Marketing & EngagementPurpose
1.2. Streamline customer engagement by minimizing manual follow-ups and ensuring every qualifying interaction prompts a feedback opportunity.
1.3. Aggregate and route responses for marketing and operational insights, reducing administrative overhead.
1.4. Support omnichannel outreach—email, SMS, chat, and direct integration to review platforms.
Trigger Conditions
2.2. Closure of a service or maintenance ticket.
2.3. Customer milestone (e.g., 30 days after installation, event conclusion).
2.4. Customer satisfaction rating crosses a defined threshold.
2.5. Scheduled campaign dates for past customers within a specific period.
Platform Variants
• Feature/Setting: Use Programmable Messaging API; configure outbound message post-event with dynamic customer data (e.g., “Thank you for your purchase, please leave a review: [short link]”).
3.2. SendGrid
• Feature/Setting: Transactional email API; auto-generate personalized review request emails upon purchase completion.
3.3. Mailchimp
• Feature/Setting: Automations > Customer Journeys; trigger post-sale survey/request sequence with merge tags.
3.4. HubSpot
• Feature/Setting: Workflows > Email/send survey trigger workflow using List Segmentation and Dynamic Campaigns.
3.5. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; automate message send after opportunity close.
3.6. Google Forms
• Feature/Setting: Auto-email form links via Apps Script upon event in database/CRM.
3.7. Yelp API
• Feature/Setting: Business reviews POST endpoint; send direct invite to submit a review via user email/SMS.
3.8. Facebook Graph API
• Feature/Setting: Request Ratings endpoint; push customer reminder to leave feedback on page.
3.9. Podium
• Feature/Setting: Review Invite API; configure webhooks from CRM to trigger invitation via text/email.
3.10. SurveyMonkey
• Feature/Setting: Automated collector link generation; distribute post-transaction with auto-email.
3.11. Slack
• Feature/Setting: Incoming Webhooks; route positive testimonial responses for team visibility or internal kudos.
3.12. WhatsApp Business API
• Feature/Setting: Message Template trigger via event; send review link to customer’s WhatsApp number.
3.13. Zendesk
• Feature/Setting: Triggers/Automations; on ticket solved, auto-email/sms review link.
3.14. Intercom
• Feature/Setting: Series > Post-conversation workflow with CSAT/review follow-up.
3.15. Typeform
• Feature/Setting: Auto-generate survey invite URLs and trigger email/SMS via webhook.
3.16. Freshdesk
• Feature/Setting: Automations > Dispatch ‘Thank you & Feedback’ email after support resolution.
3.17. Shopify
• Feature/Setting: Order Fulfillment Webhooks; trigger a review request email via integration app.
3.18. Trustpilot Business API
• Feature/Setting: Invitations API; send out automated invitation after customer event completion.
3.19. Zoho CRM
• Feature/Setting: Workflow Rules with custom actions to send review request emails/SMS.
3.20. ActiveCampaign
• Feature/Setting: Automation Builder; set trigger as purchase complete, send email/survey request.
3.21. Klaviyo
• Feature/Setting: Flow Builder; post-purchase flow sends review request email with personalization.
3.22. Google My Business API
• Feature/Setting: Review Direct Links; send via campaign email/SMS for post-interaction feedback.
Benefits
4.2. Real-time feedback enables rapid service adjustments and customer recovery.
4.3. Reduces labor intensity of manual outreach; ensures consistency.
4.4. Enables targeted follow-ups based on real customer experience data.
4.5. Scalable to expand across locations or product lines without added admin effort.
4.6. Centralizes testimonial capture for easy marketing re-use.
4.7. Increases review diversity across several platforms, maximizing exposure.