Social media review auto-request

Purpose

1.1. Automate the process of requesting social media reviews from customers after equipment hire service completion.
1.2. Automatedly prompts satisfied clients to leave reviews, increasing brand credibility and boosting online reputation.
1.3. Enables an automator to consistently gather user-generated content for marketing campaigns and sales enablement.
1.4. Centralizes all automatable outreach for business process optimization and improved conversion metrics.
1.5. Monitors customer satisfaction to automate quick intervention when service falls below standard.
1.6. Automates review follow-ups to maximize engagement rates and encourage feedback across multiple platforms.

Trigger Conditions

2.1. Automated trigger upon successful equipment return record in ERP or CRM.
2.2. Automator triggers on completed survey with high satisfaction score.
2.3. Automated timer set to request review 24–48 hours after service completion.
2.4. Auto-trigger on new invoice payment status marked as ‘Paid’.
2.5. Workflow automation triggered via API when job status changes to “Closed” in job management software.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder or Flow — automate review request email post-opportunity close.
• API/Function: POST to Messaging or Email Service.

3.2. HubSpot
• Feature/Setting: Workflow automation — sends social review email upon deal closure.
• API/Function: Marketing Email endpoint, Contact property triggers.

3.3. Zoho CRM
• Feature/Setting: Automation rule for Stage “Completed”; email or SMS review auto-trigger.
• API/Function: workflowRule; POST to communication modules.

3.4. Pipedrive
• Feature/Setting: Automatic workflow for won deals; triggers review request via integrated email or SMS.
• API/Function: POST /mailbox/mailThreads, POST /activities.

3.5. Twilio
• Feature/Setting: Programmable SMS automation; auto-send review link to client mobile.
• API/Function: Messages.create(), TwiML for responsiveness.

3.6. SendGrid
• Feature/Setting: Automated email campaigns — trigger review requests post-hire.
• API/Function: /mail/send endpoint for transactional templates.

3.7. Gmail API
• Feature/Setting: Automated email dispatch with review request template.
• API/Function: users.messages.send.

3.8. Slack
• Feature/Setting: Automated channel or DM notification to team for social review follow-up.
• API/Function: chat.postMessage API.

3.9. Mailchimp
• Feature/Setting: Automated email workflow for social review requests post-customer journey.
• API/Function: POST /automations, /emails endpoints.

3.10. WhatsApp Business API
• Feature/Setting: Automated messages with review link after hire completion.
• API/Function: /messages endpoint with structured template.

3.11. Zendesk
• Feature/Setting: Automated ticket trigger to request review at ticket close.
• API/Function: Triggers; HTTP targets integration.

3.12. Google My Business API
• Feature/Setting: Automates sending review invite links in optimized format.
• API/Function: Request review link generation endpoint.

3.13. Facebook Graph API
• Feature/Setting: Automates posting or messaging clients on Facebook post-hire.
• API/Function: /me/messages endpoint for review outreach.

3.14. LinkedIn API
• Feature/Setting: Programmatic message to client’s LinkedIn inbox for post-service review.
• API/Function: POST /messages endpoint.

3.15. Typeform
• Feature/Setting: Automated survey redirect with embedded social review prompt.
• API/Function: Webhooks to trigger review prompt.

3.16. SurveyMonkey
• Feature/Setting: Automate follow-up with review solicitation after survey completion.
• API/Function: Webhooks with survey result filter.

3.17. Microsoft Power Automate
• Feature/Setting: Automated workflows chaining events to review requests across platforms.
• API/Function: Action connectors for Email, SMS, Teams.

3.18. ActiveCampaign
• Feature/Setting: Automated review campaign for segment “recent hires”.
• API/Function: /contacts, /automations endpoints for message dispatch.

3.19. Calendly
• Feature/Setting: Automate review requests post-meeting using webhook triggers.
• API/Function: EventType.created, Scheduled Event ended webhooks.

3.20. Monday.com
• Feature/Setting: Automation for review reminders column or status change.
• API/Function: /v2 endpoint with automations schema.

3.21. QuickBooks Online
• Feature/Setting: Trigger review request email/SMS on “invoice paid” webhook.
• API/Function: Webhooks/Events API.

3.22. Gmail Scheduler (Google Apps Script)
• Feature/Setting: Script-based automation of time-based review requests.
• API/Function: Time-driven triggers, MailApp.sendEmail().

3.23. Webex
• Feature/Setting: Automated message or email with review prompt post-call.
• API/Function: /messages HTTP POST.

3.24. Clio Manage
• Feature/Setting: Automate review request upon closing of service matter.
• API/Function: Activities endpoint + email workflow integration.

3.25. Trello
• Feature/Setting: Move card to “Review Request” triggers automation to outreach tool.
• API/Function: /1/cards/update endpoint, webhooks.

Benefits

4.1. Streamlines and automates outreach, reducing manual intervention.
4.2. Ensures timely, automated communication for higher review rates.
4.3. Automates tracking and metrics for review conversion analysis.
4.4. Radically reduces staff workload through persistent automation.
4.5. Automated follow-up improves long-term client engagement and retention.
4.6. Encompasses multiple channels, maximizing review response coverage via automation.
4.7. Automates compliance with company communication standards.
4.8. Enhances competitive edge through credible, organic feedback acquired automatically.
4.9. Drives actionable insights for process and service quality improvements through automation.
4.10. Empowers operations to scale review collection without proportionate resource increase using automator-driven workflows.