Marketing and Communication AutomationsPurpose
1.2. Strengthen online reputation, build social proof, and enhance brand credibility in the alcoholic beverage wholesale sector.
1.3. Streamline timing and targeting of requests to maximize response rates across channels (email, SMS, chat, etc.).
1.4. Consistently track and manage feedback flow for further marketing leverage and product improvement.
Trigger Conditions
2.2. Shipping status updated to “Delivered” via courier API.
2.3. Specific time delay (e.g., 3 days post-delivery) lapsed.
2.4. Customer segment: repeat customer, first-time buyer, or VIP account.
2.5. Sales rep flags account for feedback request in CRM.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: `Messages API > Send SMS` — Configure phone number pool, compose branded SMS, insert dynamic review links.
3.2. SendGrid
• Feature/Setting: `Mail Send API > v3/mail/send` — Build personalized email sequence for review invitations, schedule automations.
3.3. Mailchimp
• Feature/Setting: `Automations > Customer Journeys` — Trigger journey on purchase event, incorporate feedback survey blocks.
3.4. Salesforce
• Feature/Setting: `Process Builder > Automate Emails/Tasks` — Setup flow for post-sale task creation and email dispatch.
3.5. HubSpot
• Feature/Setting: `Workflows > Automated Emails` — Set workflow for review + testimonial collection, record interactions as engagements.
3.6. Zendesk
• Feature/Setting: `Triggers > Send Survey` — Auto-email customer satisfaction (CSAT) form post-ticket close.
3.7. WhatsApp Business API
• Feature/Setting: `messages/send` — Schedule and personalize WhatsApp review prompts via template messages.
3.8. Google Forms
• Feature/Setting: `Form Prefill Links` — Integrate dynamic customer IDs in prefilled review forms sent by email/SMS.
3.9. Shopify
• Feature/Setting: `Flow > Order Fulfilled Trigger` — Trigger review request email via integrated marketing app.
3.10. Trustpilot
• Feature/Setting: `Automatic Feedback Service (AFS)` — Auto-invite recent customers to leave reviews using Trustpilot API.
3.11. Yotpo
• Feature/Setting: `Review Requests > Campaign Scheduler` — Batch scheduling of review requests after order delivery confirmation.
3.12. ActiveCampaign
• Feature/Setting: `Automations > Send Email` — Before/after purchase split for tailored testimonial or review requests.
3.13. Intercom
• Feature/Setting: `Outbound Messages > Event-based Trigger` — Send in-app or email requests following tagging or transaction event.
3.14. Slack
• Feature/Setting: `Incoming Webhooks` — Send internal notifications to sales/marketing when reviews/testimonials are submitted.
3.15. SurveyMonkey
• Feature/Setting: `Weblink Collectors API` — Auto-generate unique review links per customer and distribute via email/SMS.
3.16. Zoho CRM
• Feature/Setting: `Workflow Rules > Email Alerts` — Auto-dispatch review request when deal reaches “Won” stage.
3.17. Pipedrive
• Feature/Setting: `Workflow Automation > Activity Created` — Trigger post-sale email with embedded review prompt.
3.18. Facebook Messenger
• Feature/Setting: `Send API` — Messenger bot triggers review or testimonial request following transaction flag.
3.19. Gmail
• Feature/Setting: `Gmail API > Users.messages.send` — Auto-personalize and send testimonial requests in bulk.
3.20. Microsoft Power Automate
• Feature/Setting: `Automated Flow > Outlook Send Email` — Trigger review reminder from Office 365 post-fulfillment.
3.21. Klaviyo
• Feature/Setting: `Flows > Post-Purchase` — Automated sequence emails with dynamic review calls to action.
Benefits
4.2. Reduces manual outreach workload for sales/marketing teams.
4.3. Increases volume and quality of public feedback on products/services.
4.4. Centralizes feedback and testimonial data for actionable marketing.
4.5. Accelerates reputation building within beverage wholesaling.