Purpose
1. Automatically prompt customers to leave reviews after a purchase, leveraging multichannel communications to increase feedback volume, improve online reputation, and boost future sales.
2. Target post-purchase timeframes tailored to customer behavior to ensure timely engagement.
3. Collect actionable insights to refine product offerings and customer service.
4. Automate management of negative feedback for damage control and relationship recovery.
Trigger Conditions
1. Successful transaction confirmation in POS system.
2. Digital receipt sent.
3. Specific time-lapse post-purchase (e.g., 3 days after sale).
4. Order status marked as ‘fulfilled’ in e-commerce system.
5. No review received after preset interval (e.g., 7 days).
Platform Variants
1. Twilio SMS
• Feature/Setting: “Programmable Messaging” — configure webhooks to send SMS on purchase; sample: API endpoint POST /Messages
2. SendGrid
• Feature/Setting: “Transactional Templates” — trigger review email via API; sample: POST /mail/send with dynamic_template_data
3. Mailchimp
• Feature/Setting: “Automations: Customer Journey” — set ‘completed order’ as entry; node: Send Email
4. HubSpot
• Feature/Setting: “Workflows” — enroll contact post-purchase, automate review request; action: Send Email
5. Klaviyo
• Feature/Setting: “Flows” — purchase event triggers review campaign; step: Send Email/SMS
6. ActiveCampaign
• Feature/Setting: “Automation” — purchase triggers; action: Send Email automation
7. Zendesk
• Feature/Setting: “Triggers” — when ticket is closed (purchase), send CSAT survey email
8. Salesforce
• Feature/Setting: “Process Builder/Flow” — order fulfillment triggers outbound review request
9. Shopify
• Feature/Setting: “Flow” app — trigger: order fulfilled; action: email/SMS review invite
10. WooCommerce
• Feature/Setting: “Automated Emails” — set up review reminder email X days post-completion
11. Yotpo
• Feature/Setting: “Automatic Review Requests” — API or scheduled trigger after order
12. Trustpilot
• Feature/Setting: “Automated Invitation Emails” — webhook to send invite post-sale
13. Google Sheets
• Feature/Setting: “Apps Script” — on row added for new order, trigger review reminder with Apps Script
14. Zapier
• Feature/Setting: “Zaps” — new order triggers email/SMS review request via integrated email/SMS provider
15. Intercom
• Feature/Setting: “Custom Bots” — event-driven messages after checkout, solicit feedback
16. Freshdesk
• Feature/Setting: “Automations” — closed ticket triggers notification to customer
17. Slack
• Feature/Setting: “Incoming Webhooks” — internal notification of review request sent; API endpoint: POST /services/hooks
18. Gmail API
• Feature/Setting: “Send Mail” — script sends personalized review request email
19. Microsoft Power Automate
• Feature/Setting: “Flows” — trigger: sale completed; action: send Outlook/Gmail email
20. Facebook Messenger
• Feature/Setting: “Send API” — bot sends review reminder post-sale via API endpoint POST /messages
Benefits
1. Increases volume and recency of reviews, bolstering reputation and consumer trust.
2. Reduces manual follow-up workload, improving efficiency.
3. Enables timely capture of feedback for rapid service/quality corrections.
4. Enhances multichannel communication strategy, reaching customers on their terms.
5. Boosts repurchase and referral likelihood by closing satisfaction loops.