Follow-up requests for customer reviews post-purchase

Purpose

1. Automate the process of sending follow-up requests to customers post-purchase, specifically encouraging reviews for fireplace products.

2. Enhance post-sales engagement by automating personalized messages through various channels (SMS, email, voice, social, chat) to request automated customer reviews.

3. Increase review volume and credibility by automating outreach, thereby boosting local SEO and sales for retail fireplace stores.

4. Ensure follow-up review requests are automatedly tied to order completion, optimizing review collection timing and relevance.

Trigger Conditions

1. Automated trigger when an order is marked as completed or shipped in POS/e-commerce platforms.

2. Automated delay window (e.g., 3–10 days post-shipping) to allow product experience before automating the review request.

3. Conditional automator logic for repeat customers, high-ticket sales, or specific product categories (e.g., gas fireplaces, inserts).

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate programmable SMS; configure POST /Messages API to send review request templates upon trigger.

2. SendGrid

• Feature/Setting: Automate email campaign; setup Transactional Templates and automate API v3/mail/send triggered by order event.

3. ActiveCampaign

• Feature/Setting: Automate follow-up automation flow using "Deals" pipeline; trigger "Send email" action via API on order update.

4. Mailchimp

• Feature/Setting: Automate using Customer Journeys; configure "Order completed" trigger and automated email step.

5. Salesforce Marketing Cloud

• Feature/Setting: Automate using Contact Builder and Journey Builder; configure event-based automation linked to e-commerce.

6. Klaviyo

• Feature/Setting: Automate post-purchase flow; trigger review request email via automation "Flow" and order data.

7. Zendesk

• Feature/Setting: Automate ticket update event to trigger outbound message or email API for review follow-up.

8. Intercom

• Feature/Setting: Automate message via Series or Campaigns module; set trigger as "conversation closed" after sale.

9. HubSpot

• Feature/Setting: Automate workflow; use "Deal Stage is closed-won" trigger to send review request email automatedly.

10. WhatsApp Business API

• Feature/Setting: Automate templated message via POST /messages API on order completion.

11. Google Business Messages

• Feature/Setting: Automate agent-triggered follow-up using SendMessage API post-transaction.

12. Shopify

• Feature/Setting: Automate via Flow app; "Order fulfilled" trigger, automated email/SMS action for reviews.

13. WooCommerce

• Feature/Setting: Automate webhook on "order completed" status to custom review request email/SMS function.

14. Yotpo

• Feature/Setting: Automate review request campaigns; configure Trigger emails after delivery based on platform settings.

15. Trustpilot

• Feature/Setting: Automate triggers using Invitation API when purchase completed event fires.

16. Zapier

• Feature/Setting: Automate cross-platform actions; "New order" trigger to "send email/SMS" action for review request.

17. Make (formerly Integromat)

• Feature/Setting: Automates with e-commerce module trigger; chain HTTP/SMS/email modules to send requests automatedly.

18. Facebook Messenger Platform

• Feature/Setting: Automate Messenger chatbot using Send API; trigger on completed sale for automated review message.

19. Slack

• Feature/Setting: Automate internal review follow-up reminders for sales agents using Incoming Webhooks.

20. Monday.com

• Feature/Setting: Automate order updates; use automations to trigger email or integration to review services upon status change.

21. Google Forms + Gmail API

• Feature/Setting: Automate personalized email with embedded review link via Gmail API post-purchase event.

22. Pipedrive

• Feature/Setting: Automate review follow-up by utilizing Workflow Automation feature on won deals.

23. Mailjet

• Feature/Setting: Automate triggered transactional emails with review request after order event, using Send API.

24. SMSGlobal

• Feature/Setting: Automate SMS review request campaign via HTTP API upon store order completion trigger.

Benefits

1. Automates review request process, reducing manual workload for team.

2. Automatedly increases review conversion rates, improving brand trust.

3. Enhances customer engagement with timely, context-aware automation.

4. Enables omnichannel review request automation for improved response rates.

5. Automating the flow helps fireplace stores capture authentic feedback, vital for sales growth in the Home & Living market.