Marketing & CommunicationsPurpose
1.2. Automating post-purchase engagement to request feedback on products, ensuring timely, consistent, and scalable outreach.
1.3. Automates follow-up processes based on event triggers (e.g., delivery confirmation, invoice closure, order completion) to maximize review collection rates.
1.4. Supporting digital reputation management and marketing automation through structured review/testimonial campaigns.
1.5. Streamlines updates across owned channels and external review platforms, reducing manual intervention and enabling continuous improvement of the brand’s credibility.
Trigger Conditions
2.2. Invoice marked as paid or completed in accounting software.
2.3. Pre-set time interval after delivery (e.g., 3 days post-delivery).
2.4. CRM contact status updated to “customer” or “deal won.”
2.5. Custom automated triggers such as product review URL page views logged or positive support interaction detected via helpdesk automation.
Platform Variants
• Feature/Setting: Use Programmable Messaging API to automate outbound review requests to customer mobile numbers.
• Sample config: Configure automated SMS template with review URL, schedule via Twilio Studio Flow.
3.2. SendGrid
• Feature/Setting: Automate email campaigns using the SendGrid Marketing Campaigns API endpoint.
• Sample config: Create email template with review call-to-action, schedule automated delivery to recent customers.
3.3. Mailchimp
• Feature/Setting: Use Mailchimp Marketing API to trigger automated post-purchase review campaigns.
• Sample config: Automate segmentation and delivery of review request emails based on imported order events.
3.4. Salesforce
• Feature/Setting: Automate outbound tasks via Salesforce Process Builder or Flow, leveraging the EmailMessage or SMS object API.
• Sample config: Trigger an automated review solicitation when Opportunity status is “Closed Won.”
3.5. HubSpot
• Feature/Setting: Use CRM workflows to automate review/email tasks, or via the HubSpot Workflows API.
• Sample config: Automate sending feedback survey links upon deal closure in pipeline.
3.6. Google Sheets
• Feature/Setting: Use Apps Script triggers to automate emailing review invitation when a new “Delivered” row is added.
• Sample config: Script checks for new orders, triggers automated Gmail send with review link.
3.7. Zapier
• Feature/Setting: Automated integrations linking order completion events to email/SMS sends via a Zap workflow.
• Sample config: Connect order management tool to review request service, automated through Zap triggers.
3.8. ActiveCampaign
• Feature/Setting: Automate review request emails using Automations within platform or via API.
• Sample config: Automated campaign triggers on list entry with post-purchase tag.
3.9. Intercom
• Feature/Setting: Automated in-app or email messages via Custom Bots or Campaign API.
• Sample config: Trigger automated feedback requests after support conversation is closed.
3.10. Facebook Messenger
• Feature/Setting: Use Messenger Send API to automate review requests to customers who opted into Messenger updates.
• Sample config: Automated bot sends review CTA based on order event from backend system.
3.11. WhatsApp Business API
• Feature/Setting: Automate message templates containing review links directly to customer via WhatsApp API.
• Sample config: Automated message triggered post-delivery in CRM platform.
3.12. SurveyMonkey
• Feature/Setting: Use SurveyMonkey API to automate creation/distribution of review surveys.
• Sample config: Automated invitation sent via SurveyMonkey Collectors after qualifying event.
3.13. Typeform
• Feature/Setting: Automate personalized review form links using Typeform API for email/SMS delivery.
• Sample config: Triggered message sends custom Typeform on completed transaction.
3.14. Amazon SES
• Feature/Setting: Use SES SendEmail API to automate outbound review requests.
• Sample config: Trigger email with feedback link using order data fields.
3.15. Klaviyo
• Feature/Setting: Automated post-purchase flow using Segment and Metric Triggers in Klaviyo API.
• Sample config: Sends automated multi-step review campaign after purchase tagged as delivered.
3.16. Shopify
• Feature/Setting: Shopify Flow automation or Order API Webhooks to trigger requests based on order state update.
• Sample config: Automated review request app or script triggers on order fulfillment.
3.17. Microsoft Power Automate
• Feature/Setting: Automate workflow from ERP/CRM trigger to email/SMS, leveraging connectors.
• Sample config: Automated review feedback request after Dynamics 365 order is marked “shipped.”
3.18. Freshdesk
• Feature/Setting: Automated survey email upon ticket closure using Freshdesk Automations API.
• Sample config: Automated email with testimonial link sent to customer post-resolution.
3.19. Google Forms
• Feature/Setting: Automated email with form link using Apps Script or trigger via third-party service.
• Sample config: Script or webhook automates feedback/form link to fulfilled order emails.
3.20. Pipedrive
• Feature/Setting: Automate post-sale review request tasks via Workflow Automations or API.
• Sample config: Send automated email or webhook on deal stage moving to “Won.”
Benefits
4.2. Automation eliminates manual follow-ups, freeing staff for higher-value tasks.
4.3. Scalable, consistent campaign delivery improves the volume and timeliness of feedback.
4.4. Automated integration of reviews into marketing assets boosts conversion and SEO.
4.5. Automatedly analyzing sentiment from testimonials provides actionable business insights.