Purpose
1.2. Automating follow-up ensures timely engagement, automates feedback collection, and centralizes customer sentiment analysis for business growth.
1.3. Enables the automator to deploy targeted review soliciations, automate reminders, and collect structured feedback for customer relationship management automation.
Trigger Conditions
2.2. Automating based on time delay after product shipment (e.g., 7 days automated wait).
2.3. Initiating automation when order moves to "fulfilled" status in ERP/CRM.
2.4. Automate on positive customer interaction detected via support or CSAT.
Platform Variants
• Feature/Setting: Automated Messaging API; Configure to send SMS review requests upon trigger event with custom message templates.
3.2. SendGrid
• Feature/Setting: Automated Email API; Set up automation to dispatch review solicitation emails with order context.
3.3. HubSpot
• Feature/Setting: Workflows; Automate follow-up emails or in-app notification after marked deal closed-won.
3.4. Salesforce
• Feature/Setting: Process Builder/Flow; Automate feedback request task post-fulfillment in CRM.
3.5. Mailchimp
• Feature/Setting: Customer Journeys; Automates email review requests via sequence triggered after order completion.
3.6. ActiveCampaign
• Feature/Setting: Automations; Automated multi-step campaigns post purchase for feedback and testimonials.
3.7. Google Forms
• Feature/Setting: Automated form link generation; Automator sends personalized form URL for detailed reviews.
3.8. Zapier
• Feature/Setting: Multi-app workflow automation; Connect eCommerce, CRM, and messaging apps to automate review outreach.
3.9. Shopify
• Feature/Setting: Flow App or API; Automates review/feedback solicitation after order delivery confirmation.
3.10. WooCommerce
• Feature/Setting: Follow Ups plugin/API; Automate post-sale review emails or SMS using order triggers.
3.11. Klaviyo
• Feature/Setting: Automated Flows; Email and SMS post-purchase review automator with dynamic segmentation.
3.12. Freshdesk
• Feature/Setting: Automation Rules; Trigger review request when ticket is resolved or customer is satisfied.
3.13. Intercom
• Feature/Setting: Automated outbound messages; Send review requests automatically based on user actions.
3.14. SurveyMonkey
• Feature/Setting: Automated survey invitations via API; Triggered post-interaction for structured feedback.
3.15. Google Sheets
• Feature/Setting: Automated entry logging; Record responses from automated review requests for analysis.
3.16. Typeform
• Feature/Setting: Automated survey/follow-up delivery; Distribute unique feedback links post fulfillment.
3.17. Slack
• Feature/Setting: Webhook/API notifications; Automate internal notification to sales team when feedback is received.
3.18. G Suite Gmail
• Feature/Setting: Filters and scheduled Send; Automate personalized email review outreach.
3.19. Zoho CRM
• Feature/Setting: Workflow automation; Automate review follow-ups as CRM activity.
3.20. Monday.com
• Feature/Setting: Automations; Update items/status and notify teams automatically upon feedback receipt.
Benefits
4.2. Automates timely, consistent outreach, increasing response and engagement rates.
4.3. Automated feedback loops provide actionable data for continuous product and service enhancement.
4.4. Automation strengthens wholesale buyer loyalty through prompt, personalized follow-ups.
4.5. Scalable automator enables covering large volumes typical of wholesale without extra staffing.