Marketing & Advertising AutomationPurpose
1.2. Improve online reputation, enhance credibility, and increase lead conversions via real-time customer engagement.
1.3. Reduce manual follow-ups, ensuring every client receives a personalized review request with direct Google Review links.
1.4. Track review requests and follow-ups, providing actionable insights for continuous marketing improvement.
1.5. Integrate customer feedback loop into CRM and marketing data analytics for service quality optimization.
Trigger Conditions
2.2. Job marked as “Completed” in scheduling platform.
2.3. Customer marked as “follow-up eligible” in the database.
2.4. Positive post-service customer feedback score.
2.5. Scheduled post-service callback time reached (e.g., 30 min after exit).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API, configure trigger to send review request SMS with Google link upon job completion event.
3.2. SendGrid
• Feature/Setting: Transactional Email API, set up automated email sequence to dispatch branded review requests post-service.
3.3. Mailgun
• Feature/Setting: Email API, automate sending tailored review asks, track delivery/opens, integrate with CRM via webhook.
3.4. Mandrill
• Feature/Setting: Transactional messaging, set workflow trigger to issue review invitation template upon service marked complete.
3.5. HubSpot Workflows
• Feature/Setting: Automated email follow-up, trigger sequence from “Job Completed” pipeline stage, dynamically insert customer and job data.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder, create “Post-Service Review Request” customer journey, use review URL merge fields.
3.7. Zapier
• Feature/Setting: Multi-step zap, start when new completed job in FSM, filter based on feedback, send email and/or SMS.
3.8. ActiveCampaign Automations
• Feature/Setting: Post-service tag applied, trigger review request email or SMS automation, track engagement.
3.9. Pabbly Connect
• Feature/Setting: Workflow automation, connect FSM/CRM with messaging/email platforms for immediate review requests.
3.10. Zoho Flow
• Feature/Setting: Integration flow, trigger on job closure in Zoho CRM/Bookings, deliver email or SMS.
3.11. Klaviyo
• Feature/Setting: Flows, push review invite via email or SMS segmented by service type/customer segment.
3.12. MessageBird
• Feature/Setting: SMS API, send review link automatically when FSM marks job as complete.
3.13. Plivo
• Feature/Setting: SMS API, automation triggers message request with Google Review URL after service status updates.
3.14. OneSignal
• Feature/Setting: Push notifications API, in-app or mobile browser reminder for logged-in customers to submit review.
3.15. Shopify Flow
• Feature/Setting: Custom triggers from service orders, send post-service review request emails/SMS.
3.16. Intercom
• Feature/Setting: Event-based messaging, trigger post-conversation automated message with review link.
3.17. Slack Webhooks
• Feature/Setting: Notify internal team on review request send, or prompt manual outreach if automation fails.
3.18. WhatsApp Business API
• Feature/Setting: Automated WhatsApp message template dispatch when service is marked complete in FSM/CRM.
3.19. Google Sheets
• Feature/Setting: Use row addition/update as data trigger, set up secondary automation to push review request.
3.20. Airtable Automations
• Feature/Setting: Record update (job closed), trigger email or SMS review request via integrated services.
3.21. Customer.io
• Feature/Setting: Campaign automation triggers personalized review invites via email/SMS on service completion.
Benefits
4.2. Frees staff from repetitive follow-ups, increasing productivity.
4.3. Enables tracking and analytics on request effectiveness and response rates.
4.4. Integrates seamlessly with FSM, CRM, and messaging platforms.
4.5. Improves brand reputation and search ranking for air duct cleaning services.