Social review request outreach

Purpose

1. Automate post-visit outreach to customers, requesting social reviews, to boost digital reputation, trust, and visibility for a Chinese tea house café.

2. Automator collects customer visit/contact data, schedules personalized automated review requests, customizes messages for each platform, automates follow-up reminders, and tracks engagement metrics.

3. Automation ensures consistent, timely, and multi-channel outreach, maximizes positive review volume, and enhances social proof.

Trigger Conditions

1. When a customer completes a transaction or visit, detected via POS integration, booking confirmation, or exit survey.

2. New email/phone number is captured through Wi-Fi, loyalty signup, or order form.

3. Customer feedback form is submitted or loyalty program interaction occurs.

4. X days after event (e.g., visit or order) for optimized automated timing.

Platform Variants

1. Twilio SMS

• API: Programmable Messaging — automates sending SMS review requests.
  
• Sample: Automate review invite with merge tags for name and visit date.
  

2. SendGrid

• API: Mail Send — automates personalized email review requests.
  
• Feature: Schedule delivery for post-visit follow-up.
  

3. Mailchimp

• API: Campaigns — automating triggered email sequences for review collection.
  
• Feature: Automation triggers based on contact engagement.
  

4. Slack

• API: Incoming Webhooks — automates review request notifications for staff.
  
• Feature: Channel alerts on campaign launch.
  

5. WhatsApp Business API

• Feature: Automates template review requests to customers’ WhatsApp.
  
• Setting: Use customer attributes for message personalization.
  

6. Facebook Messenger Platform

• Feature: Automated direct message review outreach post-visit.
  
• Setting: Automating scheduled chat reminders.
  

7. Google My Business API

• Function: Automates sending review invite links directly tied to tea house Google listing.
  
• Setting: Tracking reviews posted for follow-up automation.
  

8. HubSpot

• API: Workflows — automates email or SMS review request based on CRM events.
  
• Setting: Conditional logic for repeated customers.
  

9. Zoho CRM

• Module: Workflow Rules — automates chaining personalized review requests post-interaction.
  
• Setting: Dynamic message templates per customer.
  

10. Salesforce

• Feature: Marketing Cloud Journeys — automates multichannel review campaigns.
  
• Setting: Segment contacts for varied outreach timing.
  

11. SurveyMonkey

• API: Collector Webhooks — automates review follow-up when survey submitted.
  
• Feature: Chain request to review site after feedback.
  

12. Yelp Knowledge API

• Function: Sends automated reminders linking to Yelp review page.
  
• Setting: Tracks submitted reviews with follow-up automation.
  

13. ActiveCampaign

• Feature: Automates email, SMS, and webhook review request sequences.
  
• Setting: Automatable path splits for multichannel.
  

14. Klaviyo

• Feature: Automates email/sms flows for review request post-purchase.
  
• Setting: Event-triggered review asks.
  

15. Zapier

• Function: Automator connects POS or CRM to review outreach platforms.
  
• Setting: Triggers for automated workflows.
  

16. Intercom

• API: Messages — automates in-app automated review nudges post-visit.
  
• Feature: Target by customer lifecycle stage.
  

17. Shopify

• API: Admin API — automates review requests after tea order shipped.
  
• Feature: Order-based triggers.
  

18. Google Forms

• Feature: Automated email after tea house feedback form is filled.
  
• Setting: Embed review site links.
  

19. Typeform

• API: Webhooks — automates sending review asks after survey submission.
  
• Feature: Personalize message with custom fields.
  

20. Trello

• API: Automated card creation to track pending review requests.
  
• Feature: Scheduled reminders for staff follow-up.
  

Benefits

1. Automates personalized outreach, increases review consistency, and frees staff time.

2. Automated workflows boost social proof, improve SEO, and influence new customers.

3. Automating reminders reduces drop-off, maximizes review conversion rates, and provides actionable engagement insights for marketers.

4. Automation enables timely, cross-platform engagement, optimizes communication, and strengthens the tea house’s online reputation.