Requesting online reviews post-service automatically

Purpose

1. Automatically request online reviews post-service to increase visibility, build reputation, and drive word-of-mouth referrals for an antique furniture restoration service.

2. Reduce manual workload, ensure timely outreach, and collect customer feedback efficiently on platforms such as Google, Yelp, Facebook, and Trustpilot.

3. Personalize follow-up messages, improve review rates, monitor customer satisfaction, and address issues preemptively.

Trigger Conditions

1. Service completion marked in job management or CRM system.

2. Payment received, or invoice marked as cleared.

3. Delivery/collection date recorded in scheduling software.

4. Technician flags job as closed on the field service app.

5. Customer feedback form submitted or appointment outcome logged.

Platform Variants

1. Twilio SMS

• Function: Use Twilio Programmable SMS API to send personalized review invitations.
  
• Setting: Configure message body, recipient mapping; e.g., POST to /Messages with “body”: “Thanks for choosing us. Please leave a review: [link].”
  

2. Mailchimp

• Function: Automate email campaigns with triggered automation workflows following a status change.
  
• Setting: Event-based ‘Customer Tag Added – Service Complete’ triggers email with embedded review links.
  

3. SendGrid

• Function: Use SendGrid Transactional Email API for post-service email delivery.
  
• Setting: Configure dynamic templates; trigger via POST to /mail/send with the customer’s email and review message.
  

4. HubSpot

• Function: Workflow automation in HubSpot CRM using ‘Deal Stage Changed’ to send reviews requests.
  
• Setting: Create workflow: “IF Deal = Closed Won, THEN send review request email.”
  

5. Salesforce

• Function: Process Builder/Flow to auto-send emails or SMS post-opportunity closure.
  
• Setting: Trigger on Opportunity stage "Closed Won"; invoke messaging action.
  

6. Zoho CRM

• Function: Workflow rule to send email/SMS when deal status is “Service Delivered.”
  
• Setting: Set up workflow: “ON field update, send Email Notification using review template.”
  

7. Pipedrive

• Function: Automated emails via Smart Docs when a deal is marked as won.
  
• Setting: Create automation: trigger email template with review link upon moving deal to “Won.”
  

8. Google Sheets + Apps Script

• Function: Script to monitor ‘Service Completed’ column; on update, send email via Gmail API.
  
• Setting: Apps Script with time-driven trigger to detect changes and dispatch review requests.
  

9. Shopify

• Function: Shopify Flow automation to send review requests on order fulfillment.
  
• Setting: When Order Fulfilled > Action: send email/SMS via connected service.
  

10. Klaviyo

• Function: Flow triggered on custom event “Service Complete” to deliver email review invites.
  
• Setting: Create event-based flow with personalized messaging and review site links.
  

11. Constant Contact

• Function: Automated email series post-tagging customer with “Job Complete.”
  
• Setting: Trigger post-completion tag to launch review request autoresponder.
  

12. ActiveCampaign

• Function: Automation to send SMS/Email review asks after deal updates.
  
• Setting: Trigger “Deal marked as Won” > Send campaign from template.
  

13. Drip

• Function: Workflow automation based on custom field updates tied to project completion.
  
• Setting: Segment: “Project Status = Complete” > Send review request email.
  

14. Freshdesk

• Function: Ticket closure triggers CSAT/feedback automation with embedded review links.
  
• Setting: On ticket resolve, launch survey; add direct review site call-to-action.
  

15. Zendesk

• Function: Triggers for solved tickets send review invitation via integration.
  
• Setting: Automation: “Ticket status = Solved” > Trigger outbound email/SMS.
  

16. Intercom

• Function: Series triggered by user event “Service Finished” to send in-app or email review prompts.
  
• Setting: Series/Outbound Message: send after custom event logged.
  

17. WhatsApp Business API

• Function: Automated message triggered post-service from backend via API.
  
• Setting: Send template message with review link to customer’s WhatsApp.
  

18. Slack (for internal notification)

• Function: Send Slack notification so staff manually follow-up if automation fails.
  
• Setting: Use webhook or app to notify relevant channel on “Service Complete.”
  

19. ReviewTrackers

• Function: Trigger requests for multi-site review invitations via API.
  
• Setting: POST to /api/v3/customers to queue review messages on completion event.
  

20. Trustpilot Business

• Function: Use Trustpilot Invite API to send automated review invites.
  
• Setting: On service closure, POST email and order data to /v1/private/invitation.
  

Benefits

1. Consistent outreach increases chance of positive reviews and enhances public reputation.

2. Eliminates manual intervention, freeing up staff for core service delivery.

3. Enables near-instant follow-up, which yields higher customer engagement and feedback rates.

4. Centralized monitoring and reporting for management review performance across multiple platforms.

5. Early issue detection via real-time feedback, allowing for swift resolution and improved service quality.