Scheduled feedback requests post-purchase

Purpose

1. Automate scheduled feedback requests post-purchase for electric vehicle customers, ensuring continuous improvement of customer service, identifying pain points, and boosting loyalty.

2. Automatedly gathers post-sale insights and satisfaction metrics for proactive operations and enhances the aftersales journey.

3. Automates escalation of poor feedback to support teams for immediate action, enhancing retention and reputation management.

Trigger Conditions

1. Purchase completion marked in POS or online order system.

2. Predefined time delay post-purchase (e.g., 3, 7, or 30 days after delivery).

3. Automatedly checks for customer contact method availability (email/SMS/app).

4. Optional: Service completion, customer account creation, or milestone reached in user journey.

Platform Variants

1. Salesforce

• Feature/Setting: Automate post-sale workflow in Process Builder or Flow; trigger "Send Survey" via Email Alert.
  
• Sample: Configure Flow “Automated Feedback Email" triggered by Opportunity "Closed Won".
  

2. HubSpot

• Feature/Setting: Automate Sequence or Workflow with Feedback Collection email.
  
• Sample: Trigger automated follow-up 1 week after Deal stage = "Closed Won".
  

3. Twilio SMS

• Feature/Setting: Automate API POST /Messages for SMS feedback request.
  
• Sample: Webhook triggers Twilio automated feedback campaign.
  

4. Zendesk

• Feature/Setting: Automate "Satisfaction Survey" via Triggers/Automations.
  
• Sample: Setup trigger on Ticket Status "Solved" to send automated survey.
  

5. SendGrid

• Feature/Setting: Automate Transactional Template Email Send via v3 Mail Send API.
  
• Sample: Automate email feedback template dispatch post-purchase.
  

6. SurveyMonkey

• Feature/Setting: Automate survey invitations via REST API /v3/surveys/{id}/collectors.
  
• Sample: Automated collector sends unique survey links on schedule.
  

7. Microsoft Power Automate

• Feature/Setting: Automate recurring cloud flow to send emails from Dynamics 365.
  
• Sample: Trigger: Record added in "Orders," Action: "Send email (V2)".
  

8. Mailchimp

• Feature/Setting: Automate post-purchase customer feedback drip campaign.
  
• Sample: Automated email series configured for new subscribers in audience.
  

9. Google Sheets + Apps Script

• Feature/Setting: Automate scheduled feedback email via Time-driven triggers.
  
• Sample: Script checks new entries and sends automated emails.
  

10. Slack

• Feature/Setting: Automate feedback reminders via Webhook or Scheduled Messages to staff.
  
• Sample: Automated notification on customer follow-up list.
  

11. Freshdesk

• Feature/Setting: Automate "Feedback Request Email" via Scenario Automations.
  
• Sample: Trigger on closed tickets to automate survey send.
  

12. ActiveCampaign

• Feature/Setting: Automated Campaign or Automation with Feedback Email.
  
• Sample: “After purchase” automator sends feedback form link.
  

13. Typeform

• Feature/Setting: Automate survey send with API or integration triggers.
  
• Sample: Feedback form link sent via automated workflow.
  

14. Zapier

• Feature/Setting: Multi-service automator, use Scheduled Triggers to automate feedback outreach.
  
• Sample: Trigger on eCommerce sale, Action: Gmail/SMTP send.
  

15. Intercom

• Feature/Setting: Automated post-purchase message via Series or Inbox Bot.
  
• Sample: Automatedly message customer with survey link after completed transaction.
  

16. Shopify

• Feature/Setting: Automate customer journey with post-purchase workflow in Flow or 3rd-party app.
  
• Sample: Automated feedback email scheduled 7 days post-order.
  

17. Pipedrive

• Feature/Setting: Automate workflow automations for deals marked “Won”.
  
• Sample: Action: Send feedback email when deal is marked as completed.
  

18. Klaviyo

• Feature/Setting: Automate post-purchase flow for feedback collection.
  
• Sample: Create automated flow triggered by order fulfillment.
  

19. Qualtrics

• Feature/Setting: Automate survey distribution via XM Directory or Event-based Automation.
  
• Sample: Auto-send feedback survey based on CRM trigger.
  

20. Gmail API

• Feature/Setting: Automate feedback request email using API send function.
  
• Sample: Script or workflow triggers auto-sending to relevant customers.
  

Benefits

1. Automates consistent feedback collection, improving data reliability.

2. Automation accelerates issue detection and resolution for higher satisfaction.

3. Reduces manual follow-up, freeing staff for high-value tasks.

4. Automatedly drives review generation, supporting marketing and compliance.

5. Automator ensures every customer is contacted, minimizing missed insights.