Automated feedback collection and review requests

Purpose

1.1. Collect post-purchase feedback and request reviews from customers to enhance service quality, boost online credibility, and increase repeat orders.
1.2. Automate the timing and channel selection for review requests based on transaction type, product category, or customer segment.
1.3. Aggregate ratings and feedback for data-driven marketing strategies and continuous improvement of product lines.
1.4. Integrate responses across digital channels into CRM for sales follow-ups and reputation management.
1.5. Segment feedback for targeted response automation (e.g., escalate negative reviews for direct support).

Trigger Conditions

2.1. Order status marked as shipped, delivered, or paid in ERP/eCommerce.
2.2. Completed service ticket for maintenance or filter replacement.
2.3. Pre-set time elapsed after product delivery confirmation.
2.4. Manual trigger by sales or support upon customer interaction completion.
2.5. Segment-based scheduling (e.g., high-value, repeat customers post-delivery).

Platform Variants

3.1. Twilio (SMS API)
• Feature/Setting: Send SMS feedback invitations — configure ‘Messages’ endpoint with recipient, timing, and feedback URL.
• Sample: POST to /2010-04-01/Accounts/{AccountSid}/Messages.json

3.2. SendGrid (Email API)
• Feature/Setting: Send templated review request emails — configure Dynamic Templates with order variables.
• Sample: POST /mail/send with dynamic_template_data

3.3. Mailchimp
• Feature/Setting: Automated post-purchase email campaign — trigger customer journey automation.
• Sample: Set journey entry to “Order Delivered” via integration

3.4. HubSpot
• Feature/Setting: Feedback survey automation — workflow triggered by closed deal property.
• Sample: Workflow “Send survey” with personalized link

3.5. Salesforce
• Feature/Setting: Process Builder automates email or SMS review request post-case closure.
• Sample: “Send Email Alert” action in process flow

3.6. Zendesk
• Feature/Setting: Trigger satisfaction survey upon ticket resolution.
• Sample: Automation rule: “Notify requester of solved ticket”

3.7. Google Forms
• Feature/Setting: Auto-generate feedback forms and send unique response links.
• Sample: Use Apps Script to email form links upon sales event

3.8. Slack
• Feature/Setting: Notify sales/support channels upon review submission.
• Sample: Incoming webhook to specific channel

3.9. SurveyMonkey
• Feature/Setting: Automated email collector deployment to recent customers.
• Sample: Schedule collector API with recipient list

3.10. Intercom
• Feature/Setting: Post-purchase chat prompts for instant feedback.
• Sample: Use Series workflow to message after order completion

3.11. WhatsApp Business (Cloud API)
• Feature/Setting: Trigger feedback or review messages using templates.
• Sample: POST to /v13.0/{phone-number-id}/messages

3.12. Freshdesk
• Feature/Setting: Automated feedback ticket creation after case closure.
• Sample: Scenario automation rule: “Send Customer Satisfaction email”

3.13. Zoho Mail
• Feature/Setting: Scheduled review email automation via CRM workflow.
• Sample: Workflow rule to send notification after “Won” status

3.14. Shopify
• Feature/Setting: Post-purchase workflow sends feedback request.
• Sample: Shopify Flow app triggers based on “Order Delivered”

3.15. WooCommerce
• Feature/Setting: Follow-up emails with review links after purchase completion.
• Sample: Automate “Completed Order” status via plugin API

3.16. Microsoft Power Automate
• Feature/Setting: Orchestrate feedback request emails/SMS across Office, CRM, or custom APIs.
• Sample: “Send an email” and “HTTP” actions

3.17. ActiveCampaign
• Feature/Setting: Automated email sequence for feedback and reviews.
• Sample: Set up automation triggered by purchase tag

3.18. Jira Service Management
• Feature/Setting: Customer satisfaction survey sent when issue closed.
• Sample: Automation rule “Send survey on resolved”

3.19. Klaviyo
• Feature/Setting: Automated product review request post-purchase flow.
• Sample: Create flow series triggered by fulfillment event

3.20. Typeform
• Feature/Setting: Personalized survey generation with integrated notification.
• Sample: Connect API to auto-send Typeform link upon trigger

3.21. Gorgias
• Feature/Setting: Feedback request via helpdesk ticket after support closure.
• Sample: Macro runs on “Ticket Closed”

3.22. QuickBooks Online
• Feature/Setting: Automatic feedback request via email when invoice marked paid.
• Sample: Link app to “New Paid Invoice” event

3.23. Calendly
• Feature/Setting: Send follow-up survey after scheduled service completion.
• Sample: Trigger email workflow on event completion

3.24. Facebook Messenger API
• Feature/Setting: Automated review reminder message post-purchase.
• Sample: POST to /me/messages with recipient id

Benefits

4.1. Increases review volume and authenticity for brand trust.
4.2. Reduces manual workload for sales, marketing, and support teams.
4.3. Ensures timely, consistent customer engagement post-transaction.
4.4. Boosts online visibility and local SEO with a higher volume of reviews.
4.5. Enables data-driven improvements from actionable feedback.
4.6. Integrates seamlessly with CRM and business intelligence workflows.
4.7. Elevates overall customer satisfaction through prompt response to input.