Trigger post-purchase feedback requests automatically

Purpose

1.1. Automate the process of sending post-purchase feedback requests to appliance store customers via their preferred communication channel.
1.2. Ensure consistent, timely collection of actionable feedback on product performance, delivery quality, and customer experience for continuous improvement.
1.3. Increase review generation, monitor customer satisfaction trends, and identify dissatisfied customers early for targeted support.

Trigger Conditions

2.1. Successful completion of a sales transaction and order delivery confirmation.
2.2. Update of order status to “delivered” or after a predetermined waiting period post-purchase (e.g., 7 days).
2.3. Customer email, SMS, or messaging app details are present and consent for communication is recorded.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Twilio Programmable SMS; configure webhook to trigger SMS sending on order status "delivered".
3.2. SendGrid
• Feature/Setting: Use SendGrid Mail Send API; set up automated email dispatch using the dynamic templates feature.
3.3. Mailchimp
• Feature/Setting: Use Mailchimp's Automated Customer Journeys; trigger email based on e-commerce order fulfillment status.
3.4. Facebook Messenger (Meta API)
• Feature/Setting: Use Messenger Send API; connect customer’s Facebook ID and send automated request message post-purchase.
3.5. WhatsApp Business API
• Feature/Setting: Employ "messages" endpoint; auto-send templated feedback request after order is marked as delivered.
3.6. HubSpot
• Feature/Setting: Create a workflow with “deal stage = closed won”; automate feedback email/SMS using connected integrations.
3.7. Salesforce
• Feature/Setting: Use Salesforce Journey Builder or Process Builder; trigger post-purchase communication when opportunity is closed.
3.8. Zendesk
• Feature/Setting: Setup Zendesk Triggers; send survey email via webhook when ticket/order status changes.
3.9. Google Forms
• Feature/Setting: Auto-generate Google Form link; send via email automation when purchase is confirmed delivered.
3.10. Typeform
• Feature/Setting: Integrate Typeform with CRM/order system; use webhook to send out feedback request upon delivery status update.
3.11. SurveyMonkey
• Feature/Setting: Trigger survey send API from order management system using confirmed delivery events.
3.12. Freshdesk
• Feature/Setting: Create automation rule to send feedback request upon ticket/order closure.
3.13. Intercom
• Feature/Setting: Use Intercom Series automation to message customer after transaction is completed.
3.14. Klaviyo
• Feature/Setting: Build post-purchase flow; set trigger on order fulfillment event in e-commerce backend.
3.15. Zoho CRM
• Feature/Setting: Use Zoho Workflow Rules; auto-send email/SMS based on order delivery update in CRM.
3.16. ActiveCampaign
• Feature/Setting: Build automation to send feedback survey link when a customer’s order status is updated.
3.17. Shopify Flow
• Feature/Setting: Use event “Order Delivered”; trigger email via integrated app or email provider.
3.18. WooCommerce
• Feature/Setting: Set up automated workflow; use “completed order” trigger to email survey link.
3.19. Microsoft Power Automate
• Feature/Setting: Create trigger using “Order shipped” or “Order delivered” event, sending message on completion.
3.20. Slack
• Feature/Setting: Send automated direct message to internal team for manual follow-up, using Slack API “chat.postMessage” after delivery.
3.21. Gmail API
• Feature/Setting: Programmatically send feedback requests after parsing order delivery notification.
3.22. SMS Gateway Services (e.g., Plivo, Nexmo)
• Feature/Setting: Use SMS “Send Message” endpoint on status update.

Benefits

4.1. Ensures timely, consistent feedback collection to improve products and services.
4.2. Frees staff from repetitive manual follow-up.
4.3. Increases volume of online reviews and testimonials.
4.4. Detects unhappy customers early, enabling swift support interventions.
4.5. Enhances overall customer experience and supports actionable data-driven improvements.