Automated review requests post-services via SMS/email

Purpose

1. Automate the process of sending review requests to customers post-service via SMS/email, ensuring timely feedback and boosting online reputation.

2. Automatedly solicit reviews after a handyman service is completed to increase positive testimonials and drive customer retention.

3. Streamline the post-service experience by automating review requests, reducing administrative work and making review collection consistent.

4. Give businesses the ability to automate follow-up and nurture repeat business by automating review request flows.

Trigger Conditions

1. Job marked as completed in booking/job management system.

2. Invoice generated and fully paid.

3. Automatic trigger based on end date/time of an appointment in calendar or scheduling software.

4. Automated time-delay trigger (e.g., 1 hour after service marked as complete).

Platform Variants

1. Twilio SMS

• Feature/Setting: Configure Twilio Messaging API; automate sending templated SMS review requests using the POST /Messages endpoint.
  
• Example: Automated job completion event triggers SMS with personalized review link.
  

2. SendGrid

• Feature/Setting: Use SendGrid Mail Send API to automate sending HTML/text emails; set up automated template and recipient parameters via POST /mail/send.
  
• Example: Auto-send email post-service completion with review button.
  

3. Mailgun

• Feature/Setting: Automate with Mailgun Messages API (POST /messages), sending review request emails with dynamic customer variables.
  
• Example: Trigger automatic email using webhook from CRM/job system.
  

4. Gmail API

• Feature/Setting: Use Users.messages.send to automatedly send personalized review requests from business Gmail account.
  
• Example: Automation triggers Gmail email post-task completion.
  

5. HubSpot Workflows

• Feature/Setting: Automate contact-based workflows with "Send Email" action; use post-service property as trigger.
  
• Example: When service_status = "Complete", automated review request sent.
  

6. ActiveCampaign

• Feature/Setting: Automate automation workflow using "Send Email/SMS" node with customer data mapped from CRM or booking system.
  
• Example: Review request automatedly routed to completed service contacts.
  

7. Salesforce Process Builder

• Feature/Setting: Automate process when Case/Task status changes to "Closed—Completed", send email/SMS review request.
  
• Example: Automatic outbound communication linked to case resolution.
  

8. Zoho CRM

• Feature/Setting: Create workflow automation for Deals/Tasks; trigger email or SMS using Zoho's built-in automated messaging.
  
• Example: Automating after-deal completion review reminders.
  

9. Pipedrive

• Feature/Setting: Automate workflow automation on deal stage change to "Won/Completed", use integrations to send email/SMS.
  
• Example: Automatedly push review requests to customers after service.
  

10. Slack

• Feature/Setting: Use Slack Automation (Workflows) to send reminder messages to internal team for manual or semi-automated customer follow-ups.
  
• Example: Automator triggers if job marked as done and no review request sent.
  

11. WhatsApp Business API

• Feature/Setting: Automatedly send templated WhatsApp messages using POST /messages when job status in system updates.
  
• Example: Hands-off customer review prompt via WhatsApp.
  

12. Microsoft Outlook/Office 365

• Feature/Setting: Automate mail flow rules or use Graph API to send emails on service completion events.
  
• Example: Automated review request from company account.
  

13. Intercom

• Feature/Setting: Use Intercom Workflows to automate outbound messages post-service interaction.
  
• Example: Personalized review requests based on service tags.
  

14. Freshdesk

• Feature/Setting: Automate email after ticket/service request closed via Scenario Automation; insert review link dynamically.
  
• Example: Auto-trigger based on ticket status.
  

15. Zendesk

• Feature/Setting: Automate triggers on ticket solved status to send review request emails/SMS.
  
• Example: Automation for support-driven service businesses.
  

16. Gupshup

• Feature/Setting: Automate SMS, WhatsApp, RCS campaign triggers from API based on job status in CRM/ERP.
  
• Example: Multi-channel automatable messaging.
  

17. Constant Contact

• Feature/Setting: Automate email campaign sends using event-triggered lists.
  
• Example: Post-job email review invite, with automation rules.
  

18. Klaviyo

• Feature/Setting: Use Flows to trigger review request email/SMS on custom property change—service completion.
  
• Example: Automated series for review and referral requests.
  

19. SMSGlobal

• Feature/Setting: Use SMSGlobal HTTP API to automate outbound SMS review requests from job management system.
  
• Example: POST /v2/messages setup, automating SMS upon job closure.
  

20. MessageBird

• Feature/Setting: Automate omnichannel (SMS, WhatsApp, Voice) through MessageBird Conversations API, event-triggered from CRM.
  
• Example: Auto-prompt reviews across channels post-completion.
  

Benefits

1. Automates repetitive follow-up, saving staff time and increasing operational efficiency.

2. Maximizes review volume by ensuring all customers receive timely, automated requests.

3. Increases customer engagement and trust by automating personalized communications.

4. Reduces human error by having an automated, reliable system trigger review solicitation.

5. Boosts online reputation quickly by automating review gathering processes at scale.

6. Enables performance tracking of review request automation via analytics in each platform.

7. Provides a scalable automator framework for future automation needs in other customer interactions.