Post-purchase feedback requests

Purpose

 1.1. Collect post-purchase feedback from wholesale buyers of aluminum frames to assess satisfaction and uncover product/service improvement opportunities.
 1.2. Foster ongoing client engagement and demonstrate commitment to customer service.
 1.3. Drive testimonials, case studies, and future business through systematic outreach.
 1.4. Enable structured data acquisition for analytics, product development, and team performance metrics.

Trigger Conditions

 2.1. Order status changes to “Delivered” or “Completed” within ERP or e-commerce platform.
 2.2. Predetermined delay (e.g., 3 days post-delivery) elapses.
 2.3. Customer enters post-purchase workflow via CRM.
 2.4. Wholesale client completes invoice payment.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Configure Programmable SMS endpoint; schedule message via API with template: “Thank you for your purchase. Please reply with your feedback on your aluminum frames order.”
 3.2. SendGrid
  • Feature/Setting: Use "Mail Send" API with dynamic template; configure trigger from webhook or schedule API call to send request email.
 3.3. Mailchimp
  • Feature/Setting: Use Customer Journey automation; trigger on new tag “Order Completed” to send survey campaign.
 3.4. HubSpot
  • Feature/Setting: Workflow Automation; start sequence when Deal Stage = “Closed Won”, trigger Feedback Survey email (Service Hub).
 3.5. Salesforce
  • Feature/Setting: Process Builder or Flow; on Opportunity status change, send post-purchase survey via Email Alerts or SMS integration.
 3.6. Microsoft Power Automate
  • Feature/Setting: Flow with trigger “When a record is updated” in Dynamics; action: send feedback form link via Outlook or Teams message.
 3.7. ActiveCampaign
  • Feature/Setting: Automation workflow; trigger on custom order field update, send follow-up email with embedded NPS survey.
 3.8. Google Forms
  • Feature/Setting: Auto-generate personalized form links; distribute via Gmail API on order completion trigger.
 3.9. SurveyMonkey
  • Feature/Setting: Utilize Email Collector API; auto-invite post-purchase customers via triggered call.
 3.10. Zoho CRM
  • Feature/Setting: Workflow Rules; trigger custom email with Zoho Survey link on invoice closure.
 3.11. Klaviyo
  • Feature/Setting: Flow automation; event-based trigger for “Fulfillment Complete”, send review request.
 3.12. Zendesk
  • Feature/Setting: Trigger automation on ticket closure; use Satisfaction Survey channel setup.
 3.13. Typeform
  • Feature/Setting: Triggered email invites via API with pre-filled fields based on customer/order meta-data.
 3.14. Intercom
  • Feature/Setting: Set up Custom Bots to message customers post-purchase in-app or via email, with direct survey link.
 3.15. Freshdesk
  • Feature/Setting: Automation rules; trigger customer satisfaction survey on ticket resolution.
 3.16. WhatsApp Business API
  • Feature/Setting: Send templated post-purchase feedback request message via scheduled trigger.
 3.17. Slack
  • Feature/Setting: Use Incoming Webhooks to notify account managers of sent feedback requests; integrate with survey tool for Slack delivery.
 3.18. Pipedrive
  • Feature/Setting: Workflow Automation; when deal is marked “Won”, send survey via integrated email or SMS.
 3.19. Constant Contact
  • Feature/Setting: Automated email campaign; trigger with list segment update (e.g., “Recent Orders”).
 3.20. Viber Business Messages API
  • Feature/Setting: Send feedback request message using predefined template to recipients post-transaction.
 3.21. Monday.com
  • Feature/Setting: Automations; trigger on item status change, send personalized feedback email via Gmail or Outlook integration.
 3.22. Shopify
  • Feature/Setting: Use Flow app; trigger when fulfillment is completed, send post-purchase email or SMS using app connectors.
 3.23. WooCommerce
  • Feature/Setting: Schedule follow-up email after order status “Completed”; use webhooks for further integrations.
 3.24. NetSuite
  • Feature/Setting: SuiteFlow automation; when order marked “Shipped,” trigger feedback survey email via email plugin.

Benefits

 4.1. Higher feedback response rates via preferred customer channels.
 4.2. Reduced manual effort and no missed outreach opportunities.
 4.3. Real-time aggregation of customer insights for decision making.
 4.4. Strengthened wholesale relationships by proactively addressing issues.
 4.5. Enhanced ability to showcase positive testimonials for marketing.
 4.6. Streamlined identification and resolution of client concerns.