Marketing & Customer RetentionPurpose
1.2. To prompt satisfied customers to leave reviews on multiple platforms, supporting client acquisition and customer retention.
1.3. To schedule and personalize outreach in an efficient, scalable manner across communication channels (email, SMS, chat, web notifications).
1.4. To centralize and analyze review outcomes for reputation management and marketing insights.
Trigger Conditions
2.2. Marking an order as fulfilled or invoice as paid within invoicing tools.
2.3. Manual project delivery flag from team member.
2.4. Specific status change webhook from custom job-tracking platform.
Platform Variants
• Feature/Setting: Use Twilio Programmable SMS API; configure automated SMS with review link on project completion webhook.
3.2. SendGrid
• Feature/Setting: Use SendGrid Email API; create automated transactional email with personalized review request.
3.3. Mailchimp
• Feature/Setting: Use Campaigns API; trigger email campaign to post-delivery segment.
3.4. Gmail (Google Workspace)
• Feature/Setting: Use Gmail API; auto-send templated email upon flagged delivery email or label.
3.5. Slack
• Feature/Setting: Use Incoming Webhooks; notify internal team or client via direct message.
3.6. WhatsApp Business API
• Feature/Setting: Send template message post-delivery with review prompt link.
3.7. Facebook Messenger
• Feature/Setting: Use Messenger Send API; auto-send client custom message and review URL.
3.8. HubSpot
• Feature/Setting: Use Workflows automation; trigger review email after deal moves to ‘Delivered’.
3.9. Salesforce
• Feature/Setting: Configure Process Builder automation on project status update for review email/SMS.
3.10. Zoho CRM
• Feature/Setting: Use Workflow Rules; email/SMS review request on deal closed-won or delivery task set.
3.11. Pipedrive
• Feature/Setting: Use Workflow Automation; send email when deal reaches post-delivery stage.
3.12. ActiveCampaign
• Feature/Setting: Automations module to send review request after tagging contact as ‘Project Completed’.
3.13. Shopify
• Feature/Setting: Use Flow App automation; trigger review request email after order marked fulfilled.
3.14. WooCommerce
• Feature/Setting: Use order completed webhook; send review email with REST API.
3.15. Typeform
• Feature/Setting: Launch form link via email or SMS API upon project delivery for structured feedback.
3.16. Google Forms
• Feature/Setting: Email survey form on delivery event using Apps Script or API integration.
3.17. Intercom
• Feature/Setting: Trigger messenger automation to clients after project closed, requesting reviews.
3.18. Zendesk
• Feature/Setting: Use Triggers to send automated email for feedback upon ticket status "Solved".
3.19. ClickSend
• Feature/Setting: Use SMS API; schedule or send on-demand post-project review prompt.
3.20. Smartsheet
• Feature/Setting: Automated workflow sends review request email upon project sheet status update.
3.21. Monday.com
• Feature/Setting: Automation recipes; email or SMS on item delivered status.
3.22. Freshdesk
• Feature/Setting: Use scenario automations to request reviews after ticket resolves.
3.23. Microsoft Outlook (Office 365)
• Feature/Setting: Use Microsoft Graph API to automate review request emails on flagged delivery email.
3.24. Google Calendar
• Feature/Setting: Create event-triggered automation to send review request post delivery appointment.
Benefits
4.2. Increases credibility and trust with potential clients via regular positive feedback.
4.3. Speeds up the feedback loop, identifying service areas for improvement.
4.4. Personalizes follow-up, improving customer loyalty and repeat business.
4.5. Enables accurate tracking and reporting of customer satisfaction in real time.