Social media review request automation

Purpose

1.1. Automate post-purchase review requests by sending prompts to customers through multiple social media and messaging channels.
1.2. Increase customer engagement, brand reputation, and online visibility by encouraging customers to leave public reviews.
1.3. Enhance retention and loyalty program effectiveness by integrating review solicitation into the sales and post-service journey.
1.4. Systematically collect feedback for marketing insights, testimonials, and performance metrics.

Trigger Conditions

2.1. New sale recorded in POS, CRM, or ERP for air conditioning units.
2.2. Delivery completion update or installation confirmation.
2.3. Post-service appointment marked as complete in service management software.
2.4. Manual trigger by marketing team after service verification.
2.5. Schedule-based – e.g., 48 hours after status updates.

Platform Variants

3.1. Facebook Messenger
• API: Send API
• Configure webhook to trigger “request review” message with product/service URL.

3.2. WhatsApp Business
• API: Messages endpoint
• Template set for post-service review request linking to rating page.

3.3. Instagram Direct
• API: Messenger Platform for Instagram
• Use webhook to send templated review link via DM.

3.4. Twitter/X
• API: Direct Messages endpoint
• Send automated DM with review solicitation and CTA to feedback link.

3.5. Google My Business
• API: Accounts.locations.reviews
• Trigger personalized email/SMS containing Google review link.

3.6. Yelp
• API: Business Reviews endpoint
• Message or email with direct Yelp review request is sent post-purchase.

3.7. Trustpilot
• API: Invite endpoint
• Automatically send review invitation referencing order/service number.

3.8. TripAdvisor
• Messaging: Send review reminder via email with TripAdvisor feedback link.

3.9. LinkedIn
• API: Messaging endpoint
• Send InMail to verified customer asking for service review.

3.10. Twilio SMS
• API: Messages
• Send SMS with branding and direct link to review profile.

3.11. SendGrid
• API: Mail Send
• Trigger branded email to customer with review instructions and buttons.

3.12. Mailchimp
• API: Campaigns
• Automate email workflow with post-sale review prompts.

3.13. Slack
• API: Conversations.postMessage
• Notify internal teams of sent/received reviews for follow-up.

3.14. HubSpot
• API: Workflows
• Automated workflow pushes review request to contacts after status change.

3.15. Salesforce
• API: Process Builder or Flow
• Post-sale event triggers personalized review invitation email.

3.16. Zendesk
• API: Triggers
• Support ticket closed triggers CSAT/review message via SMS or email.

3.17. Shopify
• API: Order Fulfillment Webhook
• Auto-send email/SMS after fulfillment for verified purchases.

3.18. WooCommerce
• API: Webhooks
• Order Completed event triggers review invitation via email/SMS.

3.19. ActiveCampaign
• API: Automations
• Trigger review request emails based on purchase data.

3.20. Klaviyo
• API: Flows
• Post-purchase flow set to dispatch review request emails/SMS.

3.21. Zapier
• App: Social/Email/SMS integrations
• Multi-channel automation flow for unified review campaign.

3.22. Intercom
• API: Messages
• Trigger in-app or email review reminders for logged-in clients.

Benefits

4.1. Consistent, personalized outreach improves review volume and quality.
4.2. Reduced manual marketing work and lower risk of missing review windows.
4.3. Enhanced loyalty as customers feel heard and engaged post-service.
4.4. Improved online reputation through timely, verified customer feedback.
4.5. Data-driven insights for continual service and marketing improvements.