Customer feedback request automation post-purchase

Purpose

1. Automate post-purchase customer feedback collection for a pump supplier in the industrial equipment sector.

2. Automating delivery of feedback requests via email, SMS, in-app, or voice after the customer receives goods ensures standardized, timely, and scalable engagement.

3. Automation enables gathering actionable insights on product quality, delivery satisfaction, and service experience for continuous process improvement and customer retention.

4. This automation aims to eliminate manual outreach, accelerate data collection and improve customer experience with prompt, consistent feedback requests.

Trigger Conditions

1. Automated trigger upon completion of order delivery status update in ERP or order management system.

2. Automator initiates when shipment “delivered” status is confirmed via tracking API.

3. Scheduled post-delivery triggers, e.g., 48 hours after receipt.

4. Automated manual override — trigger when customer service marks an order as fulfilled.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automated SMS feedback request — configure SMS Messaging API endpoint with a dynamic template.
  

2. SendGrid

• Feature/Setting: Automated transactional emails; use Dynamic Template and Send Email API for feedback solicitation.
  

3. HubSpot

• Feature/Setting: Workflow automation using “Deal Stage” change triggers and “Send Survey” module via API workflows.
  

4. Salesforce

• Feature/Setting: Automate via Process Builder or Flows — trigger outbound email with the “Email Alert” action.
  

5. Mailchimp

• Feature/Setting: Customer Journeys automator — automated post-purchase feedback emails via trigger tag.
  

6. Zendesk

• Feature/Setting: Automated ticket follow-up with Feedback Form; configure triggers when order status is “closed.”
  

7. SurveyMonkey

• Feature/Setting: Automate survey distribution using “Send Survey” API linked to order events.
  

8. Google Sheets

• Feature/Setting: Automated logging of feedback request sent — use Apps Script to send email after entering “Delivered.”
  

9. Slack

• Feature/Setting: Automated feedback reminders — “Incoming Webhooks” posts prompt to internal support channel on delivery event.
  

10. Typeform

• Feature/Setting: Automated feedback link generation with pre-filled user and order data via API on completed purchases.
  

11. WhatsApp Business API

• Feature/Setting: Automate feedback message template push after order delivery, configure messaging API.
  

12. Zoho CRM

• Feature/Setting: Automation via Blueprint or Workflow Rule; trigger “Survey Email” on status change.
  

13. ActiveCampaign

• Feature/Setting: Automates post-purchase follow-up automation with “If/Else” logic for feedback sequence.
  

14. Intercom

• Feature/Setting: Automated messages — configure Product Tours or auto-messages post-purchase via API event.
  

15. Microsoft Power Automate

• Feature/Setting: Automate workflow with connector for ERP to trigger email or SMS on order delivery.
  

16. Freshdesk

• Feature/Setting: Automated ticket resolution workflow — send Customer Satisfaction Survey email after resolution.
  

17. Shopify

• Feature/Setting: Automatable apps like “Order Delivered” Webhook + Email app to trigger feedback requests.
  

18. Pipedrive

• Feature/Setting: Automator triggers Feedback Request email via “Activity Completed” workflow.
  

19. Amazon SES

• Feature/Setting: Automated email feedback requests with SES SendEmail API following order status update.
  

20. Trello

• Feature/Setting: Automate card creation for each feedback cycle; trigger via board automation on order completion.
  

21. Klaviyo

• Feature/Setting: Flow automation — automated email flow upon receiving delivery event webhook.
  

22. Google Forms

• Feature/Setting: Automate feedback form invites via script when a new order is marked delivered in Sheets.
  

Benefits

1. Automatedly increases feedback participation rates and accelerates insight collection.

2. Automates time-intensive manual outreach, freeing customer service resources.

3. Ensures automatable feedback requests are timely and consistent, improving data accuracy.

4. Automation leads to faster issue resolution and enhances customer satisfaction in wholesale pump distribution.

5. Automated reporting for management, supporting continuous improvement through data-driven automation.