Marketing & Customer Engagement AutomationsPurpose
1.2. Enhances post-purchase engagement, encouraging customers to provide reviews/ratings for products or services.
1.3. Streamlines collection of customer feedback, automating follow-ups and tracking responses without manual intervention.
1.4. Supports ongoing customer relationship management, reputation building, and continuous service improvement through automation.
Trigger Conditions
2.2. Activated X days post-delivery or via status “delivered”/“collected” notification.
2.3. Automates based on customer milestone (first purchase, repeat customer, specific category bought).
2.4. Triggered manually or by time-based automation scheduler for consolidated outreach.
Platform Variants
3.1. Mailchimp
• Feature: Customer Journeys
• Setting: Automate email after order status changes to “delivered”; configure journey’s starting point.
3.2. SendGrid
• Feature: Automated Marketing Campaigns API
• Setting: Automator triggers Transactional/Marketing email API with recipient merge tags and feedback links.
3.3. Klaviyo
• Feature: Flow Automation
• Setting: Post-purchase flow automates review requests using dynamic product and customer data.
3.4. ActiveCampaign
• Feature: Automation Builder
• Setting: Trigger on purchase event, automate follow-up email sequence soliciting feedback.
3.5. HubSpot
• Feature: Workflows
• Setting: Automates feedback email after deal is set to “closed-won”/order complete.
3.6. Zoho CRM
• Feature: Workflow Rules, Email Templates
• Setting: Automator runs time-based workflow rule to send email with feedback survey.
3.7. Salesforce Marketing Cloud
• Feature: Journey Builder
• Setting: Automates email task once order data ingested; configure journey goals for review collection.
3.8. Constant Contact
• Feature: Automated Email Series
• Setting: Configure post-purchase template and set automation schedule X days post-purchase.
3.9. Twilio SendGrid
• Feature: Dynamic Transactional Templates
• Setting: Automator triggers from eCommerce webhook, sends feedback solicitation.
3.10. Shopify
• Feature: Flow or Email Automation Apps (e.g., Klaviyo, Omnisend)
• Setting: Order fulfilled triggers review request via chosen app’s automator.
3.11. WooCommerce
• Feature: Follow Ups extension
• Setting: Automatedly send review request emails after order marked as “completed.”
3.12. Google Forms (Email Notifications)
• Feature: Form Submission Automation
• Setting: Automate sending feedback form to customer post-purchase via API/mailer.
3.13. Typeform
• Feature: Logic Jumps & API Triggers
• Setting: Automate sending form link on event-based trigger with unique user ID.
3.14. SurveyMonkey
• Feature: Automated Collectors
• Setting: Automate survey link dispatch post-purchase utilizing integrations or API.
3.15. MailerLite
• Feature: Automation Workflows
• Setting: Post-purchase workflow automates sending feedback email using advanced triggers.
3.16. Omnisend
• Feature: Automation Workflows
• Setting: Order completion triggers automated series with request for review/feedback.
3.17. Brevo (formerly Sendinblue)
• Feature: Automation
• Setting: Automate triggered email for review request after fulfilled order event in CRM.
3.18. Postmark
• Feature: API-driven Transactional Messaging
• Setting: Configure automator to send feedback requests after purchase confirmation.
3.19. Intercom
• Feature: Automated Messages
• Setting: Post-purchase event automates message/email requesting feedback.
3.20. Zapier
• Feature: Multi-app Automation
• Setting: Automate review solicitation across platforms by connecting order complete trigger to email action.
Benefits
4.2. Increases review/feedback response rates via timely, personalized outreach.
4.3. Enhances brand credibility by automating the collection and showcasing of positive reviews.
4.4. Automator enables scalable engagement suitable for both low and high order volumes.
4.5. Automates data routing for feedback analytics, contributing to actionable insights for continuous improvement.