Marketing AutomationPurpose
1.2. Enhance customer retention and satisfaction by proactively collecting reactions via surveys, emails, or messages.
1.3. Enable data-driven decision-making for sales, logistics, and customer engagement strategies.
1.4. Automate repetitive outreach for scalability in fluctuating wholesale volumes.
Trigger Conditions
2.2. Status update in CRM or ERP system indicating deal closure or shipment delivery.
2.3. Receipt of payment confirmation from B2B client.
2.4. Scheduled timeframe after last product delivery (e.g., 48 hours post-delivery).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; send feedback requests via SMS using order ID as personalization variable.
3.2. SendGrid
• Feature/Setting: Mail Send API; automate email feedback surveys using event triggers when purchase status = ‘Delivered’.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder; auto-email feedback form 2 days post-purchase to agricultural product clients.
3.4. Salesforce
• Feature/Setting: Process Builder + Email Message Action; trigger survey email upon Opportunity ‘Closed Won’ stage.
3.5. Zoho CRM
• Feature/Setting: Workflow Automation; configure rules to fire feedback request emails to contacts post-sale.
3.6. HubSpot
• Feature/Setting: Workflows Tool; send feedback form using filter based on ‘Deal’ closed.
3.7. SurveyMonkey
• Feature/Setting: Webhook Trigger; distribute surveys via email/SMS when a webhook signal is sent post-sale.
3.8. Google Forms + Gmail
• Feature/Setting: Google Apps Script; auto-send forms to customers in contact sheet upon delivery status update.
3.9. Microsoft Power Automate
• Feature/Setting: Template for automated response mail; schedule feedback request based on Dynamics 365 updates.
3.10. ActiveCampaign
• Feature/Setting: Automation Builder; send follow-up survey email upon tag ‘Order Delivered’ applied to contact.
3.11. Intercom
• Feature/Setting: Post-event message trigger; prompt in-app feedback on delivery update notice to wholesale portal users.
3.12. Zendesk
• Feature/Setting: Automation Rule; email CSAT survey to requester when ticket type equals ‘Delivery Inquiry’ and solved.
3.13. Telegram
• Feature/Setting: Bot API; send auto-message to B2B agricultural clients with clickable feedback buttons.
3.14. Slack
• Feature/Setting: Incoming Webhooks; post feedback requests to partner channels after deal close notification.
3.15. Facebook Messenger
• Feature/Setting: Send API; notify with automated feedback prompt using purchase event webhooks.
3.16. Typeform
• Feature/Setting: Email Notification API; send feedback form using event-triggers from sales systems.
3.17. Notion
• Feature/Setting: API Integration; log feedback requests and responses by syncing sale events for records.
3.18. Shopify
• Feature/Setting: Order Fulfillment Webhook + Email app; auto-send post-shipping feedback email to wholesale buyers.
3.19. WhatsApp Business API
• Feature/Setting: Message Template; trigger requests for feedback based on ‘Order Complete’ webhook event.
3.20. Klaviyo
• Feature/Setting: Flow Trigger; email survey to wholesale contacts when their segment meets post-purchase criteria.
3.21. Freshdesk
• Feature/Setting: Automated Email Scenario; send feedback link as soon as ticket related to purchase is resolved.
3.22. Airtable
• Feature/Setting: Automation; generate/send feedback requests when record in ‘Order’ table status = ‘Completed’.
Benefits
4.2. Reduces manual workload in obtaining customer insights after sales closure.
4.3. Increases feedback collection rate by automating outreach across multiple channels.
4.4. Enhances traceability and measurement for marketing and customer service efforts.
4.5. Enables segmentation and tailored follow-up based on feedback received.