Marketing and CommunicationsPurpose
1.2. Enable timely, targeted follow-ups for feedback via SMS, email, and review sites.
1.3. Aggregate reviews and generate real-time alerts or dashboards for marketing and communications teams.
1.4. Minimize manual intervention and ensure consistent customer engagement for fostering loyalty and improving product and service perception.
1.5. Analyze sentiment and satisfaction levels at scale for continuous business improvement.
Trigger Conditions
2.2. CRM invoice closure marking payment as received.
2.3. Elapsed period after order fulfillment (e.g., 3 days after delivery).
2.4. Manual trigger by sales or account manager upon transaction closure.
2.5. Customer opt-in to receive communication updates at point of sale.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Send automated SMS review requests. Sample: Configure Programmable Messaging API, set webhook on delivery event.
3.2. SendGrid
• Feature/Setting: Email automation for review invitations. Configure Marketing Campaigns API, auto-send triggered on shipment completion.
3.3. Mailchimp
• Feature/Setting: Drip campaigns for review solicitation. Use Automations, set trigger post-purchase.
3.4. HubSpot
• Feature/Setting: Workflow automation. Use Workflows to send review requests based on deal stage updates.
3.5. Salesforce
• Feature/Setting: Process Builder / Flow to send review emails after opportunity closure. Use "Send Email" action.
3.6. Google My Business
• Feature/Setting: Use Place API to generate review links. Automate personalized link delivery per transaction.
3.7. Zendesk
• Feature/Setting: Triggers to request reviews after ticket closure. Set automation on ticket resolution event.
3.8. SurveyMonkey
• Feature/Setting: Automated survey invitations. Use Email Collector API tied to ERP triggers.
3.9. Trustpilot
• Feature/Setting: Automatic invitation emails. Use Automated Feedback Service with order data integration.
3.10. Yotpo
• Feature/Setting: Scheduled review request via Yotpo Mail After Purchase (MAP). Integrate with e-commerce API.
3.11. Intercom
• Feature/Setting: Automated messaging. Use Custom Bots and Campaign triggers after closed interactions.
3.12. Typeform
• Feature/Setting: Survey API to generate unique review forms post-transaction.
3.13. Freshdesk
• Feature/Setting: Dispatch review request emails on ticket resolution via automations or webhook.
3.14. Slack
• Feature/Setting: Post real-time review alerts to channels via Incoming Webhooks, tied to review receipt.
3.15. Airtable
• Feature/Setting: Log and visualize review responses through Airtable API, auto-update records upon submission.
3.16. Microsoft Power Automate
• Feature/Setting: Flow to aggregate multi-channel reviews and trigger follow-up actions.
3.17. Qualtrics
• Feature/Setting: Use API for automated survey distribution on order or service completion.
3.18. Zoho CRM
• Feature/Setting: Workflow automation to send review requests on deal closure event.
3.19. Hootsuite
• Feature/Setting: Monitor and report on social channel reviews using Streams and Automated Reports.
3.20. Zapier
• Feature/Setting: Cross-platform automation to connect delivery events with review request triggers.
3.21. Sprout Social
• Feature/Setting: Monitor and aggregate Google and Facebook reviews with Message Monitoring API.
3.22. SurveySparrow
• Feature/Setting: Auto-send review/satisfaction surveys upon API-triggered event.
3.23. ActiveCampaign
• Feature/Setting: Automated follow-up campaigns for review solicitation, configure Automations on Tag/Custom Field update.
Benefits
4.2. Ensures rapid aggregation and centralization of customer sentiment.
4.3. Increases positive review rates by removing delay and manual error.
4.4. Enables immediate response to negative feedback, boosting brand management.
4.5. Provides real-time analytics for business decision-making and marketing ROI validation.