social proof, and boosts search engine rankings.
4.4. Enables segmented, personalized requests that increase conversion to public reviews.
4.5. Provides structured workflow, ensuring every qualifying visit/order triggers review outreach.