Post-shipment customer satisfaction follow-up

Purpose

 1.1. Ensure post-shipment customer engagement by gathering satisfaction feedback after delivery.
 1.2. Automate communication to customers regarding ride or attraction orders to identify improvement points and increase loyalty.
 1.3. Collect actionable metrics to enhance product quality, delivery experience, after-sales service, and establish a follow-up workflow for unresolved issues.

Trigger Conditions

 2.1. Fulfillment system confirms shipment of an order.
 2.2. Carrier tracking number is updated or order status set to “Delivered.”
 2.3. Pre-set time delay (e.g., 48 hours post-shipment or upon delivery acknowledgment).
 2.4. Customer’s primary contact method (email/SMS/phone) is available and valid.

Platform Variants

 3.1. Salesforce
 • Feature: Flow Builder or Process Builder, Trigger: Opportunity Closed + Delivery Confirmed, Action: Survey Email via Email Alerts

 3.2. Zoho CRM
 • Feature: Workflow Automation, Trigger on “Order Delivery” Update, Action: Send feedback survey via Zoho Survey API

 3.3. HubSpot
 • Feature: Workflows, Trigger: Deal property changed to “Delivered”, Action: Marketing Email with feedback form link

 3.4. Microsoft Power Automate
 • Feature: Scheduled Flow, Trigger: When item updated in SharePoint List, Action: Send adaptive card/Satisfaction Survey via Outlook

 3.5. Monday.com
 • Feature: Automation Recipe, Trigger: Status column changed to Delivered, Action: Email via Gmail/Outlook Integration

 3.6. Twilio
 • Feature: Messaging API, Send SMS with satisfaction link; configure via POST /Messages endpoint

 3.7. SendGrid
 • Feature: Email API, Trigger: POST /mail/send to send feedback email template

 3.8. Slack
 • Feature: Incoming Webhooks, Trigger: Message in channel for internal alert and post shipment feedback direct message to client via chat.postMessage

 3.9. Google Sheets
 • Feature: Apps Script onEdit trigger, Action: MailApp.sendEmail for satisfaction survey

 3.10. Shopify
 • Feature: Flow App, Trigger: Order Fulfilled, Action: Send post-shipment email via Shopify Email or Klaviyo integration

 3.11. Mailchimp
 • Feature: Customer Journey, Trigger: API Event (Order Shipped), Action: Send satisfaction survey campaign

 3.12. Freshdesk
 • Feature: Automations, Trigger: Ticket created on delivery, Action: Dispatch satisfaction survey

 3.13. Zendesk
 • Feature: Triggers, Trigger: Custom field “Order Delivered”, Action: Email customer satisfaction survey

 3.14. Typeform
 • Feature: Webhooks, Trigger survey on external API call with order details, collect feedback

 3.15. SurveyMonkey
 • Feature: API Create Collector Endpoint, distribute post-delivery survey via email

 3.16. Intercom
 • Feature: Custom bot trigger, After shipment, send chat-based CSAT survey

 3.17. Marketo
 • Feature: Smart Campaign, Trigger: Data Value Changes (status=delivered), Action: Send feedback email

 3.18. ActiveCampaign
 • Feature: Automations, Trigger: Tag added (Order Shipped), Action: Satisfaction survey email

 3.19. Airtable
 • Feature: Automations, When “Delivered” checkbox ticked, Action: SendGrid integration for survey template

 3.20. Pipedrive
 • Feature: Workflow Automation, Trigger: Custom field = Delivered, Action: Trigger email via Gmail or Mailjet API

 3.21. WhatsApp Business API
 • Feature: POST /messages, Trigger: Order update webhook, Action: Send satisfaction survey link to customer

4. Benefits

 4.1. Proactively identifies customer issues and unmet needs post-shipment.
 4.2. Streamlines feedback collection, reducing manual effort for staff.
 4.3. Increases response rates with timely, automated outreach.
 4.4. Drives higher customer retention and generates referrals via improved service handling.
 4.5. Rapid closed-loop on operational weaknesses for continual order and fulfillment improvements.