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Automated feedback collection after sales

Purpose

1. Collect structured customer feedback post-purchase to improve product curation, customer satisfaction, and compliance measures.

2. Automate requests for feedback to ensure no manual follow-up gaps across thousands of retail transactions.

3. Aggregate responses for analytics, compliance reporting, and service refinement.

4. Enable real-time escalation of negative experiences to customer care units.


Trigger Conditions

1. Completed sale marked in POS or ERP system.

2. Customer contact data present (email/SMS/app).

3. Eligibility rules passed (age, marketing consent, loyalty member, frequency).

4. Configured delay post-transaction (e.g., 24 hours) elapsed.


Platform variants


1. Twilio

  • Feature/Setting: Programmable SMS — Send post-sale SMS; use Message API with recipient/customer phone and feedback form URL.

2. SendGrid

  • Feature/Setting: Email API — Automate feedback request emails via dynamic templates and recipient contact merge.

3. HubSpot

  • Feature/Setting: Workflows — Post-purchase trigger initiates survey email using Feedback Survey workflow.

4. Salesforce

  • Feature/Setting: Flow Builder — Build automated flows for feedback tasks post-sale and email or SMS survey delivery.

5. Mailchimp

  • Feature/Setting: Customer Journey Builder — Transaction event triggers feedback email from configured template.

6. Zendesk

  • Feature/Setting: Trigger & Automations — Send support ticket with survey link on sale close event.

7. SurveyMonkey

  • Feature/Setting: Webhook/Collector API — Automatically generate survey links post-purchase via API.

8. Qualtrics

  • Feature/Setting: Survey Distribution API — Trigger feedback survey via email/SMS upon sales event.

9. Google Forms

  • Feature/Setting: Form Prefill Links — Auto-generate prefilled survey links in feedback messages.

10. Microsoft Power Automate

  • Feature/Setting: Automated Flow — Integrate POS/ERP output to launch survey email or SMS via connector actions.

11. Zapier

  • Feature/Setting: Trigger/Action Flow — “New Sale” in POS initiates survey dispatch via connected email or SMS app.

12. ActiveCampaign

  • Feature/Setting: Automated Campaigns — Contacts added to feedback segment post-sale; send customized requests.

13. SurveySparrow

  • Feature/Setting: API / Webhook — Deliver personalized survey links with transaction metadata.

14. Intercom

  • Feature/Setting: Post-Event Messages — Workflow triggers feedback solicitations in chat or email.

15. Typeform

  • Feature/Setting: Hidden Fields & Email API — Email survey link incorporating sale/customer details.

16. Slack

  • Feature/Setting: Incoming Webhooks — Notify teams for instant manual follow-up on critical feedback.

17. Shopify

  • Feature/Setting: Order Fulfillment Webhook — Order completion triggers custom app to send feedback email or SMS.

18. AWS SES

  • Feature/Setting: SendEmail Action — Automated transactional feedback email based on event data.

19. Klaviyo

  • Feature/Setting: Flow Trigger — Pre-built or custom flow triggers post-purchase survey outreach.

20. Freshdesk

  • Feature/Setting: Automations — Ticket rules trigger feedback requests after sales ticket closes.

21. Outlook 365 (Microsoft Graph API)

  • Feature/Setting: Automatic email on sales event using sendMail endpoint with templated body containing survey link.

22. Pipedrive

  • Feature/Setting: Workflow Automation — Deal Won event sends feedback survey via preferred channel.

23. Facebook Messenger

  • Feature/Setting: Send API — Automated message with feedback form link after sale recorded.

Benefits

1. Higher feedback response rates due to immediate, persistent, and multi-channel outreach.

2. Continuous improvement loop for product, compliance, and service processes.

3. Reduction in manual labor, human error, and follow-up delays.

4. Detailed analytics aggregation for management reporting and government compliance checks.

5. Escalation paths ensure customer complaints are addressed rapidly.

6. Increased transparency and accountability in state-controlled alcohol retail operations.

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