Marketing & Communication AutomationPurpose
1.2. Ensure timely follow-up with buyers across digital channels (SMS, email, chat) after sales completion.
1.3. Increase brand trust, improve service/product quality, and inform future buyers through verified customer reviews.
1.4. Streamline the marketing team’s workload by eliminating manual outreach for reviews.
Trigger Conditions
2.2. Confirmation of product delivery status via courier integration.
2.3. Elapsed time threshold post-delivery (e.g., 7 days after shipment).
2.4. Absence of a previous customer review record for the same product/order.
Platform Variants
• Feature/Setting: Use the “Messages API”; configure POST to /2010-04-01/Accounts/{AccountSid}/Messages.json to send review links by SMS/WhatsApp.
3.2. SendGrid
• Feature/Setting: “v3 Mail Send” API; configure POST to /v3/mail/send — set personalized review email content.
3.3. Mailgun
• Feature/Setting: “Messages” API; send customized review request using /v3/{domain}/messages endpoint.
3.4. Gmail API
• Feature/Setting: “Users.messages.send” — automate personalized email review requests using REST call.
3.5. HubSpot
• Feature/Setting: “Workflows” with “Send Email” action; auto-trigger based on deal close date or order stage.
3.6. Salesforce
• Feature/Setting: “Process Builder” or “Flow Builder”; send custom review form links after opportunity closure.
3.7. Zoho CRM
• Feature/Setting: Automation Rules; “Send Email” or “Webhooks” to trigger review requests on invoice modules.
3.8. Freshdesk
• Feature/Setting: Automations (“Scenario Automation”); auto-email or SMS clients for post-ticket resolution review.
3.9. Zendesk
• Feature/Setting: “Triggers”; configure event to auto-send CSAT/review form 1 week after ticket solved.
3.10. Intercom
• Feature/Setting: “Outbound Messages”; trigger post-purchase message via in-app messenger/email.
3.11. WhatsApp Business API
• Feature/Setting: Send message template (“review request”) to buyer’s phone after purchase event.
3.12. Slack
• Feature/Setting: Use “Incoming Webhooks” to notify internal teams when critical reviews are received.
3.13. Pipedrive
• Feature/Setting: Workflow Automation; on deal-won, trigger review-request email/message.
3.14. ActiveCampaign
• Feature/Setting: “Automations”; configure trigger as “Order Completed”, action as “Send Email”.
3.15. Klaviyo
• Feature/Setting: “Flows”; post-purchase review request by email or SMS.
3.16. Shopify
• Feature/Setting: “Order Fulfilled” webhook; use API to email review request or use app extensions.
3.17. WooCommerce
• Feature/Setting: “Order Status Changed” action hook; trigger PHP or REST API to send review form.
3.18. Google Forms
• Feature/Setting: Pre-fill review forms; send pre-generated links by email/SMS via integration APIs.
3.19. Typeform
• Feature/Setting: “Create Response” API; customize post-purchase review collection workflow.
3.20. Microsoft Power Automate
• Feature/Setting: “Scheduled Flow”; automate multi-channel review requests from order data sources.
3.21. Outlook 365
• Feature/Setting: “Send Email” (via Graph API or Power Automate); dispatch branded review-request emails to clients.
3.22. Facebook Messenger
• Feature/Setting: Messenger Platform Send API; schedule automated message with review link to business page customers.
Benefits
4.2. Reduces labor hours by eliminating repetitive manual review follow-ups.
4.3. Improves customer engagement and strengthens business relationships.
4.4. Enables rapid response to negative experiences, supporting service recovery.
4.5. Automates data collection for use in testimonials and future marketing.
4.6. Increases transparency and trust for new B2B buyers.
4.7. Supports continuous improvement through actionable feedback analytics.