Automated review request emails post-installation or sale

Purpose

 1.1. Ensure timely and consistent solicitation of customer reviews post-installation or sale of aluminum windows.
 1.2. Enhance brand reputation, gather feedback, and drive more leads through public reviews on third-party platforms.
 1.3. Streamline manual follow-up into reliable, automated workflows for marketing and customer satisfaction measurement.
 1.4. Link feedback data to CRM and analytics for tracking and targeted communication improvements.

Trigger Conditions

 2.1. Marked as "Completed" or "Installed" in the order management system.
 2.2. Invoice status switched to "Paid" in accounting software.
 2.3. Project status update to "Closed/Won" in CRM.
 2.4. Manual checkbox "Ready for Review Request" in project management tool.
 2.5. Elapsed time since delivery date (e.g., 3 days after install).
 2.6. API webhook detection from ERP or custom sales platform on completion event.

Platform Variants

 3.1. Mailchimp
  • Feature/Setting: Automated Journey; configure a journey triggered by API or tag update. Example: POST /automations/{id}/emails.
 3.2. Salesforce Marketing Cloud
  • Feature/Setting: Triggered Email Send via REST API integration.
 3.3. HubSpot
  • Feature/Setting: Workflow triggered by deal stage change; use POST /automation/v3/workflows endpoint.
 3.4. ActiveCampaign
  • Feature/Setting: Automation triggered by list or tag; use POST /api/3/automations.
 3.5. Klaviyo
  • Feature/Setting: Flow triggered by metric/event; use Track API for custom triggers.
 3.6. SendGrid
  • Feature/Setting: Marketing Campaign triggered from API; POST /mail/send for transactional review email.
 3.7. Zoho CRM
  • Feature/Setting: Workflow rule on module status change, using Zoho Flow for external email triggers.
 3.8. Pipedrive
  • Feature/Setting: Workflow automation on deal update; use POST /deals/{id}/activities to create review follow-up.
 3.9. Gmail (Google Workspace)
  • Feature/Setting: Apps Script to auto-send templated mail post-event; use GmailApp.sendEmail().
 3.10. Outlook (Microsoft 365)
  • Feature/Setting: Power Automate Flow triggered on contact update, sending mail with Office365.SendMail.
 3.11. Twilio SendGrid
  • Feature/Setting: Dynamic template assignment using substitutions via API.
 3.12. Intercom
  • Feature/Setting: Auto message based on event trigger through Intercom Webhooks/API.
 3.13. Freshdesk
  • Feature/Setting: Automation rule post-ticket closed for review mail, using POST /api/v2/tickets/{id}/reply.
 3.14. Customer.io
  • Feature/Setting: Triggered campaign based on API event; POST /v1/customers/{id}/events.
 3.15. Omnisend
  • Feature/Setting: Event-triggered workflow for post-purchase emails.
 3.16. Drip
  • Feature/Setting: Automation workflow on custom event from POST /v2/user_events.
 3.17. Mailjet
  • Feature/Setting: Trigger transactional template after API POST /send.
 3.18. Moosend
  • Feature/Setting: Automation triggered by API event or status update.
 3.19. Keap (Infusionsoft)
  • Feature/Setting: Campaign builder linked to purchase completion, webhook or API call.
 3.20. SAP Marketing Cloud
  • Feature/Setting: Triggered email campaign using OData service create trigger.

Benefits

 4.1. Increases volume and timeliness of customer reviews, improving online reputation.
 4.2. Reduces manual labor and eliminates human error in customer follow-ups.
 4.3. Enables personalized review requests based on exact job completion data.
 4.4. Integrates feedback with CRM for advanced analytics and segmentation.
 4.5. Accelerates the marketing-to-testimonial cycle for future sales enablement.
 4.6. Ensures compliance with customer interaction timing and privacy controls.