Marketing & Customer RetentionPurpose
1.2. Support marketing and customer retention by collecting feedback, encouraging repeat business, and boosting visibility through user-generated reviews.
1.3. Automatedly capture real-time client sentiment for continuous service improvement.
1.4. Enable the automation of follow-ups to dissatisfied reviewers to resolve issues and retain clients.
Trigger Conditions
2.2. Trigger automation when payment is marked as received in invoicing system.
2.3. Automatable trigger after specific service workflow status (e.g., “dog returned home”).
2.4. Automator reacts to client check-out or GPS route completion by walker.
2.5. Timer-based automation (e.g., 30 minutes after service completion).
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API, “Send Message”; configure webhook for event → SMS trigger.
3.2. SendGrid
• Feature/Setting: “Mail Send”; template email with review link sent on API call post-service.
3.3. Mailgun
• Feature/Setting: “Messages API”; set up automated campaign for review requests post-walk.
3.4. Slack
• Feature/Setting: “chat.postMessage”; automate review reminders in private channels for team follow-up.
3.5. WhatsApp Business API
• Feature/Setting: “messages endpoint”; automate sending review requests as business messages.
3.6. Google Gmail API
• Feature/Setting: “users.messages.send”; automate personalized review email request.
3.7. HubSpot
• Feature/Setting: Workflows → “Send Email”; automate customer journey post-walk with review email.
3.8. Zoho CRM
• Feature/Setting: “Workflow Rules”; automated review request email upon deal closed.
3.9. Salesforce
• Feature/Setting: “Process Builder”; automate review requests after service status updates.
3.10. Intercom
• Feature/Setting: “Outbound Messages”; automate in-app or email review request.
3.11. ActiveCampaign
• Feature/Setting: “Automations”; automate email/SMS review requests after service tag applied.
3.12. Klaviyo
• Feature/Setting: “Flows”; automatically email review request post-walk.
3.13. Shopify
• Feature/Setting: “Order Fulfillment Webhook”; trigger automation to review apps like Judge.me.
3.14. Zendesk
• Feature/Setting: “Triggers & Automations”; send automated review solicitation after ticket resolved.
3.15. Yelp Fusion API
• Feature/Setting: “Business Notifications”; link to review page in automated communication.
3.16. Facebook Messenger API
• Feature/Setting: “Send API”; automate Messenger post with review prompt.
3.17. Google My Business API
• Feature/Setting: “Create Reviews Link”; embed review link in automated emails/messages.
3.18. Typeform
• Feature/Setting: “Webhooks”; automated form link for customer feedback sent post-service.
3.19. SurveyMonkey
• Feature/Setting: “Collect Responses API”; automatedly distribute custom survey post-visit.
3.20. Calendly
• Feature/Setting: “Event Type Workflows”; automate review ask after dog walking event ends.
3.21. Stripe
• Feature/Setting: “Webhooks”; automate upon successful payment, trigger review request.
3.22. QuickBooks
• Feature/Setting: “Workflow Automation”; email client for review once invoice marked paid.
Benefits
4.2. Automated review requests increase volume and frequency of client testimonials.
4.3. Automation ensures timely follow-up and higher response rates.
4.4. Automating this flow creates consistent customer touchpoints improving retention.
4.5. Automatable escalation of negative feedback supports rapid issue resolution.
4.6. Automatedly integrates review results into CRM and analytics systems for actionable insights.
4.7. Supports omnichannel automation across SMS, email, chat, and platforms.
4.8. Reduces human error and standardizes follow-up communications.