Automated review request post-delivery

Purpose

1.1. Automate the process of contacting customers post-delivery to request product reviews, increasing engagement, generating social proof, improving brand visibility, and gathering public feedback for optimizable services.
1.2. This automation ensures every post-sale customer experience is leveraged by sending follow-up messages, prompting for authentic reviews on select platforms or via direct links.
1.3. An automated review request ensures no opportunity for customer testimonial is missed, promptly requesting reviews at predetermined, configurable intervals after each door delivery.
1.4. Streamlines manual workload by automating the outreach post-fulfillment, generating higher review volume at scale without recurring human intervention.

Trigger Conditions

2.1. Order status updated to “Delivered” in the retail system.
2.2. Shipment tracking or confirmation API signals a completed delivery.
2.3. End-of-day batch job finds orders delivered in the past 24–72 hours.
2.4. User tag or custom field is updated by internal staff confirming delivery.
2.5. CRM system flags customer as eligible for review automation.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS send; Configure via Twilio Programmable SMS API — /Messages endpoint, recipient from delivery data, message template links to review form.
3.2. SendGrid
• Feature/Setting: Automated email send via /mail/send API; pre-configured review request email template with dynamic fields (customer/order/review link).
3.3. Mailchimp
• Feature/Setting: Triggers via Automation workflows; set post-purchase email journey, auto-insert customer's review link into the message.
3.4. HubSpot
• Feature/Setting: Workflows module; create post-delivery trigger, automate email/SMS review requests via sequential workflows.
3.5. Salesforce
• Feature/Setting: Use Process Builder or Flow Builder to automate review request email once “Delivered” status is set on order record.
3.6. Shopify
• Feature/Setting: Shopify Flow or webhook/API — trigger on order delivered, automate review-request email via third-party app integration.
3.7. WooCommerce
• Feature/Setting: Automate with webhook on order_completed, integrate with MailPoet or other review plugins to send requests.
3.8. Google Forms
• Feature/Setting: Automate custom link generation and send out using email API integration for customers to submit reviews post-delivery.
3.9. Yelp
• Feature/Setting: Use direct message review invites via Yelp API's business messaging (where permitted) or send user to Yelp review page.
3.10. Trustpilot
• Feature/Setting: Automated email review invitations via Trustpilot Invitations API; order data piped into Trustpilot request queue.
3.11. Facebook Messenger
• Feature/Setting: Automated Messenger bot sends review prompt post-delivery using Facebook Messenger Platform Send API.
3.12. WhatsApp Business
• Feature/Setting: Automated Review request message sent by WhatsApp Business API /messages endpoint, triggered with customer delivery event.
3.13. ActiveCampaign
• Feature/Setting: Automate post-purchase email or SMS campaigns using Automation builder after “Completed” tag applied.
3.14. Klaviyo
• Feature/Setting: Flows triggered by fulfillment event using webhook; emails or SMS with review links auto-sent.
3.15. Zendesk
• Feature/Setting: Automate follow-up ticket creation or satisfaction survey via Triggers after delivery, with review form included.
3.16. SurveyMonkey
• Feature/Setting: Automate survey link creation and bulk distribution after each delivery event, via API or integrations.
3.17. Google Sheets
• Feature/Setting: Automate row addition with delivery details; trigger email add-on or scripting to send out review requests.
3.18. Zoho CRM
• Feature/Setting: Workflow automation that sends review invitation email or SMS once deal/opportunity marked as delivered.
3.19. Intercom
• Feature/Setting: Automated chat/email message triggered by custom delivery event, prompting for real-time review.
3.20. Amazon SES
• Feature/Setting: Automate transactional review request emails via SendEmail API, populated with order-specific data post-delivery.

Benefits

4.1. Automates repetitive review request process, saving staff time and reducing errors.
4.2. Automates timing to maximize likelihood of customer responding positively after delivery.
4.3. Ensures consistent, automated follow-up across orders, boosting review volume and social proof.
4.4. Automator improves operational optics by centralized tracking of sent review requests and responses.
4.5. Automation enables scalable post-sale engagement regardless of sales volume or staff size.