Purpose
1.2. Collect immediate post-delivery insights for route/service optimization and trend tracking in wholesale beverage distribution.
1.3. Foster long-term client relationships and build online reputation through consistent review outreach.
1.4. Gather actionable intelligence for sales teams and support continuous improvement in carbonated drinks supply chain.
Trigger Conditions
2.2. Invoice marked as paid or delivery note electronically confirmed.
2.3. GPS geofencing detects delivery truck’s arrival at client site.
2.4. Internal POS system logs order completion or customer sign-off.
2.5. Set time-delay post-delivery (e.g., 2 hours) elapses.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; configure automated SMS with personalized feedback links post-trigger event.
3.2. SendGrid
• Feature/Setting: Trigger Transactional Templates by sending POST requests to /mail/send endpoint with customer data and dynamic feedback URLs.
3.3. Mailchimp
• Feature/Setting: Automate journey builder; configure event-triggered emails using Webhooks integration for post-delivery flows.
3.4. Zendesk
• Feature/Setting: Automate ‘Satisfaction Survey’ via Triggers & Automations once a ticket marked ‘order delivered’ is closed.
3.5. Slack
• Feature/Setting: Slack Workflow Builder; issue instant DM to internal reps tagging for customer follow-up; integrate with ‘Incoming Webhooks’ for notifications.
3.6. HubSpot
• Feature/Setting: Workflow Automation using ‘Order Delivered’ event as trigger, sending email or SMS via HubSpot API.
3.7. Salesforce
• Feature/Setting: Configure Process Builder or Flow to fire on Opportunity/Order status change, calling Messaging/Email API.
3.8. WhatsApp Business API
• Feature/Setting: Use /messages endpoint for automated personalized review requests.
3.9. Google Sheets
• Feature/Setting: Use Apps Script triggers on ‘delivery logged’ rows to send feedback requests via external APIs.
3.10. Microsoft Power Automate
• Feature/Setting: Build flow triggered by delivery logged in a Dynamics system; send Teams message, SMS, or email.
3.11. Zapier
• Feature/Setting: Multi-step Zap with webhook catch from logistics platform; trigger email/SMS/review form link dispatch.
3.12. Shopify
• Feature/Setting: Shopify Flow app triggers on order fulfilled; send review email/SMS using marketing integrations.
3.13. Freshdesk
• Feature/Setting: Automation rule post-ticket resolution to email review request surveys.
3.14. Intercom
• Feature/Setting: Custom Bots automatically deliver satisfaction survey after delivery marked in system.
3.15. Klaviyo
• Feature/Setting: Trigger post-purchase flows with event-based review request email sends.
3.16. ActiveCampaign
• Feature/Setting: Automation triggered by tag ‘order delivered’; send targeted feedback forms.
3.17. Typeform
• Feature/Setting: Embed survey link in custom SMS/email; responses logged in real-time.
3.18. Google Forms
• Feature/Setting: Auto-generate unique feedback forms; send links via messaging/email API upon delivery event.
3.19. Facebook Messenger Platform
• Feature/Setting: Messenger Send API auto-initiates feedback conversation post-delivery.
3.20. SurveyMonkey
• Feature/Setting: Survey email automated from SurveyMonkey API using client contact details from ERP.
3.21. Pipedrive
• Feature/Setting: Workflow Automation triggers ‘Request Feedback’ email on deal movement to ‘Delivered’.
3.22. Monday.com
• Feature/Setting: Automate action when delivery status changes; send review link via integrated email/SMS.
3.23. Google Calendar
• Feature/Setting: Delivery event triggers custom follow-up invites for review via Apps Script.
3.24. Trello
• Feature/Setting: Card move to ‘Delivered’ list triggers external API call for feedback request.
3.25. Zoho CRM
• Feature/Setting: Workflow rules execute immediate review request messages after record update.
Benefits
4.2. Enables proactive issue resolution and immediate escalation for dissatisfaction.
4.3. Streamlines customer engagement, saving time for sales and support teams.
4.4. Enhances data-driven decision making for product, route, and service improvements.
4.5. Builds richer online presence and external credibility for wholesale carbonated drinks businesses.