Customer Relationship & Order ManagementPurpose
1.2. Streamline and schedule multi-channel, automated review reminders using diverse platforms and their automatable features to maximize response rates and gather satisfaction data, photos, testimonials, and net promoter scores.
1.3. Automating this post-purchase touchpoint increases engagement, enables sentiment monitoring, and automates conversion of positive responses into published reviews, while automator workflows can flag negative sentiment for human intervention.
Trigger Conditions
2.2. Pre-set interval elapses (e.g., 1–3 days post-marked delivery).
2.3. Automated payment confirmation detected.
2.4. Automated shipping carrier status update to “delivered” received via webhook or API.
2.5. Automated custom analytics metric triggers (e.g., customer inactivity for X days).
Platform variants
• Feature/Setting: Programmable Messaging API, configure SMS sequence with merge tags for order data, automating feedback requests.
3.2. SendGrid
• Feature/Setting: Dynamic Transactional Templates, automate personalized review emails on delivery status change.
3.3. Mailchimp
• Feature/Setting: Automated Customer Journey builder, schedule post-purchase review automations.
3.4. HubSpot
• Feature/Setting: Marketing Automation Workflow trigger on order delivery property, automates feedback email.
3.5. Klaviyo
• Feature/Setting: Flow automation, configure post-purchase review automator sequence.
3.6. Slack
• Feature/Setting: Incoming Webhook, send review feedback alerts to team when received via automated process.
3.7. Google Sheets
• Feature/Setting: API integration, automated log of feedback submissions for reporting/analysis.
3.8. Intercom
• Feature/Setting: Series Automation, triggers customer feedback/bot survey post-delivery.
3.9. Typeform
• Feature/Setting: Webhook/API, automated delivery of personalized review forms.
3.10. Zendesk
• Feature/Setting: Automation triggers, send feedback survey upon ticket closure/order delivery.
3.11. SurveyMonkey
• Feature/Setting: API integration, automates sending and tracking survey invites.
3.12. Yotpo
• Feature/Setting: Automated Review Request flows, triggers after delivery marked complete.
3.13. Trustpilot
• Feature/Setting: Automatic Feedback Service, configure review invitations via order status API.
3.14. Facebook Messenger
• Feature/Setting: Messenger API, automated review reminder chatbots.
3.15. WhatsApp Business API
• Feature/Setting: Automated template messaging post-delivery to request product feedback.
3.16. Shopify
• Feature/Setting: Flow Automation, post-delivery automated “leave a review” email/SMS.
3.17. WooCommerce
• Feature/Setting: Automatable webhook event, automator plugin triggers on completed orders.
3.18. Zapier
• Feature/Setting: Multi-step Zaps, automates cross-platform feedback requests.
3.19. Salesforce
• Feature/Setting: Salesforce Flow, triggers feedback survey assignment post-delivery.
3.20. Wix Automations
• Feature/Setting: Automated actions for store orders, sends review email/SMS upon delivery.
3.21. ActiveCampaign
• Feature/Setting: Automated Email Campaigns, post-purchase feedback workflow triggered by automation logic.
3.22. Google Forms
• Feature/Setting: Prefilled Form Links, automated email/SMS review survey distribution.
Benefits
4.2. Ensures timely and consistent review requests for all orders, maximizing automatable touchpoints.
4.3. Enables scalable, multi-channel automation of feedback solicitation tailored to customer preference.
4.4. Automated sentiment analysis and reporting streamline customer satisfaction monitoring.
4.5. Automation of positive review publishing and routing negative feedback flags rapid response.
4.6. Enhances reputation and trust by automating the public sharing of genuine customer experiences.
4.7. Drives customer loyalty by automating personalized post-delivery engagement, boosting retention.
4.8. Gathers actionable insights automatically to guide product and service improvements.