Auto-send thank you and feedback emails

Purpose

1.1. Automate the sending of personalized thank you and feedback request emails to wholesale buyers post-purchase, streamlining customer relationship management for leather exporters in the textile industry.
1.2. Enhance post-sales engagement and feedback collection to drive quality improvement and repeat orders through automated communications.

Trigger Conditions

2.1. Automated trigger upon completion of a sales order in ERP, CRM, or invoicing software.
2.2. Automated trigger post-shipment status marked as “Delivered”.
2.3. Automated scheduling for follow-up based on configurable number of days after delivery.
2.4. Trigger through manual tagging or workflow automation by sales team members.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules/APEX Triggers to automate email dispatch after “Closed-Won” opportunity stage.
3.2. HubSpot
• Feature/Setting: Automated Workflow to send email template on property update (e.g., Deal Stage = ‘Shipped’).
3.3. Zoho CRM
• Feature/Setting: Automation Rules and Deluge script for ‘Order Delivered’ status to trigger thank you emails.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate workflow to send out thank you and feedback requests after invoice generation.
3.5. SAP Business One
• Feature/Setting: Event triggers in B1if integration framework for automated customer emails post-delivery.
3.6. Mailchimp
• Feature/Setting: Automated Email Campaign triggered by API call or integration with CRM when sale closes.
3.7. SendGrid
• Feature/Setting: API’s “Send Email” endpoint with triggers based on external webhook from order management.
3.8. Mandrill
• Feature/Setting: Outbound Automator using Mandrill’s Transactional Email API on completion of sale.
3.9. ActiveCampaign
• Feature/Setting: Automation builder—send targeted thank you & feedback emails automatically post-sale.
3.10. Klaviyo
• Feature/Setting: Flows triggered by event-based API calls (e.g., “Order Delivered”).
3.11. Gmail (Google Workspace)
• Feature/Setting: Use Apps Script to automate sending thank you/feedback via Gmail API on spreadsheet update.
3.12. Outlook (Microsoft 365)
• Feature/Setting: Power Automate flow to automate email once order fulfillment is flagged.
3.13. Intercom
• Feature/Setting: Automated chat/email triggered by a webhook or status change from ERP or CRM system.
3.14. Freshdesk
• Feature/Setting: Automations for proactive emails after ticket or order closure event.
3.15. Pipedrive
• Feature/Setting: Workflow Automation feature to trigger feedback requests at deal stage “Won”.
3.16. Slack
• Feature/Setting: Automated Slackbot for thank you message & feedback link with API trigger from order system.
3.17. Twilio SendGrid
• Feature/Setting: Automated transactional email via API when order status changes in commerce subsystem.
3.18. Zendesk
• Feature/Setting: Automated triggers post ticket resolution for sending feedback solicitations.
3.19. Shopify
• Feature/Setting: Automated order fulfillment webhook to external email API for “Thank You” automation.
3.20. WooCommerce
• Feature/Setting: Use Action Scheduler or plugin to automatedly dispatch thank you and feedback request emails post-order processing.

Benefits

4.1. Automates repetitive follow-up tasks, saving human resources and time.
4.2. Ensures consistent, timely customer engagement by automatedly sending emails.
4.3. Automated mechanisms improve feedback collection rates for quality insights.
4.4. Automation leads to higher customer satisfaction and repeat business potential.
4.5. Centralizes automation of post-sale communications across platforms for better tracking and analytics.