Scheduling of review requests post-service delivery

Purpose

1. Automate the scheduling and sending of post-service review requests to clients after desktop publishing projects are delivered, streamlining client feedback collection, reputation management, and continuous improvement.

2. Automatedly trigger timely reminders, request reviews via multiple channels, and centralize client feedback data for marketing analysis and client relationship enhancement.

3. Automating this process reduces manual follow-up, ensures consistency, and increases the probability of receiving valuable client testimonials and insights.

4. Key focus: Automate both internal task reminders and external client communications, integrating with CRM, email, SMS, and review platforms.

Trigger Conditions

1. Delivery status of desktop publishing project marked as complete in project management or invoicing software (e.g., completion status = "delivered").

2. Set period post-delivery (e.g., 24h, 48h, 72h) has elapsed, automating timing of outreach.

3. Payment of invoice detected, automatedly initiating the feedback workflow.

4. Client manually marked as eligible for review request in CRM.

5. Automated recurrence: Periodic check for eligible projects without submitted reviews.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate SMS sending with Twilio SMS API; configure automated template with personalization (sample: POST to /Messages with To, From, Body params).
  

2. SendGrid

• Feature/Setting: Automate transactional emails via SendGrid API; configure Automation Triggered Email with dynamic template data (POST to /mail/send).
  

3. Mailchimp

• Feature/Setting: Automate post-delivery campaigns via Customer Journeys; trigger workflow on new contact added to "Review Request" segment.
  

4. HubSpot

• Feature/Setting: Automated Workflow using "Deal Stage is Closed Won"; enrollment triggers automated follow-up email.
  

5. Salesforce

• Feature/Setting: Process Builder automation; on Opportunity Status = Closed/Won, send review request via Email Alert.
  

6. ActiveCampaign

• Feature/Setting: Post-purchase automated sequence; automation starts on "Tag: Delivery Completed", sends review request.
  

7. Google Sheets

• Feature/Setting: Use Google Apps Script to automate detection of "Delivered" status and call external API to send request.
  

8. Microsoft Power Automate

• Feature/Setting: Automated Flow monitoring SharePoint or Dynamics 365 "Project Status" field, triggers Outlook or Teams message.
  

9. Zoho CRM

• Feature/Setting: Workflow Rule on "Project Completion"; Action: Automated Email Notification with review link.
  

10. Pipedrive

• Feature/Setting: Workflow Automation when deal moved to "Delivered"; trigger sends email or SMS via integration.
  

11. Intercom

• Feature/Setting: Automated Message triggered by custom attribute "Project Delivered" updates; automates in-app or email review prompt.
  

12. Zendesk

• Feature/Setting: Automate satisfaction survey request using trigger “Ticket Status: Solved”; send notification with API or native survey.
  

13. Slack

• Feature/Setting: Slackbot message automation for internal review request reminders post-delivery, based on scheduled trigger.
  

14. Monday.com

• Feature/Setting: Automation (“When status changes to Delivered, notify”); integrated with external email or SMS automator.
  

15. Asana

• Feature/Setting: Rule Automation (“Task marked complete”); trigger webhook or email for client review request.
  

16. Trello

• Feature/Setting: Butler Automation (“Card moved to Done”); trigger email or external API for automated review outreach.
  

17. G2

• Feature/Setting: API-based automation to invite clients for G2 review; triggered post-delivery (POST to G2 API endpoint).
  

18. Trustpilot

• Feature/Setting: Schedule automated review invitations post-purchase delivery using Trustpilot Business API.
  

19. SurveyMonkey

• Feature/Setting: Automate survey (review form) invitations via API or triggered workflow, using response tracking for follow-up automation.
  

20. Typeform

• Feature/Setting: API-driven trigger to send personalized review form upon delivery confirmation; automated reminders if incomplete.
  

21. Yelp for Business

• Feature/Setting: Email automation directing client to Yelp review link after delivery status is true in CRM.
  

22. Gmail API

• Feature/Setting: Automatedly send personalized emails from designated team account upon project completion.
  

23. Outlook REST API

• Feature/Setting: Automatically draft and send Outlook email when invoice paid or delivery confirmed.
  

24. Freshdesk

• Feature/Setting: Automation Rule to dispatch feedback emails upon ticket or project resolution, using API integration.
  

Benefits

1. Automates tedious manual follow-up, freeing staff time and reducing missed review requests.

2. Automated outreach at optimal timing increases client response rate and review quality.

3. Multi-channel automation ensures clients receive requests in their preferred communication format.

4. Centralized, automatable data helps identify service strengths/weaknesses for business growth.

5. Automation standardizes the client experience and boosts ratings on third-party platforms.