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Post-purchase follow-up emails and review requests

Purpose

1. Automate post-purchase communication to encourage customer feedback, request product reviews, provide care instructions, offer support, and upsell relevant accessories.

2. Increase repeat business, improve customer satisfaction, and boost online reputation with minimal manual intervention.

3. Schedule personalized messaging sequences post-sale customized by product type, order value, or customer segment.

4. Track customer interactions for further targeted engagement and support.


Trigger Conditions

1. Completed order status in POS, eCommerce, or ERP system.

2. Confirmation of successful item delivery or pickup.

3. Elapsed time since purchase matches defined schedule (e.g., 3 days, 1 week).

4. Unique customer transaction (not triggered for duplicate/suspicious orders).


Platform Variants

1. Klaviyo

  • Feature: Flow Trigger — configure post-purchase flow triggered by “Placed Order” event; API endpoint: /v1/event.

2. Mailchimp

  • Feature: Customer Journey — use “Order Completed” trigger; API: /automations/{flow_id}/actions/triggers/order-completed.

3. HubSpot

  • Feature: Workflow Automation — set “Deal Stage: Closed Won” or “Order Completed” as trigger; API: /crm/v3/objects/deals.

4. ActiveCampaign

  • Feature: Automation Start — set “Makes a purchase” trigger; API: /api/3/contacts & deals.

5. Salesforce Marketing Cloud

  • Feature: Journey Builder “Entry Event” — Data Extension update on completed order; API: /messaging/v1/messageDefinitionSends.

6. Omnisend

  • Feature: Automation Workflow — “Order Placed” event trigger; API: /v1/automation/order.

7. SendGrid

  • Feature: Automated Campaigns — recipient added to segment post-purchase; API: /v3/marketing/contacts, /v3/mail/send.

8. Twilio SendGrid

  • Feature: Email API — schedule follow-up using dynamic templates; API: /v3/marketing/singlesends.

9. Shopify Flow

  • Feature: Workflow Trigger — “Order Paid”; API: Admin REST API /orders/{order_id}/events.

10. WooCommerce

  • Feature: Automated Emails — trigger on “Order Completed”; REST API: /wp-json/wc/v3/orders.

11. Magento Commerce

  • Feature: Email Rules — “New Order” event triggers automation; API: /rest/V1/orders.

12. BigCommerce

  • Feature: Automated emails via marketing app — “Order Completed” webhook; API: /v3/orders/events.

13. Drip

  • Feature: Workflow Automation — trigger with completed purchase event; API: /v2/subscribers/{subscriber_id}/events.

14. Zoho CRM

  • Feature: Workflow Automation — post-sales Email Notification; API: /crm/v2/Deals.

15. Constant Contact

  • Feature: Email Automation — add to post-purchase list; API: /v3/contactLists.

16. MailerLite

  • Feature: Automation Flow — trigger with order confirmation; API: /api/v2/subscribers.

17. Postmark

  • Feature: Transactional Triggers — send on event of “Order Completed”; API: /email.

18. Intercom

  • Feature: Message Automation — trigger on user event “purchase”; API: /conversations, /events.

19. Gorgias

  • Feature: Customer Conversation Trigger — follow-up ticket on order close; API: /api/orders, /api/tickets.

20. Zendesk

  • Feature: Trigger Automation — email notification on order-status update; API: /api/v2/triggers.

21. Freshdesk

  • Feature: Workflow Automator — post-sale email via ticket automation; API: /api/v2/tickets.

22. Pipedrive

  • Feature: Workflow Automation — send emails when deal marked won; API: /v1/persons, /v1/mailbox.

23. Moosend

  • Feature: Automated Workflow — purchase-triggered autoresponders; API: /v3/subscribers.

24. GetResponse

  • Feature: Automation Event — “Product Purchased” triggers workflow; API: /v3/contacts, /v3/campaigns.

25. Plivo

  • Feature: SMS Automation API — send review request via SMS post-purchase; Endpoint: /v1/Account/{auth_id}/Message/.

Benefits

1. Ensures all customers receive timely follow-up without staff effort.

2. Increases product review rates and testimonial collection.

3. Personalizes after-sales experience, fostering loyalty and repeat purchases.

4. Streamlines multi-channel messaging (email/SMS/support desk).

5. Provides measurable engagement and follow-up analytics for improvement.

6. Reduces customer support queries by proactively addressing common issues.

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