Marketing & Customer RetentionPurpose
1.2. Enable continuous, automated collection of authentic customer feedback, boosting business credibility and SEO.
1.3. Establish a standardized, automatable marketing process that maximizes review conversion without manual follow-up.
1.4. Reduce staff workload by automating repetitive outreach, allowing focus on higher-value tasks.
1.5. Maintain steady, automated engagement with customers post-repair to improve retention and referral rates.
Trigger Conditions
2.2. Automatedly trigger when an invoice is fully paid by the customer.
2.3. Trigger when a service status in an appointment software is set to “Complete” or “Picked Up”.
2.4. Automation of batch-trigger for customers serviced within a certain period.
2.5. Scheduled automated reviews (e.g., 24 hours post-service).
Platform Variants
• Feature/Setting: Automate campaign using “Transactional Email” API; create automation triggered by tag/segment change.
3.2. SendGrid
• Feature/Setting: Automate email send via “Mail Send” API using event webhook integration for the completed-job trigger.
3.3. Gmail (Google Workspace)
• Feature/Setting: Automates draft/send via Gmail API, triggered by Google Sheets update or CRM webhook.
3.4. ActiveCampaign
• Feature/Setting: Uses “Automations” workflow and API to send review templates on contact tag update.
3.5. Zoho CRM
• Feature/Setting: Automate email via Zoho CRM Deluge script or workflows based on Deal/Job stage.
3.6. HubSpot
• Feature/Setting: Email automation triggered on ticket pipeline movement, using Workflow and Email APIs.
3.7. Salesforce
• Feature/Setting: Automated process builder/Flow sends templated review requests from Service Cloud cases.
3.8. Pabbly Email Marketing
• Feature/Setting: Automates email via scheduled campaigns or via API on new contact trigger.
3.9. Klaviyo
• Feature/Setting: Automate flow triggered by segment entry or webhook; use “Send Email” action.
3.10. Constant Contact
• Feature/Setting: Uses API to automate contact entry into campaign, trigger email via “Email Automation”.
3.11. Microsoft Outlook (Office 365)
• Feature/Setting: Automates mail via Graph API triggered by external call (e.g., from appointment software).
3.12. Postmark
• Feature/Setting: “Email API” automates transactional send on webhook or API call.
3.13. Moosend
• Feature/Setting: Automation triggered by segmenting using tags passed from sales system, email triggered via API.
3.14. Customer.io
• Feature/Setting: Workflow triggered on custom event; automatable email send via API or workflow.
3.15. Brevo (ex-Sendinblue)
• Feature/Setting: Automates transactional email on contact list update or webhook-triggered workflow.
3.16. SMTP2GO
• Feature/Setting: Email triggered via SMTP API upon external event, automated tracking enabled.
3.17. Amazon SES
• Feature/Setting: Automate email send via SendEmail API after job completion event is pushed.
3.18. Intercom
• Feature/Setting: Trigger automated emails on conversation close or tag addition using outbound messaging API.
3.19. Omnisend
• Feature/Setting: Workflow triggers automatable email based on segment entry or external webhook.
3.20. Twilio SendGrid
• Feature/Setting: Automates transactional review request via SendGrid API, triggered by job management tool.
3.21. MailerLite
• Feature/Setting: Automate workflow with email on subscriber addition or API event from POS.
3.22. Freshdesk
• Feature/Setting: Automates email from ticket workflow, triggered by ticket status change.
Benefits
4.2. Increases review generation rate and online visibility by consistently reaching every serviced customer.
4.3. Automated tracking confirms deliverability and optimizes follow-up if no action is taken.
4.4. Enhances customer experience via timely, automated, and personalized communication.
4.5. Provides an automatable feedback loop for operational and service improvements.
4.6. Improves ratings, driving increased foot traffic and new customer acquisition through social proof.