Customer review/request follow-up post-delivery

Purpose

1. Automate the process of reaching out to customers for reviews or service feedback post-delivery, maximizing positive online reputation and gathering actionable insights.

2. Automating facilitates consistent follow-up, improves brand visibility, and increases repeat purchases by engaging customers after order fulfillment.

3. Drives customer engagement by sending timely, branded messages with review requests, surveys, or referral incentives automatically.

Trigger Conditions

1. Automated triggers upon order status marked as "Delivered" or "Completed" in the order management system.

2. Automation can be set for a fixed time (e.g., 48 hours) post-delivery to allow product usage before contact.

3. Triggers can be enhanced by filtering out previously dissatisfied customers or those with unresolved tickets.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder, configure "Order Delivered" event trigger, automatedly sends review email via Email Alerts.
  

2. HubSpot

• Feature/Setting: Workflow Automation, set "Deal Stage = Delivered," triggers marketing email for feedback.
  

3. Twilio SMS

• Feature/Setting: Messaging API, automatedly sends SMS with review link when shipment status updates.
  

4. Mailchimp

• Feature/Setting: Customer Journeys, automated "Post-purchase" email sequence configured using dynamic delivery triggers.
  

5. Klaviyo

• Feature/Setting: Flows, automates post-delivery engagement using event-based messages requesting reviews.
  

6. ActiveCampaign

• Feature/Setting: Automation Builder, triggers follow-up email sequences for delivered orders.
  

7. Zendesk

• Feature/Setting: Triggers/Automations, sends satisfaction survey via email when tickets marked "Closed/Resolved".
  

8. Google Forms + Gmail

• Feature/Setting: Scripted email automation, sends Google Form review request automatedly after order is delivered.
  

9. SurveyMonkey

• Feature/Setting: API integration, automated dispatches customer satisfaction surveys based on CRM delivery status.
  

10. Slack

• Feature/Setting: Workflow Builder, automates message to customer care team to manually follow up with review request if automated channel fails.
  

11. Shopify

• Feature/Setting: Flow app automates review request emails/SMS post-fulfillment event.
  

12. WooCommerce

• Feature/Setting: Follow-Ups plugin, automatedly triggers review emails after order completion event.
  

13. Zapier

• Feature/Setting: Multi-step Zaps, integrates delivery system, email/SMS platform, and survey tool for end-to-end automation.
  

14. Microsoft Power Automate

• Feature/Setting: Create flow from order system to Outlook or Teams for automated post-delivery requests.
  

15. SendGrid

• Feature/Setting: Email API, automate sending personalized review requests using templates upon order delivery notification.
  

16. WhatsApp Business API

• Feature/Setting: Template messages automatedly sent post-delivery with a direct link to review form.
  

17. Facebook Messenger

• Feature/Setting: Automated chat bot flows to request feedback or review when order confirmed delivered.
  

18. Intercom

• Feature/Setting: Event-triggered Messages, automates in-app or email review request based on delivery events.
  

19. Freshdesk

• Feature/Setting: Automations, triggers satisfaction survey when a ticket or order is closed.
  

20. Typeform

• Feature/Setting: Webhook integration, automatedly delivers custom feedback forms upon post-delivery event.
  

Benefits

1. Automates and streamlines customer engagement, ensuring all clients are contacted post-delivery.

2. Automation saves staff time, reduces errors, and increases review collection rates.

3. Automated feedback gathering improves service, brand trust, and customer retention through data-driven actions.

4. Enabling an automator for follow-ups optimizes customer satisfaction measurement, making review collection scalable and repeatable.